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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 %
Jones Financial Companies
551
Jones Financial Companies
Missouri
$2.28M +$1.36M +9,626 +147%
TGAM
552
TBH Global Asset Management
Tennessee
$2.28M -$63.5K -450 -3%
DS
553
DRW Securities
Illinois
$2.28M +$2.07M +14,543 +998%
Parallax Volatility Advisers
554
Parallax Volatility Advisers
California
$2.27M -$4.91M -34,811 -68%
NB
555
Norinchukin Bank
Japan
$2.24M +$43.2K +306 +2%
NIM
556
NEOS Investment Management
Connecticut
$2.23M +$703K +4,980 +46%
SFS
557
Sowell Financial Services
Arkansas
$2.22M -$88.6K -628 -4%
DT
558
Diversified Trust
Tennessee
$2.22M -$888K -6,292 -29%
TSMHT
559
Thurston Springer Miller Herd & Titak
Indiana
$2.21M +$2.21M +15,667 New
MYAM
560
Meiji Yasuda Asset Management
Japan
$2.2M +$212K +1,504 +11%
PGIM
561
Pacific Global Investment Management
California
$2.2M +$27.5K +195 +1%
FMI
562
F/M Investments
District of Columbia
$2.19M +$2.19M +15,621 New
HTC
563
Haverford Trust Company
Pennsylvania
$2.18M +$449K +3,178 +26%
BC
564
Bridgefront Capital
Texas
$2.17M +$2.17M +15,357 New
FTDI
565
First Trust Direct Indexing
Massachusetts
$2.16M +$194K +1,375 +10%
OAC
566
OMERS Administration Corp
Ontario, Canada
$2.16M -$722K -5,111 -25%
HC
567
Hendley & Co
Ohio
$2.16M -$4.24K -30 -0.2%
GVAG
568
Great Valley Advisor Group
Delaware
$2.15M -$75.8K -537 -3%
IC
569
IEQ Capital
California
$2.14M +$172K +1,215 +9%
PI
570
PFG Investments
New York
$2.14M +$133K +940 +7%
NW
571
NewEdge Wealth
Pennsylvania
$2.13M -$48.7K -345 -2%
WBWA
572
William B. Walkup & Associates
South Carolina
$2.12M +$2.12M +15,034 New
SI
573
Stephens Inc
Arkansas
$2.12M +$112K +790 +6%
CS
574
Crescent Sterling
Louisiana
$2.11M -$144K -1,022 -6%
NIG
575
NFJ Investment Group
Texas
$2.11M -$745K -5,278 -26%
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