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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 %
HSA
526
HBK Sorce Advisory
Pennsylvania
$2.51M -$64.4K -456 -3%
VA
527
Vident Advisory
Georgia
$2.51M +$175K +1,240 +8%
KWS
528
Keystone Wealth Services
California
$2.49M +$1.84K +13 +0.1%
TIAA Trust, National Association
529
TIAA Trust, National Association
North Carolina
$2.48M +$105K +745 +4%
AAM
530
Auxier Asset Management
Oregon
$2.47M – – –
CCA
531
Cobblestone Capital Advisors
New York
$2.46M -$230K -1,631 -9%
CAM
532
Carret Asset Management
New York
$2.43M -$3.53K -25 -0.1%
FIM
533
Fernwood Investment Management
Massachusetts
$2.43M -$7.06K -50 -0.3%
WIC
534
Wilkins Investment Counsel
Massachusetts
$2.43M +$14.8K +105 +0.6%
HW
535
Hancock Whitney
Mississippi
$2.41M -$688K -4,872 -22%
XF
536
XML Financial
Maryland
$2.41M -$55.5K -393 -2%
FNA
537
First National Advisers
Nebraska
$2.41M -$282 -2 -0%
MWA
538
Moser Wealth Advisors
Washington
$2.41M +$47K +333 +2%
VI
539
Vestcor Inc
New Brunswick, Canada
$2.4M -$314K -2,221 -12%
CSIC
540
Clifford Swan Investment Counsel
California
$2.39M -$7.62K -54 -0.3%
CL
541
Choreo LLC
Illinois
$2.38M +$1.69M +12,005 +245%
NCM
542
Northside Capital Management
Oregon
$2.36M – – –
EHC
543
Everett Harris & Co
California
$2.35M +$24.7K +175 +1%
PS
544
Principal Securities
Iowa
$2.32M -$81.5K -577 -3%
FHB
545
First Hawaiian Bank
Hawaii
$2.32M -$6.07K -43 -0.3%
BHCM
546
Brevan Howard Capital Management
Jersey
$2.31M +$1.14M +8,086 +98%
CB
547
Community Bank
New York
$2.31M -$12.6K -89 -0.5%
IAIM
548
International Assets Investment Management
Florida
$2.3M +$544K +3,855 +31%
PA
549
Procyon Advisors
Connecticut
$2.29M +$34.6K +245 +2%
MFIM
550
Mesirow Financial Investment Management
Illinois
$2.29M +$9.61K +68 +0.4%
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