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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 %
LSAG
1101
Lake Street Advisors Group
New Hampshire
$439K +$439K +3,294 New
CAL
1102
Capital Analysts LLC
Pennsylvania
$437K – – –
GIA
1103
GHP Investment Advisors
Colorado
$437K – – –
TWM
1104
Tanager Wealth Management
United Kingdom
$437K – – –
CC
1105
Cadinha & Co
Hawaii
$435K -$13.3K -100 -3%
PWG
1106
Portside Wealth Group
Utah
$433K -$75.6K -568 -15%
BTI
1107
Blue Trust Inc
Georgia
$432K -$44.2K -368 -9%
AWA
1108
Arete Wealth Advisors
Illinois
$432K +$432K +3,245 New
SAM
1109
Sompo Asset Management
Japan
$431K -$64.6K -485 -13%
IA
1110
IFG Advisory
Georgia
$431K -$73.1K -549 -14%
MCA
1111
MSH Capital Advisors
Arizona
$431K +$34.4K +258 +9%
SGCA
1112
Steel Grove Capital Advisors
Tennessee
$430K -$1.33K -10 -0.3%
RPC
1113
Rossmore Private Capital
Connecticut
$427K – – –
PFBT
1114
Parkside Financial Bank & Trust
Missouri
$426K +$176K +1,323 +70%
CA
1115
Callahan Advisors
Texas
$426K -$13.3K -100 -3%
AO
1116
Advisor OS
Illinois
$425K +$15.3K +115 +4%
CIAS
1117
Capital Investment Advisory Services
North Carolina
$425K +$399 +3 +0.1%
FNBSF
1118
First National Bank Sioux Falls
South Dakota
$424K – – –
MTC
1119
McDaniel Terry & Co
Texas
$422K +$422K +3,168 New
PPP
1120
Private Portfolio Partners
New Jersey
$420K -$55.3K -415 -12%
LC
1121
LCNB Corp
Ohio
$420K +$40.1K +301 +11%
CIM
1122
Cambria Investment Management
California
$420K +$420K +3,154 New
SWM
1123
Stockman Wealth Management
Montana
$419K -$57.5K -432 -12%
SP
1124
Successful Portfolios
Florida
$419K +$26.4K +198 +7%
BMC
1125
Beaton Management Company
Massachusetts
$419K – – –
43 44
45
46 47