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 %
Fuller & Thaler Asset Management
1351
Fuller & Thaler Asset Management
California
$263K +$49.9K +375 +23%
HCP
1352
Hexagon Capital Partners
Arkansas
$263K -$24.2K -182 -8%
PCA
1353
Pallas Capital Advisors
Massachusetts
$263K -$7.72K -58 -3%
MAG
1354
M3 Advisory Group
Massachusetts
$262K +$262K +1,970 New
LFGO
1355
Legacy Financial Group (Oklahoma)
Oklahoma
$261K -$24.1K -181 -8%
CCWM
1356
Cassaday & Co Wealth Management
Virginia
$261K – – –
ATIA
1357
American Trust Investment Advisors
New Hampshire
$260K – – –
LF
1358
LifePlan Financial
Minnesota
$260K +$260K +1,954 New
BST
1359
Bath Savings Trust
Maine
$259K – – –
AF
1360
Aldebaran Financial
$259K – – –
EHWM
1361
Eads & Heald Wealth Management
Georgia
$258K -$28.6K -215 -10%
SIA
1362
Soltis Investment Advisors
Utah
$258K +$1.86K +14 +0.7%
DJSG
1363
D.J. St. Germain
Massachusetts
$257K -$2.66K -20 -1%
TAM
1364
Trillium Asset Management
Massachusetts
$257K – – –
MNBTD
1365
Moody National Bank Trust Division
Texas
$257K -$1.02M -7,697 -80%
VIM
1366
Vinva Investment Management
Australia
$255K -$1.5M -11,271 -85%
LWM
1367
Liberty Wealth Management
California
$254K -$532 -4 -0.2%
NCM
1368
Next Capital Management
New York
$253K – – –
BDFN
1369
Bond & Devick Financial Network
Minnesota
$253K – – –
IAS
1370
Investment Advisory Services
Texas
$253K – – –
William Blair Investment Management
1371
William Blair Investment Management
Illinois
$253K -$5.19K -39 -2%
CHA
1372
Carmichael Hill & Associates
Maryland
$253K +$1.07K +8 +0.4%
PNC
1373
Park National Corp
Ohio
$252K – – –
WSCM
1374
Wellington Shields Capital Management
New York
$252K – – –
CCG
1375
Catalina Capital Group
California
$252K +$252K +1,890 New
53 54
55
56 57