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Phillips 66
PSX

Overview Fund Activity

1,754 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, 672 reducing their positions, and 124 closing their positions.

Holders
1,754
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
672
Closed
124
Calls
$380M
Puts
$352M
Net Calls
+$27.5M
Net Calls Change
-$49.5M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$199M
2
Deutsche Bank
2
Deutsche Bank
Germany
$309M
3
Harris Associates
3
Harris Associates
Illinois
$1.29B
4
Citadel Advisors
4
Citadel Advisors
Florida
$116M
5
Amundi
5
Amundi
France
$388M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$6.36M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$549M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$422M
4
Boston Partners
4
Boston Partners
Massachusetts
$393M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$4.11M
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$103M 782,243 -27,549 -3%
EIM
52
Elliott Investment Management
Florida
$102M 775,000 – –
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$101M 769,832 -32,701 -4%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$101M 768,564 +8,077 +1%
Assenagon Asset Management
55
Assenagon Asset Management
Luxembourg
$96.3M 732,556 +309,507 +73%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$93M 707,249 +2,023 +0.3%
Fayez Sarofim & Co
57
Fayez Sarofim & Co
Texas
$90.7M 689,904 +51,661 +8%
LPL Financial
58
LPL Financial
California
$87.6M 666,491 +2,447 +0.4%
RJA
59
Raymond James & Associates
Florida
$87.1M 662,908 -59,396 -8%
Victory Capital Management
60
Victory Capital Management
Texas
$82.2M 625,290 +135,142 +28%
Mitsubishi UFJ Asset Management
61
Mitsubishi UFJ Asset Management
Japan
$81.8M 621,995 +44,033 +8%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$81.3M 618,109 +194,804 +46%
Jacobs Levy Equity Management
63
Jacobs Levy Equity Management
New Jersey
$78.6M 598,318 +55,545 +10%
Qube Research & Technologies (QRT)
64
Qube Research & Technologies (QRT)
United Kingdom
$76.8M 584,615 +420,499 +256%
Ameriprise
65
Ameriprise
Minnesota
$76.4M 581,080 -42,194 -7%
Truist Financial
66
Truist Financial
North Carolina
$74.8M 568,947 +25,389 +5%
MMA
67
Mizuho Markets Americas
New York
$71M 540,000 +540,000 New
Principal Financial Group
68
Principal Financial Group
Iowa
$69.8M 530,807 +14,209 +3%
M&T Bank
69
M&T Bank
New York
$69.1M 525,317 -15,484 -3%
SIG
70
Stonegate Investment Group
Alabama
$67.5M 513,289 +11,396 +2%
Jane Street
71
Jane Street
New York
$65.3M 496,591 +8,358 +2%
Voloridge Investment Management
72
Voloridge Investment Management
Florida
$63.7M 484,407 +337,882 +231%
ACG
73
Aventail Capital Group
New York
$62.7M 477,123 +427,123 +854%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$59.3M 451,277 -54,600 -11%
National Bank of Canada
75
National Bank of Canada
Quebec, Canada
$55.9M 425,363 +78,379 +23%
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