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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
+$351M
2
Harris Associates
Harris Associates
Illinois
+$129M
3
State Street
State Street
Massachusetts
+$110M
4
UBS AM
UBS AM
Illinois
+$86M
5
Barclays
Barclays
United Kingdom
+$84.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$462M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$215M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$190M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$188M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1726
Crewe Advisors
Utah
$7.48K -$14K -99 -65%
ACM
1727
Anfield Capital Management
California
$7.48K +$7.48K +53 New
FFL
1728
Financial Freedom LLC
Ohio
$7.06K – – –
BCPWM
1729
Bradley & Co Private Wealth Management
Florida
$6.21K – – –
HGA
1730
Hobbs Group Advisors
South Carolina
$6.21K +$6.21K +44 New
RDIA
1731
RE Dickinson Investment Advisors
Iowa
$6.07K – – –
PCMC
1732
Planning Capital Management Corporation
Pennsylvania
$5.93K – – –
MCA
1733
Maryland Capital Advisors
Maryland
$5.93K – – –
CMA
1734
Cedar Mountain Advisors
Oregon
$5.93K – – –
PCM
1735
Penserra Capital Management
California
$5K -$300K -2,158 -98%
HCM
1736
Horrell Capital Management
Arkansas
$5K – – –
T
1737
Tidemark
California
$4.38K – – –
HH
1738
HWG Holdings
Texas
$4.38K +$4.38K +31 New
CTC
1739
Cetera Trust Company
Minnesota
$4.24K – – –
TIM
1740
Thompson Investment Management
Wisconsin
$4.24K +$4.24K +30 New
FCG
1741
Financial Connections Group
California
$4K +$4K +30 New
CFS
1742
CGC Financial Services
Oregon
$3.95K – – –
OLVIG
1743
Oliver Lagore Vanvalin Investment Group
Michigan
$3.67K – – –
TCPG
1744
Trivant Custom Portfolio Group
California
$3.53K – – –
DAM
1745
Delta Asset Management
Tennessee
$3.53K – – –
UWS
1746
Unique Wealth Strategies
Illinois
$3.43K +$3.43K +21 New
W
1747
WealthCollab
Washington
$3.39K – – –
DF
1748
Dunhill Financial
United Kingdom
$3.36K +$1.26K +9 +60%
MIM
1749
Macroview Investment Management
Maryland
$2.97K – – –
IHWM
1750
Iron Horse Wealth Management
Iowa
$2.83K – – –
68 69
70
71 72