PSX icon

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 %
VPIM
351
Vanguard Personalized Indexing Management
California
$4.93M +$87.4K +665 +2%
QWP
352
Quotient Wealth Partners
Texas
$4.91M -$348K -2,646 -7%
CAM
353
Cozad Asset Management
Illinois
$4.9M -$407K -3,099 -8%
Mackenzie Financial
354
Mackenzie Financial
Ontario, Canada
$4.89M +$26K +198 +0.5%
BFW
355
Brady Family Wealth
Missouri
$4.87M -$28.8K -219 -0.6%
SCP
356
Shorepoint Capital Partners
Massachusetts
$4.87M -$156K -1,189 -3%
BMSSC
357
B. Metzler seel. Sohn & Co
Germany
$4.84M -$346K -2,630 -7%
UCFA
358
United Capital Financial Advisors
Texas
$4.74M -$49.6K -377 -1%
ILI
359
Invesco LLC (Illinois)
Illinois
$4.72M – – –
OPERF
360
Oregon Public Employees Retirement Fund
Oregon
$4.7M -$78.3K -596 -2%
PA
361
Pinnacle Associates
New York
$4.65M +$40.7K +306 +0.9%
AFG
362
Argent Financial Group
Louisiana
$4.65M +$4.65M +35,374 New
TW
363
Trajan Wealth
Arizona
$4.63M +$505K +3,839 +12%
VFM
364
Viking Fund Management
North Dakota
$4.6M +$1.71M +13,000 +59%
PAG
365
Private Advisor Group
New Jersey
$4.59M -$1.07M -8,104 -19%
QT
366
Quantbot Technologies
New York
$4.51M +$4.51M +34,319 New
UH
367
Unigestion Holding
Switzerland
$4.5M +$3.96M +30,105 +730%
Mirae Asset Global Investments
368
Mirae Asset Global Investments
South Korea
$4.48M -$330K -2,521 -7%
CCG
369
Chatham Capital Group
Georgia
$4.47M -$15.1K -115 -0.3%
LFAS
370
Level Four Advisory Services
Texas
$4.46M +$3.17K +26 +0.1%
WSFS
371
Wilmington Savings Fund Society
Delaware
$4.45M -$4.09M -31,119 -48%
OIM
372
Opus Investment Management
Massachusetts
$4.44M – – –
GIBU
373
Gulf International Bank (UK)
United Kingdom
$4.41M -$193K -1,468 -4%
CBTWT
374
Community Bank & Trust (Waco, Texas)
Texas
$4.36M +$80.3K +611 +2%
TWC
375
TD Waterhouse Canada
Ontario, Canada
$4.35M +$386K +2,905 +10%
13 14
15
16 17