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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 %
VRM
1076
Vectors Research Management
New York
$428K -$41.1K -310 -9%
KP
1077
Keel Point
Alabama
$428K -$32.6K -248 -7%
AGWCA
1078
Annis Gardner Whiting Capital Advisors
Florida
$428K – – –
HCM
1079
Hodges Capital Management
Texas
$427K +$427K +3,252 New
CIAS
1080
Capital Investment Advisory Services
North Carolina
$427K -$6.05K -46 -1%
AIM
1081
Athena Investment Management
California
$427K – – –
A
1082
AlphaQuest
New York
$427K +$427K +3,248 +324,800%
SEP
1083
Southland Equity Partners
Missouri
$427K +$133K +1,010 +45%
DZ Bank
1084
DZ Bank
Germany
$424K +$233K +1,769 +121%
CT
1085
Chicago Trust
Illinois
$424K -$3.68K -28 -0.9%
PSB
1086
Passumpsic Savings Bank
Vermont
$424K +$9.73K +74 +2%
WT
1087
Whittier Trust
California
$423K +$3.42K +26 +0.8%
AWA
1088
Aaron Wealth Advisors
Illinois
$423K +$28.4K +216 +7%
LWCFA
1089
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$422K – – –
FFS
1090
Founders Financial Securities
Maryland
$422K -$58.8K -447 -12%
GGA
1091
Granite Group Advisors
Connecticut
$422K – – –
RPC
1092
Rossmore Private Capital
Connecticut
$421K – – –
UF
1093
Univest Financial
Pennsylvania
$420K +$420K +3,196 New
EWM
1094
Empirical Wealth Management
Washington
$420K -$20.1K -153 -5%
FNBSF
1095
First National Bank Sioux Falls
South Dakota
$419K – – –
EFS
1096
Essex Financial Services
Connecticut
$417K -$369K -2,804 -47%
SG
1097
StoneX Group
New York
$417K +$59.4K +452 +17%
PP
1098
PDS Planning
Ohio
$417K +$7.23K +55 +2%
MTC
1099
McDaniel Terry & Co
Texas
$416K – – –
PPP
1100
Private Portfolio Partners
New Jersey
$415K +$415K +3,158 New
42 43
44
45 46