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Phillips 66
PSX

Overview Fund Activity

1,759 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 609 increasing their positions, 642 reducing their positions, and 181 closing their positions.

Holders
1,759
Holders Change
+5
Holders Change %
+0.29%
% of All Funds
23.43%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.11%
New
213
Increased
609
Reduced
642
Closed
181
Calls
$309M
Puts
$299M
Net Calls
+$9.65M
Net Calls Change
-$17.9M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.03B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$687M
3
Norges Bank
3
Norges Bank
Norway
$498M
4
Harris Associates
4
Harris Associates
Illinois
$1.33B
5
Raymond James Financial
5
Raymond James Financial
Florida
$169M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$67.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$197M
3
State Street
3
State Street
Massachusetts
$3.02B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$51.3M
5
Nomura Holdings
5
Nomura Holdings
Japan
$58.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Adage Capital Partners
76
Adage Capital Partners
Massachusetts
$45.1M 395,901 +1,400 +0.4%
RIA
77
Recurrent Investment Advisors
Texas
$44.8M 393,339 +17,332 +5%
MIM
78
Merewether Investment Management
Texas
$44.3M 388,740 +388,740 New
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$44M 386,602 -38,278 -9%
Aberdeen Group
80
Aberdeen Group
United Kingdom
$43.9M 387,154 -19,733 -5%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$43M 377,406 +31,441 +9%
Stifel Financial
82
Stifel Financial
Missouri
$42.3M 371,086 -21,506 -5%
HighTower Advisors
83
HighTower Advisors
Illinois
$42M 368,625 +142,085 +63%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$41.5M 364,062 +161,991 +80%
First Trust Advisors
85
First Trust Advisors
Illinois
$41.1M 360,685 +88,511 +33%
RMDI
86
R.M. Davis Inc
Maine
$39.8M 349,416 +956 +0.3%
Citigroup
87
Citigroup
New York
$39.1M 343,298 +51,222 +18%
Neuberger Berman Group
88
Neuberger Berman Group
New York
$38.4M 337,170 -33,011 -9%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$38.4M 336,693 -24,201 -7%
RCM
90
RNC Capital Management
California
$37.9M 333,046 -17,152 -5%
Victory Capital Management
91
Victory Capital Management
Texas
$36.7M 322,365 -302,925 -48%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36M 315,817 +4,637 +1%
GLA
93
Great Lakes Advisors
Illinois
$35.4M 311,148 -2,897 -0.9%
SCM
94
SIR Capital Management
New York
$34.2M 300,119 -64,505 -18%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$33.3M 292,164 -9,639 -3%
P
96
&Partners
Tennessee
$33M 285,476 +97,518 +52%
Universal-Beteiligungs- und Servicegesellschaft
97
Universal-Beteiligungs- und Servicegesellschaft
Germany
$32.8M 287,819 +287,819 New
Franklin Resources
98
Franklin Resources
California
$32.7M 286,697 -2,562 -0.9%
MHI
99
Miller Howard Investments
New York
$32.5M 285,212 -6,398 -2%
ORIO
100
Old Republic International (ORI)
Illinois
$32M 280,600 – –
2 3
4
5 6