PSX icon

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 %
PB
1251
Pinnacle Bancorp
Nebraska
$318K +$12.1K +91 +4%
SW
1252
SkyOak Wealth
Michigan
$317K – – –
CFA
1253
CWS Financial Advisors
Michigan
$316K – – –
CT
1254
Cambridge Trust
Massachusetts
$316K -$372K -2,797 -54%
JC
1255
Jacobs & Co
California
$315K – – –
SAM
1256
Smartleaf Asset Management
Massachusetts
$314K +$314K +2,364 New
MIP
1257
Marietta Investment Partners
Wisconsin
$314K – – –
FFBTD
1258
First Financial Bank - Trust Division
Ohio
$314K – – –
CCB
1259
Cutter & Co Brokerage
Missouri
$313K +$28.1K +211 +10%
SFO
1260
Stokes Family Office
Louisiana
$313K -$84.8K -637 -21%
ACIM
1261
Azimuth Capital Investment Management
Michigan
$312K – – –
AWA
1262
Aaron Wealth Advisors
Illinois
$312K +$10.9K +82 +4%
HWMG
1263
Hurlow Wealth Management Group
Indiana
$311K +$133 +1 +0%
CA
1264
CoreCap Advisors
Michigan
$311K -$18.9K -142 -6%
FNFDCM
1265
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$310K – – –
Jones Financial Companies
1266
Jones Financial Companies
Missouri
$309K +$46.6K +350 +18%
WFA
1267
Websterrogers Financial Advisors
South Carolina
$309K +$33.3K +250 +12%
CV
1268
Counterweight Ventures
North Carolina
$308K +$308K +2,310 New
PSP
1269
Principal Street Partners
Tennessee
$307K -$307K -2,304 -50%
LCM
1270
Liberty Capital Management
Michigan
$306K – – –
CT
1271
Coastline Trust
Rhode Island
$304K -$39.9K -300 -12%
MPCA
1272
Madison Park Capital Advisors
Washington
$303K +$303K +2,278 New
AWP
1273
Abacus Wealth Partners
California
$303K – – –
CAGAS
1274
Capital Advisory Group Advisory Services
Minnesota
$302K -$6.52K -49 -2%
SG
1275
StoneX Group
New York
$302K +$302K +2,272 New
49 50
51
52 53