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Phillips 66
PSX

Overview Fund Activity

1,777 hedge funds and large institutions have $44.6B invested in Phillips 66 in 2023 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 565 increasing their positions, 674 reducing their positions, and 102 closing their positions.

Holders
1,777
Holders Change
+126
Holders Change %
+7.63%
% of All Funds
26.06%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.47%
New
254
Increased
565
Reduced
674
Closed
102
Calls
$849M
Puts
$636M
Net Calls
+$213M
Net Calls Change
+$118M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.87B
2
Harris Associates
2
Harris Associates
Illinois
$919M
3
Boston Partners
3
Boston Partners
Massachusetts
$513M
4
Barclays
4
Barclays
United Kingdom
$1.42B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.45B

Top Sellers

1
Aristotle Capital Management
1
Aristotle Capital Management
California
$757M
2
State Street
2
State Street
Massachusetts
$3.91B
3
Bank of America
3
Bank of America
North Carolina
$691M
4
Millennium Management
4
Millennium Management
New York
$24.2M
5
Aberdeen Group
5
Aberdeen Group
United Kingdom
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
American Century Companies
101
American Century Companies
Missouri
$40M -$7.54M -56,604 -16%
Holocene Advisors
102
Holocene Advisors
New York
$39.6M +$39.6M +297,441 New
Mitsubishi UFJ Trust & Banking
103
Mitsubishi UFJ Trust & Banking
Japan
$39.6M -$4.75M -35,664 -11%
New York State Common Retirement Fund
104
New York State Common Retirement Fund
New York
$39.5M -$4.99M -37,483 -11%
Osaic Holdings
105
Osaic Holdings
Arizona
$39.3M -$22.1M -165,484 -36%
Natixis Advisors
106
Natixis Advisors
Massachusetts
$39.2M -$876K -6,577 -2%
TRSOTSOK
107
Teachers Retirement System of the State of Kentucky
Kentucky
$38.5M +$4.81M +36,116 +14%
MML Investors Services
108
MML Investors Services
Massachusetts
$37.6M +$4.87M +36,569 +15%
ORIO
109
Old Republic International (ORI)
Illinois
$37.4M -$20.7M -155,300 -36%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$37M -$544K -4,087 -1%
BGIM
111
Brandywine Global Investment Management
Pennsylvania
$36.9M +$6.6M +49,557 +22%
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$36M -$8.75M -65,703 -20%
HighTower Advisors
113
HighTower Advisors
Illinois
$35.6M +$784K +5,883 +2%
VOYA Investment Management
114
VOYA Investment Management
Georgia
$35.5M -$2.1M -15,781 -6%
Assenagon Asset Management
115
Assenagon Asset Management
Luxembourg
$35.2M -$11.7M -88,040 -25%
ICG
116
InterOcean Capital Group
Tennessee
$35.1M -$4.16M -31,238 -11%
US Bancorp
117
US Bancorp
Minnesota
$35.1M +$135K +1,017 +0.4%
Aviva
118
Aviva
United Kingdom
$34.8M -$9.91M -74,461 -22%
State of New Jersey Common Pension Fund D
119
State of New Jersey Common Pension Fund D
New Jersey
$34.6M – – –
ARG
120
Advisory Resource Group
Oklahoma
$34.2M -$2.45M -18,425 -7%
Chevy Chase Trust
121
Chevy Chase Trust
Maryland
$33.1M -$641K -4,814 -2%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$33M -$178K -1,336 -0.5%
Toronto Dominion Bank
123
Toronto Dominion Bank
Ontario, Canada
$32.7M +$3.28M +24,647 +11%
Pictet Asset Management
124
Pictet Asset Management
Switzerland
$32.6M +$48.6K +365 +0.1%
ZIC
125
ZWJ Investment Counsel
Georgia
$32.5M -$242K -1,816 -0.7%
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5
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