PSX icon

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 %
JGUA
1001
John G. Ullman & Associates
New York
$519K – – –
BA
1002
Ballew Advisors
Mississippi
$517K +$4.99K +37 +1%
EA
1003
Everpar Advisors
Oklahoma
$514K -$89.1K -678 -15%
NS
1004
NBC Securities
Alabama
$513K -$26.3K -200 -5%
CI
1005
Conning Inc
Connecticut
$512K -$4.08K -31 -0.8%
FMB
1006
Field & Main Bank
Kentucky
$511K -$5.92K -45 -1%
FM
1007
Foster & Motley
Ohio
$511K -$27.9K -212 -5%
BAWM
1008
Bennett Associates Wealth Management
Pennsylvania
$510K +$17.6K +134 +4%
WI
1009
Wintrust Investments
Illinois
$509K -$4.43M -33,744 -90%
PGAM
1010
Princeton Global Asset Management
New Jersey
$509K +$394 +3 +0.1%
DWM
1011
Dogwood Wealth Management
Kansas
$508K +$508K +3,866 New
SPWG
1012
Syntegra Private Wealth Group
Missouri
$506K +$131 +1 +0%
PWM
1013
Perigon Wealth Management
California
$504K -$35.6K -271 -7%
MAM
1014
Montchanin Asset Management
Delaware
$503K – – –
TSW
1015
Three Seasons Wealth
Utah
$503K +$503K +3,826 New
ST
1016
Spinnaker Trust
Maine
$502K +$920 +7 +0.2%
LGA
1017
Lebenthal Global Advisors
New York
$501K +$58.6K +446 +13%
HTIM
1018
Harbour Trust & Investment Management
Indiana
$501K -$14.7K -112 -3%
VI
1019
Versor Investments
New York
$500K -$702K -5,338 -58%
NL
1020
NWAM LLC
Washington
$498K +$498K +3,791 New
GI
1021
GAMCO Investors
Connecticut
$497K -$65.7K -500 -12%
MAM
1022
Morse Asset Management
Connecticut
$493K +$493K +3,750 New
WA
1023
WP Advisors
California
$492K -$52.4K -399 -10%
CIS
1024
Custom Index Systems
New York
$492K +$255K +1,937 +107%
WCG
1025
Weaver Consulting Group
California
$489K -$118K -900 -19%
39 40
41
42 43