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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 %
NL
726
NVWM LLC
Pennsylvania
$1.2M +$40K +283 +3%
ACA
727
Aptus Capital Advisors
Alabama
$1.18M +$174K +1,233 +17%
SA
728
Strategic Advisors
New York
$1.18M -$134K -946 -10%
LIG
729
Lokken Investment Group
Delaware
$1.18M +$102K +723 +9%
TNBTD
730
Trustmark National Bank Trust Department
Mississippi
$1.18M -$88.2K -625 -7%
IF
731
Intrua Financial
Texas
$1.18M -$31.5K -223 -3%
Teacher Retirement System of Texas
732
Teacher Retirement System of Texas
Texas
$1.17M -$3.36M -23,800 -74%
CPWA
733
Cerro Pacific Wealth Advisors
California
$1.17M +$1.17M +8,314 New
GIA
734
Guyasuta Investment Advisors
Pennsylvania
$1.17M – – –
OHWA
735
Oak Hill Wealth Advisors
Virginia
$1.17M +$1.17M +8,262 New
CAWM
736
Capital Advisors Wealth Management
Washington
$1.16M +$18.4K +130 +2%
EWA
737
EP Wealth Advisors
California
$1.16M -$14.4K -102 -1%
FPAS
738
Focus Partners Advisor Solutions
Missouri
$1.15M -$200K -1,416 -15%
STA
739
Summit Trail Advisors
New York
$1.15M +$549K +3,886 +91%
CL
740
COWA LLC
Oklahoma
$1.13M -$229K -1,621 -17%
N
741
Natixis
France
$1.13M -$37.1M -262,795 -97%
CP
742
Covenant Partners
Tennessee
$1.13M -$28.8K -204 -2%
FG
743
Fiduciary Group
Georgia
$1.12M -$13.1K -93 -1%
WP
744
Westmount Partners
California
$1.12M +$4.09K +29 +0.4%
IFWM
745
Institute for Wealth Management
Colorado
$1.12M -$13.1K -93 -1%
SWM
746
SeaCrest Wealth Management
New York
$1.12M -$5.93K -42 -0.5%
GT
747
Glenview Trust
Kentucky
$1.12M +$103K +729 +10%
BO
748
Bank OZK
Arkansas
$1.11M +$338K +2,393 +44%
LSPW
749
Lake Street Private Wealth
Illinois
$1.11M +$189K +1,340 +20%
RVPG
750
Relative Value Partners Group
$1.11M +$472K +3,341 +74%
28 29
30
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