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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 %
OA
1651
Operose Advisors
Wisconsin
$23.1K – – –
VWM
1652
Valley Wealth Managers
New Jersey
$23K +$9.86K +75 +75%
AF
1653
Arrow Financial
New York
$23K – – –
RWA
1654
Redmont Wealth Advisors
Illinois
$22.9K – – –
BAM
1655
Byrne Asset Management
New Jersey
$22.7K – – –
LIM
1656
Lagoda Investment Management
New York
$22.3K – – –
AWA
1657
Authentikos Wealth Advisory
California
$22K +$22K +167 New
SWA
1658
SOA Wealth Advisors
New York
$21.8K +$131 +1 +0.6%
RCM
1659
Raleigh Capital Management
North Carolina
$21.3K +$263 +2 +1%
LB
1660
Legacy Bridge
Iowa
$21.2K – – –
AWM
1661
Atticus Wealth Management
Florida
$21K – – –
WWM
1662
Wolff Wiese Magana
California
$20.9K – – –
LAM
1663
Lummis Asset Management
Texas
$19.7K – – –
TCM
1664
TruNorth Capital Management
Michigan
$19.7K – – –
BFS
1665
Burkett Financial Services
South Carolina
$19.2K +$3.41K +26 +22%
BBPWM
1666
Blue Bell Private Wealth Management
Pennsylvania
$19.1K -$4.73K -36 -20%
HB
1667
Horizon Bancorp
Indiana
$19K – – –
FC
1668
Fairscale Capital
New Hampshire
$18.7K +$131 +1 +0.7%
CIR
1669
Clear Investment Research
Georgia
$18.3K – – –
NBT
1670
Northwest Bank & Trust
Iowa
$18.1K – – –
MIA
1671
MeadowBrook Investment Advisors
Michigan
$18K – – –
SC
1672
Stephens Consulting
Michigan
$17.5K – – –
SFCL
1673
Strengthening Families & Communities LLC
Massachusetts
$17.3K +$131 +1 +0.8%
HFM
1674
Harvest Fund Management
China
$17K -$53.8K -421 -76%
PFG
1675
Peterson Financial Group
Iowa
$16.4K +$16.4K +125 New
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