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Phillips 66
PSX

Overview Fund Activity

1,754 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, 672 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,754
Holders Change
-13
Holders Change %
-0.74%
% of All Funds
25.37%
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
672
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 %
CWM
276
CIBC World Markets
New York
$7.51M -$3.74M -28,465 -33%
NYLIM
277
New York Life Investment Management
New York
$7.33M -$338K -2,570 -4%
CB
278
Commerce Bank
Missouri
$7.3M +$115K +874 +2%
FFIC
279
First Fiduciary Investment Counsel
Ohio
$7.19M +$390K +2,966 +6%
Pathstone Holdings
280
Pathstone Holdings
New Jersey
$7.08M -$1.23M -9,350 -15%
Axa
281
Axa
France
$6.99M -$407K -3,100 -6%
AIMC
282
Alley Investment Management Company
Illinois
$6.95M +$118K +898 +2%
DWM
283
Dakota Wealth Management
Florida
$6.94M -$11.2M -85,240 -62%
BKA
284
Brick & Kyle Associates
Pennsylvania
$6.93M -$156K -1,188 -2%
NAM
285
Nissay Asset Management
Japan
$6.91M +$137K +1,039 +2%
KCM
286
Kornitzer Capital Management
Kansas
$6.86M +$25.1K +191 +0.4%
Wealthfront Advisers
287
Wealthfront Advisers
California
$6.83M +$123K +939 +2%
DI
288
Disciplined Investments
Oklahoma
$6.81M +$12.2K +93 +0.2%
MOACM
289
Mutual of America Capital Management
New York
$6.77M -$254K -1,929 -4%
KBC Group
290
KBC Group
Belgium
$6.77M +$2.51M +19,108 +59%
TYCC
291
Texas Yale Capital Corp
Florida
$6.68M +$1.21M +9,200 +22%
Blackstone Inc
292
Blackstone Inc
New York
$6.62M -$88.9M -676,308 -93%
TCM
293
Telos Capital Management
California
$6.61M +$369K +2,810 +6%
RC
294
RBF Capital
California
$6.57M – – –
SIC
295
Salem Investment Counselors
North Carolina
$6.56M +$21.7K +165 +0.3%
NC
296
NewSquare Capital
Pennsylvania
$6.46M -$79.3K -611 -1%
WB
297
WesBanco Bank
West Virginia
$6.42M -$241K -1,834 -4%
FFP
298
FourThought Financial Partners
Florida
$6.41M +$155K +1,182 +2%
Holocene Advisors
299
Holocene Advisors
New York
$6.39M +$6.39M +48,585 New
SWM
300
Scissortail Wealth Management
Oklahoma
$6.36M -$15.4B -48,343 -100%
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