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Phillips 66
PSX

Overview Fund Activity

1,755 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, 673 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,755
Holders Change
-13
Holders Change %
-0.74%
% of All Funds
25.38%
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
673
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 %
SIA
326
Sovereign Investment Advisors
Arizona
$5.54M – – –
Luther King Capital Management (LKCM)
327
Luther King Capital Management (LKCM)
Texas
$5.43M -$133K -1,009 -2%
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$5.43M +$244K +1,857 +5%
MIM
329
Montgomery Investment Management
Maryland
$5.33M – – –
KWM
330
Kingsview Wealth Management
Oregon
$5.33M +$28.3K +215 +0.5%
NL
331
NKCFO LLC
Illinois
$5.32M -$4.86M -37,000 -48%
SWM
332
Sendero Wealth Management
Texas
$5.32M +$1.06M +8,098 +25%
Wolverine Trading
333
Wolverine Trading
Illinois
$5.3M -$521K -3,973 -9%
EMPI
334
Elo Mutual Pension Insurance
Finland
$5.3M +$343K +2,609 +7%
CSPIA
335
Cary Street Partners Investment Advisory
Virginia
$5.29M -$55.7K -424 -1%
AIM
336
Aigen Investment Management
New York
$5.22M +$1.64M +12,461 +46%
MHC
337
Meyer Handelman Company
New York
$5.19M -$39.4K -300 -0.8%
SEC
338
Seven Eight Capital
New York
$5.19M +$5.19M +39,468 New
UB
339
UMB Bank
Missouri
$5.18M -$65.7K -500 -1%
FMII
340
Farmers & Merchants Investments Inc
Nebraska
$5.15M +$176K +1,337 +4%
BFG
341
Berger Financial Group
Minnesota
$5.13M +$1.84K +14 +0%
HNB
342
Huntington National Bank
Ohio
$5.12M -$99.4K -756 -2%
CCM
343
Coldstream Capital Management
Washington
$5.11M +$394 +3 +0%
UIM
344
USS Investment Management
United Kingdom
$5.07M – – –
BF
345
BOK Financial
Oklahoma
$5.07M -$203K -1,461 -4%
RIL
346
Rothschild Investment LLC
Illinois
$5.01M -$49.3K -375 -1%
CT
347
Colonial Trust
South Carolina
$4.94M -$1.31K -10 -0%
HPC
348
HM Payson & Co
Maine
$4.94M +$29.4K +224 +0.6%
BFG
349
Beacon Financial Group
Texas
$4.93M -$127K -968 -3%
AA
350
Ancora Advisors
Ohio
$4.93M -$436K -3,318 -8%
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