PSX icon

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 %
RWA
451
River Wealth Advisors
Pennsylvania
$3.15M -$143K -1,088 -4%
OKSA
452
O'Keefe Stevens Advisory
New York
$3.14M -$54.2K -412 -2%
RIM
453
Rakuten Investment Management
Japan
$3.12M +$749K +5,713 +32%
SFG
454
SevenBridge Financial Group
Pennsylvania
$3.12M +$1.02K +8 +0%
LSERS
455
Louisiana State Employees Retirement System
Louisiana
$3.1M -$52.6K -400 -2%
DC
456
Davenport & Co
Virginia
$3.09M +$30K +228 +1%
MGP
457
M&G plc
United Kingdom
$3.09M -$248K -1,890 -7%
RBA
458
Richard Bernstein Advisors
New York
$3.09M – – –
PCIA
459
Prime Capital Investment Advisors
Kansas
$3.08M -$20.6K -157 -0.7%
MGP
460
Metis Global Partners
California
$3.06M +$273K +2,076 +10%
FWCM
461
Ferguson Wellman Capital Management
Oregon
$3.06M -$110K -840 -3%
SAM
462
Securian Asset Management
Minnesota
$3.04M -$161K -1,228 -5%
CIC
463
Carnegie Investment Counsel
Ohio
$3M +$52.3K +398 +2%
SYBT
464
Stock Yards Bank & Trust
Kentucky
$2.99M -$84.9K -646 -3%
ICA
465
Infrastructure Capital Advisors
New York
$2.96M +$1.32M +10,058 +81%
AP
466
Americana Partners
Texas
$2.95M +$69.7K +530 +2%
MF
467
Magnetar Financial
Illinois
$2.92M +$2.92M +22,223 New
BCM
468
Brookstone Capital Management
Illinois
$2.91M -$65.5K -498 -2%
FCI
469
Financial Counselors Inc
Kansas
$2.9M -$34K -259 -1%
LA
470
LBP AM
France
$2.85M -$887K -6,748 -24%
MMA
471
Miracle Mile Advisors
California
$2.85M -$215K -1,639 -7%
TI
472
Tidal Investments
Wisconsin
$2.83M +$299K +2,274 +12%
TCM
473
Teza Capital Management
Illinois
$2.82M +$2.82M +21,439 New
PA
474
Profund Advisors
Maryland
$2.81M -$146K -1,113 -5%
SIMG
475
Sonora Investment Management Group
Arizona
$2.81M +$45.5K +346 +2%
17 18
19
20 21