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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 %
First Manhattan
551
First Manhattan
New York
$2.04M -$409K -3,111 -17%
GVAG
552
Great Valley Advisor Group
Delaware
$2.04M +$35.1K +267 +2%
BCV
553
Banque Cantonale Vaudoise
Switzerland
$2.03M -$1.7M -12,946 -46%
ISWM
554
Independent Solutions Wealth Management
New York
$2.02M +$82.6K +628 +4%
OAC
555
OMERS Administration Corp
Ontario, Canada
$2.01M – – –
HC
556
Hendley & Co
Ohio
$2.01M – – –
SI
557
Stephens Inc
Arkansas
$2M +$30.5K +232 +2%
Koshinski Asset Management
558
Koshinski Asset Management
Illinois
$2M -$48.2K -367 -2%
HTC
559
Haverford Trust Company
Pennsylvania
$1.99M -$39.2K -298 -2%
NW
560
NewEdge Wealth
Pennsylvania
$1.99M +$394 +3 +0%
MIF
561
Mediolanum International Funds
Ireland
$1.98M -$619K -4,729 -24%
MYAM
562
Meiji Yasuda Asset Management
Japan
$1.98M -$68.6K -522 -3%
KFP
563
KMG Fiduciary Partners
Ohio
$1.98M +$90.7K +690 +5%
WBWA
564
William B. Walkup & Associates
South Carolina
$1.98M – – –
SW
565
SteelPeak Wealth
California
$1.98M -$5.85M -44,482 -75%
CS
566
Crescent Sterling
Louisiana
$1.96M -$3.55K -27 -0.2%
FTDI
567
First Trust Direct Indexing
Massachusetts
$1.96M -$52.3K -398 -3%
IC
568
IEQ Capital
California
$1.96M -$34.4K -262 -2%
NEI
569
Northwest & Ethical Investments
Ontario, Canada
$1.94M -$408K -3,105 -17%
FNBOO
570
First National Bank of Omaha
Nebraska
$1.94M -$1.07M -8,108 -35%
NIG
571
NFJ Investment Group
Texas
$1.93M -$28.3K -215 -1%
BC
572
Bridgefront Capital
Texas
$1.93M -$86.5K -658 -4%
IC
573
Inscription Capital
Texas
$1.92M +$162K +1,230 +9%
HIM
574
Harbour Investment Management
Washington
$1.92M +$34.8K +265 +2%
PI
575
PFG Investments
New York
$1.91M -$77.4K -589 -4%
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