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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 %
HT
1026
Headlands Technologies
Illinois
$518K +$77.5K +582 +18%
MFWP
1027
Mosaic Family Wealth Partners
Missouri
$516K -$13.2K -99 -2%
VWM
1028
Vivid Wealth Management
Iowa
$514K +$514K +3,858 New
AI
1029
Arvest Investments
Arkansas
$513K +$513K +3,852 New
NP
1030
NorthRock Partners
Minnesota
$512K +$204K +1,534 +66%
LWCFA
1031
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$512K – – –
HDIM
1032
Hanson & Doremus Investment Management
Vermont
$510K -$19K -143 -4%
GF
1033
Goodman Financial
Texas
$508K – – –
OWM
1034
OneAscent Wealth Management
Alabama
$507K -$40.7K -306 -7%
CI Investments Inc
1035
CI Investments Inc
Ontario, Canada
$507K -$24K -180 -5%
ST
1036
Spinnaker Trust
Maine
$507K – – –
SAM
1037
Strategy Asset Managers
California
$507K +$1.07K +8 +0.2%
4WM
1038
49 Wealth Management
Texas
$504K +$504K +3,788 New
RSWM
1039
Robertson Stephens Wealth Management
California
$504K +$21.7K +163 +4%
MFG
1040
Merit Financial Group
Georgia
$504K +$185K +1,387 +58%
KIC
1041
Keating Investment Counselors
Florida
$503K +$20K +150 +4%
QL
1042
Quarry LP
New York
$499K +$132K +994 +36%
JSL
1043
JT Stratford LLC
Georgia
$499K -$27.2K -204 -5%
BOPW
1044
Brandywine Oak Private Wealth
Pennsylvania
$498K -$1.33K -10 -0.3%
VCG
1045
Vantage Consulting Group
Virginia
$497K -$40.2K -302 -7%
SI
1046
Saxon Interests
Texas
$497K +$497K +3,730 New
OPTFSNA
1047
Old Point Trust & Financial Services N A
Virginia
$493K – – –
BFAG
1048
Blackston Financial Advisory Group
Florida
$491K -$26.6K -200 -5%
BA
1049
Ballew Advisors
Mississippi
$491K – – –
UCI
1050
Uncommon Cents Investing
Wisconsin
$490K +$57.3K +430 +13%
40 41
42
43 44