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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 %
CCA
526
Cobblestone Capital Advisors
New York
$2.31M +$11.7K +89 +0.5%
AAM
527
Auxier Asset Management
Oregon
$2.3M -$1.31K -10 -0.1%
CSIC
528
Clifford Swan Investment Counsel
California
$2.29M +$72K +548 +3%
HSA
529
HBK Sorce Advisory
Pennsylvania
$2.29M -$46.4K -353 -2%
MWA
530
Moser Wealth Advisors
Washington
$2.29M +$47.1K +358 +2%
KWS
531
Keystone Wealth Services
California
$2.27M -$49.2K -374 -2%
CB
532
Community Bank
New York
$2.23M +$83.1K +632 +4%
FIM
533
Fernwood Investment Management
Massachusetts
$2.22M -$41.8K -318 -2%
CAM
534
Carret Asset Management
New York
$2.21M -$52.6K -400 -2%
NCM
535
Northside Capital Management
Oregon
$2.2M – – –
HW
536
Hancock Whitney
Mississippi
$2.19M -$55.9K -425 -2%
PA
537
Procyon Advisors
Connecticut
$2.19M +$55.9K +425 +3%
NRS
538
Neville Rodie & Shaw
New York
$2.18M -$594K -4,520 -21%
VI
539
Vestcor Inc
New Brunswick, Canada
$2.16M -$77.8K -592 -3%
MFIM
540
Mesirow Financial Investment Management
Illinois
$2.14M +$16.3K +124 +0.8%
PS
541
Principal Securities
Iowa
$2.14M -$23.4K -178 -1%
TGAM
542
TBH Global Asset Management
Tennessee
$2.13M +$5.26K +40 +0.2%
WIC
543
Wilkins Investment Counsel
Massachusetts
$2.13M -$131K -1,000 -6%
EHC
544
Everett Harris & Co
California
$2.13M -$62.4K -475 -3%
IWM
545
IHT Wealth Management
Illinois
$2.08M +$509K +3,866 +32%
FMC
546
First Merchants Corp
Indiana
$2.08M +$322K +2,449 +18%
FDCDDQ
547
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.07M -$996K -7,579 -32%
MME
548
Meag Munich Ergo
Germany
$2.06M +$1.89M +14,350 +1,076%
PP
549
Paloma Partners
Connecticut
$2.06M -$2.21M -16,796 -52%
PA
550
Promethium Advisors
Maryland
$2.04M +$2.04M +15,545 New
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