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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 %
IWN
1501
Independent Wealth Network
Iowa
$204K +$204K +1,529 New
CFA
1502
Cahill Financial Advisors
Minnesota
$202K -$19.8K -149 -9%
WA
1503
Wealthstream Advisors
New York
$202K +$202K +1,518 New
JWM
1504
Janiczek Wealth Management
Colorado
$202K +$1.86K +14 +0.9%
FOA
1505
Five Oceans Advisors
California
$202K +$202K +1,514 New
LWP
1506
LMG Wealth Partners
Louisiana
$201K +$201K +1,511 New
SAM
1507
Secure Asset Management
Michigan
$201K +$201K +1,507 New
DMBA
1508
Deseret Mutual Benefit Administrators
Utah
$201K -$58.8K -442 -23%
BIG
1509
Brooklyn Investment Group
New York
$201K +$201K +1,506 New
FSA
1510
Financial Security Advisor
Virginia
$200K +$200K +1,505 New
BCA
1511
Bay Colony Advisors
Massachusetts
$200K +$200K +1,504 New
SFG
1512
Sunburst Financial Group
Alabama
$200K +$200K +1,503 New
IGWM
1513
ICA Group Wealth Management
Colorado
$200K +$200K +1,499 New
CSC
1514
Caldwell Sutter Capital
California
$198K -$8.79K -66 -4%
HWA
1515
HHM Wealth Advisors
Tennessee
$194K – – –
AssetMark Inc
1516
AssetMark Inc
California
$194K +$172K +1,292 +793%
ST
1517
Smithfield Trust
Pennsylvania
$191K +$21.9K +165 +13%
CLOS
1518
Compagnie Lombard Odier SCmA
Switzerland
$188K – – –
AA
1519
Alta Advisers
United Kingdom
$186K – – –
AA
1520
Addison Advisors
Vermont
$182K +$88.7K +666 +95%
JEST
1521
JTC Employer Solutions Trustee
Jersey
$180K – – –
WIA
1522
Wetzel Investment Advisors
Indiana
$175K +$175K +1,318 New
TLA
1523
Tanglewood Legacy Advisors
Texas
$175K – – –
SA
1524
Scarborough Advisors
Maryland
$174K +$174K +1,310 New
CWC
1525
Carolinas Wealth Consulting
North Carolina
$172K -$1.33K -10 -0.8%
59 60
61
62 63