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 %
OTPPB
1026
Ontario Teachers' Pension Plan Board
Ontario, Canada
$489K +$489K +3,719 New
SCM
1027
Schnieders Capital Management
California
$488K -$177K -1,345 -27%
CL
1028
CSS LLC
Illinois
$486K -$39.4K -300 -8%
UCI
1029
Uncommon Cents Investing
Wisconsin
$486K – – –
CW
1030
CreativeOne Wealth
Kansas
$486K +$148K +1,128 +44%
FCH
1031
Freestone Capital Holdings
Washington
$481K -$521K -3,962 -52%
WG
1032
Welch Group
Alabama
$479K -$41.3K -314 -8%
SWA
1033
Stratos Wealth Advisors
Ohio
$479K -$56K -426 -10%
RC
1034
Roundview Capital
New Jersey
$478K +$27.9K +212 +6%
GLA
1035
Good Life Advisors
Pennsylvania
$478K +$43.4K +330 +10%
CMF
1036
Counterpoint Mutual Funds
California
$473K +$473K +3,595 New
FMWA
1037
Forvis Mazars Wealth Advisors
Missouri
$471K +$11.7K +89 +3%
HDIM
1038
Hanson & Doremus Investment Management
Vermont
$470K -$18.3K -139 -4%
BWM
1039
Biltmore Wealth Management
Arizona
$469K +$22.6K +172 +5%
PSFG
1040
Prairie Sky Financial Group
Illinois
$466K +$131 +1 +0%
HA
1041
Harbor Advisors
Florida
$465K – – –
EAM
1042
Empirical Asset Management
Massachusetts
$465K +$14.8K +757 +3%
MIM
1043
MTM Investment Management
South Carolina
$464K -$27.7K -200 -6%
FA
1044
Faithward Advisors
Pennsylvania
$464K +$14.6K +111 +3%
CC
1045
Courier Capital
New York
$464K – – –
EFG
1046
Everhart Financial Group
Ohio
$462K +$43.1K +328 +10%
HAI
1047
Hennessy Advisors Inc
California
$460K – – –
WA
1048
Wealth Alliance
New York
$459K +$5.92K +45 +1%
WPP
1049
Whalerock Point Partners
Rhode Island
$459K – – –
NG
1050
Norden Group
Utah
$456K -$1.32K -10 -0.3%
40 41
42
43 44