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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 %
CFS
1726
CGC Financial Services
Oregon
$3.19K 28 – –
FCG
1727
Financial Connections Group
California
$3K 30 – –
OLVIG
1728
Oliver Lagore Vanvalin Investment Group
Michigan
$2.96K 26 – –
DRP
1729
Decker Retirement Planning
Utah
$2.96K 26 +26 New
BTD
1730
BankPlus Trust Department
Mississippi
$2.96K 26 +26 New
FWM
1731
FSA Wealth Management
Massachusetts
$2.88K 25 -66 -73%
TCPG
1732
Trivant Custom Portfolio Group
California
$2.85K 25 – –
DAM
1733
Delta Asset Management
Tennessee
$2.85K 25 – –
SAS
1734
Spurstone Advisory Services
Connecticut
$2.85K 25 +25 New
W
1735
WealthCollab
Washington
$2.74K 24 – –
TWD
1736
True Wealth Design
Ohio
$2.69K 24 +5 +26%
PSFG
1737
Park Square Financial Group
Georgia
$2.62K 23 +23 New
PS
1738
PayPay Securities
Japan
$2.62K 23 +23 New
IHWM
1739
Iron Horse Wealth Management
Iowa
$2.28K 20 – –
AF
1740
Atala Financial
California
$2.28K 20 +20 New
CTB
1741
Country Trust Bank
Illinois
$2.17K 19 – –
OAJ
1742
Ogorek Anthony Joseph
New York
$2K 19 – –
WCM
1743
WealthTrak Capital Management
Virginia
$1.82K 16 +16 New
CJ
1744
Caitlin John
Michigan
$1.6K 14 – –
RI
1745
Ridgewood Investments
New Jersey
$1.6K 14 – –
AFS
1746
Anderson Financial Strategies
Ohio
$1.6K 14 +14 New
AP
1747
Aspect Partners
Virginia
$1.14K 10 – –
FNWA
1748
Financial Network Wealth Advisors
Utah
$1.03K 9 -271 -97%
1IA
1749
1620 Investment Advisors
Massachusetts
$1.01K 9 – –
SWM
1750
Sugarloaf Wealth Management
Georgia
$911 8 – –
68 69
70
71 72