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Phillips 66
PSX

1,781 hedge funds and large institutions have $44.2B invested in Phillips 66 in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 642 increasing their positions, 694 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $493M | Put options by funds: $416M

7% less repeat investments, than reductions

Existing positions increased: 642 | Existing positions reduced: 694

1.21% less ownership

Funds ownership: 75.08% → 73.88% (-1.2%)

5% less funds holding

Funds holding: 1,876 → 1,781 (-95)

15% less capital invested

Capital invested by funds: $52.2B → $44.2B (-$8.05B)

34% less funds holding in top 10

Funds holding in top 10: 41 → 27 (-14)

38% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 180

Holders
1,781
Holders Change
-95
Holders Change %
-5.06%
% of All Funds
25.72%
Holding in Top 10
27
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-34.15%
% of All Funds
0.39%
New
111
Increased
642
Reduced
694
Closed
180
Calls
$493M
Puts
$416M
Net Calls
+$77M
Net Calls Change
+$17.3M

Top Buyers

Rank Fund Capital Flow
1
Nomura Holdings
Nomura Holdings
Japan
+$368M
2
Harris Associates
Harris Associates
Illinois
+$135M
3
State Street
State Street
Massachusetts
+$116M
4
UBS AM
UBS AM
Illinois
+$90.1M
5
Barclays
Barclays
United Kingdom
+$89M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$484M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$226M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$199M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$197M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$141M
Name Holding Trade Value Shares
Change 		Change in
Stake
T
1751
Tidemark
California
$4.38K – – –
HH
1752
HWG Holdings
Texas
$4.38K +$4.59K +31 New
CTC
1753
Cetera Trust Company
Minnesota
$4.24K – – –
TIM
1754
Thompson Investment Management
Wisconsin
$4.24K +$4.44K +30 New
FCG
1755
Financial Connections Group
California
$4K +$4.44K +30 New
CFS
1756
CGC Financial Services
Oregon
$3.95K – – –
OLVIG
1757
Oliver Lagore Vanvalin Investment Group
Michigan
$3.67K – – –
TCPG
1758
Trivant Custom Portfolio Group
California
$3.53K – – –
DAM
1759
Delta Asset Management
Tennessee
$3.53K – – –
UWS
1760
Unique Wealth Strategies
Illinois
$3.43K +$3.11K +21 New
W
1761
WealthCollab
Washington
$3.39K – – –
DF
1762
Dunhill Financial
United Kingdom
$3.36K +$1.33K +9 +60%
MIM
1763
Macroview Investment Management
Maryland
$2.96K – – –
IHWM
1764
Iron Horse Wealth Management
Iowa
$2.83K – – –
CP
1765
Castleview Partners
Texas
$2.82K – – –
RS
1766
Rakuten Securities
Japan
$2.82K +$2.37K +16 +400%
WCM
1767
Westend Capital Management
California
$2.82K +$296 +2 +11%
TWD
1768
True Wealth Design
Ohio
$2.68K +$148 +1 +6%
HWA
1769
Heritage Wealth Advisors
Virginia
$2.26K – – –
SHIM
1770
Stone House Investment Management
Pennsylvania
$2.19K – – –
DEM
1771
Disciplined Equity Management
Florida
$2.12K +$2.22K +15 New
RI
1772
Ridgewood Investments
New Jersey
$2.01K +$2.07K +14 New
AP
1773
Aspect Partners
Virginia
$1.41K – – –
VF
1774
VitalStone Financial
Texas
$1.41K – – –
FG
1775
Fairman Group
Pennsylvania
$1.13K – – –
69 70
71
72 73

PSX Hedge Fund Activity: Q2 2024 in Review

1,781 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q2 2024, worth a combined $44.2B — down 15% from $52.2B a quarter earlier.

Sellers outnumbered buyers: 180 funds closed out of PSX and 111 opened new positions — a net loss of 69 holders — while 694 trimmed existing stakes and 642 added.

The largest buyer was Nomura Holdings, adding an estimated $368M. The largest seller was BlackRock, cutting an estimated $484M.

  • 1,781 institutional investors held Phillips 66 (PSX) as of Q2 2024, down from 1,876 in Q1 2024.
  • Funds reported $44.2B of Phillips 66 stock for Q2 2024, down 15% quarter-over-quarter.
  • 111 funds opened new Phillips 66 positions in Q2 2024 and 180 closed out, a net change of -69 holders.
  • The largest Phillips 66 buyer in Q2 2024 was Nomura Holdings, an estimated $368M added.
  • The largest Phillips 66 seller in Q2 2024 was BlackRock, an estimated $484M sold.

Based on aggregated 13F filings for Q2 2024.