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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 %
MWM
601
Marion Wealth Management
Pennsylvania
$1.7M +$75.6K +575 +5%
SCM
602
Shelton Capital Management
Colorado
$1.68M -$25.6K -195 -1%
FIM
603
Fruth Investment Management
Texas
$1.68M -$26.3K -200 -2%
AF
604
Allworth Financial
California
$1.68M -$129K -978 -7%
OAM
605
Ostrum Asset Management
France
$1.68M +$304K +2,315 +22%
GWSG
606
GPS Wealth Strategies Group
Colorado
$1.68M -$1.23M -9,348 -42%
EWM
607
Evercore Wealth Management
New York
$1.66M -$91.5K -696 -5%
AAM
608
AR Asset Management
California
$1.66M – – –
LNWWM
609
Laird Norton Wetherby Wealth Management
California
$1.65M -$42.9K -326 -3%
SA
610
SpiderRock Advisors
Delaware
$1.65M -$113K -856 -6%
DAS
611
Dynamic Advisor Solutions
Arizona
$1.63M -$27.5K -209 -2%
KRSITF
612
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.63M -$168K -1,281 -9%
GHA
613
GW Henssler & Associates
Georgia
$1.63M -$26.2M -199,645 -94%
BSB
614
Bangor Savings Bank
Maine
$1.63M +$20.9K +159 +1%
Capstone Investment Advisors
615
Capstone Investment Advisors
New York
$1.62M +$995K +7,573 +159%
PD
616
Point72 (DIFC)
United Arab Emirates
$1.62M +$1.62M +12,297 New
HWAM
617
Hennion & Walsh Asset Management
New Jersey
$1.61M +$9.33K +71 +0.6%
HPG
618
Harvest Portfolios Group
Ontario, Canada
$1.6M +$271K +2,063 +20%
MC
619
Moors & Cabot
Massachusetts
$1.58M +$62K +472 +4%
CC
620
Centiva Capital
New York
$1.57M -$26.8K -204 -2%
VA
621
Vident Advisory
Georgia
$1.56M -$773K -5,876 -33%
WJWM
622
Williams Jones Wealth Management
New York
$1.56M -$23.9K -182 -2%
CS
623
Cannell & Spears
New York
$1.55M +$82.2K +625 +6%
FNA
624
First National Advisers
Nebraska
$1.55M -$695K -5,285 -31%
SSA
625
Schonfeld Strategic Advisors
New York
$1.51M +$1.03M +7,830 +212%
23 24
25
26 27