PSX icon

Phillips 66
PSX

Overview Fund Activity

1,759 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 609 increasing their positions, 642 reducing their positions, and 181 closing their positions.

Holders
1,759
Holders Change
+5
Holders Change %
+0.29%
% of All Funds
23.43%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.11%
New
213
Increased
609
Reduced
642
Closed
181
Calls
$309M
Puts
$299M
Net Calls
+$9.65M
Net Calls Change
-$17.9M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.03B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$687M
3
Norges Bank
3
Norges Bank
Norway
$498M
4
Harris Associates
4
Harris Associates
Illinois
$1.33B
5
Raymond James Financial
5
Raymond James Financial
Florida
$169M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$67.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$197M
3
State Street
3
State Street
Massachusetts
$3.02B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$51.3M
5
Nomura Holdings
5
Nomura Holdings
Japan
$58.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Barrow, Hanley, Mewhinney & Strauss
26
Barrow, Hanley, Mewhinney & Strauss
Texas
$231M 2,029,562 -43,721 -2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$197M 1,729,552 -136,291 -7%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$197M 1,727,946 -1,666,724 -49%
LSV Asset Management
29
LSV Asset Management
Illinois
$196M 1,718,816 -138,000 -7%
HSBC Holdings
30
HSBC Holdings
United Kingdom
$186M 1,629,375 +97,194 +6%
BG
31
Bahl & Gaynor
Ohio
$182M 1,594,147 -45,906 -3%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$176M 1,541,240 +942,922 +158%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$171M 1,497,300 +446,444 +42%
Raymond James Financial
34
Raymond James Financial
Florida
$169M 1,481,523 +1,481,523 New
CLGM
35
Capitolis Liquid Global Markets
New York
$142M 1,248,000 +1,248,000 New
Allianz Asset Management
36
Allianz Asset Management
Germany
$136M 1,192,190 -153,943 -11%
Swiss National Bank
37
Swiss National Bank
Switzerland
$135M 1,182,450 -76,100 -6%
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$129M 1,134,582 +709,219 +167%
National Pension Service
39
National Pension Service
South Korea
$128M 1,120,657 +118,923 +12%
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$126M 1,107,397 +43,238 +4%
IG
41
ING Group
Netherlands
$122M 1,072,747 -110,233 -9%
AllianceBernstein
42
AllianceBernstein
Tennessee
$121M 1,062,016 +12,544 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
43
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$113M 994,000 +849,000 +586%
Nuveen Asset Management
44
Nuveen Asset Management
Illinois
$109M 955,230 -366,743 -28%
Mariner
45
Mariner
Kansas
$108M 949,602 +47,355 +5%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$108M 944,398 -1,680 -0.2%
Corient Private Wealth
47
Corient Private Wealth
Florida
$107M 935,425 -50,897 -5%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$91.2M 800,865 -9,547 -1%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$88.5M 776,796 -857,080 -52%
EIM
50
Elliott Investment Management
Florida
$88.3M 775,000 – –
1
2
3 4 5