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Phillips 66
PSX

Overview Fund Activity

1,863 hedge funds and large institutions have $52.2B invested in Phillips 66 in 2024 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 616 increasing their positions, 749 reducing their positions, and 97 closing their positions.

Holders
1,863
Holders Change
+86
Holders Change %
+4.84%
% of All Funds
27.01%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
0.59%
New
203
Increased
616
Reduced
749
Closed
97
Calls
$643M
Puts
$584M
Net Calls
+$59.7M
Net Calls Change
-$153M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.31B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$367M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.31B
4
Boston Partners
4
Boston Partners
Massachusetts
$889M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.74B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.11B
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$1.23M
3
Barclays
3
Barclays
United Kingdom
$1.17B
4
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$5.34M
5
State Street
5
State Street
Massachusetts
$4.56B
Name Market Value Shares Shares
Change 		Shares
Change %
SO
126
STRS Ohio
Ohio
$35.9M 219,840 +62,744 +40%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$34.6M 211,590 -36,348 -15%
State of Tennessee, Department of Treasury
128
State of Tennessee, Department of Treasury
Tennessee
$34.2M 209,474 -61,025 -23%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$34M 208,016 +11,926 +6%
EF
130
Empowered Funds
Pennsylvania
$33.6M 205,582 +65,263 +47%
VLKIM
131
Van Lanschot Kempen Investment Management
Netherlands
$33.5M 205,088 -4,704 -2%
NIM
132
NXG Investment Management
Texas
$32.7M 200,260 +93,260 +87%
DekaBank Deutsche Girozentrale
133
DekaBank Deutsche Girozentrale
Germany
$32.3M 203,702 +2,110 +1%
Treasurer of the State of North Carolina
134
Treasurer of the State of North Carolina
North Carolina
$32.1M 196,570 -1,030 -0.5%
HP
135
Hikari Power
Japan
$31.1M 190,330 – –
William Blair & Company
136
William Blair & Company
Illinois
$30.6M 187,152 +8,102 +5%
Millennium Management
137
Millennium Management
New York
$30.2M 184,900 +3,320 +2%
1832 Asset Management
138
1832 Asset Management
Ontario, Canada
$29.7M 182,021 +152,577 +518%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$29.4M 179,717 -21,051 -10%
GC
140
Gratus Capital
Georgia
$28.9M 176,934 +2,979 +2%
CDH
141
Charles D. Hyman
$27.7M 169,771 +35 +0%
PI
142
PineBridge Investments
New York
$27.4M 167,563 -33,866 -17%
Asset Management One
143
Asset Management One
Japan
$27.2M 166,698 -11,978 -7%
GT
144
Glenmede Trust
Pennsylvania
$27.1M 165,742 -2,773 -2%
TH
145
TCTC Holdings
Texas
$26.5M 162,417 -101 -0.1%
TD Asset Management
146
TD Asset Management
Ontario, Canada
$25.8M 158,174 -8,700 -5%
RAM
147
Resona Asset Management
Japan
$25.7M 157,419 +157,419 New
LCM
148
Laurion Capital Management
New York
$25.6M 157,000 +148,669 +1,785%
Comerica Bank
149
Comerica Bank
Texas
$25.6M 156,718 -4,617 -3%
KeyBank National Association
150
KeyBank National Association
Ohio
$25.5M 156,118 +5,397 +4%
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