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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
25.38%
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
1
Balyasny Asset Management
Illinois
$199M
2
Deutsche Bank
2
Deutsche Bank
Germany
$309M
3
Harris Associates
3
Harris Associates
Illinois
$1.29B
4
Citadel Advisors
4
Citadel Advisors
Florida
$116M
5
Amundi
5
Amundi
France
$388M

Top Sellers

1
SWM
1
Scissortail Wealth Management
Oklahoma
$6.36M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$549M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$422M
4
Boston Partners
4
Boston Partners
Massachusetts
$393M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$4.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
1726
Delta Asset Management
Tennessee
$3.29K – – –
W
1727
WealthCollab
Washington
$3.16K – – –
FCG
1728
Financial Connections Group
California
$3K – – –
MIM
1729
Macroview Investment Management
Maryland
$2.76K – – –
IHWM
1730
Iron Horse Wealth Management
Iowa
$2.63K – – –
CTB
1731
Country Trust Bank
Illinois
$2.5K -$6.31K -48 -72%
TWD
1732
True Wealth Design
Ohio
$2.5K – – –
SHIM
1733
Stone House Investment Management
Pennsylvania
$2.04K – – –
OAJ
1734
Ogorek Anthony Joseph
New York
$2K +$2K +19 New
DEM
1735
Disciplined Equity Management
Florida
$1.97K – – –
PG
1736
Proffitt & Goodson
Tennessee
$1.84K +$1.84K +14 New
RI
1737
Ridgewood Investments
New Jersey
$1.84K – – –
CJ
1738
Caitlin John
Michigan
$1.82K -$37K -285 -95%
AP
1739
Aspect Partners
Virginia
$1.32K – – –
VF
1740
VitalStone Financial
Texas
$1.32K – – –
1IA
1741
1620 Investment Advisors
Massachusetts
$1.17K +$1.17K +9 New
FG
1742
Fairman Group
Pennsylvania
$1.05K – – –
SWM
1743
Sugarloaf Wealth Management
Georgia
$1.05K – – –
CAM
1744
ClariVest Asset Management
California
$836 – – –
RS
1745
Rakuten Securities
Japan
$657 -$1.97K -15 -75%
TAM
1746
Tucker Asset Management
Colorado
$657 -$263 -2 -29%
DWM
1747
Darwin Wealth Management
Florida
$657 +$657 +5 New
LP
1748
LMR Partners
United Kingdom
$657 +$657 +5 New
FPFS
1749
First Personal Financial Services
North Carolina
$263 +$263 +2 New
MFA
1750
McClarren Financial Advisors
Pennsylvania
$199 +$113 +373 +132%
68 69
70
71 72