PSX icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
DA
1801
Duality Advisers
Florida
– -$2.16M -17,980 Closed
SFI
1802
Susquehanna Fundamental Investments
Pennsylvania
– -$2.13M -17,750 Closed
CI
1803
Cavalier Investments
Georgia
– -$1.81M -15,105 Closed
CC
1804
Centiva Capital
New York
– -$1.54M -12,830 Closed
SA
1805
SRN Advisors
Pennsylvania
– -$1.45M -12,057 Closed
DF
1806
Donoghue Forlines
Massachusetts
– -$1.4M -11,626 Closed
EP
1807
Edgestream Partners
New Jersey
– -$1.36M -11,354 Closed
TC
1808
Towle & Co
Colorado
– -$1.33M -11,050 Closed
SCM
1809
Stevens Capital Management
Pennsylvania
– -$1.22M -10,122 Closed
AC
1810
AXQ Capital
New Jersey
– -$1.19M -9,900 Closed
XT
1811
XTX Topco
Cayman Islands
– -$1.16M -9,643 Closed
JCIA
1812
Jackson Creek Investment Advisors
Colorado
– -$1.14M -9,457 Closed
ACG
1813
Aventail Capital Group
New York
– -$994K -8,271 Closed
LCM
1814
Landscape Capital Management
New Jersey
– -$872K -7,255 Closed
IFU
1815
iSAM Funds (UK)
United Kingdom
– -$826K -6,876 Closed
HCM
1816
Hodges Capital Management
Texas
– -$826K -6,873 Closed
FMAEN1
1817
Fund Management at Engine No 1
California
– -$765K -6,368 Closed
CWM
1818
C2C Wealth Management
Arizona
– -$743K -6,267 Closed
FDS
1819
First Dallas Securities
Texas
– -$753K -6,267 Closed
WAS
1820
Wealth Advisory Solutions
Indiana
– -$734K -6,105 Closed
CSS
1821
Cubist Systematic Strategies
Connecticut
– -$683K -5,681 Closed
PCM
1822
Prelude Capital Management
New York
– -$620K -5,163 Closed
LWA
1823
Lineweaver Wealth Advisors
Ohio
– -$610K -5,069 Closed
JF
1824
Jump Financial
Illinois
– -$582K -4,846 Closed
PTC
1825
Petrus Trust Company
Texas
– -$557K -4,637 Closed
71 72
73
74 75