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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 %
SIA
1101
Soltis Investment Advisors
Utah
$415K -$30.8K -234 -7%
CBT
1102
CoreFirst Bank & Trust
Kansas
$414K – – –
CC
1103
Callan Capital
California
$414K -$1.31K -10 -0.3%
NB
1104
NBT Bank
New York
$413K -$13.7K -104 -3%
LSAG
1105
Lake Street Advisors Group
New Hampshire
$410K -$7.63K -58 -2%
JIP
1106
Jaffetilchin Investment Partners
Florida
$410K -$330K -2,512 -45%
IGAM
1107
iA Global Asset Management
Quebec, Canada
$407K +$407K +3,099 New
SLC
1108
Second Line Capital
Louisiana
$406K – – –
FCBT
1109
First Citizens Bank & Trust
North Carolina
$406K +$9.33K +71 +2%
IVP
1110
Intrinsic Value Partners
Arizona
$406K -$10.3K -78 -2%
AIP
1111
ARS Investment Partners
New York
$406K – – –
GIA
1112
GHP Investment Advisors
Colorado
$404K -$43.1K -328 -10%
MNBTD
1113
Moody National Bank Trust Division
Texas
$403K +$151K +1,150 +60%
FCA
1114
Fortis Capital Advisors
Kansas
$400K +$400K +3,043 New
LCWP
1115
Legacy Capital Wealth Partners
Arkansas
$399K -$2.5K -19 -0.6%
DTC
1116
Davidson Trust Company
Washington
$399K – – –
PAG
1117
Powers Advisory Group
Illinois
$398K -$15.1K -115 -4%
BJL
1118
Brighton Jones LLC
Washington
$398K -$208K -1,582 -34%
SWM
1119
Stockman Wealth Management
Montana
$397K -$1.18K -9 -0.3%
EGA
1120
E&G Advisors
Texas
$397K -$7.23K -55 -2%
SAI
1121
Savvy Advisors Inc
New York
$396K -$131K -998 -25%
TAM
1122
Townsend Asset Management
North Carolina
$396K -$5.39K -41 -1%
CCG
1123
Ceeto Capital Group
Florida
$394K – – –
MM
1124
MQS Management
New York
$391K +$80.4K +612 +26%
TSW
1125
Thompson Siegel & Walmsley
Virginia
$391K +$36.2K +275 +10%
43 44
45
46 47