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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 %
MYIA
926
Mount Yale Investment Advisors
Colorado
$625K -$241K -1,833 -28%
VWM
927
Venturi Wealth Management
Texas
$621K -$684K -5,204 -52%
KIA
928
KCM Investment Advisors
California
$621K – – –
AFP
929
Ausdal Financial Partners
Iowa
$620K -$3.02K -23 -0.5%
AC
930
AXQ Capital
New Jersey
$618K +$618K +4,702 New
EWA
931
EverSource Wealth Advisors
Alabama
$617K -$61.8K -470 -9%
NP
932
NorthRock Partners
Minnesota
$615K +$17.2K +131 +3%
WPA
933
West Paces Advisors
Georgia
$615K -$3.55K -27 -0.6%
NSIM
934
North Star Investment Management
Illinois
$614K +$394 +3 +0.1%
MIC
935
Means Investment Company
Maine
$614K +$394 +3 +0.1%
NCFG
936
New Century Financial Group
New Jersey
$613K +$18.3K +139 +3%
TCOV
937
Trust Company of Vermont
Vermont
$608K +$13.4K +102 +2%
OR
938
Olympiad Research
Connecticut
$607K +$607K +4,615 New
MWM
939
Modera Wealth Management
New Jersey
$606K -$20K -152 -3%
RIA
940
Richwood Investment Advisors
Ohio
$602K +$11.2K +85 +2%
SAM
941
S.A. Mason
Michigan
$602K – – –
GL
942
Graypoint LLC
New York
$599K -$21.7K -165 -3%
AM
943
AGF Management
Ontario, Canada
$597K -$10.5K -80 -2%
LFG
944
Larson Financial Group
Missouri
$596K +$87.3K +664 +17%
SIA
945
Schechter Investment Advisors
Michigan
$589K -$195K -1,480 -25%
RIA
946
Regal Investment Advisors
Michigan
$589K -$840K -6,391 -59%
BWM
947
BKM Wealth Management
Wisconsin
$587K -$1.35M -10,300 -70%
PWMAG
948
Pinnacle Wealth Management Advisory Group
New Jersey
$586K +$12.9K +98 +2%
MBT
949
Montecito Bank & Trust
California
$584K +$2.37K +18 +0.4%
PAA
950
Peregrine Asset Advisers
Oregon
$582K – – –
36 37
38
39 40