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Phillips 66
PSX

Overview Fund Activity

1,759 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 609 increasing their positions, 642 reducing their positions, and 181 closing their positions.

Holders
1,759
Holders Change
+5
Holders Change %
+0.29%
% of All Funds
23.43%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.11%
New
213
Increased
609
Reduced
642
Closed
181
Calls
$309M
Puts
$299M
Net Calls
+$9.65M
Net Calls Change
-$17.9M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.03B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$687M
3
Harris Associates
3
Harris Associates
Illinois
$1.33B
4
Goldman Sachs
4
Goldman Sachs
New York
$388M
5
CLGM
5
Capitolis Liquid Global Markets
New York
$142M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$67.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$197M
3
State Street
3
State Street
Massachusetts
$3.02B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$51.3M
5
Nomura Holdings
5
Nomura Holdings
Japan
$58.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
301
Park Avenue Securities
New York
$5.44M +$445K +3,905 +9%
Thrivent Financial for Lutherans
302
Thrivent Financial for Lutherans
Minnesota
$5.43M -$2.03M -17,537 -27%
MCP
303
Mirador Capital Partners
California
$5.38M -$38.1K -334 -0.7%
BPA
304
Beacon Pointe Advisors
California
$5.38M -$90.7K -796 -2%
SOADOR
305
State of Alaska Department of Revenue
Alaska
$5.36M -$1.71M -14,997 -24%
OC
306
Oppenheimer & Co
New York
$5.35M +$514K +4,515 +11%
Lido Advisors
307
Lido Advisors
California
$5.33M +$172K +1,507 +3%
SC
308
Stolper & Co
Oklahoma
$5.27M +$79.2K +695 +2%
MCM
309
MAI Capital Management
Ohio
$5.25M +$2.92M +25,641 +125%
BCMO
310
Buckingham Capital Management (Ohio)
Ohio
$5.2M -$106K -926 -2%
Wealthfront Advisers
311
Wealthfront Advisers
California
$5.17M -$751K -6,588 -13%
SG
312
Sienna Gestion
France
$5M – – –
SP
313
Stablepoint Partners
Massachusetts
$4.98M +$82K +720 +2%
MHIP
314
Mountain Hill Investment Partners
New Jersey
$4.93M +$4.93M +43,315 New
Squarepoint
315
Squarepoint
New York
$4.92M -$20.6M -180,473 -81%
CTA
316
Colonial Trust Advisors
South Carolina
$4.84M -$149K -1,309 -3%
Mackenzie Financial
317
Mackenzie Financial
Ontario, Canada
$4.84M +$596K +5,233 +14%
Mirae Asset Global Investments
318
Mirae Asset Global Investments
South Korea
$4.8M +$958K +8,517 +25%
SIA
319
Sovereign Investment Advisors
Arizona
$4.8M – – –
Luther King Capital Management (LKCM)
320
Luther King Capital Management (LKCM)
Texas
$4.8M +$86K +755 +2%
AUB
321
Atlantic Union Bankshares
Virginia
$4.79M -$140K -1,231 -3%
CIG
322
CCM Investment Group
Minnesota
$4.75M +$4.75M +42,430 New
Mirae Asset Global ETFs Holdings
323
Mirae Asset Global ETFs Holdings
Hong Kong
$4.75M -$359K -3,147 -7%
QCM
324
QRG Capital Management
Illinois
$4.75M -$2.56M -22,453 -35%
KNW
325
Kesler Norman & Wride
Utah
$4.72M -$130K -1,139 -3%
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