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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 %
BC
426
Burney Company
Virginia
$3.74M +$988K +6,998 +36%
YIH
427
Y-Intercept (HK)
Hong Kong
$3.73M +$3.73M +26,390 New
PWP
428
Principle Wealth Partners
Connecticut
$3.7M -$282 -2 -0%
GAB
429
German American Bancorp
Indiana
$3.7M +$58K +411 +2%
PFM
430
Patton Fund Management
Texas
$3.66M -$747K -5,288 -17%
MGP
431
M&G plc
United Kingdom
$3.6M +$3.6M +25,506 New
GIA
432
Gladstone Institutional Advisory
Florida
$3.58M +$506K +3,583 +16%
WCM
433
Wisconsin Capital Management
Wisconsin
$3.58M – – –
SF
434
Summit Financial
New Jersey
$3.57M +$666K +4,720 +23%
EWA
435
Exencial Wealth Advisors
Oklahoma
$3.55M +$106K +750 +3%
CCMINC
436
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.54M -$4.66K -33 -0.1%
HA
437
Herold Advisors
New York
$3.54M +$104K +736 +3%
SIM
438
Stratos Investment Management
Ohio
$3.53M +$272K +1,928 +8%
RWA
439
River Wealth Advisors
Pennsylvania
$3.53M -$66.6K -472 -2%
SPG
440
Strategic Planning Group
Utah
$3.52M +$867K +6,141 +33%
BBNA
441
Bremer Bank National Association
Minnesota
$3.5M -$92.3K -654 -3%
SP
442
SWS Partners
Ohio
$3.49M +$257K +1,823 +8%
GAM
443
Garrison Asset Management
Arkansas
$3.46M -$9.18K -65 -0.3%
VWMG
444
Virginia Wealth Management Group
Virginia
$3.45M -$16.7K -118 -0.5%
OQS
445
Occudo Quantitative Strategies
Florida
$3.44M +$3.44M +24,391 New
SAM
446
Securian Asset Management
Minnesota
$3.44M -$134K -949 -4%
SIMG
447
Sonora Investment Management Group
Arizona
$3.43M – – –
Kovitz Investment Group Partners
448
Kovitz Investment Group Partners
Illinois
$3.43M +$428K +3,032 +14%
OKSA
449
O'Keefe Stevens Advisory
New York
$3.43M +$1.69K +12 +0%
UM
450
UniSuper Management
Australia
$3.42M +$1.71M +12,100 +100%
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