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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
+$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 %
CAS
1551
Coppell Advisory Solutions
Texas
$132K +$129K +970 +5,389%
GFPC
1552
Global Financial Private Client
Florida
$131K – – –
PS
1553
Planned Solutions
California
$130K +$130K +980 New
GTAM
1554
Global Trust Asset Management
Florida
$128K – – –
MSFP
1555
Mark Sheptoff Financial Planning
Connecticut
$128K – – –
LFG
1556
Larson Financial Group
Missouri
$127K -$4.79K -36 -4%
FHA
1557
First Horizon Advisors
Tennessee
$127K +$22K +165 +21%
VNA
1558
Valley National Advisers
Pennsylvania
$126K +$28.1K +212 +29%
OP
1559
ORG Partners
Indiana
$125K +$7.06K +53 +6%
SOW
1560
State of Wyoming
Wyoming
$125K +$21K +158 +20%
NFSG
1561
Newbridge Financial Services Group
Florida
$125K -$62.6K -470 -33%
NB
1562
NBT Bank
New York
$123K +$123K +925 New
EWM
1563
Evermay Wealth Management
Virginia
$120K +$533 +4 +0.4%
TCWA
1564
Turtle Creek Wealth Advisors
Texas
$118K +$118K +890 New
CFO
1565
CVA Family Office
Colorado
$118K +$118K +884 New
ATC
1566
Advantage Trust Company
Kansas
$116K +$116K +868 New
MTIC
1567
Missouri Trust & Investment Company
Missouri
$113K +$12.8K +96 +13%
CSB
1568
City State Bank
Iowa
$112K +$1.33K +10 +1%
OIA
1569
Optimum Investment Advisors
Illinois
$112K – – –
M
1570
MOTCO
Texas
$111K – – –
MFA
1571
McClarren Financial Advisors
Pennsylvania
$110K +$667 +5 +0.6%
A
1572
AJOVista
Massachusetts
$109K +$109K +822 New
JWA
1573
JFS Wealth Advisors
Pennsylvania
$109K +$5.32K +40 +5%
OC
1574
Oakworth Capital
Alabama
$106K -$133 -1 -0.1%
IBOK
1575
Independence Bank of Kentucky
Kentucky
$106K +$103K +771 +3,084%
61 62
63
64 65