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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 %
GWP
1626
Gen-Wealth Partners
Michigan
$30.2K -$114K -935 -79%
VFA
1627
Values First Advisors
Tennessee
$30.1K +$30.1K +229 New
FFO
1628
Fortitude Family Office
Arizona
$30K -$4.86K -37 -14%
AEPWM
1629
Atlantic Edge Private Wealth Management
Florida
$28.8K +$20.9K +159 +265%
BTC
1630
Bank & Trust Company
Illinois
$28.5K – – –
FCMT
1631
Founders Capital Management (Texas)
Texas
$28.3K – – –
HI
1632
Hoey Investments
Pennsylvania
$28.2K – – –
TFM
1633
TFC Financial Management
Massachusetts
$28.2K – – –
GJIA
1634
Glass Jacobson Investment Advisors
Maryland
$27.9K – – –
CPG
1635
Cornerstone Planning Group
New Jersey
$27.7K -$3.2K -26 -10%
MBFW
1636
Morton Brown Family Wealth
Pennsylvania
$27.2K -$263 -2 -1%
GA
1637
GoalVest Advisory
New York
$26.3K – – –
FUBT
1638
First United Bank & Trust
Maryland
$26.3K – – –
NC
1639
nVerses Capital
Florida
$26.3K +$26.3K +200 New
FIM
1640
FWL Investment Management
Texas
$26.3K +$26.3K +200 New
BGAI
1641
Bruce G. Allen Investments
Colorado
$26.2K -$2.37K -18 -8%
FWA
1642
FSC Wealth Advisors
New York
$26.2K – – –
BFPW
1643
BOK Financial Private Wealth
Colorado
$25.4K -$24.5K -186 -49%
GKIM
1644
GW&K Investment Management
Massachusetts
$25K +$1.32K +10 +6%
RWM
1645
Ruedi Wealth Management
Illinois
$25K – – –
SL
1646
Salomon & Ludwin
Virginia
$24.8K +$7.49K +57 +43%
SCM
1647
Silvant Capital Management
Georgia
$24.5K – – –
IWP
1648
IAG Wealth Partners
Wisconsin
$24.3K +$13.1K +100 +118%
FPB
1649
First PREMIER Bank
South Dakota
$24K -$4.3K -33 -15%
WB
1650
Webster Bank
Connecticut
$23.9K -$3.55K -27 -13%
64 65
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