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Phillips 66
PSX

Overview Fund Activity

1,863 hedge funds and large institutions have $52.2B invested in Phillips 66 in 2024 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 616 increasing their positions, 749 reducing their positions, and 97 closing their positions.

Holders
1,863
Holders Change
+86
Holders Change %
+4.84%
% of All Funds
27.01%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
0.59%
New
203
Increased
616
Reduced
749
Closed
97
Calls
$643M
Puts
$584M
Net Calls
+$59.7M
Net Calls Change
-$153M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.31B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$367M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.31B
4
Boston Partners
4
Boston Partners
Massachusetts
$889M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.74B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.11B
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$1.23M
3
Barclays
3
Barclays
United Kingdom
$1.17B
4
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$5.34M
5
State Street
5
State Street
Massachusetts
$4.56B
Name Market Value Shares Shares
Change 		Shares
Change %
MIM
76
Merewether Investment Management
Texas
$59M 361,507 -391,720 -52%
RMDI
77
R.M. Davis Inc
Maine
$58.7M 359,479 -9,906 -3%
AQR Capital Management
78
AQR Capital Management
Connecticut
$56.5M 350,461 -221,567 -39%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$56.4M 556,671 +50,744 +10%
RCM
80
RNC Capital Management
California
$54.8M 335,778 -26,858 -7%
Neuberger Berman Group
81
Neuberger Berman Group
New York
$54.7M 334,973 -607 -0.2%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$54M 330,799 -37,116 -10%
Citigroup
83
Citigroup
New York
$53.2M 325,471 -35,696 -10%
GLA
84
Great Lakes Advisors
Illinois
$53M 324,208 +2,117 +0.7%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$52.6M 321,801 -75,600 -19%
MHI
86
Miller Howard Investments
New York
$50.2M 307,278 -16,205 -5%
Natixis Advisors
87
Natixis Advisors
Massachusetts
$50.2M 307,042 +12,302 +4%
RIA
88
Recurrent Investment Advisors
Texas
$49.9M 305,384 -1,560 -0.5%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$48.7M 297,874 -20,565 -6%
American Century Companies
90
American Century Companies
Missouri
$48.6M 297,767 -2,619 -0.9%
TAM
91
Todd Asset Management
Kentucky
$48M 293,987 -23,503 -7%
State of Wisconsin Investment Board
92
State of Wisconsin Investment Board
Wisconsin
$47.9M 293,246 +15,569 +6%
MML Investors Services
93
MML Investors Services
Massachusetts
$47.6M 291,543 +8,909 +3%
CPC
94
Cookson Peirce & Co
Pennsylvania
$46.1M 282,203 +70,725 +33%
ORIO
95
Old Republic International (ORI)
Illinois
$45.8M 280,600 – –
Robeco Institutional Asset Management
96
Robeco Institutional Asset Management
Netherlands
$45.7M 279,793 +141,665 +103%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$45.2M 276,970 -205,732 -43%
BGIM
98
Brandywine Global Investment Management
Pennsylvania
$44.8M 274,318 -2,726 -1%
Mitsubishi UFJ Trust & Banking
99
Mitsubishi UFJ Trust & Banking
Japan
$44.5M 272,402 -24,756 -8%
N
100
Natixis
France
$44.2M 270,823 +270,823 New
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4
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