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Phillips 66
PSX

Overview Fund Activity

1,863 hedge funds and large institutions have $52.2B invested in Phillips 66 in 2024 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 616 increasing their positions, 749 reducing their positions, and 97 closing their positions.

Holders
1,863
Holders Change
+86
Holders Change %
+4.84%
% of All Funds
27.01%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
0.59%
New
203
Increased
616
Reduced
749
Closed
97
Calls
$643M
Puts
$584M
Net Calls
+$59.7M
Net Calls Change
-$153M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.31B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$367M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.31B
4
Boston Partners
4
Boston Partners
Massachusetts
$889M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.74B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.11B
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$1.23M
3
Barclays
3
Barclays
United Kingdom
$1.17B
4
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$5.34M
5
State Street
5
State Street
Massachusetts
$4.56B
Name Market Value Shares Shares
Change 		Shares
Change %
Amundi
26
Amundi
France
$344M 2,245,190 -392,544 -15%
UBS AM
27
UBS AM
Illinois
$332M 2,031,175 +416,903 +26%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$326M 1,998,066 +28,488 +1%
LSV Asset Management
29
LSV Asset Management
Illinois
$319M 1,952,256 -15,280 -0.8%
Allianz Asset Management
30
Allianz Asset Management
Germany
$285M 1,745,446 -367,047 -17%
BG
31
Bahl & Gaynor
Ohio
$271M 1,660,427 +174,338 +12%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$234M 1,433,904 +201,835 +16%
AllianceBernstein
33
AllianceBernstein
Tennessee
$218M 1,333,845 -212,226 -14%
Swiss National Bank
34
Swiss National Bank
Switzerland
$215M 1,317,550 -74,800 -5%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$198M 1,210,723 -130,666 -10%
Prudential Financial
36
Prudential Financial
New Jersey
$193M 1,179,700 -147,121 -11%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$193M 1,179,053 +51,075 +5%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$188M 1,151,227 -56,514 -5%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$184M 1,125,496 -262,927 -19%
Deutsche Bank
40
Deutsche Bank
Germany
$174M 1,066,564 -739,086 -41%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$154M 969,954 -112,092 -10%
Public Employees Retirement Association of Colorado
42
Public Employees Retirement Association of Colorado
Colorado
$154M 942,476 -10,544 -1%
National Pension Service
43
National Pension Service
South Korea
$152M 929,273 +1,573 +0.2%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$144M 879,027 +3,974 +0.5%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$138M 842,450 -30,507 -3%
Citadel Advisors
46
Citadel Advisors
Florida
$134M 820,330 -259,948 -24%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$134M 818,028 -16,476 -2%
Corient Private Wealth
48
Corient Private Wealth
Florida
$133M 812,102 +10,437 +1%
Mariner
49
Mariner
Kansas
$129M 792,570 +6,868 +0.9%
EIM
50
Elliott Investment Management
Florida
$127M 775,000 – –
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