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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 %
PPW
701
Parcion Private Wealth
Washington
$1.3M +$988 +7 +0.1%
CIAS
702
CFS Investment Advisory Services
New Jersey
$1.3M +$1.3M +9,222 New
AWM
703
Axxcess Wealth Management
California
$1.3M -$422K -2,990 -25%
FBC
704
Fairfield, Bush & Co
Connecticut
$1.3M -$17.6K -125 -1%
RP
705
Rowlandmiller & Partners
Georgia
$1.29M -$273K -1,935 -17%
VI
706
Versor Investments
New York
$1.29M +$332K +2,351 +35%
WAAG
707
Wealth Alliance Advisory Group
Kansas
$1.29M -$18.9K -134 -1%
BW
708
Bison Wealth
Georgia
$1.29M – – –
BFG
709
Bleakley Financial Group
New Jersey
$1.26M +$39.2K +278 +3%
SW
710
Simplicity Wealth
New Jersey
$1.26M +$42.5K +301 +3%
KS
711
Karpas Strategies
Connecticut
$1.26M – – –
LBC
712
Lowe Brockenbrough & Co
Virginia
$1.25M – – –
PG
713
Patten Group
Tennessee
$1.25M -$15.7K -111 -1%
PAM
714
Panagora Asset Management
Massachusetts
$1.25M -$1.18M -8,380 -49%
MA
715
Mutual Advisors
Nebraska
$1.25M +$47.6K +339 +4%
MRCM
716
M&R Capital Management
New Jersey
$1.24M +$56.6K +401 +5%
ONB
717
Old National Bancorp
Indiana
$1.24M +$65.9K +467 +6%
AG
718
AIA Group
Hong Kong
$1.24M +$84.7K +600 +7%
ATC
719
Argent Trust Co
Tennessee
$1.23M +$37K +262 +3%
VCA
720
Verdence Capital Advisors
Maryland
$1.23M -$98.7K -699 -7%
CA
721
Cornerstone Advisors
North Carolina
$1.21M -$141K -1,000 -10%
FIC
722
FCG Investment Company
Tennessee
$1.21M -$74K -524 -6%
CCC
723
Chelsea Counsel Company
California
$1.21M -$35.3K -250 -3%
DWM
724
Dynasty Wealth Management
Florida
$1.21M +$121K +860 +11%
CAG
725
Csenge Advisory Group
Florida
$1.2M +$24K +170 +2%
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