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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 %
CIG
1476
Cascade Investment Group
Colorado
$213K +$213K +1,600 New
MWM
1477
Meridian Wealth Management
Kentucky
$213K +$213K +1,600 New
SS
1478
Sunbelt Securities
Texas
$212K -$17.7K -133 -8%
AA
1479
Advisory Alpha
Michigan
$211K +$211K +1,584 New
DBIA
1480
Dumont & Blake Investment Advisors
New Jersey
$211K -$50K -375 -19%
ACP
1481
Aviance Capital Partners
Florida
$211K +$211K +1,583 New
SCA
1482
Sippican Capital Advisors
Massachusetts
$211K +$211K +1,582 New
BCG
1483
Breakwater Capital Group
New Jersey
$211K +$211K +1,624 New
CFG
1484
Cooper Financial Group
California
$211K +$211K +1,581 New
ERIM
1485
Eagle Ridge Investment Management
Connecticut
$210K +$210K +1,577 New
MAM
1486
MMA Asset Management
Pennsylvania
$210K -$33.3K -250 -14%
WIM
1487
Westside Investment Management
California
$209K – – –
SW
1488
SlateStone Wealth
Florida
$209K +$209K +1,570 New
CBOR
1489
Community Bank of Raymore
Missouri
$208K +$208K +1,562 New
CWM
1490
Compass Wealth Management
Connecticut
$208K -$3.99K -30 -2%
ANB
1491
Amarillo National Bank
Texas
$208K +$208K +1,561 New
HCM
1492
Highlander Capital Management
New Jersey
$208K – – –
PCS
1493
Personal CFO Solutions
New Jersey
$208K -$112K -840 -35%
WMA
1494
Wealth Management Associates
New Jersey
$207K +$207K +1,558 New
EWM
1495
Endowment Wealth Management
Wisconsin
$207K -$25.6K -192 -11%
RCM
1496
Radnor Capital Management
Pennsylvania
$207K +$207K +1,552 New
TF
1497
Tompkins Financial
New York
$206K – – –
FFA
1498
Founders Financial Alliance
North Carolina
$205K +$205K +1,543 New
CD
1499
Chapin Davis
Maryland
$205K +$205K +1,540 New
TCOO
1500
Trust Company of Oklahoma
Oklahoma
$205K -$220K -1,652 -52%
58 59
60
61 62