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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 %
HPC
351
HM Payson & Co
Maine
$5.27M -$46.7K -331 -0.9%
BFW
352
Brady Family Wealth
Missouri
$5.26M +$48.8K +346 +0.9%
SG
353
Sienna Gestion
France
$5.23M +$5.23M +37,046 New
Mackenzie Financial
354
Mackenzie Financial
Ontario, Canada
$5.22M -$139K -984 -3%
LFAS
355
Level Four Advisory Services
Texas
$5.17M -$1.05M -7,459 -17%
UCFA
356
United Capital Financial Advisors
Texas
$5.15M -$432K -3,057 -8%
OPERF
357
Oregon Public Employees Retirement Fund
Oregon
$5.14M -$55.1K -390 -1%
Mirae Asset Global Investments
358
Mirae Asset Global Investments
South Korea
$5.12M -$13.5M -97,027 -73%
ILI
359
Invesco LLC (Illinois)
Illinois
$5.07M – – –
VPIM
360
Vanguard Personalized Indexing Management
California
$5.02M +$318K +2,330 +7%
GIBU
361
Gulf International Bank (UK)
United Kingdom
$4.95M -$600K -4,248 -11%
Robeco Institutional Asset Management
362
Robeco Institutional Asset Management
Netherlands
$4.9M -$34.6M -245,054 -88%
PA
363
Pinnacle Associates
New York
$4.89M +$67.5K +478 +1%
MWM
364
Mattern Wealth Management
Kansas
$4.89M -$291K -2,063 -6%
MSE
365
MUFG Securities EMEA
United Kingdom
$4.86M +$4.86M +34,400 New
Pacer Advisors
366
Pacer Advisors
Pennsylvania
$4.84M +$222K +1,573 +5%
CCG
367
Chatham Capital Group
Georgia
$4.81M – – –
OIM
368
Opus Investment Management
Massachusetts
$4.77M – – –
AI
369
Atria Investments
North Carolina
$4.76M +$196K +1,388 +4%
FAB
370
First American Bank
Illinois
$4.75M -$7.76K -55 -0.2%
IAA
371
Independent Advisor Alliance
North Carolina
$4.74M +$216K +1,530 +5%
OIA
372
OneDigital Investment Advisors
Kansas
$4.72M +$628K +4,449 +15%
DILIC
373
Dai-ichi Life Insurance Company
Japan
$4.7M -$249K -1,761 -5%
MSRPS
374
Maryland State Retirement & Pension System
Maryland
$4.66M -$230K -1,626 -5%
MCP
375
Martin Capital Partners
Oregon
$4.63M -$150K -1,062 -3%
13 14
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