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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 %
TFS
651
Thoroughbred Financial Services
Tennessee
$1.36M -$1.18K -9 -0.1%
ECU
652
Eisler Capital (UK)
United Kingdom
$1.36M +$411K +3,130 +43%
JCM
653
Jacobi Capital Management
Pennsylvania
$1.36M +$69K +525 +5%
PAM
654
Panagora Asset Management
Massachusetts
$1.36M +$193K +1,470 +17%
JWM
655
Jeppson Wealth Management
California
$1.36M -$5K -38 -0.4%
CA
656
Cullinan Associates
Kentucky
$1.35M – – –
SWM
657
Segment Wealth Management
Texas
$1.34M +$22.9K +174 +2%
RIM
658
Redwood Investment Management
Arizona
$1.34M +$31.4K +240 +2%
GWM
659
Guardian Wealth Management
Illinois
$1.34M -$66.6K -507 -5%
WI
660
Wahed Invest
New York
$1.34M +$84.7K +644 +7%
PBC
661
Pavion Blue Capital
California
$1.33M +$131 +1 +0%
ATC
662
Adirondack Trust Company
New York
$1.32M -$20.6K -157 -2%
WAP
663
Wealthcare Advisory Partners
Pennsylvania
$1.32M -$268K -2,037 -17%
MAS
664
Meeder Advisory Services
Ohio
$1.32M +$59K +449 +5%
AIM
665
Aquila Investment Management
New York
$1.31M – – –
UB
666
Umpqua Bank
Oregon
$1.31M +$9.33K +71 +0.7%
CCB
667
Country Club Bank
Missouri
$1.31M -$163K -1,246 -11%
FRA
668
Frank Rimerman Advisors
California
$1.3M -$36.9K -281 -3%
WCM Investment Management
669
WCM Investment Management
California
$1.3M +$980K +7,480 +310%
AAG
670
Accordant Advisory Group
Maryland
$1.29M +$269K +2,048 +26%
IWC
671
Integrated Wealth Concepts
Massachusetts
$1.28M -$12.8K -97 -1%
DT
672
Diversified Trust
Tennessee
$1.28M -$782K -5,950 -38%
PAM
673
Paradigm Asset Management
New York
$1.28M – – –
CG
674
Caprock Group
Idaho
$1.27M +$16.7K +127 +1%
WA1
675
Wimmer Associates 1
California
$1.27M +$48.6K +370 +4%
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