PSX icon

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 %
1SB
801
1ST Source Bank
Indiana
$954K -$4.66K -33 -0.5%
GC
802
Grimes & Company
Massachusetts
$953K +$43.1K +305 +5%
FSA
803
Financial Sense Advisors
California
$952K +$5.93K +42 +0.6%
MA
804
MCF Advisors
Kentucky
$950K +$13.7K +97 +1%
PTC
805
Private Trust Company
Ohio
$949K +$104K +738 +12%
GIM
806
Greylin Investment Management
Virginia
$946K -$30.6K -217 -3%
TWP
807
Tyche Wealth Partners
Texas
$945K -$488K -3,457 -34%
RIA
808
Retirement Investment Advisors
Oklahoma
$944K +$944K +6,687 New
SCTC
809
Sanibel Captiva Trust Company
Florida
$941K – – –
CWS
810
Confluence Wealth Services
Pennsylvania
$938K +$34.3K +243 +4%
AFCM
811
Applied Finance Capital Management
Puerto Rico
$935K +$935K +6,621 New
WC
812
Westhampton Capital
North Carolina
$933K +$65.9K +467 +8%
NL
813
Navalign LLC
California
$930K +$8.47K +60 +0.9%
MYIA
814
Mount Yale Investment Advisors
Colorado
$929K -$1.84K -13 -0.2%
HNB
815
Hilltop National Bank
Wyoming
$928K +$79.9K +566 +9%
AAS
816
Ameritas Advisory Services
Nebraska
$927K +$27.2K +193 +3%
HH
817
Hilltop Holdings
Texas
$924K -$706 -5 -0.1%
BAM
818
Belpointe Asset Management
Nevada
$922K -$312K -2,212 -25%
MA
819
MONECO Advisors
Connecticut
$919K +$23.7K +168 +3%
MIM
820
Miller Investment Management
Pennsylvania
$918K – – –
SIA
821
Schear Investment Advisers
Ohio
$917K +$48.3K +342 +6%
BS
822
Banco Santander
Spain
$914K +$104K +739 +13%
VA
823
Valmark Advisers
Ohio
$912K -$988 -7 -0.1%
TNA
824
True North Advisors
Texas
$909K -$71.6K -507 -7%
C
825
Certuity
Florida
$908K +$373K +2,642 +70%
31 32
33
34 35