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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 %
SWM
901
SeaCrest Wealth Management
New York
$669K -$373K -2,836 -36%
QCG
902
Quadrant Capital Group
Ohio
$669K -$16.3K -124 -2%
WPW
903
Waldron Private Wealth
Pennsylvania
$668K +$23K +175 +4%
LCM
904
LVM Capital Management
Michigan
$667K – – –
HIA
905
Harbor Investment Advisory
Maryland
$667K -$31.2K -237 -4%
BHWM
906
Bar Harbor Wealth Management
New Hampshire
$662K – – –
PCM
907
Prelude Capital Management
New York
$660K +$660K +5,018 New
AC
908
AlphaCore Capital
California
$654K +$59.3K +451 +10%
RG
909
Rathbones Group
United Kingdom
$653K -$181K -1,374 -22%
GPA
910
Garrison Point Advisors
California
$651K – – –
FWP
911
FAS Wealth Partners
Kansas
$650K -$3.02K -23 -0.5%
ICM
912
Islay Capital Management
Texas
$649K +$39.4K +300 +6%
FLPIM
913
F.L. Putnam Investment Management
Massachusetts
$645K -$251K -1,907 -28%
EWM
914
EPG Wealth Management
Georgia
$643K +$643K +4,895 New
CIAS
915
CFS Investment Advisory Services
New Jersey
$643K -$568K -4,327 -47%
JHCP
916
Jackson Hole Capital Partners
Oklahoma
$641K – – –
FFN
917
Focus Financial Network
Minnesota
$639K +$13.7K +104 +2%
NICM
918
Neo Ivy Capital Management
New York
$638K +$638K +4,852 New
AFA
919
AA Financial Advisors
Ohio
$636K +$50.1K +381 +9%
LC
920
Lincoln Capital
Nebraska
$634K -$3.29K -25 -0.5%
BCM
921
BluePath Capital Management
Georgia
$631K -$2.89K -22 -0.5%
PA
922
Probity Advisors
Texas
$629K +$14.2K +108 +2%
IRC
923
Investors Research Corp
Georgia
$628K – – –
SFS
924
Sharp Financial Services
Pennsylvania
$627K +$48K +365 +8%
CWG
925
Cornerstone Wealth Group
North Carolina
$625K +$1.58K +12 +0.3%
35 36
37
38 39