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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 %
AFWM
1576
Abich Financial Wealth Management
Virginia
$102K +$102K +765 New
MCM
1577
MV Capital Management
Maryland
$102K +$1.47K +11 +1%
VCM
1578
Versant Capital Management
Arizona
$101K -$3.2K -24 -3%
Kayne Anderson Rudnick Investment Management
1579
Kayne Anderson Rudnick Investment Management
California
$99.9K +$4.4K +33 +5%
GWS
1580
Glassman Wealth Services
Virginia
$99.2K +$1.2K +9 +1%
GPI
1581
General Partner Inc
Pennsylvania
$98.5K – – –
CCA
1582
Criterion Capital Advisors
Tennessee
$98K +$98K +736 New
GG
1583
Gleason Group
Kentucky
$97.1K +$799 +6 +0.8%
SIS
1584
Strategic Investment Solutions
Illinois
$96.4K -$3.05M -22,914 -97%
GGI
1585
Godsey & Gibb Inc
Virginia
$96.1K – – –
HFM
1586
Harvest Fund Management
China
$95K – – –
PSB
1587
Piscataqua Savings Bank
New Hampshire
$94.7K – – –
Qube Research & Technologies (QRT)
1588
Qube Research & Technologies (QRT)
United Kingdom
$92K -$69M -518,586 -100%
AW
1589
Avion Wealth
Texas
$92K -$38.2K -288 -29%
RIM
1590
Rockbridge Investment Management
New York
$91.9K +$91.9K +690 New
CWP
1591
Concord Wealth Partners
Virginia
$91.7K -$4.52K -34 -5%
PMFA
1592
Plante Moran Financial Advisors
Michigan
$90.9K +$5.19K +39 +6%
TFA
1593
Toth Financial Advisory
Virginia
$90.8K – – –
RFG
1594
RFP Financial Group
Georgia
$90.3K +$1.6K +12 +2%
MWA
1595
Miller Wealth Advisors
Colorado
$90.1K +$532 +4 +0.6%
VIA
1596
Virtus Investment Advisers
Connecticut
$89.9K – – –
POIA
1597
Pin Oak Investment Advisors
Texas
$89K – – –
DSC
1598
Duncker Streett & Co
Missouri
$87.3K -$3.73K -28 -4%
TSWM
1599
Tyler-Stone Wealth Management
Ohio
$84.2K +$12.5K +94 +17%
PWMG
1600
Prestige Wealth Management Group
New Jersey
$81.7K -$3.86K -29 -5%
62 63
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