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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 %
IWA
501
Icon Wealth Advisors
Texas
$2.77M +$93K +639 +3%
APP
502
Avantax Planning Partners
Iowa
$2.77M +$87.8K +622 +3%
CHC
503
City Holding Co
West Virginia
$2.76M -$33.2K -235 -1%
MCM
504
Monument Capital Management
Virginia
$2.76M +$14.8K +105 +0.5%
Acadian Asset Management
505
Acadian Asset Management
Massachusetts
$2.76M -$9.7M -68,742 -78%
IB
506
Intrust Bank
Kansas
$2.74M +$20.9K +148 +0.8%
SWP
507
Stratos Wealth Partners
Ohio
$2.74M -$1.26M -8,935 -32%
ST
508
Somerset Trust
Pennsylvania
$2.73M +$4.38K +31 +0.2%
QCM
509
Quantinno Capital Management
New York
$2.72M +$279K +1,975 +11%
TI
510
Tidal Investments
Wisconsin
$2.72M -$2.92M -20,669 -52%
PA
511
PFW Advisors
Georgia
$2.7M -$199K -1,413 -7%
CFB
512
Cullen/Frost Bankers
Texas
$2.69M -$103K -733 -4%
EF
513
Empirical Finance
Pennsylvania
$2.68M -$843K -5,968 -24%
AAM
514
Azzad Asset Management
Virginia
$2.67M +$28.9K +205 +1%
HWM
515
HB Wealth Management
Georgia
$2.65M +$72.6K +514 +3%
SCA
516
Snowden Capital Advisors
New York
$2.64M +$30.1K +213 +1%
First Manhattan
517
First Manhattan
New York
$2.63M +$491K +3,480 +23%
NAM
518
NorthCrest Asset Manangement
Minnesota
$2.61M +$15.8K +112 +0.6%
MIF
519
Mediolanum International Funds
Ireland
$2.59M -$88.6K -681 -3%
BCWM
520
Bartlett & Co Wealth Management
Ohio
$2.59M +$141 +1 +0%
CIP
521
Convergence Investment Partners
Florida
$2.56M -$505K -3,575 -16%
NEI
522
Northwest & Ethical Investments
Ontario, Canada
$2.53M – – –
RIM
523
Rakuten Investment Management
Japan
$2.52M +$900K +6,455 +55%
MPPW
524
Mitchell & Pahl Private Wealth
Oklahoma
$2.52M +$10.4K +74 +0.4%
ACM
525
Argyle Capital Management
Pennsylvania
$2.52M -$28.2K -200 -1%
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