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Phillips 66
PSX

Overview Fund Activity

1,754 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, 672 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,754
Holders Change
-13
Holders Change %
-0.74%
% of All Funds
25.37%
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
672
Closed
124
Calls
$380M
Puts
$352M
Net Calls
+$27.5M
Net Calls Change
-$49.5M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$199M
2
Deutsche Bank
2
Deutsche Bank
Germany
$309M
3
Harris Associates
3
Harris Associates
Illinois
$1.29B
4
Citadel Advisors
4
Citadel Advisors
Florida
$116M
5
Amundi
5
Amundi
France
$388M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$6.36M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$549M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$422M
4
Boston Partners
4
Boston Partners
Massachusetts
$393M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$4.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
76
State Board of Administration of Florida Retirement System
Florida
$55.9M -$3.29M -25,010 -6%
Aberdeen Group
77
Aberdeen Group
United Kingdom
$53.2M -$10.5M -80,117 -16%
Credit Agricole
78
Credit Agricole
France
$52.6M +$40.1M +305,384 +322%
BGIM
79
Brandywine Global Investment Management
Pennsylvania
$52M +$9.52M +70,272 +22%
Adage Capital Partners
80
Adage Capital Partners
Massachusetts
$51.9M +$4.97M +37,800 +11%
Stifel Financial
81
Stifel Financial
Missouri
$51.6M -$3.89M -29,573 -7%
Korea Investment Corp
82
Korea Investment Corp
South Korea
$50.3M +$1.33M +10,140 +3%
RCM
83
RNC Capital Management
California
$49.4M – – –
RIA
84
Recurrent Investment Advisors
Texas
$49.4M +$5.71M +43,417 +13%
Neuberger Berman Group
85
Neuberger Berman Group
New York
$48.7M +$254K +1,935 +0.5%
Alyeska Investment Group
86
Alyeska Investment Group
Illinois
$48M +$48M +364,893 New
SCM
87
SIR Capital Management
New York
$47.9M +$6.96M +52,924 +17%
TAM
88
Todd Asset Management
Kentucky
$47.8M +$9.31M +70,823 +24%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$47.4M -$2.07M -15,729 -4%
TRSOTSOK
90
Teachers Retirement System of the State of Kentucky
Kentucky
$46.2M +$12.1M +91,918 +35%
RMDI
91
R.M. Davis Inc
Maine
$45.8M -$934K -7,103 -2%
Russell Investments Group
92
Russell Investments Group
United Kingdom
$45.5M -$4.29M -32,624 -9%
TCM
93
Thomist Capital Management
Texas
$45.1M +$31.1M +237,100 +221%
American Century Companies
94
American Century Companies
Missouri
$44.5M +$3.82M +29,080 +9%
Focus Partners Wealth
95
Focus Partners Wealth
Massachusetts
$43.6M -$15.2M -115,380 -26%
Macquarie Group
96
Macquarie Group
Australia
$42.4M +$30.8M +234,161 +264%
GLA
97
Great Lakes Advisors
Illinois
$41.3M -$424K -3,222 -1%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.9M -$1.57M -11,927 -4%
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$39.7M -$17.9K -136 -0%
Franklin Resources
100
Franklin Resources
California
$39.2M -$14.7M -108,797 -27%
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