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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 %
WRPWM
1301
Werba Rubin Papier Wealth Management
California
$290K +$54.1K +383 +23%
SRC
1302
Shufro Rose & Co
New York
$289K -$21.2K -150 -7%
EGA
1303
Eagle Global Advisors
Texas
$288K – – –
SL
1304
Sentry LLC
Tennessee
$288K – – –
NGA
1305
Naples Global Advisors
Florida
$287K +$423 +3 +0.1%
CWM
1306
Cabot Wealth Management
Massachusetts
$287K – – –
FFB
1307
First Financial Bankshares
Texas
$287K -$220K -1,555 -43%
NSAM
1308
North Star Asset Management
Wisconsin
$286K – – –
NWWA
1309
New Wave Wealth Advisors
Arkansas
$286K +$286K +2,027 New
QC
1310
Quent Capital
New York
$286K +$3.95K +28 +1%
ADL
1311
Asset Dedication LLC
California
$286K – – –
SAM
1312
Secure Asset Management
Michigan
$285K +$70.7K +501 +33%
DAS
1313
Diversify Advisory Services
Utah
$283K +$283K +2,128 New
TCM
1314
TD Capital Management
Tennessee
$282K – – –
DWAM
1315
Duncan Williams Asset Management
Tennessee
$282K – – –
PWP
1316
Private Wealth Partners
California
$282K – – –
ST
1317
Sentinel Trust
Texas
$282K -$5.37K -38 -2%
LA
1318
LM Advisors
California
$282K -$987 -7 -0.3%
MAWA
1319
Moss Adams Wealth Advisors
Washington
$282K +$5.08K +36 +2%
CIA
1320
Choate Investment Advisors
Massachusetts
$281K -$1.27K -9 -0.4%
TWA
1321
TCI Wealth Advisors
Arizona
$281K -$565 -4 -0.2%
SFI
1322
SPC Financial Inc
Maryland
$281K +$7.06K +50 +3%
TFO
1323
Tarbox Family Office
California
$281K – – –
BCB
1324
Brian C. Broderick
$281K -$1.41K -10 -0.5%
ZB
1325
Zions Bancorporation
Utah
$280K -$177K -1,255 -39%
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