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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 %
CWP
476
Cyndeo Wealth Partners
Florida
$2.79M -$6.97K -53 -0.2%
RWM
477
Rockline Wealth Management
New York
$2.79M +$110K +839 +4%
TMAM
478
Tokio Marine Asset Management
Japan
$2.78M +$54.9K +418 +2%
MWM
479
Mattern Wealth Management
Kansas
$2.75M -$1.8M -13,715 -40%
WCM
480
Wisconsin Capital Management
Wisconsin
$2.74M -$586K -4,455 -18%
CGH
481
Crossmark Global Holdings
Texas
$2.74M -$6.53M -49,669 -70%
NMERB
482
New Mexico Educational Retirement Board
New Mexico
$2.73M -$184K -1,400 -6%
BCM
483
Becker Capital Management
Oregon
$2.72M +$1.05K +8 +0%
BRWA
484
B. Riley Wealth Advisors
Florida
$2.71M -$1.07M -7,983 -28%
SAM
485
Silvercrest Asset Management
New York
$2.71M -$42.1K -320 -2%
AAM
486
Azzad Asset Management
Virginia
$2.71M +$217K +1,654 +9%
CIA
487
Concurrent Investment Advisors
Florida
$2.7M +$114K +865 +4%
MCM
488
MAI Capital Management
Ohio
$2.69M -$158K -1,201 -6%
SWP
489
Stratos Wealth Partners
Ohio
$2.68M +$130K +991 +5%
CVM
490
Cheviot Value Management
California
$2.65M -$150K -1,138 -5%
RFC
491
Regions Financial Corp
Alabama
$2.65M +$40.2K +306 +2%
PP
492
Patten & Patten
Tennessee
$2.65M -$7.23K -55 -0.3%
APWM
493
Argonautica Private Wealth Management
Massachusetts
$2.62M +$17K +129 +0.7%
HFM
494
Hartford Financial Management
Connecticut
$2.62M – – –
NIM
495
NEOS Investment Management
Connecticut
$2.61M +$534K +4,060 +26%
SF
496
Summit Financial
New Jersey
$2.61M -$710K -5,401 -21%
IB
497
Intrust Bank
Kansas
$2.61M +$59.4K +452 +2%
HWM
498
HB Wealth Management
Georgia
$2.6M +$133K +1,013 +5%
DA
499
DCM Advisors
New York
$2.6M – – –
IWA
500
Icon Wealth Advisors
Texas
$2.59M +$86K +654 +3%
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