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Phillips 66
PSX

Overview Fund Activity

1,767 hedge funds and large institutions have $44.2B invested in Phillips 66 in 2024 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 640 increasing their positions, 689 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,767
Holders Change
-97
Holders Change %
-5.2%
% of All Funds
25.7%
Holding in Top 10
27
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-34.15%
% of All Funds
0.39%
New
109
Increased
640
Reduced
689
Closed
179
Calls
$493M
Puts
$416M
Net Calls
+$77M
Net Calls Change
+$17.3M

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
$356M
2
Harris Associates
Harris Associates
Illinois
$1.19B
3
State Street
State Street
Massachusetts
$4.05B
4
UBS AM
UBS AM
Illinois
$373M
5
Barclays
Barclays
United Kingdom
$1.09B

Top Sellers

1
BlackRock
BlackRock
New York
$4.35B
2
Geode Capital Management
Geode Capital Management
Massachusetts
$1.19B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.81B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$217M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
151
INTECH Investment Management
Florida
$20.6M +$5.99M +42,457 +41%
CCM
152
Chickasaw Capital Management
Tennessee
$20.5M -$461K -3,265 -2%
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$20.5M -$18.6M -131,821 -48%
RAM
154
Resona Asset Management
Japan
$20.4M -$1.77M -12,584 -8%
GF
155
Gabelli Funds
New York
$20.4M +$6.16M +43,600 +43%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$20M +$401K +2,837 +2%
DWM
157
Dakota Wealth Management
Florida
$19.5M +$600K +4,250 +3%
ATN
158
AMF Tjänstepension
Sweden
$19.3M -$1.26M -8,934 -6%
FVCM
159
F&V Capital Management
Florida
$18.9M +$917K +6,495 +5%
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$18.9M -$1.26M -8,898 -6%
CAPTRUST Financial Advisors
161
CAPTRUST Financial Advisors
North Carolina
$18.8M +$849K +6,015 +5%
AAS
162
Annex Advisory Services
Wisconsin
$18.8M +$1.63M +11,580 +10%
WAM
163
Wallington Asset Management
Indiana
$18.4M +$304K +2,150 +2%
Ensign Peak Advisors
164
Ensign Peak Advisors
Utah
$18.3M +$329K +2,330 +2%
Nomura Asset Management
165
Nomura Asset Management
Japan
$18.1M +$295K +2,093 +2%
AAIM
166
American Assets Investment Management
California
$18M – – –
VMPIC
167
Varma Mutual Pension Insurance Co
Finland
$18M +$311K +2,200 +2%
MNA
168
Manning & Napier Advisors
New York
$17.7M +$17.7M +125,165 New
ASRS
169
Arizona State Retirement System
Arizona
$17.5M -$314K -2,224 -2%
HTI
170
Hikari Tsushin Inc
Japan
$17.5M – – –
Osaic Holdings
171
Osaic Holdings
Arizona
$16.9M -$1.4M -9,924 -8%
SA
172
Sanctuary Advisors
Indiana
$16.7M +$16.7M +110,131 New
TIP
173
Torray Investment Partners
Maryland
$16.6M +$387K +2,740 +2%
SO
174
STRS Ohio
Ohio
$16.4M -$14.6M -103,492 -47%
SOMRS
175
State of Michigan Retirement System
Michigan
$16.4M -$240K -1,700 -1%
5 6
7
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