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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 %
PFA
626
Pathway Financial Advisers
Indiana
$1.51M -$48.4K -368 -3%
FT
627
Fiduciary Trust
Massachusetts
$1.51M +$34.8K +265 +2%
EWA
628
EP Wealth Advisors
California
$1.5M +$429K +3,261 +40%
MGIA
629
Moneta Group Investment Advisors
Missouri
$1.5M +$25.1K +191 +2%
CV
630
Counterweight Ventures
North Carolina
$1.49M -$54.9K -418 -4%
GT
631
Greenleaf Trust
Michigan
$1.49M +$63.2K +481 +4%
BFA
632
Bragg Financial Advisors
North Carolina
$1.48M -$25.1K -191 -2%
AWM
633
Apollon Wealth Management
South Carolina
$1.47M -$211K -1,608 -13%
RMC
634
Resources Management Corp
Connecticut
$1.47M +$79.1K +602 +6%
WANY
635
Wealthspire Advisors (New York)
New York
$1.46M +$68.4K +520 +5%
BWAM
636
Boyd Watterson Asset Management
Ohio
$1.46M – – –
DWT
637
Dorsey & Whitney Trust
South Dakota
$1.46M +$1.12M +8,508 +331%
EF
638
Exeter Financial
Arizona
$1.45M – – –
FNBOMD
639
First National Bank of Mount Dora
Florida
$1.45M -$99.2K -755 -6%
FAIM
640
Financial Advocates Investment Management
Washington
$1.42M +$37.6K +286 +3%
CWP
641
CFM Wealth Partners
Texas
$1.4M -$1.51M -11,497 -52%
SMC
642
Smith, Moore & Co
Missouri
$1.4M -$191K -1,450 -12%
FNT
643
First National Trust
Pennsylvania
$1.4M -$9.86K -75 -0.7%
TBA
644
Tower Bridge Advisors
Pennsylvania
$1.39M -$19.7K -150 -1%
PA
645
Parallel Advisors
California
$1.39M -$69.7K -530 -5%
HSA
646
Hussman Strategic Advisors
Maryland
$1.38M +$1.38M +10,500 New
RP
647
Rowlandmiller & Partners
Georgia
$1.38M +$171K +1,300 +14%
SC
648
SouthState Corp
Florida
$1.37M – – –
SCM
649
Sterling Capital Management
North Carolina
$1.37M +$1.37M +10,442 New
GLR
650
Great Lakes Retirement
Ohio
$1.37M +$16.7K +127 +1%
24 25
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