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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 %
BEI
951
Benjamin Edwards Inc
Missouri
$646K +$31.1K +220 +5%
NP
952
NorthRock Partners
Minnesota
$642K +$37.4K +265 +6%
AC
953
AlphaCore Capital
California
$639K +$365K +2,583 +133%
TCOV
954
Trust Company of Vermont
Vermont
$638K -$14.5K -103 -2%
NCFG
955
New Century Financial Group
New Jersey
$638K +$328K +2,323 +106%
ECM
956
Evergreen Capital Management
Washington
$635K +$25.3K +179 +4%
RIA
957
Richwood Investment Advisors
Ohio
$635K +$31.1K +220 +5%
ETC
958
Exchange Traded Concepts
Oklahoma
$631K +$29.2K +207 +5%
AFA
959
AA Financial Advisors
Ohio
$630K +$102K +723 +19%
KA
960
Kovack Advisors
Florida
$627K -$20.3K -144 -3%
PP
961
Patron Partners
Texas
$627K -$8.47K -60 -1%
CI
962
Cigna Investments
Connecticut
$626K -$26.7K -189 -4%
PAA
963
Peregrine Asset Advisers
Oregon
$625K – – –
MBT
964
Montecito Bank & Trust
California
$624K -$6.07K -43 -1%
SFS
965
Sharp Financial Services
Pennsylvania
$622K +$222K +1,572 +55%
FFA
966
First Foundation Advisors
California
$620K -$55.5K -393 -8%
GFPC
967
Global Financial Private Client
Florida
$620K +$32.8K +232 +6%
VDI
968
Vaughan David Investments
Illinois
$618K – – –
PWMAG
969
Pinnacle Wealth Management Advisory Group
New Jersey
$616K +$10.9K +77 +2%
BTI
970
Blue Trust Inc
Georgia
$615K +$169K +1,033 +38%
OFG
971
OmniStar Financial Group
North Carolina
$613K +$25.3K +179 +4%
DFG
972
Demars Financial Group
Washington
$612K -$573K -4,058 -48%
OPTFSNA
973
Old Point Trust & Financial Services N A
Virginia
$608K -$14.1K -100 -2%
SBIA
974
Sheaff Brock Investment Advisors
Indiana
$607K -$26.3K -186 -4%
AWM
975
Angeles Wealth Management
California
$606K +$85.8K +608 +16%
37 38
39
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