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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 %
ACM
676
Alta Capital Management
Utah
$1.36M +$3.39K +24 +0.2%
RA
677
RFG Advisory
Alabama
$1.36M -$109K -771 -7%
EH
678
Equitable Holdings
New York
$1.36M +$35.4K +251 +3%
BCG
679
BayBridge Capital Group
California
$1.35M +$37.4K +265 +3%
VAG
680
VisionPoint Advisory Group
Texas
$1.35M -$57.5K -407 -4%
JWCA
681
J.W. Coons Advisors
Ohio
$1.35M +$13.4K +95 +1%
CG
682
Caprock Group
Idaho
$1.35M +$475K +3,364 +54%
MAS
683
Meeder Advisory Services
Ohio
$1.35M +$355K +2,518 +36%
RAM
684
Ramirez Asset Management
New York
$1.35M – – –
SC
685
Scotia Capital
Ontario, Canada
$1.35M -$127K -900 -9%
AWM
686
Avior Wealth Management
Nebraska
$1.34M +$12K +85 +0.9%
CAM
687
Creekmur Asset Management
Illinois
$1.34M +$373K +2,645 +38%
WI
688
Wahed Invest
New York
$1.34M +$155K +1,099 +13%
IMCOOI
689
Investment Management Corp of Ontario (IMCO)
Canada
$1.34M +$339K +2,400 +34%
JCFM
690
JBR Co Financial Management
Oklahoma
$1.33M – – –
PGFC
691
Peapack-Gladstone Financial Corp
New Jersey
$1.33M +$16.9K +120 +1%
LDB
692
Lee, Danner & Bass
Tennessee
$1.33M +$1.33M +9,426 New
RIM
693
Redwood Investment Management
Arizona
$1.33M +$55.4K +416 +4%
BBL
694
Beck Bode LLC
Massachusetts
$1.33M +$678K +4,804 +104%
DFA
695
Delta Financial Advisors
Louisiana
$1.33M +$141 +1 +0%
BIA
696
Beacon Investment Advisors
Maryland
$1.32M +$567K +4,015 +75%
VAS
697
Vestmark Advisory Solutions
Massachusetts
$1.32M -$3.67K -26 -0.3%
MSAM
698
Moloney Securities Asset Management
Missouri
$1.31M +$76.9K +545 +6%
WA1
699
Wimmer Associates 1
California
$1.31M -$2.12K -15 -0.2%
GRP
700
Global Retirement Partners
California
$1.3M +$909K +6,442 +231%
26 27
28
29 30