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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 %
JFA
1526
JNBA Financial Advisors
Minnesota
$172K -$799 -6 -0.5%
SNB
1527
Security National Bank
Nebraska
$170K +$170K +1,278 New
AF
1528
Advisornet Financial
Minnesota
$170K +$35.7K +268 +27%
FMP
1529
Financial Management Professionals
Texas
$169K – – –
PBK
1530
Peoples Bank (Kansas)
Kansas
$169K -$1.6K -12 -0.9%
SN
1531
Sittner & Nelson
Oregon
$166K – – –
JPWM
1532
Jamison Private Wealth Management
Georgia
$166K +$133 +1 +0.1%
CAL
1533
Capital Advisors Ltd
Ohio
$165K – – –
GC
1534
Garde Capital
Washington
$165K +$165K +1,238 New
TFA
1535
Transamerica Financial Advisors
Florida
$161K -$28.7K -215 -15%
CB
1536
Centennial Bank
Arkansas
$159K – – –
C
1537
Covestor
United Kingdom
$158K -$5.58K -42 -3%
GBT
1538
Grove Bank & Trust
Florida
$157K -$4.79K -36 -3%
CAC
1539
Core Alternative Capital
Georgia
$149K +$107K +801 +253%
BWM
1540
Baystate Wealth Management
Massachusetts
$148K +$72.7K +546 +97%
ME
1541
McIlrath & Eck
Washington
$146K +$7.72K +58 +6%
RIM
1542
Rakuten Investment Management
Japan
$145K +$145K +1,091 New
ACA
1543
American Capital Advisory
Idaho
$140K +$140K +1,053 New
PAI
1544
Pittenger & Anderson Inc
Nebraska
$140K – – –
PPWM
1545
PFG Private Wealth Management
Florida
$140K +$115K +867 +476%
GI
1546
Gradient Investments
Minnesota
$138K -$740K -5,559 -84%
AAG
1547
Armstrong Advisory Group
Massachusetts
$137K – – –
CFD
1548
Creative Financial Designs
Indiana
$137K +$266 +2 +0.2%
RFA
1549
Resurgent Financial Advisors
Georgia
$137K -$12.6K -95 -8%
HFS
1550
Hantz Financial Services
Michigan
$135K -$3.87K -29 -3%
60 61
62
63 64