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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 %
AP
1776
Atwood & Palmer
Missouri
$134 – – –
SJIM
1777
St. Johns Investment Management
Florida
$133 – – –
DWM
1778
Dogwood Wealth Management
Kansas
$12 – – –
Renaissance Technologies
1779
Renaissance Technologies
New York
– -$65.1M -541,779 Closed
Arrowstreet Capital
1780
Arrowstreet Capital
Massachusetts
– -$39.8M -330,910 Closed
TC
1781
TwinBeech Capital
New York
– -$37.9M -315,364 Closed
YCM
1782
Yaupon Capital Management
New York
– -$25.9M -215,556 Closed
Tudor Investment Corp
1783
Tudor Investment Corp
Connecticut
– -$21.6M -179,410 Closed
ECM
1784
ExodusPoint Capital Management
New York
– -$16.6M -138,290 Closed
WorldQuant Millennium Advisors
1785
WorldQuant Millennium Advisors
New York
– -$14.6M -121,785 Closed
PC
1786
PointState Capital
New York
– -$14.2M -118,059 Closed
JAM
1787
Jupiter Asset Management
United Kingdom
– -$14.1M -117,367 Closed
MAM
1788
Meeder Asset Management
Ohio
– -$6.84M -56,968 Closed
GCM
1789
Genus Capital Management
British Columbia, Canada
– -$5.08M -42,300 Closed
IIM
1790
Intact Investment Management
Quebec, Canada
– -$4.53M -37,700 Closed
PRC
1791
Pearl River Capital
Michigan
– -$4.42M -36,784 Closed
TI
1792
Trexquant Investment
Connecticut
– -$4.25M -35,356 Closed
SBH
1793
Segall Bryant & Hamill
Illinois
– -$3.48M -28,942 Closed
MLM
1794
Mount Lucas Management
Pennsylvania
– -$3.32M -27,629 Closed
HSA
1795
Hussman Strategic Advisors
Maryland
– -$3.03M -25,200 Closed
DFCM
1796
Dark Forest Capital Management
Puerto Rico
– -$2.61M -21,748 Closed
Financial Engines Advisors
1797
Financial Engines Advisors
California
– -$2.4M -19,983 Closed
CCP
1798
Cunning Capital Partners
North Carolina
– -$2.37M -19,750 Closed
ACM
1799
Aquatic Capital Management
Illinois
– -$2.31M -19,200 Closed
CM
1800
Cercano Management
Washington
– -$2.22M -18,500 Closed
70 71
72
73 74