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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 %
FI
1201
Fractal Investments
Connecticut
$353K – – –
WT
1202
Washington Trust
Rhode Island
$352K – – –
SB
1203
Strategic Blueprint
Georgia
$347K -$2.82K -20 -0.8%
CG
1204
CFO4Life Group
Texas
$346K -$708K -5,018 -67%
CCA
1205
Cadent Capital Advisors
Oklahoma
$345K -$3.67K -26 -1%
TA
1206
TFG Advisers
Michigan
$345K +$24.7K +175 +8%
EFG
1207
Ethos Financial Group
Pennsylvania
$345K +$4.94K +35 +1%
BFAG
1208
Blackston Financial Advisory Group
Florida
$345K +$101K +716 +41%
PB
1209
Pinnacle Bancorp
Nebraska
$344K -$17.6K -125 -5%
GSB
1210
Greenfield Savings Bank
Massachusetts
$343K -$12.6K -89 -4%
LIM
1211
Letson Investment Management
Georgia
$343K – – –
SI
1212
Saxon Interests
Texas
$343K -$2.12K -15 -0.6%
MWPCG
1213
Measured Wealth Private Client Group
New Hampshire
$343K +$4.52K +32 +1%
FMTC
1214
Farmers & Merchants Trust Company
California
$342K -$14.1K -100 -4%
WCM
1215
Weik Capital Management
Pennsylvania
$342K -$21.2K -150 -6%
MA
1216
Montag & Associates
Georgia
$340K – – –
MWP
1217
Moller Wealth Partners
$340K -$22.6K -160 -6%
WC
1218
Whitney & Co
New York
$340K -$14.1K -100 -4%
PC
1219
Port Capital
Illinois
$339K +$5.79K +41 +2%
IIM
1220
Ipswich Investment Management
Massachusetts
$339K – – –
FBT
1221
First Bankers Trust
Kentucky
$338K – – –
SAG
1222
SageView Advisory Group
California
$337K +$337K +2,389 New
SFO
1223
Stokes Family Office
Louisiana
$337K +$4.94K +35 +1%
WAM
1224
Walker Asset Management
Missouri
$337K -$2.12K -15 -0.6%
LIA
1225
LBMC Investment Advisors
Tennessee
$336K +$141 +1 +0%
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