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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 %
SFG
1151
Seamount Financial Group
Colorado
$399K +$399K +3,000 New
CCG
1152
Ceeto Capital Group
Florida
$399K – – –
EFS
1153
Essex Financial Services
Connecticut
$399K +$2.66K +20 +0.7%
CFGS
1154
Concourse Financial Group Securities
Alabama
$398K -$7.19K -54 -2%
CB
1155
Cadence Bank
Mississippi
$398K – – –
MFFIA
1156
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$398K – – –
I
1157
InceptionR
California
$398K +$398K +2,987 New
LWM
1158
Laidlaw Wealth Management
New York
$397K -$18.6K -140 -4%
IGAM
1159
iA Global Asset Management
Quebec, Canada
$397K -$2.68M -20,124 -87%
SAG
1160
SageView Advisory Group
California
$396K +$396K +2,784 New
PI
1161
PFG Investments
New York
$395K -$70.6K -530 -15%
AWM
1162
Aries Wealth Management
Maine
$394K +$56.6K +425 +17%
FPGT
1163
Financial Partners Group (Tennessee)
Tennessee
$394K +$2.93K +22 +0.7%
PL
1164
Plancorp LLC
Missouri
$393K +$15.8K +119 +4%
BBHC
1165
Brown Brothers Harriman & Co
New York
$392K -$45.9K -345 -10%
ECP
1166
Empyrean Capital Partners
California
$391K – – –
GA
1167
Geller Advisors
New York
$386K -$533 -4 -0.1%
LGA
1168
Lebenthal Global Advisors
New York
$383K +$383K +2,880 New
FMLI
1169
Fukoku Mutual Life Insurance
Japan
$383K – – –
KCM
1170
Kanawha Capital Management
Virginia
$383K -$27.4K -206 -7%
CAMG
1171
CWA Asset Management Group
Florida
$382K +$128K +962 +50%
QP
1172
Quilter Plc
United Kingdom
$382K -$8.67K -65 -2%
STA
1173
Summit Trail Advisors
New York
$381K +$41.7K +313 +12%
Empower Advisory Group
1174
Empower Advisory Group
Colorado
$381K -$21.6K -162 -5%
SFS
1175
Stiles Financial Services
Minnesota
$380K +$15.8K +119 +4%
45 46
47
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