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Phillips 66
PSX

Overview Fund Activity

1,759 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 609 increasing their positions, 642 reducing their positions, and 181 closing their positions.

Holders
1,759
Holders Change
+5
Holders Change %
+0.29%
% of All Funds
23.43%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.11%
New
213
Increased
609
Reduced
642
Closed
181
Calls
$309M
Puts
$299M
Net Calls
+$9.65M
Net Calls Change
-$17.9M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.03B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$687M
3
Norges Bank
3
Norges Bank
Norway
$498M
4
Harris Associates
4
Harris Associates
Illinois
$1.33B
5
Raymond James Financial
5
Raymond James Financial
Florida
$169M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$67.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$197M
3
State Street
3
State Street
Massachusetts
$3.02B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$51.3M
5
Nomura Holdings
5
Nomura Holdings
Japan
$58.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$31.4M 275,569 +47,404 +21%
Korea Investment Corp
102
Korea Investment Corp
South Korea
$31.3M 274,524 -108,403 -28%
American Century Companies
103
American Century Companies
Missouri
$29.6M 259,439 -79,119 -23%
ZIC
104
ZWJ Investment Counsel
Georgia
$29.3M 256,768 +8,801 +4%
State of Wisconsin Investment Board
105
State of Wisconsin Investment Board
Wisconsin
$29.2M 255,997 -25,413 -9%
Pictet Asset Management
106
Pictet Asset Management
Switzerland
$29.1M 255,280 +11,612 +5%
Canada Life
107
Canada Life
Manitoba, Canada
$29.1M 255,385 -436 -0.2%
Aviva
108
Aviva
United Kingdom
$28.8M 252,689 -42,235 -14%
US Bancorp
109
US Bancorp
Minnesota
$28.6M 250,975 -2,926 -1%
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$28.5M 250,404 +60,843 +32%
VanEck Associates
111
VanEck Associates
New York
$27.7M 243,534 +160,256 +192%
Bank of Nova Scotia
112
Bank of Nova Scotia
Ontario, Canada
$27.4M 240,851 +136,485 +131%
ARG
113
Advisory Resource Group
Oklahoma
$27.3M 240,027 -1,500 -0.6%
FWIA
114
Fort Washington Investment Advisors
Ohio
$27.1M 238,300 +43,631 +22%
MML Investors Services
115
MML Investors Services
Massachusetts
$25.8M 226,368 +1,529 +0.7%
SFM
116
Stack Financial Management
Montana
$25.7M 225,450 -1,196 -0.5%
Baird Financial Group
117
Baird Financial Group
Wisconsin
$25.5M 223,640 -23,842 -10%
Creative Planning
118
Creative Planning
Kansas
$25.4M 223,322 +4,139 +2%
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$25.1M 220,056 -7,384 -3%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$24.7M 216,625 +772 +0.4%
Pacer Advisors
121
Pacer Advisors
Pennsylvania
$24.1M 211,124 +180,097 +580%
ECM
122
ExodusPoint Capital Management
New York
$24M 211,037 +64,287 +44%
Mitsubishi UFJ Trust & Banking
123
Mitsubishi UFJ Trust & Banking
Japan
$23.9M 209,568 -12,934 -6%
TRSOTSOK
124
Teachers Retirement System of the State of Kentucky
Kentucky
$23.3M 204,875 -146,311 -42%
OIAM
125
OFI Invest Asset Management
France
$23.2M 210,589 +210,589 New
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5
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