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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 %
CC
1126
Callan Capital
California
$419K +$17.6K +132 +4%
WCM
1127
Weik Capital Management
Pennsylvania
$419K -$5.99K -45 -1%
WHG
1128
Westwood Holdings Group
Texas
$418K -$15.3K -115 -4%
ZB
1129
Zions Bancorporation
Utah
$417K +$37.5K +282 +10%
TAM
1130
Townsend Asset Management
North Carolina
$416K +$1.2K +9 +0.3%
ARC
1131
Advisor Resource Council
Texas
$416K +$416K +3,125 New
GLA
1132
Good Life Advisors
Pennsylvania
$415K -$7.59K -57 -2%
CCFCSB
1133
Cape Cod Five Cents Savings Bank
Massachusetts
$413K -$386K -2,902 -48%
EFG
1134
Everhart Financial Group
Ohio
$413K +$40.9K +307 +11%
SFS
1135
Sharp Financial Services
Pennsylvania
$412K +$412K +3,093 New
AA
1136
Apriem Advisors
California
$408K – – –
WA
1137
WBH Advisory
Maryland
$408K +$8.39K +63 +2%
CCM
1138
Chilton Capital Management
Texas
$406K – – –
FGAM
1139
Financial Gravity Asset Management
Texas
$406K +$34.1K +400 +9%
CIA
1140
Capital Investment Advisors
Georgia
$405K -$10.8K -81 -3%
PCM
1141
Poehling Capital Management
Wisconsin
$404K -$4.13K -31 -1%
PP
1142
PDS Planning
Ohio
$404K +$399 +3 +0.1%
WT
1143
Whittier Trust
California
$403K -$75.9K -570 -16%
MFG
1144
Magnus Financial Group
New York
$403K +$266 +2 +0.1%
GL
1145
Graypoint LLC
New York
$403K +$18.8K +141 +5%
RBFC
1146
Roman Butler Fullerton & Co
Missouri
$402K -$82K -585 -17%
CT
1147
Chicago Trust
Illinois
$402K -$53.9K -405 -12%
EWM
1148
Empirical Wealth Management
Washington
$401K -$55.4K -416 -12%
LAM
1149
Lummis Asset Management
Texas
$401K +$401K +3,011 New
DS
1150
DRW Securities
Illinois
$399K -$18.9K -142 -5%
44 45
46
47 48