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Phillips 66
PSX

Overview Fund Activity

1,768 hedge funds and large institutions have $44.2B invested in Phillips 66 in 2024 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 640 increasing their positions, 689 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,768
Holders Change
-97
Holders Change %
-5.2%
% of All Funds
25.71%
Holding in Top 10
27
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-34.15%
% of All Funds
0.39%
New
109
Increased
640
Reduced
689
Closed
179
Calls
$493M
Puts
$416M
Net Calls
+$77M
Net Calls Change
+$17.3M

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
+$351M
2
Harris Associates
Harris Associates
Illinois
+$129M
3
State Street
State Street
Massachusetts
+$110M
4
UBS AM
UBS AM
Illinois
+$86M
5
Barclays
Barclays
United Kingdom
+$84.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$462M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$215M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$190M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$188M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1076
Soltis Investment Advisors
Utah
$479K +$17.6K +125 +4%
CGL
1077
Clarius Group LLC
Washington
$478K -$9.74K -69 -2%
VST
1078
Van Strum & Towne
California
$477K – – –
LGA
1079
Lebenthal Global Advisors
New York
$475K +$73.4K +520 +18%
EWM
1080
Empirical Wealth Management
Washington
$472K -$65.1K -461 -12%
KP
1081
Keel Point
Alabama
$472K +$254K +1,885 +116%
MFWP
1082
Mosaic Family Wealth Partners
Missouri
$471K -$76.2K -540 -14%
TWM
1083
Tanager Wealth Management
United Kingdom
$470K – – –
MCA
1084
MSH Capital Advisors
Arizona
$470K – – –
AIM
1085
Allen Investment Management
New York
$468K – – –
GLA
1086
Good Life Advisors
Pennsylvania
$467K +$19.3K +137 +4%
PL
1087
Perpetual Ltd
Australia
$466K -$127K -899 -21%
JIC
1088
Joel Isaacson & Co
New York
$466K -$6.35K -45 -1%
CIAS
1089
Capital Investment Advisory Services
North Carolina
$465K +$22.2K +157 +5%
CC
1090
Cadinha & Co
Hawaii
$463K +$1.41K +10 +0.3%
HI
1091
Harbour Investments
Wisconsin
$463K +$45.7K +324 +11%
BEC
1092
Blue Edge Capital
Virginia
$463K -$30.5K -216 -6%
TVAMP
1093
Tennessee Valley Asset Management Partners
Tennessee
$462K +$4.94K +35 +1%
LC
1094
LCNB Corp
Ohio
$462K – – –
Twin Tree Management
1095
Twin Tree Management
Texas
$460K +$460K +3,258 New
AGWCA
1096
Annis Gardner Whiting Capital Advisors
Florida
$460K +$46.2K +327 +11%
LWCFA
1097
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$459K +$196K +1,400 +74%
CT
1098
Chicago Trust
Illinois
$459K +$31.9K +226 +7%
AIM
1099
Athena Investment Management
California
$459K -$19.5K -138 -4%
NB
1100
NBT Bank
New York
$458K +$88.5K +628 +24%
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