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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 %
DF
1701
Dunhill Financial
United Kingdom
$9.3K +$6.16K +47 +196%
PA
1702
PSI Advisors
Florida
$9.07K – – –
FP
1703
Financial Perspectives
Minnesota
$8.28K – – –
CFFP
1704
Center for Financial Planning
Michigan
$7.49K – – –
CA
1705
Crewe Advisors
Utah
$7.49K +$526 +4 +8%
RTL
1706
Red Tortoise LLC
Georgia
$7.36K – – –
ACM
1707
Anfield Capital Management
California
$6.97K – – –
CJH
1708
Christopher J. Hasenberg
Wisconsin
$6.62K +$6.62K +50 New
FFL
1709
Financial Freedom LLC
Ohio
$6.57K – – –
CPA
1710
Capital Performance Advisors
California
$6.37K +$6.37K +48 New
HGA
1711
Hobbs Group Advisors
South Carolina
$5.78K – – –
RDIA
1712
RE Dickinson Investment Advisors
Iowa
$5.65K – – –
MCA
1713
Maryland Capital Advisors
Maryland
$5.52K – – –
CMA
1714
Cedar Mountain Advisors
Oregon
$5.52K – – –
HWP
1715
Highline Wealth Partners
California
$4.36K -$3.83K -29 -47%
T
1716
Tidemark
California
$4.08K – – –
CFG
1717
Copley Financial Group
California
$4.08K +$4.08K +31 New
PCM
1718
Penserra Capital Management
California
$4K – – –
HCM
1719
Horrell Capital Management
Arkansas
$4K – – –
PCWA
1720
Pacific Capital Wealth Advisors
California
$3.94K -$12.1K -92 -75%
CTC
1721
Cetera Trust Company
Minnesota
$3.94K – – –
TIM
1722
Thompson Investment Management
Wisconsin
$3.94K – – –
CFS
1723
CGC Financial Services
Oregon
$3.68K – – –
OLVIG
1724
Oliver Lagore Vanvalin Investment Group
Michigan
$3.42K – – –
TCPG
1725
Trivant Custom Portfolio Group
California
$3.29K – – –
67 68
69
70 71