PSX icon

Phillips 66
PSX

Overview Fund Activity

1,755 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, 673 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,755
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
673
Closed
124
Calls
$380M
Puts
$352M
Net Calls
+$27.5M
Net Calls Change
-$49.5M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$199M
2
Deutsche Bank
Deutsche Bank
Germany
+$188M
3
Harris Associates
Harris Associates
Illinois
+$177M
4
Citadel Advisors
Citadel Advisors
Florida
+$112M
5
Amundi
Amundi
France
+$93.3M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$15.4B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.13B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$316M
4
Boston Partners
Boston Partners
Massachusetts
-$245M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSA
801
Financial Sense Advisors
California
$879K -$7.76K -59 -0.9%
PTC
802
Private Trust Company
Ohio
$878K -$5K -38 -0.6%
AFWM
803
AMJ Financial Wealth Management
Virginia
$876K -$6.64M -50,510 -88%
MP
804
Mangrove Partners
Connecticut
$875K +$875K +6,660 New
BCM
805
Birmingham Capital Management
Alabama
$875K +$132K +1,002 +18%
AAS
806
Ameritas Advisory Services
Nebraska
$872K +$8.81K +67 +1%
CWS
807
Confluence Wealth Services
Pennsylvania
$871K -$2.76K -21 -0.3%
VA
808
Valmark Advisers
Ohio
$870K +$20.9K +159 +2%
FIC
809
FCG Investment Company
Tennessee
$870K -$261K -1,983 -23%
MPI
810
Mairs & Power Inc
Minnesota
$861K -$112K -850 -11%
MIM
811
Miller Investment Management
Pennsylvania
$854K – – –
TWP
812
Tyche Wealth Partners
Texas
$853K -$26.2K -199 -3%
DWM
813
Dynasty Wealth Management
Florida
$853K -$273K -2,080 -24%
SAM
814
Strategy Asset Managers
California
$849K +$335K +2,547 +65%
RWP
815
RWA Wealth Partners
Massachusetts
$847K +$16.3K +124 +2%
SSB
816
Sandy Spring Bank
Maryland
$840K +$58.5K +445 +7%
PCM
817
Poehling Capital Management
Wisconsin
$836K +$437K +3,327 +110%
CPC
818
Cookson Peirce & Co
Pennsylvania
$832K -$40.3M -306,545 -98%
WPC
819
Wedmont Private Capital
Pennsylvania
$832K -$178K -1,285 -18%
CPIG
820
Chicago Partners Investment Group
Illinois
$831K -$14.2K -110 -2%
CWM
821
Cornerstone Wealth Management
Missouri
$830K -$4.47K -34 -0.5%
VSQM
822
V-Square Quantitative Management
Illinois
$825K +$2.5K +19 +0.3%
GWAG
823
Garrett Wealth Advisory Group
Texas
$824K +$10.6K +81 +1%
ACP
824
Aviance Capital Partners
Florida
$822K +$1.97K +15 +0.2%
AFG
825
American Financial Group
Ohio
$822K – – –
31 32
33
34 35