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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 %
FMP
1476
Financial Management Professionals
Texas
$196K +$50.9K +387 +35%
WIM
1477
Westside Investment Management
California
$194K – – –
SOS
1478
Silver Oak Securities
Tennessee
$191K +$191K +1,457 New
DMBA
1479
Deseret Mutual Benefit Administrators
Utah
$188K – – –
CSC
1480
Caldwell Sutter Capital
California
$187K -$131 -1 -0.1%
AA
1481
Alta Advisers
United Kingdom
$184K – – –
CH
1482
Cromwell Holdings
Wyoming
$184K – – –
TF
1483
Tompkins Financial
New York
$182K +$18.5K +141 +11%
AA
1484
Addison Advisors
Vermont
$180K – – –
KACA
1485
Kayne Anderson Capital Advisors
California
$179K -$34M -258,964 -99%
DJSG
1486
D.J. St. Germain
Massachusetts
$178K -$64.4K -490 -27%
JEST
1487
JTC Employer Solutions Trustee
Jersey
$178K – – –
CLOS
1488
Compagnie Lombard Odier SCmA
Switzerland
$175K -$10.5K -80 -6%
TCM
1489
Tradewinds Capital Management
Washington
$174K +$263 +2 +0.2%
CWC
1490
Carolinas Wealth Consulting
North Carolina
$172K +$1.05K +8 +0.6%
GPI
1491
General Partner Inc
Pennsylvania
$171K – – –
AAG
1492
Armstrong Advisory Group
Massachusetts
$171K +$16.2K +123 +10%
WSCM
1493
Wellington Shields Capital Management
New York
$170K – – –
SNB
1494
Security National Bank
Nebraska
$168K – – –
CWM
1495
CarsonAllaria Wealth Management
Illinois
$168K +$89.9K +684 +115%
ST
1496
Smithfield Trust
Pennsylvania
$167K -$37K -282 -18%
CFD
1497
Creative Financial Designs
Indiana
$167K -$5.13K -39 -3%
JPWM
1498
Jamison Private Wealth Management
Georgia
$166K +$131 +1 +0.1%
CAL
1499
Capital Advisors Ltd
Ohio
$165K -$14.6K -111 -8%
AF
1500
Advisornet Financial
Minnesota
$163K +$15.2K +116 +10%
58 59
60
61 62