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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 %
BEI
1276
Benjamin Edwards Inc
Missouri
$302K +$11.3K +85 +4%
CWG
1277
Cornerstone Wealth Group
North Carolina
$301K +$12.8K +96 +4%
GBWM
1278
Granite Bay Wealth Management
New Hampshire
$301K – – –
TA
1279
TFG Advisers
Michigan
$301K +$7.19K +54 +2%
BFA
1280
Beaumont Financial Advisors
Massachusetts
$301K +$5.46K +41 +2%
LCWP
1281
Legacy Capital Wealth Partners
Arkansas
$301K +$48.5K +364 +19%
LIM
1282
Letson Investment Management
Georgia
$300K +$300K +2,257 New
DFG
1283
Delta Financial Group
New Jersey
$300K -$27.2K -205 -8%
DI
1284
DAGCO Inc
Ohio
$299K +$299K +2,248 New
DWS
1285
Dynamic Wealth Strategies
California
$299K +$299K +2,248 New
MSS
1286
Mitchell Sinkler & Starr
Pennsylvania
$299K +$299K +2,248 New
CAM
1287
Close Asset Management
United Kingdom
$299K -$14.2K -107 -5%
KA
1288
KLCM Advisors
Wisconsin
$298K – – –
HAS
1289
HBW Advisory Services
California
$297K -$7.59K -57 -2%
FMN
1290
Financial Management Network
California
$296K +$270 +2 +0.1%
SMA
1291
Sage Mountain Advisors
Georgia
$296K +$36.1K +271 +14%
FCBT
1292
First Citizens Bank & Trust
North Carolina
$296K +$4.13K +31 +1%
CIC
1293
Crawford Investment Counsel
Georgia
$296K -$11.1K -83 -4%
GSWM
1294
Greenup Street Wealth Management
Michigan
$295K +$295K +2,219 New
CJ
1295
Caitlin John
Michigan
$295K +$295K +2,215 New
CSI
1296
Cross Staff Investments
New York
$294K – – –
HBW
1297
Hazlett, Burt & Watson
West Virginia
$293K -$21.6K -162 -7%
LCM
1298
Leisure Capital Management
California
$293K – – –
CMS
1299
Capital Market Strategies
Florida
$292K +$44.3K +333 +18%
SIAP
1300
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$292K +$6.66K +50 +2%
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