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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 %
NFC
376
Northeast Financial Consultants
Connecticut
$4.62M -$67.8K -480 -1%
MSU
377
Mizuho Securities USA
New York
$4.61M +$4.61M +32,684 New
CBTWT
378
Community Bank & Trust (Waco, Texas)
Texas
$4.59M +$48.7K +345 +1%
AOWM
379
Alpha Omega Wealth Management
Virginia
$4.59M -$106K -750 -2%
CIC
380
Canal Insurance Company
South Carolina
$4.59M – – –
PP
381
Paloma Partners
Connecticut
$4.58M +$3.92M +27,792 +599%
SWM
382
Sendero Wealth Management
Texas
$4.57M +$329K +2,329 +8%
KBC Group
383
KBC Group
Belgium
$4.57M -$8.83M -62,550 -66%
PCA
384
Prosperity Capital Advisors
Ohio
$4.55M -$893K -6,325 -16%
Citadel Advisors
385
Citadel Advisors
Florida
$4.54M -$111M -788,140 -96%
MP
386
McDonald Partners
Ohio
$4.53M +$35.9K +254 +0.8%
BWM
387
BNC Wealth Management
Oregon
$4.52M +$308K +2,182 +7%
KRS
388
Kentucky Retirement Systems
Kentucky
$4.51M -$99.9K -708 -2%
MPM
389
MBB Public Markets
Illinois
$4.47M +$4.47M +31,698 New
FPTW
390
Franklin, Parlapiano, Turner & Welch
Texas
$4.47M – – –
Bessemer Group
391
Bessemer Group
New Jersey
$4.47M -$3.18M -22,552 -42%
Fifth Third Bancorp
392
Fifth Third Bancorp
Ohio
$4.44M +$33K +234 +0.8%
PRS
393
Pinkerton Retirement Specialists
Idaho
$4.43M +$220K +1,561 +5%
TW
394
Trajan Wealth
Arizona
$4.43M -$29.5K -209 -0.7%
CIBC World Market
395
CIBC World Market
Ontario, Canada
$4.39M -$9.74M -68,992 -69%
ATPW
396
Ashton Thomas Private Wealth
Arizona
$4.39M -$49K -347 -1%
BBI
397
Baxter Bros Inc
Connecticut
$4.36M -$22K -156 -0.5%
HT
398
Heritage Trust
Oklahoma
$4.31M +$31.9K +226 +0.7%
TBC
399
Tweedy, Browne Co
Connecticut
$4.27M -$153K -1,081 -3%
TWC
400
TD Waterhouse Canada
Ontario, Canada
$4.21M -$1.09M -7,688 -20%
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