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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 %
FAB
376
First American Bank
Illinois
$4.34M -$86.6K -659 -2%
ClearBridge Investments
377
ClearBridge Investments
New York
$4.34M +$775K +5,899 +22%
NFC
378
Northeast Financial Consultants
Connecticut
$4.3M – – –
DILIC
379
Dai-ichi Life Insurance Company
Japan
$4.29M -$87.9K -669 -2%
CIBC World Market
380
CIBC World Market
Ontario, Canada
$4.29M +$200K +1,520 +5%
LMIM
381
Lockheed Martin Investment Management
Maryland
$4.29M +$4.29M +32,600 New
Fifth Third Bancorp
382
Fifth Third Bancorp
Ohio
$4.28M +$150K +1,143 +4%
ACM
383
Altrius Capital Management
North Carolina
$4.28M +$395K +3,004 +10%
CIC
384
Canal Insurance Company
South Carolina
$4.27M – – –
PRS
385
Pinkerton Retirement Specialists
Idaho
$4.25M +$126K +958 +3%
AOWM
386
Alpha Omega Wealth Management
Virginia
$4.24M -$30.1K -229 -0.7%
FPTW
387
Franklin, Parlapiano, Turner & Welch
Texas
$4.16M – – –
MP
388
McDonald Partners
Ohio
$4.16M -$61.3K -466 -1%
PCA
389
Prosperity Capital Advisors
Ohio
$4.15M -$84.5K -643 -2%
Vontobel Holding
390
Vontobel Holding
Switzerland
$4.13M +$2.61M +19,842 +171%
Arrowstreet Capital
391
Arrowstreet Capital
Massachusetts
$4.11M -$167M -1,267,825 -98%
Pacer Advisors
392
Pacer Advisors
Pennsylvania
$4.08M -$427K -3,245 -9%
BC
393
Burney Company
Virginia
$4.08M +$589K +4,484 +17%
ATPW
394
Ashton Thomas Private Wealth
Arizona
$4.07M -$16.8K -128 -0.4%
KCM
395
Kerusso Capital Management
North Carolina
$4.07M +$244K +1,858 +6%
CSS
396
Cubist Systematic Strategies
Connecticut
$4.05M +$4.05M +30,843 New
OIA
397
OneDigital Investment Advisors
Kansas
$4.05M -$341K -2,593 -8%
GWM
398
Glass Wealth Management
Texas
$4.04M +$170K +1,295 +4%
Robeco Institutional Asset Management
399
Robeco Institutional Asset Management
Netherlands
$4.03M -$537K -4,088 -12%
Bessemer Group
400
Bessemer Group
New Jersey
$4.02M -$145K -1,100 -3%
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