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Phillips 66
PSX

Overview Fund Activity

1,755 hedge funds and large institutions have $39.3B invested in Phillips 66 in 2024 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 604 increasing their positions, 673 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,755
Holders Change
-13
Holders Change %
-0.74%
% of All Funds
25.38%
Holding in Top 10
18
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-33.33%
% of All Funds
0.26%
New
133
Increased
604
Reduced
673
Closed
124
Calls
$380M
Puts
$352M
Net Calls
+$27.5M
Net Calls Change
-$49.5M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$199M
2
Deutsche Bank
Deutsche Bank
Germany
+$188M
3
Harris Associates
Harris Associates
Illinois
+$177M
4
Citadel Advisors
Citadel Advisors
Florida
+$112M
5
Amundi
Amundi
France
+$93.3M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$15.4B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.13B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$316M
4
Boston Partners
Boston Partners
Massachusetts
-$245M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
251
Venture Visionary Partners
Ohio
$8.92M -$682K -5,190 -7%
VV
252
Verity & Verity
South Carolina
$8.88M +$318K +2,416 +4%
OSAM
253
O'Shaughnessy Asset Management
Connecticut
$8.88M -$56.7K -419 -0.6%
VWA
254
Visionary Wealth Advisors
Illinois
$8.87M +$875K +6,659 +11%
GC
255
Guggenheim Capital
Illinois
$8.87M -$1.75M -13,292 -16%
RIA
256
RPG Investment Advisory
California
$8.83M +$234K +1,783 +3%
Cerity Partners
257
Cerity Partners
New York
$8.65M +$691K +5,255 +9%
APF
258
Alaska Permanent Fund
Alaska
$8.63M – – –
OPCM
259
Osborne Partners Capital Management
California
$8.61M -$65.6K -499 -0.8%
FRM
260
Foundation Resource Management
Arkansas
$8.61M -$23.7K -180 -0.3%
Cohen & Steers
261
Cohen & Steers
New York
$8.59M +$8.59M +65,345 New
CCG
262
Cypress Capital Group
Florida
$8.58M +$78.5K +597 +0.9%
Thrivent Financial for Lutherans
263
Thrivent Financial for Lutherans
Minnesota
$8.47M -$3.38M -25,737 -29%
QCM
264
QRG Capital Management
Illinois
$8.43M -$2.59M -19,695 -24%
BNP Paribas Asset Management
265
BNP Paribas Asset Management
France
$8.39M -$1.11M -8,421 -12%
SFS
266
Sowell Financial Services
Arkansas
$8.36M +$6.29M +47,888 +305%
CWM
267
Congress Wealth Management
Massachusetts
$8.2M +$92.1K +701 +1%
Daiwa Securities Group
268
Daiwa Securities Group
Japan
$8.18M +$951K +7,235 +13%
SOADOR
269
State of Alaska Department of Revenue
Alaska
$8.16M -$1.64M -12,485 -17%
DADC
270
D.A. Davidson & Co
Montana
$8.14M -$1.76M -13,393 -18%
YCM
271
Yousif Capital Management
Michigan
$8.13M -$137K -1,040 -2%
DIP
272
DT Investment Partners
Pennsylvania
$8.01M – – –
LIM
273
Leavell Investment Management
Alabama
$7.94M +$358K +2,725 +5%
X
274
Xponance
Pennsylvania
$7.76M +$51.7K +393 +0.7%
ACM
275
Advisors Capital Management
New Jersey
$7.55M +$166K +1,263 +2%
9 10
11
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