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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 %
ACM
676
Alta Capital Management
Utah
$1.27M +$3.29K +25 +0.3%
S
677
SignatureFD
Georgia
$1.27M -$105K -801 -8%
CA
678
CWC Advisors
Oregon
$1.27M +$1.27M +9,651 New
EH
679
Equitable Holdings
New York
$1.27M +$3.16K +24 +0.2%
STA
680
Summit Trail Advisors
New York
$1.26M +$192K +1,464 +18%
AG
681
AIA Group
Hong Kong
$1.26M +$105K +800 +9%
JWCA
682
J.W. Coons Advisors
Ohio
$1.26M +$3.29K +25 +0.3%
KTA
683
Keeley-Teton Advisors
Illinois
$1.26M +$1.26M +9,582 New
RAM
684
Ramirez Asset Management
New York
$1.26M – – –
HI
685
Horizon Investments
North Carolina
$1.26M -$13K -99 -1%
JCFM
686
JBR Co Financial Management
Oklahoma
$1.24M – – –
BIA
687
Beacon Investment Advisors
Maryland
$1.24M +$2.1K +16 +0.2%
Walleye Trading
688
Walleye Trading
New York
$1.23M +$776K +5,906 +171%
Acadian Asset Management
689
Acadian Asset Management
Massachusetts
$1.23M -$1.33M -10,168 -52%
VAS
690
Vestmark Advisory Solutions
Massachusetts
$1.22M -$7.23K -55 -0.6%
PPW
691
Parcion Private Wealth
Washington
$1.22M +$7.36K +56 +0.6%
CAG
692
Csenge Advisory Group
Florida
$1.22M +$58.4K +428 +5%
VCA
693
Verdence Capital Advisors
Maryland
$1.21M +$70.6K +537 +6%
DFA
694
Delta Financial Advisors
Louisiana
$1.21M -$22.9K -174 -2%
AWM
695
Avior Wealth Management
Nebraska
$1.21M -$40.2K -306 -3%
FMTCOCP
696
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.21M +$409K +3,114 +51%
CA
697
Cornerstone Advisors
North Carolina
$1.21M +$78.9K +600 +7%
WAAG
698
Wealth Alliance Advisory Group
Kansas
$1.2M – – –
ISL
699
Ingalls & Snyder LLC
New York
$1.2M -$136K -1,038 -10%
SC
700
Scotia Capital
Ontario, Canada
$1.2M -$54.6K -415 -4%
26 27
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