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Phillips 66
PSX

Overview Fund Activity

1,767 hedge funds and large institutions have $44.2B invested in Phillips 66 in 2024 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 640 increasing their positions, 689 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,767
Holders Change
-97
Holders Change %
-5.2%
% of All Funds
25.7%
Holding in Top 10
27
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-34.15%
% of All Funds
0.39%
New
109
Increased
640
Reduced
689
Closed
179
Calls
$493M
Puts
$416M
Net Calls
+$77M
Net Calls Change
+$17.3M

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
+$351M
2
Harris Associates
Harris Associates
Illinois
+$129M
3
State Street
State Street
Massachusetts
+$110M
4
UBS AM
UBS AM
Illinois
+$86M
5
Barclays
Barclays
United Kingdom
+$84.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$462M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$215M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$190M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$188M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
APF
251
Alaska Permanent Fund
Alaska
$9.55M -$1.81M -12,410 -16%
OPCM
252
Osborne Partners Capital Management
California
$9.32M -$222K -1,576 -2%
OSAM
253
O'Shaughnessy Asset Management
Connecticut
$9.31M -$721K -5,109 -7%
FRM
254
Foundation Resource Management
Arkansas
$9.27M -$77.6K -550 -0.8%
RIA
255
RPG Investment Advisory
California
$9.23M +$61.7K +437 +0.7%
VV
256
Verity & Verity
South Carolina
$9.19M +$286K +2,027 +3%
MDCM
257
Morgan Dempsey Capital Management
Wisconsin
$9.18M -$2.26M -15,976 -20%
WSFS
258
Wilmington Savings Fund Society
Delaware
$9.17M – – –
CCG
259
Cypress Capital Group
Florida
$9.13M -$30.4K -215 -0.3%
Pathstone Holdings
260
Pathstone Holdings
New Jersey
$8.92M +$1.37M +9,726 +18%
YCM
261
Yousif Capital Management
Michigan
$8.88M -$361K -2,559 -4%
FAT
262
First American Trust
California
$8.82M +$414K +2,930 +5%
CIBC Private Wealth Group
263
CIBC Private Wealth Group
Georgia
$8.78M -$89.9K -661 -1%
CWM
264
Congress Wealth Management
Massachusetts
$8.7M -$721K -5,108 -8%
DIP
265
DT Investment Partners
Pennsylvania
$8.6M – – –
VWA
266
Visionary Wealth Advisors
Illinois
$8.59M +$225K +1,592 +3%
Cerity Partners
267
Cerity Partners
New York
$8.55M -$1.8M -12,720 -17%
SW
268
SteelPeak Wealth
California
$8.4M +$7.95M +56,284 +1,745%
X
269
Xponance
Pennsylvania
$8.28M -$349K -2,474 -4%
NYLIM
270
New York Life Investment Management
New York
$8.24M -$71K -503 -0.9%
LIM
271
Leavell Investment Management
Alabama
$8.15M +$438K +3,100 +6%
Brown Advisory
272
Brown Advisory
Maryland
$8.13M +$241K +1,706 +3%
AFWM
273
AMJ Financial Wealth Management
Virginia
$8.07M -$24.8K -176 -0.3%
Axa
274
Axa
France
$7.94M -$2.73M -19,317 -26%
ACM
275
Advisors Capital Management
New Jersey
$7.93M +$88.2K +625 +1%
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