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Phillips 66
PSX

Overview Fund Activity

1,863 hedge funds and large institutions have $52.2B invested in Phillips 66 in 2024 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 616 increasing their positions, 749 reducing their positions, and 97 closing their positions.

Holders
1,863
Holders Change
+86
Holders Change %
+4.84%
% of All Funds
27.01%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
0.59%
New
203
Increased
616
Reduced
749
Closed
97
Calls
$643M
Puts
$584M
Net Calls
+$59.7M
Net Calls Change
-$153M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.31B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$367M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.31B
4
Boston Partners
4
Boston Partners
Massachusetts
$889M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.74B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.11B
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$1.23M
3
Barclays
3
Barclays
United Kingdom
$1.17B
4
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$5.34M
5
State Street
5
State Street
Massachusetts
$4.56B
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$125M 762,302 +17,261 +2%
First Trust Advisors
52
First Trust Advisors
Illinois
$117M 718,327 -149,117 -17%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$116M 711,677 -918 -0.1%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$115M 702,096 -62,666 -8%
Ameriprise
55
Ameriprise
Minnesota
$107M 655,158 +35,601 +6%
LPL Financial
56
LPL Financial
California
$106M 647,425 +5,891 +0.9%
CS
57
Credit Suisse
Switzerland
$105M 641,763 -41,574 -6%
Fayez Sarofim & Co
58
Fayez Sarofim & Co
Texas
$103M 631,904 -1,432 -0.2%
Aberdeen Group
59
Aberdeen Group
United Kingdom
$95.3M 583,427 -19,699 -3%
Truist Financial
60
Truist Financial
North Carolina
$93M 569,512 +11,905 +2%
Principal Financial Group
61
Principal Financial Group
Iowa
$92.7M 567,583 +26 +0%
Franklin Resources
62
Franklin Resources
California
$92M 563,391 +30,728 +6%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$91.7M 561,220 -5,330 -0.9%
M&T Bank
64
M&T Bank
New York
$85.5M 523,531 -13,136 -2%
Mitsubishi UFJ Asset Management
65
Mitsubishi UFJ Asset Management
Japan
$85M 520,500 +88,160 +20%
Victory Capital Management
66
Victory Capital Management
Texas
$83.1M 508,918 +65,208 +15%
SIG
67
Stonegate Investment Group
Alabama
$80.9M 495,213 -42,293 -8%
Jacobs Levy Equity Management
68
Jacobs Levy Equity Management
New Jersey
$70.6M 432,003 +395,617 +1,087%
Stifel Financial
69
Stifel Financial
Missouri
$69.8M 427,021 -18,788 -4%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$67.1M 411,609 +62,003 +18%
Capital Fund Management (CFM)
71
Capital Fund Management (CFM)
France
$67.1M 410,583 -328,600 -44%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$66.5M 407,295 -30,134 -7%
Korea Investment Corp
73
Korea Investment Corp
South Korea
$65.3M 399,616 -89,381 -18%
HF
74
HRT Financial
New York
$64.3M 393,386 +228,143 +138%
FWIA
75
Fort Washington Investment Advisors
Ohio
$59.3M 362,874 -35,292 -9%
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