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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 %
SCM
1376
Spreng Capital Management
Ohio
$251K -$663K -4,977 -72%
GC
1377
Grimes & Company
Massachusetts
$251K +$251K +1,882 New
CAM
1378
Columbia Asset Management
Michigan
$250K – – –
BCB
1379
Brian C. Broderick
$250K – – –
TP
1380
Tranquility Partners
Tennessee
$248K – – –
PAMG
1381
Patton Albertson Miller Group
Tennessee
$248K +$24.2K +182 +11%
GFS
1382
GYL Financial Synergies
Connecticut
$247K +$247K +1,857 New
MPAM
1383
Murphy Pohlad Asset Management
Minnesota
$247K -$20.4K -153 -8%
WCM
1384
WealthBridge Capital Management
Ohio
$246K -$799 -6 -0.3%
NRG
1385
Nemes Rush Group
Michigan
$246K +$2.26K +17 +0.9%
CF
1386
Centaurus Financial
California
$246K +$3.6K +27 +1%
SFI
1387
SPC Financial Inc
Maryland
$245K +$245K +1,842 New
RWM
1388
Ritholtz Wealth Management
New York
$245K +$245K +1,841 New
ACI
1389
Alpha Cubed Investments
California
$244K +$244K +1,835 New
WA
1390
Waddell & Associates
Tennessee
$244K -$360K -2,617 -60%
TWM
1391
Tradition Wealth Management
Minnesota
$244K -$6.13K -46 -2%
AIM
1392
AMI Investment Management
Indiana
$244K – – –
ANBT
1393
American National Bank & Trust
Texas
$244K -$162K -1,218 -40%
WSC
1394
Wellington Shields & Co
New York
$244K – – –
Bank Julius Baer & Co
1395
Bank Julius Baer & Co
Switzerland
$244K +$244K +1,831 New
WJA
1396
Willis Johnson & Associates
Texas
$244K -$40.6K -305 -14%
LPT
1397
Legacy Private Trust
Wisconsin
$243K +$3.86K +29 +2%
BWCS
1398
Beirne Wealth Consulting Services
Connecticut
$242K +$242K +1,820 New
WFM
1399
Wolff Financial Management
Michigan
$242K – – –
SCA
1400
Sandy Cove Advisors
Massachusetts
$242K -$36.2K -272 -13%
54 55
56
57 58