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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 %
HWM
1601
Hemington Wealth Management
Virginia
$44K +$44K +364 New
BIA
1602
Bell Investment Advisors
California
$43.2K – – –
CIAS
1603
CBIZ Investment Advisory Services
Ohio
$42.1K – – –
NECFA
1604
New England Capital Financial Advisors
Connecticut
$41.9K +$131 +1 +0.3%
WOSD
1605
WFA of San Diego
California
$41.9K – – –
PPA
1606
Painted Porch Advisors
California
$40.9K – – –
PHK
1607
Point72 Hong Kong
Hong Kong
$40K +$40K +304 New
SA
1608
SRH Advisors
Kansas
$39.3K – – –
CA
1609
Centerpoint Advisors
Massachusetts
$39K – – –
RA
1610
Rational Advisors
New York
$38.8K -$5.78K -44 -13%
FNWA
1611
Financial Network Wealth Advisors
Utah
$36.8K -$394 -3 -1%
TC
1612
Trust Company
Kansas
$36.3K -$123K -932 -77%
SC
1613
Steph & Co
Wisconsin
$36.3K – – –
BLC
1614
Brown, Lisle/Cummings
Rhode Island
$36.1K – – –
WBC
1615
West Branch Capital
Massachusetts
$36.1K – – –
OW
1616
Olistico Wealth
Oklahoma
$36.1K – – –
TFGT
1617
TS Financial Group (TSFG)
Illinois
$36K +$133 +1 +0.4%
KPP
1618
Kings Path Partners
Texas
$35.8K – – –
CB
1619
CNB Bank
Pennsylvania
$33.8K – – –
SIC
1620
SJS Investment Consulting
Ohio
$33.7K – – –
PP
1621
Pacifica Partners
Canada
$33.5K -$1.32K -10 -4%
RA
1622
Rise Advisors
New York
$33.1K +$263 +2 +0.8%
CT
1623
Clearstead Trust
Maine
$32.9K – – –
SRCM
1624
Signature Resources Capital Management
California
$32.9K – – –
CAC
1625
Core Alternative Capital
Georgia
$31K – – –
63 64
65
66 67