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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 %
RA
1601
Rise Advisors
New York
$29K +$228 +2 +0.8%
PP
1602
Pacifica Partners
Canada
$28.7K -$458 -4 -2%
CT
1603
Clearstead Trust
Maine
$28.5K – – –
FWM
1604
FLP Wealth Management
Arkansas
$28.5K +$28.5K +250 New
SRCM
1605
Signature Resources Capital Management
California
$28.5K – – –
SIC
1606
SJS Investment Consulting
Ohio
$28.4K -$798 -7 -3%
GWP
1607
Gen-Wealth Partners
Michigan
$28.1K – – –
TC
1608
Tacita Capital
Ontario, Canada
$27.9K -$16.6K -146 -37%
GK
1609
Graney & King
New York
$27.9K +$27.9K +245 New
SC
1610
Stephens Consulting
Michigan
$27.8K +$12.6K +111 +83%
CSPIA
1611
Cary Street Partners Investment Advisory
Virginia
$27.5K -$4.56M -40,006 -99%
CAC
1612
Core Alternative Capital
Georgia
$26.9K – – –
PCFFS
1613
Pacific Center for Financial Services
California
$26.5K +$26.5K +233 New
VFA
1614
Values First Advisors
Tennessee
$26.3K +$228 +2 +0.9%
OWP
1615
ORG Wealth Partners
Texas
$26.2K -$38.6K -339 -60%
CPG
1616
Cornerstone Planning Group
New Jersey
$26.1K -$1.6K -13 -6%
JSAM
1617
J. Safra Asset Management
New York
$25.1K +$25.1K +224 New
BWL
1618
Bogart Wealth LLC
Virginia
$25.1K +$13.7K +120 +120%
AEPWM
1619
Atlantic Edge Private Wealth Management
Florida
$25K – – –
BGAI
1620
Bruce G. Allen Investments
Colorado
$25K +$2.28K +20 +10%
BTC
1621
Bank & Trust Company
Illinois
$24.7K – – –
FCMT
1622
Founders Capital Management (Texas)
Texas
$24.5K – – –
GJIA
1623
Glass Jacobson Investment Advisors
Maryland
$24.3K +$114 +1 +0.5%
MBFW
1624
Morton Brown Family Wealth
Pennsylvania
$23.6K – – –
GKIM
1625
GW&K Investment Management
Massachusetts
$23K +$1.48K +13 +7%
63 64
65
66 67