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Phillips 66
PSX

Overview Fund Activity

1,864 hedge funds and large institutions have $52.2B invested in Phillips 66 in 2024 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 616 increasing their positions, 750 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,864
Holders Change
+86
Holders Change %
+4.84%
% of All Funds
27.02%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
0.59%
New
203
Increased
616
Reduced
750
Closed
97
Calls
$643M
Puts
$584M
Net Calls
+$59.7M
Net Calls Change
-$153M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.31B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$367M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.31B
4
Boston Partners
Boston Partners
Massachusetts
$889M
5
Vanguard Group
Vanguard Group
Pennsylvania
$6.74B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.11B
2
Aristotle Capital Management
Aristotle Capital Management
California
$1.23M
3
Barclays
Barclays
United Kingdom
$1.17B
4
Pacer Advisors
Pacer Advisors
Pennsylvania
$5.34M
5
State Street
State Street
Massachusetts
$4.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
ERP
226
Eldred Rock Partners
Texas
$12.9M +$128K +781 +1%
Zurich Cantonal Bank
227
Zurich Cantonal Bank
Switzerland
$12.8M -$16.5M -100,843 -56%
OAM
228
Oppenheimer Asset Management
New York
$12.8M -$2.07M -12,697 -14%
CIM
229
Cambria Investment Management
California
$12.8M +$12.2M +74,913 +2,375%
APF
230
Alaska Permanent Fund
Alaska
$12.7M -$773K -4,734 -6%
NL
231
NKCFO LLC
Illinois
$12.7M – – –
ASN
232
Advisory Services Network
Georgia
$12.6M +$1.28M +7,857 +11%
URS
233
Utah Retirement Systems
Utah
$12.5M -$163K -1,000 -1%
CNB
234
Czech National Bank
Czech Republic
$12.4M -$228K -1,397 -2%
Axa
235
Axa
France
$12.3M +$1.2M +7,321 +11%
Calamos Advisors
236
Calamos Advisors
Illinois
$12.3M -$310K -1,900 -2%
MIM
237
Marco Investment Management
Georgia
$12.3M +$143K +876 +1%
PHAM
238
Pacific Heights Asset Management
California
$12.3M – – –
PR
239
Payden & Rygel
California
$12.2M +$65.3K +400 +0.5%
PRIG
240
Payden & Rygel Investment Group
California
$12.2M +$12.2M +74,500 New
DWP
241
Daymark Wealth Partners
Ohio
$12M +$131K +803 +1%
SOADOR
242
State of Alaska Department of Revenue
Alaska
$12M -$1.53M -9,365 -11%
SB
243
Simmons Bank
Arkansas
$12M +$561K +3,435 +5%
CIBC Asset Management
244
CIBC Asset Management
Ontario, Canada
$12M +$61.3K +375 +0.5%
Cerity Partners
245
Cerity Partners
New York
$11.9M +$4.31M +26,432 +56%
ProShare Advisors
246
ProShare Advisors
Maryland
$11.9M -$1.37M -8,385 -10%
CAN
247
Cetera Advisor Networks
California
$11.8M +$572K +3,501 +5%
DADC
248
D.A. Davidson & Co
Montana
$11.7M +$1.67M +10,223 +17%
FPCP
249
Fort Point Capital Partners
California
$11.7M – – –
KAS
250
Kestra Advisory Services
Texas
$11.7M +$843K +5,161 +8%
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