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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 %
FWCM
451
Ferguson Wellman Capital Management
Oregon
$3.41M -$47.9K -339 -1%
ET
452
Equitable Trust
Tennessee
$3.39M +$712K +5,041 +27%
LSERS
453
Louisiana State Employees Retirement System
Louisiana
$3.39M -$141K -1,000 -4%
CA
454
Commerzbank Aktiengesellschaft
Germany
$3.34M +$1.54M +10,890 +85%
PCIA
455
Prime Capital Investment Advisors
Kansas
$3.33M -$84.7K -600 -2%
RBA
456
Richard Bernstein Advisors
New York
$3.32M +$424 +3 +0%
SYBT
457
Stock Yards Bank & Trust
Kentucky
$3.31M -$70.6K -500 -2%
FDCDDQ
458
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.3M +$1.14M +8,100 +53%
DC
459
Davenport & Co
Virginia
$3.29M -$17.8K -126 -0.5%
MMA
460
Miracle Mile Advisors
California
$3.29M +$66.8K +473 +2%
Carson Wealth (CWM LLC)
461
Carson Wealth (CWM LLC)
Nebraska
$3.29M +$28.7K +203 +0.9%
CCA
462
Catalyst Capital Advisors
New York
$3.27M -$18.4K -130 -0.6%
ZIM
463
Zacks Investment Management
Illinois
$3.27M +$116K +820 +4%
SFG
464
SevenBridge Financial Group
Pennsylvania
$3.24M -$24.4K -183 -0.7%
VanEck Associates
465
VanEck Associates
New York
$3.24M -$774K -5,483 -19%
FNBOO
466
First National Bank of Omaha
Nebraska
$3.23M +$1.38M +9,751 +74%
BCI
467
Brinker Capital Investments
Pennsylvania
$3.22M +$753K +5,333 +31%
OPS
468
Orion Portfolio Solutions
Nebraska
$3.22M +$753K +5,333 +31%
TC
469
TownSquare Capital
Utah
$3.2M +$201K +1,422 +7%
BCM
470
Brookstone Capital Management
Illinois
$3.18M -$63.5K -451 -2%
PA
471
Profund Advisors
Maryland
$3.18M +$228K +1,615 +8%
CIC
472
Carnegie Investment Counsel
Ohio
$3.16M -$152K -1,075 -5%
FCI
473
Financial Counselors Inc
Kansas
$3.15M +$458K +3,242 +17%
CWP
474
CFM Wealth Partners
Texas
$3.13M +$847 +6 +0%
QL
475
Quarry LP
New York
$3.13M +$1.67M +11,820 +114%
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