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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.

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 %
CM
1826
Capula Management
Cayman Islands
– -$485K -4,040 Closed
SI
1827
SCP Investment
California
– -$458K -3,812 Closed
BCM
1828
Bayesian Capital Management
New York
– -$457K -3,800 Closed
AI
1829
AdvisorShares Investments
Maryland
– -$428K -3,559 Closed
OR
1830
Olympiad Research
Connecticut
– -$427K -3,552 Closed
DC
1831
Diametric Capital
Massachusetts
– -$426K -3,544 Closed
GIM
1832
Groesbeck Investment Management
New Jersey
– -$366K -3,047 Closed
Capstone Investment Advisors
1833
Capstone Investment Advisors
New York
– -$316K -2,630 Closed
WI
1834
WBI Investments
New Jersey
– -$291K -2,423 Closed
T
1835
TCWP
Ohio
– -$287K -2,389 Closed
CAM
1836
Covenant Asset Management
New Jersey
– -$278K -2,310 Closed
EW
1837
Evoke Wealth
California
– -$269K -2,242 Closed
EP
1838
Eudaimonia Partners
Tennessee
– -$268K -2,229 Closed
GCA
1839
Guardian Capital Advisors
Ontario, Canada
– -$231K -2,088 Closed
AIM
1840
Aigen Investment Management
New York
– -$247K -2,056 Closed
GCM
1841
Gallacher Capital Management
Colorado
– -$245K -2,036 Closed
AA
1842
AlphaCentric Advisors
Puerto Rico
– -$240K -1,999 Closed
DWM
1843
Destination Wealth Management
California
– -$239K -1,986 Closed
CMF
1844
Counterpoint Mutual Funds
California
– -$236K -1,962 Closed
LAS
1845
Lloyd Advisory Services
Georgia
– -$224K -1,860 Closed
MAG
1846
MRA Advisory Group
New Jersey
– -$221K -1,837 Closed
SEC
1847
Seven Eight Capital
New York
– -$216K -1,799 Closed
AFP
1848
Alpha Financial Partners
Kentucky
– -$216K -1,795 Closed
VC
1849
Vicus Capital
Pennsylvania
– -$212K -1,763 Closed
WG
1850
Winton Group
United Kingdom
– -$205K -1,704 Closed
72 73
74
75 76