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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 %
KNW
301
Kesler Norman & Wride
Utah
$6.73M -$272K -1,925 -4%
FFP
302
FourThought Financial Partners
Florida
$6.71M +$37.8K +268 +0.6%
TCM
303
Telos Capital Management
California
$6.7M +$621K +4,402 +10%
BCMO
304
Buckingham Capital Management (Ohio)
Ohio
$6.62M -$364K -2,581 -5%
RPI
305
Railway Pension Investments
United Kingdom
$6.55M -$2.34M -16,600 -26%
MCP
306
Mirador Capital Partners
California
$6.53M +$173K +1,227 +3%
RFM
307
Royal Fund Management
Florida
$6.49M -$1.18M -8,285 -15%
SC
308
Stolper & Co
Oklahoma
$6.44M +$107K +761 +2%
AUB
309
Atlantic Union Bankshares
Virginia
$6.3M -$113K -797 -2%
Wolverine Trading
310
Wolverine Trading
Illinois
$6.27M +$1.49M +10,545 +31%
SSA
311
Sierra Summit Advisors
Nevada
$6.26M +$6.26M +44,356 New
Lido Advisors
312
Lido Advisors
California
$6.22M +$4.07M +28,811 +189%
GAM
313
Gotham Asset Management
New York
$6.22M +$262K +1,856 +4%
SMDAM
314
Sumitomo Mitsui DS Asset Management
Japan
$6.19M +$99.9K +708 +2%
SG Americas Securities
315
SG Americas Securities
New York
$6.18M -$14.3M -100,984 -70%
TRCT
316
Tower Research Capital (TRC)
New York
$6.16M +$4.85M +34,378 +373%
CTA
317
Colonial Trust Advisors
South Carolina
$6.09M +$15.7K +111 +0.3%
PAG
318
Private Advisor Group
New Jersey
$6.07M -$332K -2,353 -5%
AWA
319
Arkadios Wealth Advisors
Georgia
$6.01M -$108K -764 -2%
Luther King Capital Management (LKCM)
320
Luther King Capital Management (LKCM)
Texas
$5.98M -$189K -1,336 -3%
SP
321
Stablepoint Partners
Massachusetts
$5.97M -$912K -6,492 -13%
OC
322
Oppenheimer & Co
New York
$5.94M -$1.41M -9,995 -19%
JFG
323
Jefferies Financial Group
New York
$5.93M +$4.86M +34,415 +455%
NFG
324
Nations Financial Group
Iowa
$5.92M +$287K +2,033 +5%
TYCC
325
Texas Yale Capital Corp
Florida
$5.87M – – –
11 12
13
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