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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 %
WIC
1051
Woodmont Investment Counsel
Tennessee
$455K – – –
EFMC
1052
Empire Financial Management Company
New York
$453K – – –
RFN
1053
RDA Financial Network
Iowa
$453K +$453K +3,445 New
CIM
1054
Corbyn Investment Management
Maryland
$452K – – –
LC
1055
Lindbrook Capital
California
$450K -$30.6K -233 -6%
CM
1056
Castleark Management
Illinois
$450K – – –
MFA
1057
Mayflower Financial Advisors
Massachusetts
$447K +$131 +1 +0%
WI
1058
Wedgewood Investors
Pennsylvania
$447K – – –
HBT
1059
Hills Bank & Trust
Iowa
$446K +$23.7K +180 +6%
EM
1060
Excalibur Management
Massachusetts
$446K -$6.97K -53 -2%
VST
1061
Van Strum & Towne
California
$444K – – –
MCA
1062
MSH Capital Advisors
Arizona
$441K +$3.68K +28 +0.8%
EI
1063
Ethic Inc
New York
$440K -$205K -1,257 -32%
FCM
1064
Fourpath Capital Management
Oklahoma
$440K +$218K +1,661 +98%
SWM
1065
Spire Wealth Management
Virginia
$438K -$76.6K -583 -15%
TVAMP
1066
Tennessee Valley Asset Management Partners
Tennessee
$437K +$6.84K +52 +2%
AIM
1067
Allen Investment Management
New York
$436K – – –
MFWP
1068
Mosaic Family Wealth Partners
Missouri
$435K -$3.81K -29 -0.9%
JIC
1069
Joel Isaacson & Co
New York
$434K – – –
BEC
1070
Blue Edge Capital
Virginia
$431K +$394 +3 +0.1%
TWM
1071
Tanager Wealth Management
United Kingdom
$431K -$6.44K -49 -1%
PL
1072
Perpetual Ltd
Australia
$431K -$3.42K -26 -0.8%
CGL
1073
Clarius Group LLC
Washington
$431K -$18.9K -142 -4%
HI
1074
Harbour Investments
Wisconsin
$430K -$657 -5 -0.2%
LC
1075
LCNB Corp
Ohio
$430K – – –
41 42
43
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