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Phillips 66
PSX

Overview Fund Activity

1,777 hedge funds and large institutions have $44.6B invested in Phillips 66 in 2023 Q4 according to their latest regulatory filings, with 254 funds opening new positions, 565 increasing their positions, 674 reducing their positions, and 102 closing their positions.

Holders
1,777
Holders Change
+126
Holders Change %
+7.63%
% of All Funds
26.06%
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
674
Closed
102
Calls
$849M
Puts
$636M
Net Calls
+$213M
Net Calls Change
+$118M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.87B
2
Harris Associates
2
Harris Associates
Illinois
$919M
3
Boston Partners
3
Boston Partners
Massachusetts
$513M
4
Barclays
4
Barclays
United Kingdom
$1.42B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.45B

Top Sellers

1
Aristotle Capital Management
1
Aristotle Capital Management
California
$757M
2
State Street
2
State Street
Massachusetts
$3.91B
3
Bank of America
3
Bank of America
North Carolina
$691M
4
Millennium Management
4
Millennium Management
New York
$24.2M
5
Aberdeen Group
5
Aberdeen Group
United Kingdom
$80.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
1726
Sachetta
Massachusetts
$9.32K +$9.32K +70 New
BWL
1727
Bogart Wealth LLC
Virginia
$8.65K – – –
FP
1728
Financial Perspectives
Minnesota
$8.39K – – –
AEPWM
1729
Atlantic Edge Private Wealth Management
Florida
$7.99K +$7.99K +60 New
RTL
1730
Red Tortoise LLC
Georgia
$7.46K +$7.46K +56 New
FFL
1731
Financial Freedom LLC
Ohio
$6.66K – – –
MCA
1732
Maryland Capital Advisors
Maryland
$6.13K – – –
VWA
1733
Valued Wealth Advisors
Utah
$6.01K +$6.01K +50 New
RDIA
1734
RE Dickinson Investment Advisors
Iowa
$6K – – –
W
1735
WealthCollab
Washington
$5.86K +$5.86K +44 New
BCPWM
1736
Bradley & Co Private Wealth Management
Florida
$5.86K – – –
HGA
1737
Hobbs Group Advisors
South Carolina
$5.86K +$5.86K +44 New
AWM
1738
Able Wealth Management
New Jersey
$5.71K +$5.71K +43 New
CMA
1739
Cedar Mountain Advisors
Oregon
$5.59K – – –
HCM
1740
Horrell Capital Management
Arkansas
$5K – – –
OLVIG
1741
Oliver Lagore Vanvalin Investment Group
Michigan
$4.96K -$13.3K -99 -73%
DPW
1742
DiNuzzo Private Wealth
Pennsylvania
$4.53K +$4.53K +34 New
PCMC
1743
Planning Capital Management Corporation
Pennsylvania
$4.39K +$4.39K +33 New
DF
1744
Dunhill Financial
United Kingdom
$4.33K +$4.33K +33 New
CQS
1745
Credential Qtrade Securities
$4.26K – – –
T
1746
Tidemark
California
$4.13K +$4.13K +31 New
PVH
1747
Psagot Value Holdings
Israel
$4K – – –
HWP
1748
Highline Wealth Partners
California
$3.99K – – –
PCWA
1749
Pacific Capital Wealth Advisors
California
$3.99K +$3.99K +30 New
CTC
1750
Cetera Trust Company
Minnesota
$3.99K +$3.99K +30 New
68 69
70
71 72