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Phillips 66
PSX

Overview Fund Activity

1,759 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 609 increasing their positions, 642 reducing their positions, and 181 closing their positions.

Holders
1,759
Holders Change
+5
Holders Change %
+0.29%
% of All Funds
23.43%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.11%
New
213
Increased
609
Reduced
642
Closed
181
Calls
$309M
Puts
$299M
Net Calls
+$9.65M
Net Calls Change
-$17.9M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.03B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$687M
3
Norges Bank
3
Norges Bank
Norway
$498M
4
Harris Associates
4
Harris Associates
Illinois
$1.33B
5
Raymond James Financial
5
Raymond James Financial
Florida
$169M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$67.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$197M
3
State Street
3
State Street
Massachusetts
$3.02B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$51.3M
5
Nomura Holdings
5
Nomura Holdings
Japan
$58.1M
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$87.2M 765,601 -16,642 -2%
LPL Financial
52
LPL Financial
California
$83.7M 734,484 +67,993 +10%
Fayez Sarofim & Co
53
Fayez Sarofim & Co
Texas
$80.5M 706,688 +16,784 +2%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$79.5M 697,807 -72,025 -9%
Mitsubishi UFJ Asset Management
55
Mitsubishi UFJ Asset Management
Japan
$75.7M 651,668 +29,673 +5%
Canada Pension Plan Investment Board
56
Canada Pension Plan Investment Board
Ontario, Canada
$67.9M 595,738 -549,852 -48%
Wellington Management Group
57
Wellington Management Group
Massachusetts
$67.2M 589,413 -3,589,374 -86%
Assenagon Asset Management
58
Assenagon Asset Management
Luxembourg
$65.3M 573,492 -159,064 -22%
Truist Financial
59
Truist Financial
North Carolina
$65.3M 573,283 +4,336 +0.8%
Jane Street
60
Jane Street
New York
$64M 562,027 +65,436 +13%
MMA
61
Mizuho Markets Americas
New York
$61.5M 540,000 – –
Holocene Advisors
62
Holocene Advisors
New York
$60.9M 534,293 +485,708 +1,000%
M&T Bank
63
M&T Bank
New York
$59.4M 521,390 -3,927 -0.7%
Principal Financial Group
64
Principal Financial Group
Iowa
$59M 517,892 -12,915 -2%
Ameriprise
65
Ameriprise
Minnesota
$58.5M 513,757 -67,323 -12%
SIG
66
Stonegate Investment Group
Alabama
$58.2M 511,153 -2,136 -0.4%
Nomura Holdings
67
Nomura Holdings
Japan
$58.1M 510,199 -1,028,194 -67%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$56.7M 497,521 -271,043 -35%
Prudential Financial
69
Prudential Financial
New Jersey
$56.3M 494,264 -515,537 -51%
Alyeska Investment Group
70
Alyeska Investment Group
Illinois
$55.7M 488,537 +123,644 +34%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$52.8M 463,879 -154,230 -25%
Voloridge Investment Management
72
Voloridge Investment Management
Florida
$52.4M 459,938 -24,469 -5%
Balyasny Asset Management
73
Balyasny Asset Management
Illinois
$51.3M 450,167 -1,060,940 -70%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$50.6M 444,277 -7,000 -2%
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$45.9M 402,543 +70,919 +21%
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