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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 %
FFB
1176
First Financial Bankshares
Texas
$380K +$380K +2,852 New
PCMC
1177
Paragon Capital Management (Colorado)
Colorado
$378K -$62.5K -469 -14%
NP
1178
Nilsine Partners
Colorado
$378K +$16K +120 +4%
HI
1179
Harbour Investments
Wisconsin
$377K +$8.26K +62 +2%
IG
1180
ING Group
Netherlands
$377K -$10.5M -78,671 -97%
GJWM
1181
Gilliland Jeter Wealth Management
Arkansas
$377K +$377K +2,830 New
NWM
1182
Northcape Wealth Management
New York
$374K -$10.7K -80 -3%
BP
1183
Ballentine Partners
Massachusetts
$373K +$53.3K +400 +17%
DAC
1184
Dividend Assets Capital
South Carolina
$371K -$199K -1,500 -35%
IAS
1185
Insigneo Advisory Services
Florida
$371K -$47.9K -360 -11%
AFG
1186
Allegheny Financial Group
Pennsylvania
$369K +$19.4K +146 +6%
M1FG
1187
Mach-1 Financial Group
Arkansas
$369K -$467K -3,508 -56%
SVWAG
1188
Sound View Wealth Advisors Group
Georgia
$368K -$19K -143 -5%
EWP
1189
Engrave Wealth Partners
Texas
$367K – – –
LIA
1190
LBMC Investment Advisors
Tennessee
$367K +$133 +1 +0%
EGA
1191
E&G Advisors
Texas
$366K – – –
TSW
1192
Thompson Siegel & Walmsley
Virginia
$366K – – –
IWA
1193
IVC Wealth Advisors
Pennsylvania
$366K -$9.05K -68 -2%
UCB
1194
United Community Bank
South Carolina
$365K -$533 -4 -0.1%
LWANC
1195
Laurel Wealth Advisors (North Carolina)
North Carolina
$363K +$4.26K +32 +1%
AIA
1196
Affinity Investment Advisors
California
$363K -$51.4K -386 -12%
FCP
1197
Fidelis Capital Partners
Florida
$360K +$32.4K +243 +10%
CCA
1198
Cadent Capital Advisors
Oklahoma
$360K +$1.47K +11 +0.4%
ICA
1199
Infrastructure Capital Advisors
New York
$359K -$973K -7,306 -73%
DWA
1200
Douglass Winthrop Advisors
New York
$359K – – –
46 47
48
49 50