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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 %
LDB
701
Lee, Danner & Bass
Tennessee
$1.2M -$43.4K -330 -4%
GRP
702
Global Retirement Partners
California
$1.2M -$17.6K -134 -1%
LIG
703
Lokken Investment Group
Delaware
$1.19M +$91.9K +699 +8%
FPAS
704
Focus Partners Advisor Solutions
Missouri
$1.18M +$110K +834 +10%
FBC
705
Fairfield, Bush & Co
Connecticut
$1.18M -$32.1K -244 -3%
BIA
706
Barry Investment Advisors
Massachusetts
$1.18M -$116K -883 -9%
LBC
707
Lowe Brockenbrough & Co
Virginia
$1.17M +$8.15K +62 +0.7%
CPWA
708
Cerro Pacific Wealth Advisors
California
$1.17M – – –
MG
709
Mather Group
Illinois
$1.16M -$1.86M -14,181 -62%
PCMF
710
Private Capital Management (Florida)
Florida
$1.16M +$149K +1,130 +15%
CAM
711
Creekmur Asset Management
Illinois
$1.14M -$108K -820 -9%
GIA
712
Guyasuta Investment Advisors
Pennsylvania
$1.14M -$12.2K -93 -1%
FHA
713
Flagship Harbor Advisors
Massachusetts
$1.14M +$1.14M +8,682 New
ATC
714
Argent Trust Co
Tennessee
$1.14M -$4.6K -35 -0.4%
PG
715
Patten Group
Tennessee
$1.14M -$26K -198 -2%
TSS
716
Two Sigma Securities
New York
$1.13M -$243K -1,850 -18%
GT
717
Glenview Trust
Kentucky
$1.13M +$94.1K +716 +9%
BFG
718
Bleakley Financial Group
New Jersey
$1.13M -$43.6K -332 -4%
CCC
719
Chelsea Counsel Company
California
$1.13M – – –
PP
720
Prudential plc
United Kingdom
$1.12M +$298K +2,270 +37%
PGFC
721
Peapack-Gladstone Financial Corp
New Jersey
$1.1M -$136K -1,031 -11%
GAM
722
Groupama Asset Management
France
$1.1M +$17.5K +166 +2%
CAWM
723
Capital Advisors Wealth Management
Washington
$1.1M +$18.5K +141 +2%
GI
724
GAMMA Investing
California
$1.1M +$194K +1,479 +22%
BO
725
Bank OZK
Arkansas
$1.1M +$59.5K +453 +6%
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