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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 %
VFA
576
Valeo Financial Advisors
Indiana
$1.91M +$217K +1,647 +13%
CFMC
577
Curbstone Financial Management Corp
New Hampshire
$1.91M -$13.1K -100 -0.7%
BBVA
578
Banco Bilbao Vizcaya Argentaria
Spain
$1.89M +$55.9K +425 +3%
WWM
579
Western Wealth Management
Colorado
$1.89M +$1.36M +10,312 +253%
FMI
580
F/M Investments
District of Columbia
$1.89M -$197K -1,479 -9%
CAI
581
Capital Advisors Inc
Oklahoma
$1.87M -$10.6K -81 -0.6%
MA
582
Mutual Advisors
Nebraska
$1.87M +$728K +5,663 +64%
NSEDCP
583
NJ State Employees Deferred Compensation Plan
New Jersey
$1.87M – – –
WCBA
584
Weaver C. Barksdale & Associates
Tennessee
$1.87M -$71K -540 -4%
IMCOOI
585
Investment Management Corp of Ontario (IMCO)
Canada
$1.84M +$592K +4,500 +47%
LCM
586
Logan Capital Management
Pennsylvania
$1.82M – – –
CA
587
Clearstead Advisors
Ohio
$1.82M +$30.5K +232 +2%
USCWA
588
U.S. Capital Wealth Advisors
Texas
$1.81M -$145K -1,102 -7%
GIA
589
Gateway Investment Advisers
Ohio
$1.81M +$484K +3,679 +36%
PGIM
590
Pacific Global Investment Management
California
$1.8M -$250K -1,898 -12%
OBAM
591
ODDO BHF Asset Management
France
$1.79M +$1.79M +13,622 New
EC
592
Estate Counselors
Wisconsin
$1.78M +$120K +910 +7%
EIP
593
Energy Income Partners
Connecticut
$1.77M -$7.76K -59 -0.4%
NMIMC
594
Northwestern Mutual Investment Management Company
Wisconsin
$1.74M -$29.6K -225 -2%
SPC
595
Sigma Planning Corp
Michigan
$1.74M +$44.7K +340 +3%
SC
596
Savant Capital
Illinois
$1.73M +$166K +1,262 +11%
YIA
597
YHB Investment Advisors
Connecticut
$1.73M -$63.9K -486 -4%
FHB
598
First Hawaiian Bank
Hawaii
$1.72M -$443K -3,368 -21%
BCM
599
Bridgeway Capital Management
Texas
$1.71M -$65.7K -500 -4%
PCMK
600
Paragon Capital Management (Kansas)
Kansas
$1.7M +$58.2K +443 +4%
22 23
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