PSX icon

Phillips 66
PSX

Overview Fund Activity

1,754 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, 672 reducing their positions, and 124 closing their positions.

Holders
1,754
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
672
Closed
124
Calls
$380M
Puts
$352M
Net Calls
+$27.5M
Net Calls Change
-$49.5M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$199M
2
Deutsche Bank
2
Deutsche Bank
Germany
$309M
3
Harris Associates
3
Harris Associates
Illinois
$1.29B
4
Citadel Advisors
4
Citadel Advisors
Florida
$116M
5
Amundi
5
Amundi
France
$388M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$6.36M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$549M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$422M
4
Boston Partners
4
Boston Partners
Massachusetts
$393M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$4.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$245M 1,865,843 +9,185 +0.5%
LSV Asset Management
27
LSV Asset Management
Illinois
$244M 1,856,816 -51,490 -3%
BG
28
Bahl & Gaynor
Ohio
$216M 1,640,053 -3,107 -0.2%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$214M 1,633,876 +633,970 +63%
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$207M 1,571,429 +36,653 +2%
Nomura Holdings
31
Nomura Holdings
Japan
$202M 1,538,393 -980,118 -39%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$201M 1,532,181 +143,774 +10%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$199M 1,511,107 +1,511,107 New
Allianz Asset Management
34
Allianz Asset Management
Germany
$177M 1,346,133 -161,534 -11%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$174M 1,321,973 +957 +0.1%
Swiss National Bank
36
Swiss National Bank
Switzerland
$165M 1,258,550 -8,200 -0.6%
IG
37
ING Group
Netherlands
$156M 1,182,980 +653,032 +123%
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$151M 1,145,590 +702,546 +159%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$140M 1,064,159 -82,318 -7%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$138M 1,050,856 -92,824 -8%
AllianceBernstein
41
AllianceBernstein
Tennessee
$138M 1,049,472 -104,170 -9%
Prudential Financial
42
Prudential Financial
New Jersey
$133M 1,009,801 +161,588 +19%
National Pension Service
43
National Pension Service
South Korea
$132M 1,001,734 +63,349 +7%
Corient Private Wealth
44
Corient Private Wealth
Florida
$130M 986,322 +114,174 +13%
Public Employees Retirement Association of Colorado
45
Public Employees Retirement Association of Colorado
Colorado
$128M 974,563 -73,136 -7%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$124M 946,078 -47,372 -5%
Mariner
47
Mariner
Kansas
$119M 902,247 +64,013 +8%
Citadel Advisors
48
Citadel Advisors
Florida
$116M 882,578 +850,388 +2,642%
Millennium Management
49
Millennium Management
New York
$115M 872,927 +432,123 +98%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$107M 810,412 +149 +0%
1
2
3 4 5