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Phillips 66
PSX

Overview Fund Activity

1,754 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, 672 reducing their positions, and 124 closing their positions.

Holders
1,754
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
672
Closed
124
Calls
$380M
Puts
$352M
Net Calls
+$27.5M
Net Calls Change
-$49.5M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$199M
2
Deutsche Bank
2
Deutsche Bank
Germany
$309M
3
Harris Associates
3
Harris Associates
Illinois
$1.29B
4
Citadel Advisors
4
Citadel Advisors
Florida
$116M
5
Amundi
5
Amundi
France
$388M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$6.36M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$549M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$422M
4
Boston Partners
4
Boston Partners
Massachusetts
$393M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$4.11M
Name Market Value Shares Shares
Change 		Shares
Change %
Aviva
101
Aviva
United Kingdom
$38.8M 294,924 +6,679 +2%
Citigroup
102
Citigroup
New York
$38.4M 292,076 -86,792 -23%
MHI
103
Miller Howard Investments
New York
$38.3M 291,610 -8,158 -3%
Renaissance Technologies
104
Renaissance Technologies
New York
$37.3M 283,950 +283,950 New
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$37M 281,410 +23,606 +9%
ORIO
106
Old Republic International (ORI)
Illinois
$36.9M 280,600 – –
First Trust Advisors
107
First Trust Advisors
Illinois
$35.8M 272,174 -6,663 -2%
WAM
108
Weiss Asset Management
Massachusetts
$34M 258,974 +258,974 New
Canada Life
109
Canada Life
Manitoba, Canada
$33.7M 255,821 +3,451 +1%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$33.5M 254,913 -55,149 -18%
US Bancorp
111
US Bancorp
Minnesota
$33.4M 253,901 -3,214 -1%
ZIC
112
ZWJ Investment Counsel
Georgia
$32.6M 247,967 +5,072 +2%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$32.5M 247,482 +2,119 +0.9%
Pictet Asset Management
114
Pictet Asset Management
Switzerland
$32M 243,668 +15,024 +7%
ARG
115
Advisory Resource Group
Oklahoma
$31.7M 241,527 +9,930 +4%
Janus Henderson Group
116
Janus Henderson Group
United Kingdom
$30M 228,165 +178,515 +360%
Chevy Chase Trust
117
Chevy Chase Trust
Maryland
$29.9M 227,440 -6,848 -3%
SFM
118
Stack Financial Management
Montana
$29.8M 226,646 +1,035 +0.5%
HighTower Advisors
119
HighTower Advisors
Illinois
$29.8M 226,540 -12,364 -5%
MML Investors Services
120
MML Investors Services
Massachusetts
$29.6M 224,839 -10,380 -4%
Squarepoint
121
Squarepoint
New York
$29.4M 223,651 +124,055 +125%
Mitsubishi UFJ Trust & Banking
122
Mitsubishi UFJ Trust & Banking
Japan
$29.2M 222,502 -3,586 -2%
Creative Planning
123
Creative Planning
Kansas
$28.8M 219,183 +147 +0.1%
Janney Montgomery Scott
124
Janney Montgomery Scott
Pennsylvania
$28.4M 215,853 -1,357 -0.6%
Toronto Dominion Bank
125
Toronto Dominion Bank
Ontario, Canada
$27.3M 207,528 -1,573 -0.8%
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