We are live on ! Find out more
PSX icon

Phillips 66
PSX

1,781 hedge funds and large institutions have $44.2B invested in Phillips 66 in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 642 increasing their positions, 694 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $493M | Put options by funds: $416M

7% less repeat investments, than reductions

Existing positions increased: 642 | Existing positions reduced: 694

1.21% less ownership

Funds ownership: 75.08% → 73.88% (-1.2%)

5% less funds holding

Funds holding: 1,876 → 1,781 (-95)

15% less capital invested

Capital invested by funds: $52.2B → $44.2B (-$8.05B)

34% less funds holding in top 10

Funds holding in top 10: 41 → 27 (-14)

38% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 180

Holders
1,781
Holders Change
-95
Holders Change %
-5.06%
% of All Funds
25.72%
Holding in Top 10
27
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-34.15%
% of All Funds
0.39%
New
111
Increased
642
Reduced
694
Closed
180
Calls
$493M
Puts
$416M
Net Calls
+$77M
Net Calls Change
+$17.3M

Top Buyers

Rank Fund Capital Flow
1
Nomura Holdings
Nomura Holdings
Japan
+$368M
2
Harris Associates
Harris Associates
Illinois
+$135M
3
State Street
State Street
Massachusetts
+$116M
4
UBS AM
UBS AM
Illinois
+$90.1M
5
Barclays
Barclays
United Kingdom
+$89M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$484M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$226M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$199M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$197M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$141M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
526
HBK Sorce Advisory
Pennsylvania
$2.51M -$67.5K -456 -3%
VA
527
Vident Advisory
Georgia
$2.51M +$184K +1,240 +8%
KWS
528
Keystone Wealth Services
California
$2.49M +$1.92K +13 +0.1%
TIAA Trust, National Association
529
TIAA Trust, National Association
North Carolina
$2.48M +$110K +745 +4%
AAM
530
Auxier Asset Management
Oregon
$2.47M – – –
CCA
531
Cobblestone Capital Advisors
New York
$2.46M -$241K -1,631 -9%
SLAM
532
Swiss Life Asset Management
$2.46M -$5.46M -36,879 -68%
CAM
533
Carret Asset Management
New York
$2.43M -$3.7K -25 -0.1%
FIM
534
Fernwood Investment Management
Massachusetts
$2.43M -$7.4K -50 -0.3%
WIC
535
Wilkins Investment Counsel
Massachusetts
$2.43M +$15.5K +105 +0.6%
HW
536
Hancock Whitney
Mississippi
$2.41M -$721K -4,872 -22%
XF
537
XML Financial
Maryland
$2.41M -$58.2K -393 -2%
FNA
538
First National Advisers
Nebraska
$2.41M -$296 -2 -0%
MWA
539
Moser Wealth Advisors
Washington
$2.41M +$49.3K +333 +2%
VI
540
Vestcor Inc
New Brunswick, Canada
$2.4M -$329K -2,221 -12%
CSIC
541
Clifford Swan Investment Counsel
California
$2.39M -$7.99K -54 -0.3%
CL
542
Choreo LLC
Illinois
$2.38M +$1.78M +12,005 +245%
NCM
543
Northside Capital Management
Oregon
$2.36M – – –
EHC
544
Everett Harris & Co
California
$2.35M +$25.9K +175 +1%
PS
545
Principal Securities
Iowa
$2.32M -$85.4K -577 -3%
FHB
546
First Hawaiian Bank
Hawaii
$2.32M -$6.37K -43 -0.3%
BHCM
547
Brevan Howard Capital Management
Jersey
$2.31M +$1.2M +8,086 +98%
CB
548
Community Bank
New York
$2.31M -$13.2K -89 -0.5%
IAIM
549
International Assets Investment Management
Florida
$2.3M +$571K +3,855 +31%
PA
550
Procyon Advisors
Connecticut
$2.29M +$36.3K +245 +2%
20 21
22
23 24

PSX Hedge Fund Activity: Q2 2024 in Review

1,781 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q2 2024, worth a combined $44.2B — down 15% from $52.2B a quarter earlier.

Sellers outnumbered buyers: 180 funds closed out of PSX and 111 opened new positions — a net loss of 69 holders — while 694 trimmed existing stakes and 642 added.

The largest buyer was Nomura Holdings, adding an estimated $368M. The largest seller was BlackRock, cutting an estimated $484M.

  • 1,781 institutional investors held Phillips 66 (PSX) as of Q2 2024, down from 1,876 in Q1 2024.
  • Funds reported $44.2B of Phillips 66 stock for Q2 2024, down 15% quarter-over-quarter.
  • 111 funds opened new Phillips 66 positions in Q2 2024 and 180 closed out, a net change of -69 holders.
  • The largest Phillips 66 buyer in Q2 2024 was Nomura Holdings, an estimated $368M added.
  • The largest Phillips 66 seller in Q2 2024 was BlackRock, an estimated $484M sold.

Based on aggregated 13F filings for Q2 2024.