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Phillips 66
PSX

Overview Fund Activity

1,755 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, 673 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,755
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
673
Closed
124
Calls
$380M
Puts
$352M
Net Calls
+$27.5M
Net Calls Change
-$49.5M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$199M
2
Deutsche Bank
Deutsche Bank
Germany
+$188M
3
Harris Associates
Harris Associates
Illinois
+$177M
4
Citadel Advisors
Citadel Advisors
Florida
+$112M
5
Amundi
Amundi
France
+$93.3M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$15.4B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.13B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$316M
4
Boston Partners
Boston Partners
Massachusetts
-$245M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
1251
Beaumont Financial Advisors
Massachusetts
$301K – – –
PFBT
1252
Parkside Financial Bank & Trust
Missouri
$300K +$17.5K +133 +6%
MMG
1253
Monetary Management Group
Missouri
$300K – – –
AIM
1254
Acropolis Investment Management
Missouri
$299K – – –
WCM
1255
Weik Capital Management
Pennsylvania
$298K -$19.7K -150 -6%
HAS
1256
Horizon Advisory Services
New York
$298K -$5.65K -43 -2%
GM
1257
GeoWealth Management
Illinois
$298K -$35.2K -268 -11%
HWMG
1258
Hurlow Wealth Management Group
Indiana
$296K -$11.2K -85 -4%
QC
1259
Quent Capital
New York
$296K +$29.4K +224 +11%
MAWA
1260
Moss Adams Wealth Advisors
Washington
$295K +$32.5K +247 +12%
PCA
1261
Pallas Capital Advisors
Massachusetts
$294K +$37.1K +289 +14%
PAS
1262
Point72 Asia (Singapore)
Singapore
$292K +$292K +2,225 New
CAGAS
1263
Capital Advisory Group Advisory Services
Minnesota
$292K – – –
SRC
1264
Shufro Rose & Co
New York
$289K – – –
WTG
1265
West Tower Group
Virginia
$289K +$289K +2,200 New
LCM
1266
Leisure Capital Management
California
$289K -$8.41K -64 -3%
BMA
1267
Brooks Moore & Associates
Tennessee
$287K – – –
KLCM
1268
KG&L Capital Management
Louisiana
$287K +$287K +2,180 New
FFBTD
1269
First Financial Bank - Trust Division
Ohio
$286K -$14.7K -112 -5%
HC
1270
Hamilton Capital
Ohio
$285K +$7.31K +60 +3%
MPM
1271
MBB Public Markets
Illinois
$284K -$3.88M -29,538 -93%
AA
1272
Apriem Advisors
California
$284K – – –
HAS
1273
HBW Advisory Services
California
$284K +$394 +3 +0.1%
RCM
1274
Radnor Capital Management
Pennsylvania
$282K +$282K +2,142 New
Los Angeles Capital Management
1275
Los Angeles Capital Management
California
$282K – – –
49 50
51
52 53