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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 %
USCWA
576
U.S. Capital Wealth Advisors
Texas
$2.1M -$1.29M -9,122 -38%
BWM
577
BKM Wealth Management
Wisconsin
$2.08M -$184K -1,301 -8%
ISWM
578
Independent Solutions Wealth Management
New York
$2.08M -$75.1K -532 -3%
WCBA
579
Weaver C. Barksdale & Associates
Tennessee
$2.08M -$205K -1,453 -9%
Koshinski Asset Management
580
Koshinski Asset Management
Illinois
$2.06M -$197K -1,483 -9%
CFMC
581
Curbstone Financial Management Corp
New Hampshire
$2.06M -$66.1K -468 -3%
KFP
582
KMG Fiduciary Partners
Ohio
$2.03M +$42.1K +298 +2%
HIM
583
Harbour Investment Management
Washington
$2.02M -$28.9K -205 -1%
CAI
584
Capital Advisors Inc
Oklahoma
$2.02M -$107K -759 -5%
NSEDCP
585
NJ State Employees Deferred Compensation Plan
New Jersey
$2M -$579K -4,100 -22%
BBVA
586
Banco Bilbao Vizcaya Argentaria
Spain
$1.97M -$1.66M -11,747 -46%
LCM
587
Logan Capital Management
Pennsylvania
$1.95M – – –
KRSITF
588
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.93M -$72.8K -516 -4%
YIA
589
YHB Investment Advisors
Connecticut
$1.93M +$49.6K +351 +3%
CAS
590
CTC Alternative Strategies
Illinois
$1.92M +$1.92M +13,600 New
CA
591
Clearstead Advisors
Ohio
$1.92M +$835K +5,917 +77%
BCM
592
Bridgeway Capital Management
Texas
$1.91M -$5.69M -40,300 -75%
EIP
593
Energy Income Partners
Connecticut
$1.91M +$66.1K +468 +4%
AF
594
Allworth Financial
California
$1.9M -$183K -1,323 -9%
NMIMC
595
Northwestern Mutual Investment Management Company
Wisconsin
$1.9M -$21.5K -152 -1%
SA
596
SpiderRock Advisors
Delaware
$1.89M +$772K +5,467 +69%
IC
597
Inscription Capital
Texas
$1.89M +$36.3K +257 +2%
FMC
598
First Merchants Corp
Indiana
$1.88M +$24.7K +175 +1%
EWM
599
Evercore Wealth Management
New York
$1.88M – – –
FFG
600
Fortem Financial Group
California
$1.87M -$89.6K -635 -5%
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