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Phillips 66
PSX

Overview Fund Activity

1,759 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 609 increasing their positions, 642 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,759
Holders Change
+5
Holders Change %
+0.29%
% of All Funds
23.42%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.11%
New
213
Increased
609
Reduced
642
Closed
181
Calls
$309M
Puts
$299M
Net Calls
+$9.65M
Net Calls Change
-$17.9M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.03B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$687M
3
Harris Associates
3
Harris Associates
Illinois
$1.33B
4
Goldman Sachs
4
Goldman Sachs
New York
$388M
5
CLGM
5
Capitolis Liquid Global Markets
New York
$142M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$67.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$197M
3
State Street
3
State Street
Massachusetts
$3.02B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$51.3M
5
Nomura Holdings
5
Nomura Holdings
Japan
$58.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
1551
Reyes Financial Architecture
California
$47.6K +$47.6K +418 New
FS
1552
Financially Speaking
Colorado
$47.4K +$47.4K +416 New
MDCM
1553
Morgan Dempsey Capital Management
Wisconsin
$47.3K -$5.12M -44,894 -99%
SMAM
1554
Sugar Maple Asset Management
Wisconsin
$46.7K +$46.7K +410 New
WA
1555
Whipplewood Advisors
Colorado
$45.7K +$45.7K +401 New
FGC
1556
Financial Gravity Companies
Texas
$45.2K – – –
EA
1557
Evolution Advisers
Virginia
$45K +$2.23K +20 +5%
PP
1558
PrairieView Partners
Minnesota
$43K – – –
MCM
1559
Manchester Capital Management
Vermont
$42.4K +$1.94K +17 +5%
HWM
1560
Hemington Wealth Management
Virginia
$42K +$903 +8 +2%
CCA
1561
Catalyst Capital Advisors
New York
$41.4K -$342 -3 -0.8%
EFP
1562
EnRich Financial Partners
Wisconsin
$41K – – –
PWMG
1563
Prestige Wealth Management Group
New Jersey
$40.8K -$22.8K -200 -36%
BGA
1564
Battery Global Advisors
Massachusetts
$40.8K – – –
RL
1565
Rogco LP
Oklahoma
$39.9K – – –
LFA
1566
Legend Financial Advisors
Pennsylvania
$39.9K – – –
AT
1567
Arlington Trust
Alabama
$39.6K -$2.28K -20 -5%
MFS
1568
Mattson Financial Services
Michigan
$39.4K +$39.4K +300 New
CIAS
1569
CBIZ Investment Advisory Services
Ohio
$38.2K +$1.71K +15 +5%
BA
1570
Bellwether Advisors
Nebraska
$37.5K +$37.5K +329 New
MFG
1571
Menard Financial Group
Texas
$37.3K +$37.3K +327 New
TC
1572
Truvestments Capital
Florida
$37.1K +$23.6K +207 +175%
PWMG
1573
Private Wealth Management Group
New Jersey
$36.6K -$4.56K -40 -11%
NECFA
1574
New England Capital Financial Advisors
Connecticut
$36.5K +$228 +2 +0.6%
CWM
1575
Copia Wealth Management
Oregon
$36.1K +$36.1K +317 New
61 62
63
64 65