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Phillips 66
PSX

Overview Fund Activity

1,767 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 178 closing their positions.

Holders
1,767
Holders Change
-96
Holders Change %
-5.15%
% 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
178
Calls
$493M
Puts
$416M
Net Calls
+$77M
Net Calls Change
+$17.3M

Top Buyers

1
Nomura Holdings
1
Nomura Holdings
Japan
$356M
2
Harris Associates
2
Harris Associates
Illinois
$1.19B
3
State Street
3
State Street
Massachusetts
$4.05B
4
UBS AM
4
UBS AM
Illinois
$373M
5
Barclays
5
Barclays
United Kingdom
$1.09B

Top Sellers

1
BlackRock
1
BlackRock
New York
$4.35B
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$1.19B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.81B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$217M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$183M
Name Market Value Shares Shares
Change 		Shares
Change %
ORIO
101
Old Republic International (ORI)
Illinois
$39.6M 280,600 – –
First Trust Advisors
102
First Trust Advisors
Illinois
$39.4M 278,837 -439,490 -61%
KACA
103
Kayne Anderson Capital Advisors
California
$36.8M 260,325 +5,273 +2%
TRSOTSOK
104
Teachers Retirement System of the State of Kentucky
Kentucky
$36.6M 259,268 -4,011 -2%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$36.4M 257,804 -35,442 -12%
US Bancorp
106
US Bancorp
Minnesota
$36.3M 257,115 -3,445 -1%
Canada Life
107
Canada Life
Manitoba, Canada
$35.7M 252,370 +13,159 +6%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$34.6M 245,363 +33,773 +16%
ZIC
109
ZWJ Investment Counsel
Georgia
$34.3M 242,895 +1,513 +0.6%
VOYA Investment Management
110
VOYA Investment Management
Georgia
$33.8M 239,344 -6,750 -3%
HighTower Advisors
111
HighTower Advisors
Illinois
$33.7M 238,904 -17,151 -7%
NIM
112
NXG Investment Management
Texas
$33.3M 236,060 +35,800 +18%
MML Investors Services
113
MML Investors Services
Massachusetts
$33.2M 235,219 -56,324 -19%
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$33.1M 234,288 -6,316 -3%
ARG
115
Advisory Resource Group
Oklahoma
$32.7M 231,597 -1,045 -0.4%
Pictet Asset Management
116
Pictet Asset Management
Switzerland
$32.3M 228,644 -9,316 -4%
OIAM
117
OFI Invest Asset Management
France
$31.9M 242,515 -32,811 -12%
Mitsubishi UFJ Trust & Banking
118
Mitsubishi UFJ Trust & Banking
Japan
$31.9M 226,088 -46,314 -17%
SFM
119
Stack Financial Management
Montana
$31.8M 225,611 -293 -0.1%
Creative Planning
120
Creative Planning
Kansas
$30.9M 219,036 -15,167 -6%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$30.7M 217,210 -19,157 -8%
GHA
122
GW Henssler & Associates
Georgia
$29.9M 212,031 -9,214 -4%
Toronto Dominion Bank
123
Toronto Dominion Bank
Ontario, Canada
$29.5M 209,101 -36,536 -15%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$28.6M 202,301 +22,584 +13%
Schroder Investment Management Group
125
Schroder Investment Management Group
United Kingdom
$28.4M 201,219 -28,517 -12%
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5
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