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Phillips 66
PSX

Overview Fund Activity

1,754 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, 672 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,754
Holders Change
-13
Holders Change %
-0.74%
% of All Funds
25.37%
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
672
Closed
124
Calls
$380M
Puts
$352M
Net Calls
+$27.5M
Net Calls Change
-$49.5M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$199M
2
Deutsche Bank
2
Deutsche Bank
Germany
$309M
3
Harris Associates
3
Harris Associates
Illinois
$1.29B
4
Citadel Advisors
4
Citadel Advisors
Florida
$116M
5
Amundi
5
Amundi
France
$388M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$6.36M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$549M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$422M
4
Boston Partners
4
Boston Partners
Massachusetts
$393M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$4.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
N
126
Natixis
France
$27.1M +$26M +198,150 +2,468%
Marshall Wace
127
Marshall Wace
United Kingdom
$26.9M +$26.9M +204,908 New
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
$26.6M +$7.48M +56,922 +39%
William Blair & Company
129
William Blair & Company
Illinois
$26.4M +$783K +5,953 +3%
DekaBank Deutsche Girozentrale
130
DekaBank Deutsche Girozentrale
Germany
$26.1M +$404K +3,094 +2%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$26.1M -$541K -4,115 -2%
FWIA
132
Fort Washington Investment Advisors
Ohio
$25.6M -$21.3M -161,901 -45%
Schroder Investment Management Group
133
Schroder Investment Management Group
United Kingdom
$25.5M -$898K -6,853 -3%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$25.1M -$6.31M -48,026 -20%
HP
135
Hikari Power
Japan
$25M – – –
Nisa Investment Advisors
136
Nisa Investment Advisors
Missouri
$24.9M -$83.7K -637 -0.3%
WorldQuant Millennium Advisors
137
WorldQuant Millennium Advisors
New York
$24.8M +$24.8M +189,035 New
P
138
&Partners
Tennessee
$24.7M +$15.7M +119,485 +174%
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$24M -$209K -1,590 -0.9%
IIM
140
INTECH Investment Management
Florida
$23.3M +$4.08M +31,039 +21%
VLKIM
141
Van Lanschot Kempen Investment Management
Netherlands
$23.2M -$58.1K -442 -0.2%
Royal London Asset Management
142
Royal London Asset Management
United Kingdom
$23.2M – – –
NIM
143
NXG Investment Management
Texas
$22.3M -$8.68M -66,034 -28%
GT
144
Glenmede Trust
Pennsylvania
$21.2M -$14.6K -111 -0.1%
TH
145
TCTC Holdings
Texas
$21M +$218K +1,655 +1%
Asset Management One
146
Asset Management One
Japan
$20.9M +$47.7K +363 +0.2%
State of New Jersey Common Pension Fund D
147
State of New Jersey Common Pension Fund D
New Jersey
$20.8M – – –
Comerica Bank
148
Comerica Bank
Texas
$20.6M -$1.08M -8,241 -5%
KeyBank National Association
149
KeyBank National Association
Ohio
$20.4M -$102K -774 -0.5%
EF
150
Empowered Funds
Pennsylvania
$20.1M -$1.79M -13,599 -8%
4 5
6
7 8