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Phillips 66
PSX

Overview Fund Activity

1,863 hedge funds and large institutions have $52.2B invested in Phillips 66 in 2024 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 616 increasing their positions, 749 reducing their positions, and 97 closing their positions.

Holders
1,863
Holders Change
+86
Holders Change %
+4.84%
% of All Funds
27.01%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
0.59%
New
203
Increased
616
Reduced
749
Closed
97
Calls
$643M
Puts
$584M
Net Calls
+$59.7M
Net Calls Change
-$153M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.31B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$367M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.31B
4
Boston Partners
4
Boston Partners
Massachusetts
$889M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.74B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.11B
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$1.23M
3
Barclays
3
Barclays
United Kingdom
$1.17B
4
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$5.34M
5
State Street
5
State Street
Massachusetts
$4.56B
Name Market Value Shares Shares
Change 		Shares
Change %
TRSOTSOK
101
Teachers Retirement System of the State of Kentucky
Kentucky
$43M 263,279 -26,116 -9%
New York State Common Retirement Fund
102
New York State Common Retirement Fund
New York
$42.8M 261,950 -34,697 -12%
Blackstone Inc
103
Blackstone Inc
New York
$42.7M 261,249 +261,249 New
US Bancorp
104
US Bancorp
Minnesota
$42.6M 260,560 -2,840 -1%
HighTower Advisors
105
HighTower Advisors
Illinois
$41.8M 256,055 -10,803 -4%
State of New Jersey Common Pension Fund D
106
State of New Jersey Common Pension Fund D
New Jersey
$41.7M 255,169 -4,734 -2%
KACA
107
Kayne Anderson Capital Advisors
California
$41.7M 255,052 -116,496 -31%
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$41.6M 286,002 -172,393 -38%
OIAM
109
OFI Invest Asset Management
France
$41.6M 275,326 -59,920 -18%
ICG
110
InterOcean Capital Group
Tennessee
$41M 251,299 -12,443 -5%
Aviva
111
Aviva
United Kingdom
$41M 250,849 -10,456 -4%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$40.2M 246,094 -20,380 -8%
Toronto Dominion Bank
113
Toronto Dominion Bank
Ontario, Canada
$40.1M 245,637 -210 -0.1%
ZIC
114
ZWJ Investment Counsel
Georgia
$39.4M 241,382 -2,482 -1%
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$39.3M 240,604 -7,731 -3%
Canada Life
116
Canada Life
Manitoba, Canada
$39.1M 239,211 +1,376 +0.6%
Jane Street
117
Jane Street
New York
$38.9M 238,272 -83,372 -26%
Pictet Asset Management
118
Pictet Asset Management
Switzerland
$38.9M 237,960 -6,917 -3%
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$38.6M 236,367 -1,055 -0.4%
Royal London Asset Management
120
Royal London Asset Management
United Kingdom
$38.5M 235,524 -5,436 -2%
Creative Planning
121
Creative Planning
Kansas
$38.3M 234,203 -1,343 -0.6%
ARG
122
Advisory Resource Group
Oklahoma
$38M 232,642 -24,202 -9%
Schroder Investment Management Group
123
Schroder Investment Management Group
United Kingdom
$37.5M 229,736 +4,874 +2%
SFM
124
Stack Financial Management
Montana
$36.9M 225,904 +353 +0.2%
GHA
125
GW Henssler & Associates
Georgia
$36.1M 221,245 -10,146 -4%
3 4
5
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