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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 %
CA
1451
Claro Advisors
Massachusetts
$221K +$221K +1,663 New
AGM
1452
Alpine Global Management
New York
$221K +$221K +1,663 New
BIC
1453
Beach Investment Counsel
Pennsylvania
$221K -$113K -850 -34%
OCM
1454
Objective Capital Management
Ohio
$221K +$221K +1,659 New
FPAS
1455
Focus Partners Advisor Solutions
Missouri
$221K -$116K -873 -35%
WP
1456
Wealthspan Partners
Iowa
$220K +$220K +1,656 New
DDPIC
1457
Deroy & Devereaux Private Investment Counsel
Michigan
$220K +$220K +1,650 New
SC
1458
Sapient Capital
Indiana
$219K +$219K +1,648 New
BTWM
1459
Baker Tilly Wealth Management
Wisconsin
$219K -$83.7K -629 -28%
CC
1460
Chicago Capital
Illinois
$219K +$219K +1,642 New
WA
1461
Wambolt & Associates
Colorado
$219K -$24.4K -183 -10%
BFO
1462
Biltmore Family Office
North Carolina
$218K +$218K +1,639 New
PCTC
1463
Perkins Coie Trust Company
Washington
$218K -$399 -3 -0.2%
TIA
1464
Tiemann Investment Advisors
California
$217K +$217K +1,630 New
HWMT
1465
Heritage Wealth Management (Texas)
Texas
$217K -$9.59K -72 -4%
LIM
1466
Loudon Investment Management
New Hampshire
$217K +$217K +1,627 New
GM
1467
GeoWealth Management
Illinois
$216K +$216K +1,621 New
AWA
1468
Alaska Wealth Advisors
Alaska
$216K +$216K +1,622 New
PWM
1469
Paulson Wealth Management
Illinois
$215K +$215K +1,616 New
FSA
1470
Fort Sheridan Advisors
Illinois
$214K +$214K +1,607 New
FC
1471
Forte Capital
New York
$214K +$214K +1,606 New
LA
1472
LVW Advisors
New York
$214K +$214K +1,605 New
CGH
1473
CMG Global Holdings
Texas
$214K +$214K +1,459 New
BHBT
1474
Burke & Herbert Bank & Trust
Virginia
$213K +$213K +1,603 New
NI
1475
NDVR Inc
Massachusetts
$213K +$213K +1,602 New
57 58
59
60 61