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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
Balyasny Asset Management
Illinois
+$199M
2
Deutsche Bank
Deutsche Bank
Germany
+$188M
3
Harris Associates
Harris Associates
Illinois
+$177M
4
Citadel Advisors
Citadel Advisors
Florida
+$112M
5
Amundi
Amundi
France
+$93.3M

Top Sellers

1
SWM
Scissortail Wealth Management
Oklahoma
-$15.4B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.13B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$316M
4
Boston Partners
Boston Partners
Massachusetts
-$245M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
151
TD Asset Management
Ontario, Canada
$19.9M +$64.9K +495 +0.3%
BTCPP
152
Border to Coast Pensions Partnership
United Kingdom
$19.6M – – –
ECM
153
ExodusPoint Capital Management
New York
$19.3M +$19.3M +146,750 New
Rafferty Asset Management
154
Rafferty Asset Management
New York
$19.2M -$803K -6,107 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
155
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19.1M -$36.5M -278,000 -66%
State of Tennessee, Department of Treasury
156
State of Tennessee, Department of Treasury
Tennessee
$18.7M -$5.33M -40,562 -22%
RAM
157
Resona Asset Management
Japan
$18.6M -$386K -2,940 -2%
CCM
158
Chickasaw Capital Management
Tennessee
$18.5M -$564K -4,291 -3%
ATN
159
AMF Tjänstepension
Sweden
$18M – – –
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$17.9M -$753K -5,724 -4%
EGM
161
Engineers Gate Manager
New York
$17.7M +$17M +129,460 +2,427%
WAM
162
Wallington Asset Management
Indiana
$17.6M +$496K +3,776 +3%
FVCM
163
F&V Capital Management
Florida
$17.6M -$36.1K -275 -0.2%
Nomura Asset Management
164
Nomura Asset Management
Japan
$17.4M +$554K +4,211 +3%
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$17.2M -$363K -2,765 -2%
AAS
166
Annex Advisory Services
Wisconsin
$17M -$467K -3,556 -3%
GAM
167
Gotham Asset Management
New York
$17M +$11.2M +85,069 +193%
AAIM
168
American Assets Investment Management
California
$16.8M – – –
TIP
169
Torray Investment Partners
Maryland
$16.5M +$1.03M +7,861 +7%
SPIA
170
Steward Partners Investment Advisory
New York
$16.5M +$2.19M +16,687 +15%
SEI Investments
171
SEI Investments
Pennsylvania
$16.4M +$1.93M +14,715 +13%
CAPTRUST Financial Advisors
172
CAPTRUST Financial Advisors
North Carolina
$16.3M -$1.26M -9,554 -7%
GF
173
Gabelli Funds
New York
$16.3M -$2.68M -20,400 -14%
HTI
174
Hikari Tsushin Inc
Japan
$16.3M – – –
Ensign Peak Advisors
175
Ensign Peak Advisors
Utah
$16.2M -$843K -6,416 -5%
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