PSX icon

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 %
ACM
401
Altrius Capital Management
North Carolina
$4.17M +$56.5K +400 +1%
GWM
402
Glass Wealth Management
Texas
$4.16M +$34.4K +244 +0.8%
TPCW
403
TD Private Client Wealth
New York
$4.12M -$291K -2,061 -7%
KCM
404
Kerusso Capital Management
North Carolina
$4.1M +$4.1M +29,078 New
BFEC
405
Benjamin F. Edwards & Company
Missouri
$4.08M +$1.6M +11,346 +65%
CTC
406
Central Trust Company
Missouri
$4.05M -$56.8K -402 -1%
AWS
407
Atria Wealth Solutions
New York
$4.02M -$833K -5,901 -17%
LA
408
LBP AM
France
$4.01M -$1.67M -11,853 -29%
BCV
409
Banque Cantonale Vaudoise
Switzerland
$4.01M +$1.22M +8,675 +44%
BRWA
410
B. Riley Wealth Advisors
Florida
$3.99M -$1.4M -9,887 -26%
1832 Asset Management
411
1832 Asset Management
Ontario, Canada
$3.97M -$21.7M -153,911 -85%
PCM
412
Parsons Capital Management
Rhode Island
$3.97M -$18.9K -134 -0.5%
CNBTD
413
Citizens National Bank Trust Department
Mississippi
$3.96M -$50.1K -355 -1%
EG
414
Ellerson Group
Maryland
$3.95M -$195K -1,382 -5%
CSPAM
415
Cary Street Partners Asset Management
Virginia
$3.94M -$575K -4,071 -13%
RCA
416
Riverview Capital Advisers
Massachusetts
$3.94M -$135K -955 -3%
JIC
417
Johnson Investment Counsel
Ohio
$3.9M -$57.2K -405 -1%
TAM
418
Tocqueville Asset Management
New York
$3.9M -$193K -1,369 -5%
AIM
419
Aigen Investment Management
New York
$3.85M +$3.85M +27,262 New
PFS
420
Prospera Financial Services
Texas
$3.84M +$232K +1,639 +6%
HIMCH
421
Hartford Investment Management Co (HIMCO)
Connecticut
$3.83M -$89.6K -635 -2%
ClearBridge Investments
422
ClearBridge Investments
New York
$3.82M -$798K -5,653 -17%
CS
423
Candriam SCA
Luxembourg
$3.79M -$390K -2,761 -9%
AIP
424
Ameritas Investment Partners
Nebraska
$3.78M +$27.8K +197 +0.7%
MG
425
Mather Group
Illinois
$3.76M +$2.21M +13,551 +143%
15 16
17
18 19