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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 %
BHWM
1051
Beaird Harris Wealth Management
Texas
$488K +$533 +4 +0.1%
KI
1052
Kapitalo Investimentos
Brazil
$486K -$45.3K -340 -9%
AWM
1053
Angeles Wealth Management
California
$486K +$71.5K +537 +17%
SIG
1054
Spinnaker Investment Group
California
$485K +$799 +6 +0.2%
APW
1055
Austin Private Wealth
Texas
$483K -$98.5K -740 -17%
PA
1056
PFG Advisors
Arizona
$479K -$38.9K -292 -8%
SSG
1057
Summit Securities Group
New York
$479K +$359K +2,700 +300%
FCH
1058
Freestone Capital Holdings
Washington
$478K -$1.6K -12 -0.3%
PWM
1059
Perigon Wealth Management
California
$477K -$30.6K -230 -6%
IAMOG
1060
Investors Asset Management of Georgia
Georgia
$475K +$6.59K +50 +1%
VRM
1061
Vectors Research Management
New York
$473K +$268 +2 +0.1%
JIC
1062
Joel Isaacson & Co
New York
$472K +$1.47K +11 +0.3%
PSFG
1063
Prairie Sky Financial Group
Illinois
$472K +$266 +2 +0.1%
HA
1064
Harbor Advisors
Florida
$471K – – –
Lazard Asset Management
1065
Lazard Asset Management
New York
$471K -$30.1K -227 -6%
FIA
1066
Foundations Investment Advisors
Arizona
$470K +$38K +261 +9%
MIM
1067
MTM Investment Management
South Carolina
$470K – – –
CC
1068
Courier Capital
New York
$470K – – –
MFA
1069
Mayflower Financial Advisors
Massachusetts
$470K -$53.4K -401 -10%
CIM
1070
Corbyn Investment Management
Maryland
$468K – – –
CGA
1071
Crescent Grove Advisors
Illinois
$465K +$2.66K +20 +0.6%
DWM
1072
Drive Wealth Management
Utah
$465K +$9.99K +75 +2%
LC
1073
Lindbrook Capital
California
$465K +$44.2K +332 +11%
WPP
1074
Whalerock Point Partners
Rhode Island
$465K +$42.5K +319 +10%
AIM
1075
Athena Investment Management
California
$463K +$133 +1 +0%
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