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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 %
OCBCO
1276
Oversea-Chinese Banking Corp (OCBC)
Singapore
$282K +$62.7K +477 +29%
FMLI
1277
Fukoku Mutual Life Insurance
Japan
$281K -$97.7K -743 -26%
IFU
1278
iSAM Funds (UK)
United Kingdom
$281K +$281K +2,137 New
DLA
1279
Douglas Lane & Associates
New York
$281K +$5.91K +45 +2%
ACIM
1280
Azimuth Capital Investment Management
Michigan
$281K -$15.5K -118 -5%
LPT
1281
Legacy Private Trust
Wisconsin
$281K +$33.5K +255 +14%
GCM
1282
Greenland Capital Management
New York
$280K +$280K +2,130 New
LWA
1283
Lantern Wealth Advisors
New York
$279K +$2.37K +18 +0.9%
MC
1284
Machina Capital
France
$279K +$279K +2,124 New
OCM
1285
Orleans Capital Management
Louisiana
$278K – – –
DIM
1286
Delta Investment Management
California
$278K -$9.73K -74 -3%
NGA
1287
Naples Global Advisors
Florida
$277K +$9.73K +74 +4%
TNB
1288
Thomasville National Bank
Georgia
$277K – – –
AIM
1289
Anchor Investment Management
South Carolina
$276K -$27.9K -212 -9%
FIB
1290
First Interstate Bank
Montana
$276K -$179K -1,364 -39%
FFB
1291
First Financial Bankshares
Texas
$275K +$8.54K +65 +3%
SFI
1292
SPC Financial Inc
Maryland
$275K +$13.4K +102 +5%
SB
1293
Strategic Blueprint
Georgia
$275K -$48.5K -369 -15%
PWW
1294
Pettyjohn Wood & White
Virginia
$275K – – –
ABLA
1295
Alan B. Lancz & Associates
Ohio
$274K – – –
DC
1296
Defender Capital
North Carolina
$273K +$394 +3 +0.1%
KA
1297
KLCM Advisors
Wisconsin
$272K – – –
SAM
1298
Secure Asset Management
Michigan
$272K +$7.23K +55 +3%
FTIS
1299
First Trust Investment Solutions
Florida
$271K +$271K +2,064 New
ZIM
1300
Zacks Investment Management
Illinois
$271K -$2.77M -21,078 -91%
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