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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 %
MMG
1251
Monetary Management Group
Missouri
$322K -$56K -397 -15%
AIM
1252
Acropolis Investment Management
Missouri
$322K +$565 +4 +0.2%
KFA
1253
Krane Funds Advisors
New York
$320K +$320K +2,268 New
LCM
1254
Leisure Capital Management
California
$319K – – –
IF
1255
Insight Folios
North Carolina
$319K -$6.64K -47 -2%
Empower Advisory Group
1256
Empower Advisory Group
Colorado
$319K -$14.8K -105 -4%
H
1257
HoyleCohen
California
$318K +$23.7K +168 +8%
ACIM
1258
Azimuth Capital Investment Management
Michigan
$318K -$7.06K -50 -2%
CAM
1259
Close Asset Management
United Kingdom
$318K – – –
Bank Julius Baer & Co
1260
Bank Julius Baer & Co
Switzerland
$316K +$28.1K +179 +10%
KCM
1261
KRS Capital Management
Michigan
$316K +$63.4K +449 +25%
SEP
1262
Southland Equity Partners
Missouri
$316K -$17.6K -125 -5%
SVWAG
1263
Sound View Wealth Advisors Group
Georgia
$314K -$56.5K -400 -15%
AssetMark Inc
1264
AssetMark Inc
California
$314K +$2.68K +19 +0.9%
CAGAS
1265
Capital Advisory Group Advisory Services
Minnesota
$314K – – –
MAG
1266
M3 Advisory Group
Massachusetts
$313K +$21.5K +152 +7%
CSI
1267
Cross Staff Investments
New York
$312K – – –
SICM
1268
Sustainable Insight Capital Management
New York
$311K +$311K +2,200 New
SIAP
1269
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$310K – – –
DIM
1270
Delta Investment Management
California
$309K -$141 -1 -0%
BMA
1271
Brooks Moore & Associates
Tennessee
$308K – – –
FMN
1272
Financial Management Network
California
$307K +$3.88K +28 +1%
GWA
1273
Gratus Wealth Advisors
Virginia
$306K +$107K +774 +54%
PPC
1274
Park Place Capital
Alabama
$305K -$381K -2,699 -56%
MWA
1275
Midland Wealth Advisors
Illinois
$305K +$305K +2,160 New
49 50
51
52 53