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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 %
FFA
1326
Fortune Financial Advisors
Kansas
$274K – – –
BWP
1327
Baldwin Wealth Partners
Massachusetts
$274K -$11.6K -87 -4%
NSAM
1328
North Star Asset Management
Wisconsin
$272K -$11.3K -85 -4%
SL
1329
Sentry LLC
Tennessee
$272K +$533 +4 +0.2%
EGA
1330
Eagle Global Advisors
Texas
$272K – – –
AWCI
1331
Alpine Woods Capital Investors
New York
$271K +$271K +2,038 New
CPC
1332
Consolidated Planning Corp
Georgia
$271K – – –
DC
1333
Defender Capital
North Carolina
$271K – – –
WPC
1334
Waters Parkerson & Co
Louisiana
$271K -$665 -5 -0.2%
ST
1335
Sentinel Trust
Texas
$271K – – –
CWM
1336
Cabot Wealth Management
Massachusetts
$271K – – –
SEP
1337
Southland Equity Partners
Missouri
$271K +$25.6K +192 +10%
IP
1338
Ignite Planners
California
$270K -$4.83K -36 -2%
GIM
1339
Goelzer Investment Management
Indiana
$270K +$270K +2,030 New
PCM
1340
Penserra Capital Management
California
$270K -$118K -889 -30%
MGAM
1341
McGowan Group Asset Management
Texas
$269K +$266 +2 +0.1%
CCIA
1342
Campbell & Co Investment Adviser
Maryland
$268K -$1.99M -14,957 -88%
ZF
1343
Zega Financial
Florida
$267K +$267K +2,009 New
LA
1344
LM Advisors
California
$267K +$267K +2,007 New
TCM
1345
TD Capital Management
Tennessee
$266K – – –
CL
1346
CSS LLC
Illinois
$266K -$200K -1,500 -43%
PWP
1347
Private Wealth Partners
California
$266K – – –
ABLA
1348
Alan B. Lancz & Associates
Ohio
$266K – – –
SI
1349
Symmetry Investments
Jersey
$265K -$326K -2,449 -55%
QC
1350
Quent Capital
New York
$264K +$80.8K +607 +44%
52 53
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