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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 %
FTWA
826
Fifth Third Wealth Advisors
Ohio
$903K +$627K +4,445 +228%
ACA
827
Atlas Capital Advisors
Wyoming
$903K -$65.1K -461 -7%
CWM
828
Cornerstone Wealth Management
Missouri
$896K -$24.7K -175 -3%
RG
829
Rathbones Group
United Kingdom
$895K -$70.6K -500 -7%
RWP
830
RWA Wealth Partners
Massachusetts
$892K -$19.8K -140 -2%
VSQM
831
V-Square Quantitative Management
Illinois
$884K -$46K -326 -5%
AFG
832
American Financial Group
Ohio
$882K – – –
ACP
833
Aviance Capital Partners
Florida
$881K +$58.3K +413 +7%
PP
834
Prudential plc
United Kingdom
$878K – – –
IA
835
IFP Advisors
Florida
$877K -$76.5K -542 -8%
EIP
836
Epoch Investment Partners
New York
$875K +$13.4K +95 +2%
WF
837
Welch & Forbes
Massachusetts
$874K -$20K -150 -2%
GWAG
838
Garrett Wealth Advisory Group
Texas
$873K +$873K +6,184 New
BOH
839
Bank of Hawaii
Hawaii
$869K -$12.4K -88 -1%
CAM
840
Cidel Asset Management
Ontario, Canada
$864K -$30.6K -217 -3%
FMTCOCP
841
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$861K +$38K +269 +5%
AMIM
842
Aull & Monroe Investment Management
Alabama
$860K – – –
CCA
843
Checchi Capital Advisers
California
$855K +$3.53K +25 +0.4%
IFAM
844
Institutional & Family Asset Management
Colorado
$854K – – –
I
845
INVST
Indiana
$854K +$51.7K +367 +6%
WAS
846
Wealth Advisory Solutions
Indiana
$851K – – –
TL
847
Tradewinds LLC
North Carolina
$851K +$851K +6,026 New
HCA
848
Heck Capital Advisors
Wisconsin
$850K – – –
PCC
849
Park Circle Company
Maryland
$847K – – –
SFS
850
Strategic Financial Services
New York
$846K -$7.06K -50 -0.8%
32 33
34
35 36