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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 %
WP
1401
Wealthspan Partners
Iowa
$239K +$2.12K +15 +0.9%
CTWM
1402
Cherry Tree Wealth Management
Minnesota
$239K +$9.32K +66 +4%
FCM
1403
Fourpath Capital Management
Oklahoma
$238K +$282 +2 +0.1%
ST
1404
Sageworth Trust
Pennsylvania
$237K +$237K +1,682 New
CF
1405
Centaurus Financial
California
$236K -$1.84K -13 -0.8%
APC
1406
Aspire Private Capital
North Carolina
$236K – – –
OCBCO
1407
Oversea-Chinese Banking Corp (OCBC)
Singapore
$235K -$222K -1,573 -49%
CIG
1408
Cullen Investment Group
Louisiana
$235K +$847 +6 +0.4%
GG
1409
Greenwood Gearhart
Arkansas
$235K – – –
PWLP
1410
Prio Wealth Limited Partnership
Massachusetts
$234K – – –
BIC
1411
Beach Investment Counsel
Pennsylvania
$234K – – –
KCFA
1412
Key Client Fiduciary Advisors
New Jersey
$233K -$20.3K -144 -8%
DDPIC
1413
Deroy & Devereaux Private Investment Counsel
Michigan
$233K – – –
OPA
1414
Old Port Advisors
Maine
$233K +$18.6K +132 +9%
MPAM
1415
Murphy Pohlad Asset Management
Minnesota
$233K -$8.75K -62 -4%
PCH
1416
PGIM Custom Harvest
New Jersey
$233K +$233K +1,649 New
AA
1417
Advisory Alpha
Michigan
$233K +$10.7K +76 +5%
BAM
1418
Berkshire Asset Management
Pennsylvania
$232K +$27.7K +196 +14%
FTC
1419
Farmers Trust Company
Ohio
$232K -$3.39K -24 -1%
SPWM
1420
Schrum Private Wealth Management
Florida
$232K – – –
CC
1421
Chicago Capital
Illinois
$232K – – –
LAM
1422
L2 Asset Management
Massachusetts
$232K +$11.6K +82 +5%
BFO
1423
Biltmore Family Office
North Carolina
$231K – – –
BFIM
1424
Beese Fulmer Investment Management
Ohio
$231K – – –
PCTC
1425
Perkins Coie Trust Company
Washington
$231K – – –
55 56
57
58 59