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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 %
PSCM
1401
Per Stirling Capital Management
Texas
$224K +$526 +4 +0.2%
BWCS
1402
Beirne Wealth Consulting Services
Connecticut
$223K – – –
CPW
1403
Crestmont Private Wealth
Texas
$223K – – –
LAM
1404
L2 Asset Management
Massachusetts
$223K +$7.49K +57 +3%
MIS
1405
Morningstar Investment Services
Illinois
$223K +$7.88K +60 +4%
WP
1406
Wealthspan Partners
Iowa
$223K – – –
CTWM
1407
Cherry Tree Wealth Management
Minnesota
$223K – – –
DS
1408
DRW Securities
Illinois
$222K -$1.88M -14,310 -89%
RWMG
1409
Redwood Wealth Management Group
New Jersey
$221K -$22.2K -169 -9%
TNA
1410
True North Advisors
Texas
$221K -$625K -4,758 -74%
LWL
1411
Leo Wealth LLC
Texas
$220K -$10.5K -80 -5%
TFA
1412
Transamerica Financial Advisors
Florida
$220K +$69K +525 +46%
KCFA
1413
Key Client Fiduciary Advisors
New Jersey
$220K +$2.76K +21 +1%
CIG
1414
Cullen Investment Group
Louisiana
$220K +$789 +6 +0.4%
APC
1415
Aspire Private Capital
North Carolina
$219K – – –
GG
1416
Greenwood Gearhart
Arkansas
$219K – – –
LI
1417
LRI Investments
Florida
$219K +$59K +455 +37%
OC
1418
Oakworth Capital
Alabama
$218K +$58.4K +444 +37%
TCM
1419
Tributary Capital Management
Nebraska
$218K -$143K -1,090 -40%
BFO
1420
Biltmore Family Office
North Carolina
$218K +$2.63K +20 +1%
BIC
1421
Beach Investment Counsel
Pennsylvania
$218K – – –
PWLP
1422
Prio Wealth Limited Partnership
Massachusetts
$218K – – –
IWN
1423
Independent Wealth Network
Iowa
$218K +$3.94K +30 +2%
KCM
1424
KRS Capital Management
Michigan
$217K -$77K -586 -26%
DDPIC
1425
Deroy & Devereaux Private Investment Counsel
Michigan
$217K – – –
55 56
57
58 59