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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 %
NCM
1101
Next Capital Management
New York
$454K +$276K +3,028 +155%
HBT
1102
Hills Bank & Trust
Iowa
$453K +$13.4K +95 +3%
GGA
1103
Granite Group Advisors
Connecticut
$453K – – –
RPC
1104
Rossmore Private Capital
Connecticut
$452K -$6.78K -48 -1%
WT
1105
Whittier Trust
California
$450K -$2.82K -20 -0.6%
EFG
1106
Everhart Financial Group
Ohio
$449K -$12.1K -86 -3%
FNBSF
1107
First National Bank Sioux Falls
South Dakota
$449K – – –
LSAG
1108
Lake Street Advisors Group
New Hampshire
$449K -$6.92K -49 -2%
IVP
1109
Intrinsic Value Partners
Arizona
$447K -$8.47K -60 -2%
MTC
1110
McDaniel Terry & Co
Texas
$447K -$14K -99 -3%
CC
1111
Callan Capital
California
$446K -$6.35K -45 -1%
PSB
1112
Passumpsic Savings Bank
Vermont
$445K +$17.6K +125 +4%
CBT
1113
CoreFirst Bank & Trust
Kansas
$444K -$38.1K -270 -8%
PAG
1114
Powers Advisory Group
Illinois
$444K -$28.2K -200 -6%
BMC
1115
Beaton Management Company
Massachusetts
$442K – – –
CA
1116
Callahan Advisors
Texas
$440K – – –
PP
1117
PDS Planning
Ohio
$440K -$141 -1 -0%
CCG
1118
Catalina Capital Group
California
$437K +$43.3K +307 +11%
SLC
1119
Second Line Capital
Louisiana
$436K +$205K +1,449 +88%
AIP
1120
ARS Investment Partners
New York
$436K -$54.9K -389 -11%
AWM
1121
Aries Wealth Management
Maine
$435K – – –
RIA
1122
Realta Investment Advisors
Delaware
$435K -$86.4K -612 -17%
GS
1123
GTS Securities
New York
$435K -$95.9K -679 -18%
EGA
1124
E&G Advisors
Texas
$434K -$7.06K -50 -2%
FCP
1125
Fidelis Capital Partners
Florida
$433K +$66.3K +499 +18%
43 44
45
46 47