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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 %
TFO
1301
Tarbox Family Office
California
$292K – – –
CCM
1302
Chiron Capital Management
Florida
$291K – – –
BMA
1303
Brooks Moore & Associates
Tennessee
$291K – – –
TWM
1304
Trueblood Wealth Management
Ohio
$290K +$290K +2,181 New
GHAM
1305
Gilman Hill Asset Management
Connecticut
$290K – – –
AIM
1306
Anchor Investment Management
South Carolina
$290K +$26.6K +200 +10%
SB
1307
Strategic Blueprint
Georgia
$290K -$20.5K -154 -7%
NG
1308
Norden Group
Utah
$288K +$40.1K +301 +16%
AIM
1309
Acropolis Investment Management
Missouri
$286K -$19.4K -146 -6%
PWW
1310
Pettyjohn Wood & White
Virginia
$285K -$79.5K -597 -22%
1WA
1311
180 Wealth Advisors
Washington
$284K +$43.1K +321 +18%
ADL
1312
Asset Dedication LLC
California
$284K +$22.7K +171 +9%
CS
1313
Cannell & Spears
New York
$283K – – –
CW
1314
CreativeOne Wealth
Kansas
$282K -$28.8K -216 -9%
CRC
1315
Curi RMB Capital
Illinois
$281K -$121K -907 -30%
H
1316
HoyleCohen
California
$280K +$21.7K +163 +8%
TPI
1317
Trust Point Inc
Wisconsin
$280K +$280K +2,106 New
PIA
1318
Perennial Investment Advisors
California
$280K -$20.6K -155 -7%
TNB
1319
Thomasville National Bank
Georgia
$280K -$10.5K -79 -4%
LWA
1320
Lantern Wealth Advisors
New York
$280K +$280K +2,104 New
XSC
1321
X-Square Capital
Puerto Rico
$280K -$2.32M -17,449 -89%
TWA
1322
TCI Wealth Advisors
Arizona
$280K -$13.3K -100 -5%
DIM
1323
Delta Investment Management
California
$278K +$533 +4 +0.2%
FBFS
1324
First Business Financial Services
Wisconsin
$277K +$3.06K +23 +1%
PFGIA
1325
Patriot Financial Group Insurance Agency
Massachusetts
$275K +$2.53K +19 +0.9%
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