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Phillips 66
PSX

Overview Fund Activity

1,768 hedge funds and large institutions have $44.2B invested in Phillips 66 in 2024 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 640 increasing their positions, 689 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,768
Holders Change
-97
Holders Change %
-5.2%
% of All Funds
25.71%
Holding in Top 10
27
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-34.15%
% of All Funds
0.39%
New
109
Increased
640
Reduced
689
Closed
179
Calls
$493M
Puts
$416M
Net Calls
+$77M
Net Calls Change
+$17.3M

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
+$351M
2
Harris Associates
Harris Associates
Illinois
+$129M
3
State Street
State Street
Massachusetts
+$110M
4
UBS AM
UBS AM
Illinois
+$86M
5
Barclays
Barclays
United Kingdom
+$84.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$462M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$215M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$190M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$188M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSWM
1576
Cassady Schiller Wealth Management
Ohio
$87.7K – – –
ATC
1577
Advantage Trust Company
Kansas
$87.2K – – –
FCAS
1578
First Command Advisory Services
Texas
$86.8K +$39.8K +282 +85%
BCM
1579
Basso Capital Management
Connecticut
$86.4K – – –
PP
1580
PFS Partners
New Jersey
$86K +$424 +3 +0.5%
SAG
1581
Spotlight Asset Group
Illinois
$85.4K – – –
AAP
1582
Arax Advisory Partners
Colorado
$85.4K – – –
CWM
1583
CarsonAllaria Wealth Management
Illinois
$83.7K +$706 +5 +0.9%
FDCP
1584
Foster Dykema Cabot & Partners
Massachusetts
$80.9K – – –
PWMG
1585
Prestige Wealth Management Group
New Jersey
$79.2K -$2.12K -15 -3%
HFM
1586
Harvest Fund Management
China
$78K -$744K -5,282 -91%
PWM
1587
Partnership Wealth Management
Maryland
$77.6K – – –
CWP
1588
Concord Wealth Partners
Virginia
$77.3K +$1.83K +13 +2%
TVWM
1589
Tower View Wealth Management
Wisconsin
$75.5K +$565 +4 +0.8%
Loomis, Sayles & Company
1590
Loomis, Sayles & Company
Massachusetts
$74K -$4.92K -35 -6%
DF
1591
DecisionPoint Financial
Arizona
$72.7K -$13.5K -93 -16%
APW
1592
Acima Private Wealth
Virginia
$70.6K – – –
IRAG
1593
Investment Research & Advisory Group
Georgia
$70.6K – – –
KFI
1594
Key Financial Inc
Pennsylvania
$69.9K – – –
BCMLT
1595
Beacon Capital Management LLC (Tennessee)
Tennessee
$68.5K -$3.39K -24 -5%
POIA
1596
Pin Oak Investment Advisors
Texas
$68K – – –
HGERS
1597
Householder Group Estate & Retirement Specialist
Arizona
$67K +$49.5K +354 +283%
DWS
1598
Dynamic Wealth Strategies
California
$65K – – –
CC
1599
Cypress Capital
Tennessee
$63.5K +$63.5K +450 New
C
1600
Covestor
United Kingdom
$58K -$1.7K -12 -3%
62 63
64
65 66