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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 %
Public Sector Pension Investment Board (PSP Investments)
251
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.7M +$908K +5,561 +8%
TCA
252
Tortoise Capital Advisors
Kansas
$11.6M – – –
DPAM
253
Degroof Petercam Asset Management
Belgium
$11.6M -$163K -1,000 -1%
OSAM
254
O'Shaughnessy Asset Management
Connecticut
$11.6M +$3.67M +22,478 +46%
VVP
255
Venture Visionary Partners
Ohio
$11.4M +$61.7K +378 +0.5%
Man Group
256
Man Group
United Kingdom
$11.3M +$1.77M +10,849 +19%
BB
257
Bell Bank
North Dakota
$11.2M -$525K -3,213 -4%
OPCM
258
Osborne Partners Capital Management
California
$11M -$108K -659 -1%
IG
259
ING Group
Netherlands
$11M +$10.6M +64,692 +2,285%
CWM
260
Congress Wealth Management
Massachusetts
$10.9M +$651K +3,986 +6%
FRM
261
Foundation Resource Management
Arkansas
$10.8M – – –
Canada Pension Plan Investment Board
262
Canada Pension Plan Investment Board
Ontario, Canada
$10.7M -$20.2M -123,916 -65%
YCM
263
Yousif Capital Management
Michigan
$10.7M -$532K -3,254 -5%
CIBC Private Wealth Group
264
CIBC Private Wealth Group
Georgia
$10.7M +$741K +4,534 +7%
WSFS
265
Wilmington Savings Fund Society
Delaware
$10.6M +$10.6M +64,977 New
RIA
266
RPG Investment Advisory
California
$10.6M -$1.82M -11,172 -15%
CCG
267
Cypress Capital Group
Florida
$10.6M -$27K -165 -0.3%
Janus Henderson Group
268
Janus Henderson Group
United Kingdom
$10.5M -$6.39M -39,142 -38%
Marshall Wace
269
Marshall Wace
United Kingdom
$10.4M -$6.87M -42,051 -40%
VV
270
Verity & Verity
South Carolina
$10.3M -$391K -2,396 -4%
RPI
271
Railway Pension Investments
United Kingdom
$10.3M – – –
X
272
Xponance
Pennsylvania
$9.98M +$465K +2,844 +5%
AIMC
273
Alley Investment Management Company
Illinois
$9.98M -$139K -850 -1%
Walleye Capital
274
Walleye Capital
New York
$9.98M +$4.26M +26,060 +74%
DIP
275
DT Investment Partners
Pennsylvania
$9.95M -$1.97M -12,056 -17%
9 10
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