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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 %
CAM
301
Cresset Asset Management
Illinois
$6.35M -$1M -7,611 -14%
RB
302
Rodgers Brothers
Pennsylvania
$6.31M – – –
BPA
303
Beacon Pointe Advisors
California
$6.31M -$74.1K -564 -1%
Walleye Capital
304
Walleye Capital
New York
$6.3M +$5.59M +42,508 +782%
NA
305
Navellier & Associates
Nevada
$6.28M -$4.93M -37,508 -44%
MCP
306
Mirador Capital Partners
California
$6.25M +$174K +1,325 +3%
BCMO
307
Buckingham Capital Management (Ohio)
Ohio
$6.13M -$41.3K -314 -0.7%
SC
308
Stolper & Co
Oklahoma
$5.99M +$657 +5 +0%
MDCM
309
Morgan Dempsey Capital Management
Wisconsin
$5.96M -$2.59M -19,688 -30%
Lido Advisors
310
Lido Advisors
California
$5.95M +$150K +1,142 +3%
SSA
311
Sierra Summit Advisors
Nevada
$5.9M +$64.7K +492 +1%
Mirae Asset Global ETFs Holdings
312
Mirae Asset Global ETFs Holdings
Hong Kong
$5.89M -$530K -4,029 -8%
Verition Fund Management
313
Verition Fund Management
Connecticut
$5.85M +$5.07M +38,591 +655%
SMDAM
314
Sumitomo Mitsui DS Asset Management
Japan
$5.83M +$71K +540 +1%
NFG
315
Nations Financial Group
Iowa
$5.82M +$310K +2,361 +6%
OQS
316
Occudo Quantitative Strategies
Florida
$5.79M +$2.59M +19,666 +81%
PAS
317
Park Avenue Securities
New York
$5.77M -$901K -6,856 -14%
CTA
318
Colonial Trust Advisors
South Carolina
$5.76M +$86K +654 +2%
SG
319
Sienna Gestion
France
$5.75M +$895K +6,823 +18%
BWS
320
Buck Wealth Strategies
Colorado
$5.74M -$615K -4,678 -10%
AUB
321
Atlantic Union Bankshares
Virginia
$5.68M -$179K -1,361 -3%
SP
322
Stablepoint Partners
Massachusetts
$5.65M +$61.8K +470 +1%
AWA
323
Arkadios Wealth Advisors
Georgia
$5.63M +$32.3K +246 +0.6%
KNW
324
Kesler Norman & Wride
Utah
$5.6M -$671K -5,100 -11%
OC
325
Oppenheimer & Co
New York
$5.58M +$49.3K +375 +0.9%
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