PSX icon

Phillips 66
PSX

Overview Fund Activity

1,863 hedge funds and large institutions have $52.2B invested in Phillips 66 in 2024 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 616 increasing their positions, 749 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,863
Holders Change
+86
Holders Change %
+4.84%
% of All Funds
27.01%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
0.59%
New
203
Increased
616
Reduced
749
Closed
97
Calls
$643M
Puts
$584M
Net Calls
+$59.7M
Net Calls Change
-$153M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.31B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$367M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$1.31B
4
Boston Partners
4
Boston Partners
Massachusetts
$889M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.74B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.11B
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$1.23M
3
Barclays
3
Barclays
United Kingdom
$1.17B
4
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$5.34M
5
State Street
5
State Street
Massachusetts
$4.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
ANRF
151
Adams Natural Resources Fund
Maryland
$25.2M – – –
BTCPP
152
Border to Coast Pensions Partnership
United Kingdom
$25.2M – – –
CCM
153
Chickasaw Capital Management
Tennessee
$24.3M -$1.29M -7,887 -5%
ATN
154
AMF Tjänstepension
Sweden
$23.8M -$6.76M -41,350 -22%
SG Americas Securities
155
SG Americas Securities
New York
$23.6M +$14.7M +89,826 +164%
Cetera Investment Advisers
156
Cetera Investment Advisers
Illinois
$23.3M +$17.7M +108,515 +319%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$22.7M +$1.15M +7,011 +5%
Rafferty Asset Management
158
Rafferty Asset Management
New York
$22.3M -$5.63M -34,460 -20%
DWM
159
Dakota Wealth Management
Florida
$21.9M +$2.47M +15,152 +13%
Osaic Holdings
160
Osaic Holdings
Arizona
$21.1M -$27.1M -165,548 -56%
WAM
161
Wallington Asset Management
Indiana
$20.9M +$307K +1,877 +1%
AAIM
162
American Assets Investment Management
California
$20.9M – – –
FVCM
163
F&V Capital Management
Florida
$20.8M +$64.5K +395 +0.3%
Ensign Peak Advisors
164
Ensign Peak Advisors
Utah
$20.8M -$614K -3,759 -3%
CAPTRUST Financial Advisors
165
CAPTRUST Financial Advisors
North Carolina
$20.8M -$10.2M -62,435 -33%
ASRS
166
Arizona State Retirement System
Arizona
$20.6M +$159K +975 +0.8%
Nomura Asset Management
167
Nomura Asset Management
Japan
$20.6M -$494K -3,022 -2%
VMPIC
168
Varma Mutual Pension Insurance Co
Finland
$20.5M +$17.3M +106,100 +550%
HTI
169
Hikari Tsushin Inc
Japan
$20.2M -$692K -4,235 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
170
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$20.1M -$12.6M -77,000 -39%
Wealth Enhancement Advisory Services
171
Wealth Enhancement Advisory Services
Minnesota
$20M +$776K +4,748 +4%
AAS
172
Annex Advisory Services
Wisconsin
$19.9M +$2.94M +18,002 +17%
SOMRS
173
State of Michigan Retirement System
Michigan
$19.2M -$425K -2,600 -2%
TIP
174
Torray Investment Partners
Maryland
$18.8M -$4.03M -24,656 -18%
SEI Investments
175
SEI Investments
Pennsylvania
$18.8M -$44.4M -271,842 -70%
5 6
7
8 9