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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 %
CAM
826
Cidel Asset Management
Ontario, Canada
$819K +$15K +114 +2%
FAT
827
First American Trust
California
$819K -$7.4M -56,262 -90%
VEA
828
Virtus ETF Advisers
New York
$818K +$125K +949 +18%
GCP
829
GSA Capital Partners
United Kingdom
$817K +$817K +6,213 New
I
830
INVST
Indiana
$815K +$19.1K +145 +2%
DP
831
Dearborn Partners
Illinois
$811K +$25.4K +193 +3%
BOH
832
Bank of Hawaii
Hawaii
$809K -$263 -2 -0%
WC
833
Westhampton Capital
North Carolina
$807K -$61.5K -468 -7%
1SB
834
1ST Source Bank
Indiana
$802K -$86.1K -655 -10%
VCWA
835
Vanguard Capital Wealth Advisors
Colorado
$800K +$38.2K +291 +5%
AMIM
836
Aull & Monroe Investment Management
Alabama
$799K -$1.97K -15 -0.2%
WIA
837
World Investment Advisors
California
$796K +$796K +6,054 New
C
838
Certuity
Florida
$796K -$49.7K -378 -6%
HCA
839
Heck Capital Advisors
Wisconsin
$791K – – –
TL
840
Tradewinds LLC
North Carolina
$790K -$1.97K -15 -0.2%
SFS
841
Strategic Financial Services
New York
$788K – – –
MHR
842
Matthew Hamilton Rosenberg
$788K +$27.1K +206 +4%
MGIA
843
Matthew Goff Investment Advisor
Texas
$781K – – –
KFS
844
Keynote Financial Services
Connecticut
$776K – – –
EIP
845
Epoch Investment Partners
New York
$776K -$38.8K -295 -5%
CFG
846
Citizens Financial Group
Rhode Island
$775K +$290K +2,206 +60%
SFI
847
Siemens Fonds Invest
Germany
$774K +$170K +1,294 +28%
RPCONE
848
Retirement Planning Company of New England
Rhode Island
$773K -$12.1K -92 -2%
WFC
849
Western Financial Corp
California
$773K +$12K +91 +2%
MWM
850
Mission Wealth Management
California
$771K +$102K +773 +15%
32 33
34
35 36