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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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.28B 39,692,408 -436,103 -1%
BlackRock
2
BlackRock
New York
$4.66B 34,996,842 +112,340 +0.3%
State Street
3
State Street
Massachusetts
$3.91B 29,358,054 -1,394,392 -5%
Wells Fargo
4
Wells Fargo
California
$2.26B 16,948,896 -172,181 -1%
Morgan Stanley
5
Morgan Stanley
New York
$1.87B 14,078,558 +7,309,598 +108%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$1.45B 10,903,130 +1,842,226 +20%
Barclays
7
Barclays
United Kingdom
$1.42B 10,667,709 +2,907,000 +37%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.3B 9,825,651 +90,866 +0.9%
Harris Associates
9
Harris Associates
Illinois
$919M 6,904,249 +4,998,771 +262%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$774M 5,810,752 +1,240,162 +27%
Aristotle Capital Management
11
Aristotle Capital Management
California
$757M 5,682,953 -1,897,152 -25%
Invesco
12
Invesco
Georgia
$723M 5,432,155 -295,117 -5%
Bank of America
13
Bank of America
North Carolina
$691M 5,188,035 -1,294,084 -20%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$673M 5,053,201 +1,256,684 +33%
Northern Trust
15
Northern Trust
Illinois
$615M 4,617,549 -263,545 -5%
Norges Bank
16
Norges Bank
Norway
$559M 4,201,855 +274,270 +7%
Boston Partners
17
Boston Partners
Massachusetts
$513M 3,858,170 +3,494,878 +962%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$493M 3,702,734 +315,889 +9%
Barrow, Hanley, Mewhinney & Strauss
19
Barrow, Hanley, Mewhinney & Strauss
Texas
$447M 3,359,091 -193,275 -5%
UBS Group
20
UBS Group
Switzerland
$413M 3,099,166 -538,683 -15%
Legal & General Group
21
Legal & General Group
United Kingdom
$410M 3,078,369 -187,678 -6%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$394M 2,956,132 +273,230 +10%
Charles Schwab
23
Charles Schwab
California
$389M 2,924,738 +28,826 +1%
Pacer Advisors
24
Pacer Advisors
Pennsylvania
$363M 2,730,022 -87,055 -3%
Amundi
25
Amundi
France
$351M 2,637,734 -590,214 -18%
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