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Phillips 66
PSX

Overview Fund Activity

1,759 hedge funds and large institutions have $36.6B invested in Phillips 66 in 2024 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 609 increasing their positions, 642 reducing their positions, and 181 closing their positions.

Holders
1,759
Holders Change
+5
Holders Change %
+0.29%
% of All Funds
23.43%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.11%
New
213
Increased
609
Reduced
642
Closed
181
Calls
$309M
Puts
$299M
Net Calls
+$9.65M
Net Calls Change
-$17.9M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.03B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$687M
3
Norges Bank
3
Norges Bank
Norway
$498M
4
Harris Associates
4
Harris Associates
Illinois
$1.33B
5
Raymond James Financial
5
Raymond James Financial
Florida
$169M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$67.2M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$197M
3
State Street
3
State Street
Massachusetts
$3.02B
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$51.3M
5
Nomura Holdings
5
Nomura Holdings
Japan
$58.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Asset Management One
151
Asset Management One
Japan
$17.9M 158,887 +244 +0.2%
Credit Agricole
152
Credit Agricole
France
$17.7M 155,482 -244,737 -61%
GT
153
Glenmede Trust
Pennsylvania
$17.5M 153,739 -7,812 -5%
TD Asset Management
154
TD Asset Management
Ontario, Canada
$17.4M 152,380 +619 +0.4%
GAM
155
Gotham Asset Management
New York
$17.3M 151,530 +22,412 +17%
GF
156
Gabelli Funds
New York
$17.2M 151,300 +27,500 +22%
Comerica Bank
157
Comerica Bank
Texas
$17.2M 150,786 -6,076 -4%
EGM
158
Engineers Gate Manager
New York
$17.1M 149,728 +14,933 +11%
BTCPP
159
Border to Coast Pensions Partnership
United Kingdom
$17M 149,162 – –
Rafferty Asset Management
160
Rafferty Asset Management
New York
$16.7M 146,836 +895 +0.6%
TCM
161
Thomist Capital Management
Texas
$16.6M 148,500 -196,000 -57%
KeyBank National Association
162
KeyBank National Association
Ohio
$16.5M 144,643 -10,501 -7%
CCM
163
Chickasaw Capital Management
Tennessee
$16.1M 141,617 +567 +0.4%
PHAM
164
Pacific Heights Asset Management
California
$15.9M 150,000 +75,000 +100%
ANRF
165
Adams Natural Resources Fund
Maryland
$15.7M 138,175 +39,600 +40%
ATN
166
AMF Tjänstepension
Sweden
$15.6M 136,865 – –
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$15.5M 135,833 -271 -0.2%
FVCM
168
F&V Capital Management
Florida
$15.3M 134,240 +555 +0.4%
WAM
169
Wallington Asset Management
Indiana
$15.3M 133,905 -270 -0.2%
TIP
170
Torray Investment Partners
Maryland
$15.2M 133,818 +8,132 +6%
RAM
171
Resona Asset Management
Japan
$15.2M 133,656 -8,239 -6%
Nomura Asset Management
172
Nomura Asset Management
Japan
$15.1M 132,472 +267 +0.2%
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$15.1M 132,109 +8,821 +7%
CIBC Private Wealth Group
174
CIBC Private Wealth Group
Georgia
$15M 129,244 +15,385 +14%
AAIM
175
American Assets Investment Management
California
$14.9M 130,800 +3,000 +2%
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