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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 %
SIC
326
Salem Investment Counselors
North Carolina
$4.7M -$985K -8,648 -17%
KWM
327
Kingsview Wealth Management
Oregon
$4.65M +$32K +281 +0.7%
NFG
328
Nations Financial Group
Iowa
$4.64M -$408K -3,585 -8%
NL
329
NKCFO LLC
Illinois
$4.61M – – –
MIM
330
Montgomery Investment Management
Maryland
$4.61M -$5.7K -50 -0.1%
CCM
331
Coldstream Capital Management
Washington
$4.58M +$154K +1,349 +3%
BFG
332
Berger Financial Group
Minnesota
$4.55M +$102K +893 +2%
IIM
333
INTECH Investment Management
Florida
$4.48M -$15.7M -137,938 -78%
MSU
334
Mizuho Securities USA
New York
$4.46M +$1.37M +12,000 +44%
TW
335
Trajan Wealth
Arizona
$4.46M +$445K +3,903 +11%
VPIM
336
Vanguard Personalized Indexing Management
California
$4.45M +$177K +1,552 +4%
CM
337
Cercano Management
Washington
$4.44M +$4.44M +38,959 New
HNB
338
Huntington National Bank
Ohio
$4.41M -$27.7K -243 -0.6%
QCM
339
Quantinno Capital Management
New York
$4.41M +$1.43M +12,567 +48%
MHC
340
Meyer Handelman Company
New York
$4.4M -$98.3K -863 -2%
ECM
341
Eisler Capital Management
United Kingdom
$4.37M +$4.37M +38,169 New
CAM
342
Cozad Asset Management
Illinois
$4.37M +$118K +1,037 +3%
EMPI
343
Elo Mutual Pension Insurance
Finland
$4.35M -$239K -2,098 -5%
RIL
344
Rothschild Investment LLC
Illinois
$4.35M +$3.87K +34 +0.1%
VF
345
Virtu Financial
New York
$4.35M +$4.35M +38,140 New
CSP
346
Cary Street Partners
Virginia
$4.33M +$4.33M +38,034 New
FMII
347
Farmers & Merchants Investments Inc
Nebraska
$4.33M -$133K -1,171 -3%
CT
348
Colonial Trust
South Carolina
$4.32M +$39.3K +345 +0.9%
HT
349
Heritage Trust
Oklahoma
$4.3M +$4.3M +37,700 New
SCP
350
Shorepoint Capital Partners
Massachusetts
$4.29M +$71.4K +627 +2%
12 13
14
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