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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 %
DWT
1201
Dorsey & Whitney Trust
South Dakota
$357K +$48.5K +364 +16%
MMG
1202
Monetary Management Group
Missouri
$356K – – –
PK
1203
Pflug Koory
Nebraska
$356K -$2K -15 -0.6%
RA
1204
Ruggaard & Associates
Ohio
$353K -$106K -794 -23%
TW
1205
Transform Wealth
Colorado
$352K -$7.46K -56 -2%
HWA
1206
HCR Wealth Advisors
California
$351K +$9.85K +74 +3%
MIS
1207
Morningstar Investment Services
Illinois
$351K +$351K +2,640 New
GRP
1208
Global Retirement Partners
California
$350K +$79K +610 +29%
KBFS
1209
Kohmann Bosshard Financial Services
Ohio
$349K – – –
FMTC
1210
Farmers & Merchants Trust Company
California
$349K – – –
SAI
1211
Savvy Advisors Inc
New York
$349K +$349K +2,618 New
Dodge & Cox
1212
Dodge & Cox
California
$346K – – –
OWP
1213
Obermeyer Wealth Partners
Colorado
$346K +$9.05K +68 +3%
CSIA
1214
Carl Stuart Investment Advisor
Texas
$346K -$8.79K -66 -2%
EI
1215
Ethic Inc
New York
$346K +$33.3K +250 +11%
TSS
1216
Two Sigma Securities
New York
$344K -$90.1K -677 -21%
OCG
1217
Opus Capital Group
Ohio
$344K -$1.86K -14 -0.5%
HBT
1218
Hills Bank & Trust
Iowa
$344K – – –
CCM
1219
Carlson Capital Management
Minnesota
$343K +$343K +2,575 New
AA
1220
ALPS Advisors
Colorado
$343K -$24.6M -184,771 -99%
CIA
1221
Choate Investment Advisors
Massachusetts
$343K +$69.4K +521 +25%
DWM
1222
Denver Wealth Management
Colorado
$342K +$2K +15 +0.6%
MWP
1223
Moller Wealth Partners
$342K – – –
BAAM
1224
Baker Avenue Asset Management
California
$342K +$14.4K +108 +4%
FIB
1225
First Interstate Bank
Montana
$341K -$72.3K -543 -17%
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