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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 %
SIM
1226
Sentry Investment Management
Wisconsin
$341K -$3.73K -28 -1%
WC
1227
Whitney & Co
New York
$340K -$5.33K -40 -2%
PT
1228
Plimoth Trust
Massachusetts
$336K – – –
GSB
1229
Greenfield Savings Bank
Massachusetts
$336K – – –
RB
1230
Renasant Bank
Mississippi
$335K +$15.7K +118 +5%
NCFG
1231
New Century Financial Group
New Jersey
$334K +$334K +2,506 New
GCM
1232
Gables Capital Management
Florida
$333K -$13.3K -100 -4%
FI
1233
Fractal Investments
Connecticut
$333K +$333K +2,500 New
TCOV
1234
Trust Company of Vermont
Vermont
$332K -$16.8K -126 -5%
WTB
1235
Washington Trust Bank
Washington
$332K -$7.32K -55 -2%
BCA
1236
Bray Capital Advisors
Florida
$330K +$2K +15 +0.6%
WT
1237
Washington Trust
Rhode Island
$330K -$26.6K -200 -7%
WWM
1238
Waterway Wealth Management
Texas
$329K +$329K +2,471 New
GA
1239
Greytown Advisors
Florida
$328K – – –
FBT
1240
First Bankers Trust
Kentucky
$327K -$24.9K -187 -7%
WAM
1241
Walker Asset Management
Missouri
$325K +$325K +2,443 New
HC
1242
Hamilton Capital
Ohio
$324K +$27.2K +204 +9%
WA
1243
Waverly Advisors
Alabama
$322K -$21.4K -161 -6%
EFG
1244
Ethos Financial Group
Pennsylvania
$321K +$3.2K +24 +1%
MA
1245
Montag & Associates
Georgia
$321K -$10.5K -79 -3%
PC
1246
Port Capital
Illinois
$320K -$7.18K -54 -2%
IIM
1247
Ipswich Investment Management
Massachusetts
$320K – – –
CCM
1248
Canal Capital Management
Virginia
$319K +$2.53K +19 +0.8%
MWPCG
1249
Measured Wealth Private Client Group
New Hampshire
$319K – – –
WIM
1250
Warwick Investment Management
Texas
$319K +$9.72K +73 +3%
48 49
50
51 52