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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 %
RCIM
501
Red Cedar Investment Management
Michigan
$2.58M – – –
NB
502
Norinchukin Bank
Japan
$2.55M +$462K +3,516 +22%
EF
503
Empirical Finance
Pennsylvania
$2.53M +$34.3K +261 +1%
ST
504
Somerset Trust
Pennsylvania
$2.52M -$22.1K -168 -0.9%
CHC
505
City Holding Co
West Virginia
$2.51M -$65.7K -500 -3%
WS
506
Wedbush Securities
California
$2.49M -$240K -1,829 -9%
YIH
507
Y-Intercept (HK)
Hong Kong
$2.49M -$983K -7,481 -28%
CFB
508
Cullen/Frost Bankers
Texas
$2.48M -$32.3K -246 -1%
ACM
509
Argyle Capital Management
Pennsylvania
$2.47M +$124K +940 +5%
SP
510
SWS Partners
Ohio
$2.45M -$802K -6,100 -25%
SCA
511
Snowden Capital Advisors
New York
$2.45M -$5.52K -42 -0.2%
QCM
512
Qsemble Capital Management
New York
$2.44M +$2.44M +18,591 New
BCI
513
Brinker Capital Investments
Pennsylvania
$2.44M -$558K -4,247 -19%
OPS
514
Orion Portfolio Solutions
Nebraska
$2.44M -$558K -4,247 -19%
NAM
515
NorthCrest Asset Manangement
Minnesota
$2.43M +$4.86K +37 +0.2%
AIMCA
516
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.43M +$2.43M +18,500 New
MPPW
517
Mitchell & Pahl Private Wealth
Oklahoma
$2.42M +$73.6K +560 +3%
APP
518
Avantax Planning Partners
Iowa
$2.41M -$167K -1,267 -6%
BCWM
519
Bartlett & Co Wealth Management
Ohio
$2.41M – – –
AWM
520
AE Wealth Management
Kansas
$2.38M -$413K -3,141 -15%
XF
521
XML Financial
Maryland
$2.34M +$98.2K +747 +4%
CIP
522
Convergence Investment Partners
Florida
$2.34M -$45.4K -345 -2%
TSMHT
523
Thurston Springer Miller Herd & Titak
Indiana
$2.34M +$279K +2,122 +14%
CL
524
Choreo LLC
Illinois
$2.34M +$90.3K +679 +4%
TIAA Trust, National Association
525
TIAA Trust, National Association
North Carolina
$2.32M +$6.97K +53 +0.3%
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