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Phillips 66
PSX

Overview Fund Activity

1,779 hedge funds and large institutions have $44.7B invested in Phillips 66 in 2023 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 565 increasing their positions, 675 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,779
Holders Change
+127
Holders Change %
+7.69%
% of All Funds
26.08%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.47%
New
255
Increased
565
Reduced
675
Closed
102
Calls
$849M
Puts
$636M
Net Calls
+$213M
Net Calls Change
+$118M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$973M
2
Harris Associates
Harris Associates
Illinois
+$666M
3
Boston Partners
Boston Partners
Massachusetts
+$465M
4
Barclays
Barclays
United Kingdom
+$387M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$245M

Top Sellers

1
Aristotle Capital Management
Aristotle Capital Management
California
-$253M
2
State Street
State Street
Massachusetts
-$186M
3
Bank of America
Bank of America
North Carolina
-$172M
4
Millennium Management
Millennium Management
New York
-$135M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
GFP
1001
Gryphon Financial Partners
Ohio
$546K +$55.9K +426 +11%
KWM
1002
Kolinsky Wealth Management
New Jersey
$546K +$3.6K +27 +0.7%
WG
1003
Welch Group
Alabama
$545K +$43.5K +327 +9%
WIC
1004
Wilkins Investment Counsel
Massachusetts
$544K -$11.8K -89 -2%
FEM
1005
Fulcrum Equity Management
Texas
$539K -$38.5K -289 -7%
CI
1006
Conning Inc
Connecticut
$538K -$2.66K -20 -0.5%
PGAM
1007
Princeton Global Asset Management
New Jersey
$537K +$533 +4 +0.1%
FMB
1008
Field & Main Bank
Kentucky
$537K -$3.99K -30 -0.7%
TC
1009
Trust Company
Kansas
$537K -$49.3K -370 -8%
FWTB
1010
First Western Trust Bank
Colorado
$536K – – –
AIA
1011
Angeles Investment Advisors
California
$535K +$6.92K +52 +1%
FIM
1012
Freedom Investment Management
Connecticut
$535K -$5.33K -40 -1%
BB
1013
Burford Brothers
Texas
$534K +$534K +4,014 New
RP
1014
Riverwater Partners
Wisconsin
$534K -$38.6K -290 -7%
VT
1015
Vise Technologies
New York
$533K -$362K -2,719 -40%
SPWM
1016
Straight Path Wealth Management
Michigan
$533K – – –
HAI
1017
Hennessy Advisors Inc
California
$533K – – –
KCIC
1018
Kuhn & Co Investment Counsel
Illinois
$528K +$528K +3,968 New
CG
1019
Cutler Group
California
$527K -$67.5K -508 -11%
JGUA
1020
John G. Ullman & Associates
New York
$526K – – –
UM
1021
UniSuper Management
Australia
$523K +$70.6K +530 +16%
CGL
1022
Clarius Group LLC
Washington
$522K -$46.5K -349 -8%
HTIM
1023
Harbour Trust & Investment Management
Indiana
$522K +$522K +3,921 New
RC
1024
Roundview Capital
New Jersey
$522K -$6.52K -49 -1%
KIA
1025
KCM Investment Advisors
California
$521K +$2.8K +21 +0.5%
39 40
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