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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 %
RGC
976
Roberts, Glore & Co
Illinois
$544K -$5.92K -45 -1%
SA
977
SAM Advisors
California
$544K – – –
RIA
978
Realta Investment Advisors
Delaware
$543K +$126K +931 +30%
RSWM
979
Robertson Stephens Wealth Management
California
$542K +$25.5K +194 +5%
BB
980
Burford Brothers
Texas
$542K – – –
SC
981
Syon Capital
California
$541K +$12K +91 +2%
ECM
982
Estabrook Capital Management
New York
$540K – – –
AO
983
Advisor OS
Illinois
$538K +$18.9K +144 +4%
CC
984
Cadinha & Co
Hawaii
$536K +$105K +800 +24%
PFSC
985
Peoples Financial Services Corp
Pennsylvania
$536K -$179K -1,365 -25%
SS
986
Sunbelt Securities
Texas
$529K +$154K +1,171 +41%
BIM
987
Bridges Investment Management
Nebraska
$528K +$45.4K +345 +9%
GFP
988
Gryphon Financial Partners
Ohio
$527K -$789 -6 -0.1%
PR
989
Payden & Rygel
California
$526K -$14.3M -109,100 -96%
OF
990
Outfitter Financial
Maine
$526K – – –
BOPW
991
Brandywine Oak Private Wealth
Pennsylvania
$524K +$33K +251 +7%
FIA
992
Foundations Investment Advisors
Arizona
$523K +$2.63K +20 +0.5%
REMPR
993
Roof Eidam Maycock Peralta (REMP)
California
$522K -$102K -775 -16%
FEM
994
Fulcrum Equity Management
Texas
$522K -$11.2K -85 -2%
KCIC
995
Kuhn & Co Investment Counsel
Illinois
$522K – – –
MAM
996
MMA Asset Management
Pennsylvania
$521K +$340K +2,687 +188%
JSL
997
JT Stratford LLC
Georgia
$520K +$20.1K +153 +4%
RP
998
Riverwater Partners
Wisconsin
$520K -$9.01K -67 -2%
KWM
999
Kolinsky Wealth Management
New Jersey
$519K -$5K -38 -1%
WA
1000
WESPAC Advisors
California
$519K +$29.2K +222 +6%
38 39
40
41 42