PSX icon

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 %
WPC
1351
Waters Parkerson & Co
Louisiana
$266K – – –
LPT
1352
Legacy Private Trust
Wisconsin
$265K – – –
CAM
1353
Columbia Asset Management
Michigan
$265K – – –
SAM
1354
Summit Asset Management
Tennessee
$264K +$141 +1 +0.1%
SCA
1355
Sandy Cove Advisors
Massachusetts
$264K +$282 +2 +0.1%
KIC
1356
Keating Investment Counselors
Florida
$264K -$105K -745 -28%
SFG
1357
Sovereign Financial Group
Connecticut
$262K +$141 +1 +0.1%
RWMG
1358
Redwood Wealth Management Group
New Jersey
$261K -$2.54K -18 -1%
DJSG
1359
D.J. St. Germain
Massachusetts
$260K -$5.65K -40 -2%
GFS
1360
GYL Financial Synergies
Connecticut
$260K -$2.82K -20 -1%
WSC
1361
Wellington Shields & Co
New York
$259K – – –
MLL
1362
Moody Lynn & Lieberson
Massachusetts
$258K – – –
TPI
1363
Trust Point Inc
Wisconsin
$257K -$39.8K -282 -13%
ECG
1364
EPIQ Capital Group
California
$257K +$2.12K +15 +0.8%
RDWM
1365
Red Door Wealth Management
Tennessee
$256K -$25.7K -182 -9%
CIS
1366
Custom Index Systems
New York
$255K +$255K +1,807 New
V
1367
VeraBank
Texas
$254K – – –
FNC
1368
First National Corp
Massachusetts
$254K – – –
NQWM
1369
Northwest Quadrant Wealth Management
Oregon
$254K +$1.55K +11 +0.6%
PFA
1370
Pinnacle Family Advisors
Missouri
$254K +$6.78K +48 +3%
AC
1371
Avestar Capital
New York
$253K +$8.33K +59 +3%
V
1372
ViaWealth
Kansas
$253K +$282 +2 +0.1%
IP
1373
Ignite Planners
California
$252K +$277 +2 +0.1%
NI
1374
NDVR Inc
Massachusetts
$251K -$5.65K -40 -2%
CBT
1375
Central Bank & Trust
Kentucky
$251K – – –
53 54
55
56 57