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Phillips 66
PSX

Overview Fund Activity

1,778 hedge funds and large institutions have $44.7B invested in Phillips 66 in 2023 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 565 increasing their positions, 675 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,778
Holders Change
+126
Holders Change %
+7.63%
% of All Funds
26.07%
Holding in Top 10
32
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+18.52%
% of All Funds
0.47%
New
254
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
$1.87B
2
Harris Associates
Harris Associates
Illinois
$919M
3
Boston Partners
Boston Partners
Massachusetts
$513M
4
Barclays
Barclays
United Kingdom
$1.42B
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.45B

Top Sellers

1
Aristotle Capital Management
Aristotle Capital Management
California
$757M
2
State Street
State Street
Massachusetts
$3.91B
3
Bank of America
Bank of America
North Carolina
$691M
4
Millennium Management
Millennium Management
New York
$24.2M
5
Aberdeen Group
Aberdeen Group
United Kingdom
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal London Asset Management
126
Royal London Asset Management
United Kingdom
$32.1M +$561K +4,212 +2%
Janney Montgomery Scott
127
Janney Montgomery Scott
Pennsylvania
$31.6M +$1.32M +9,941 +4%
Canada Life
128
Canada Life
Manitoba, Canada
$31.5M -$1.68M -12,645 -5%
Creative Planning
129
Creative Planning
Kansas
$31.4M -$11.2M -84,100 -26%
GHA
130
GW Henssler & Associates
Georgia
$30.8M -$1.12M -8,434 -4%
Alyeska Investment Group
131
Alyeska Investment Group
Illinois
$30.5M +$30.5M +229,017 New
Los Angeles Capital Management
132
Los Angeles Capital Management
California
$30.1M -$28.5M -214,222 -49%
SFM
133
Stack Financial Management
Montana
$30M -$497K -3,735 -2%
Schroder Investment Management Group
134
Schroder Investment Management Group
United Kingdom
$29.9M +$3.96M +29,734 +15%
Parallax Volatility Advisers
135
Parallax Volatility Advisers
California
$29.6M +$13M +97,755 +79%
CPC
136
Cookson Peirce & Co
Pennsylvania
$28.2M +$27M +202,754 +2,324%
VLKIM
137
Van Lanschot Kempen Investment Management
Netherlands
$27.9M +$27.9M +209,792 New
PI
138
PineBridge Investments
New York
$26.8M +$1.07M +8,014 +4%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.7M +$569K +4,276 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
140
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$26.6M +$26.6M +200,000 New
DekaBank Deutsche Girozentrale
141
DekaBank Deutsche Girozentrale
Germany
$26.5M +$2.93M +22,278 +12%
Treasurer of the State of North Carolina
142
Treasurer of the State of North Carolina
North Carolina
$26.3M -$656K -4,930 -2%
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$26.1M -$972K -7,297 -4%
HP
144
Hikari Power
Japan
$25.3M – – –
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$25.3M +$532K +3,996 +2%
Canada Pension Plan Investment Board
146
Canada Pension Plan Investment Board
Ontario, Canada
$25.2M -$21.7M -162,800 -46%
ATN
147
AMF Tjänstepension
Sweden
$24.9M -$373K -2,800 -1%
Millennium Management
148
Millennium Management
New York
$24.2M -$135M -1,014,013 -85%
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$23.9M -$141K -1,059 -0.6%
William Blair & Company
150
William Blair & Company
Illinois
$23.8M +$378K +2,836 +2%
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