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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 %
Tudor Investment Corp
476
Tudor Investment Corp
Connecticut
$3.13M +$3.13M +22,142 New
NMERB
477
New Mexico Educational Retirement Board
New Mexico
$3.12M – – –
GWSG
478
GPS Wealth Strategies Group
Colorado
$3.12M -$198K -1,403 -6%
VFM
479
Viking Fund Management
North Dakota
$3.11M -$282K -2,000 -8%
AP
480
Americana Partners
Texas
$3.09M +$53.6K +380 +2%
MCM
481
MAI Capital Management
Ohio
$3.06M +$29.9K +212 +1%
CWP
482
Cyndeo Wealth Partners
Florida
$3.01M -$4.83M -34,238 -62%
CVM
483
Cheviot Value Management
California
$3.01M +$3.01M +21,302 New
MGP
484
Metis Global Partners
California
$3M -$14.3K -101 -0.5%
AWM
485
AE Wealth Management
Kansas
$3M +$1.78M +12,642 +147%
SF
486
Synovus Financial
Georgia
$2.99M +$13.6K +96 +0.5%
NRS
487
Neville Rodie & Shaw
New York
$2.98M – – –
SAM
488
Silvercrest Asset Management
New York
$2.96M -$2.4K -17 -0.1%
WS
489
Wedbush Securities
California
$2.93M +$103K +727 +4%
TMAM
490
Tokio Marine Asset Management
Japan
$2.92M -$41.9K -297 -1%
BCM
491
Becker Capital Management
Oregon
$2.92M -$95.7K -678 -3%
RWM
492
Rockline Wealth Management
New York
$2.88M +$74.4K +527 +3%
PP
493
Patten & Patten
Tennessee
$2.85M -$59.4K -421 -2%
SFA
494
Sequoia Financial Advisors
Ohio
$2.85M +$105K +741 +4%
HFM
495
Hartford Financial Management
Connecticut
$2.81M -$38.8K -275 -1%
RFC
496
Regions Financial Corp
Alabama
$2.8M +$14.4K +102 +0.5%
APWM
497
Argonautica Private Wealth Management
Massachusetts
$2.8M -$10K -71 -0.4%
TFA
498
Teamwork Financial Advisors
Texas
$2.8M +$508K +3,600 +22%
DA
499
DCM Advisors
New York
$2.79M -$336K -2,380 -11%
CIA
500
Concurrent Investment Advisors
Florida
$2.78M +$1.41M +9,978 +103%
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