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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 %
SC
651
SouthState Corp
Florida
$1.47M -$18.9K -134 -1%
OAM
652
Ostrum Asset Management
France
$1.47M -$115K -812 -7%
SC
653
Searle & Co
Connecticut
$1.47M – – –
TFS
654
Thoroughbred Financial Services
Tennessee
$1.47M +$261K +1,848 +22%
JWM
655
Jeppson Wealth Management
California
$1.46M -$7.06K -50 -0.5%
GLR
656
Great Lakes Retirement
Ohio
$1.45M +$209K +1,479 +17%
GAM
657
Groupama Asset Management
France
$1.45M +$647K +4,585 +81%
CA
658
Cullinan Associates
Kentucky
$1.45M +$14.1K +100 +1%
AWE
659
Avidian Wealth Enterprises
Texas
$1.44M +$758K +5,366 +111%
ATC
660
Adirondack Trust Company
New York
$1.44M -$2.82K -20 -0.2%
ISL
661
Ingalls & Snyder LLC
New York
$1.44M -$2.12K -15 -0.1%
FRA
662
Frank Rimerman Advisors
California
$1.43M +$1.43M +10,136 +92,145%
GIA
663
Gateway Investment Advisers
Ohio
$1.42M -$228K -1,613 -14%
PBC
664
Pavion Blue Capital
California
$1.42M – – –
HPG
665
Harvest Portfolios Group
Ontario, Canada
$1.42M +$26.7K +189 +2%
SWM
666
Segment Wealth Management
Texas
$1.42M +$9.18K +65 +0.7%
AIM
667
Aquila Investment Management
New York
$1.41M – – –
JWCA
668
J.W. Cole Advisors
Florida
$1.41M -$10.4K -74 -0.7%
VWM
669
Venturi Wealth Management
Texas
$1.4M -$143K -1,015 -9%
UB
670
Umpqua Bank
Oregon
$1.4M +$68.6K +486 +5%
IWC
671
Integrated Wealth Concepts
Massachusetts
$1.39M +$27.4K +194 +2%
BIA
672
Barry Investment Advisors
Massachusetts
$1.39M -$102K -720 -7%
JCM
673
Jacobi Capital Management
Pennsylvania
$1.39M +$73.4K +520 +6%
PAM
674
Paradigm Asset Management
New York
$1.37M -$353K -2,500 -20%
HI
675
Horizon Investments
North Carolina
$1.36M -$94.6K -670 -6%
25 26
27
28 29