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Phillips 66
PSX

Overview Fund Activity

1,768 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
1,768
Holders Change
-97
Holders Change %
-5.2%
% of All Funds
25.71%
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 %
CAM
276
Cresset Asset Management
Illinois
$7.89M +$1.18M +8,354 +18%
Daiwa Securities Group
277
Daiwa Securities Group
Japan
$7.77M +$380K +2,689 +5%
CB
278
Commerce Bank
Missouri
$7.72M -$103K -731 -1%
Fidelity International
279
Fidelity International
Bermuda
$7.68M +$1.03M +7,262 +15%
BKA
280
Brick & Kyle Associates
Pennsylvania
$7.65M +$226K +1,598 +3%
MOACM
281
Mutual of America Capital Management
New York
$7.55M -$411K -2,912 -5%
KCM
282
Kornitzer Capital Management
Kansas
$7.34M -$60K -425 -0.8%
AIMC
283
Alley Investment Management Company
Illinois
$7.34M -$1.29M -9,114 -15%
FFIC
284
First Fiduciary Investment Counsel
Ohio
$7.3M +$216K +1,530 +3%
DI
285
Disciplined Investments
Oklahoma
$7.3M -$282 -2 -0%
NAM
286
Nissay Asset Management
Japan
$7.28M -$14.3K -101 -0.2%
Wealthfront Advisers
287
Wealthfront Advisers
California
$7.2M +$513K +3,631 +8%
PAS
288
Park Avenue Securities
New York
$7.16M -$363K -2,573 -5%
WB
289
WesBanco Bank
West Virginia
$7.15M -$124K -876 -2%
RC
290
RBF Capital
California
$7.06M – – –
ACG
291
Aventail Capital Group
New York
$7.06M +$7.06M +50,000 New
NC
292
NewSquare Capital
Pennsylvania
$7.03M +$381K +2,736 +6%
SIC
293
Salem Investment Counselors
North Carolina
$7.02M -$60K -425 -0.8%
Janus Henderson Group
294
Janus Henderson Group
United Kingdom
$7.01M -$2.07M -14,678 -23%
Mirae Asset Global ETFs Holdings
295
Mirae Asset Global ETFs Holdings
Hong Kong
$6.9M +$6.9M +48,860 New
BPA
296
Beacon Pointe Advisors
California
$6.86M -$508K -3,598 -7%
SWM
297
Scissortail Wealth Management
Oklahoma
$6.83M +$71.3K +505 +1%
BWS
298
Buck Wealth Strategies
Colorado
$6.83M +$6.83M +48,363 New
Man Group
299
Man Group
United Kingdom
$6.79M -$2.94M -20,842 -30%
RB
300
Rodgers Brothers
Pennsylvania
$6.78M +$3.53K +25 +0.1%
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