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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 %
CP
1751
Castleview Partners
Texas
$2.82K – – –
RS
1752
Rakuten Securities
Japan
$2.82K +$2.26K +16 +400%
WCM
1753
Westend Capital Management
California
$2.82K +$282 +2 +11%
TWD
1754
True Wealth Design
Ohio
$2.68K +$141 +1 +6%
HWA
1755
Heritage Wealth Advisors
Virginia
$2.26K – – –
SHIM
1756
Stone House Investment Management
Pennsylvania
$2.19K – – –
DEM
1757
Disciplined Equity Management
Florida
$2.12K +$2.12K +15 New
RI
1758
Ridgewood Investments
New Jersey
$2.01K +$2.01K +14 New
VF
1759
VitalStone Financial
Texas
$1.41K – – –
AP
1760
Aspect Partners
Virginia
$1.41K – – –
SWM
1761
Sugarloaf Wealth Management
Georgia
$1.13K – – –
FG
1762
Fairman Group
Pennsylvania
$1.13K – – –
TAM
1763
Tucker Asset Management
Colorado
$988 – – –
CAM
1764
ClariVest Asset Management
California
$836 – – –
SIM
1765
Studio Investment Management
Illinois
$565 +$565 +4 New
AP
1766
Atwood & Palmer
Missouri
$142 -$8.95K -63 -98%
A
1767
AlphaQuest
New York
$141 -$281K -1,995 -100%
SJIM
1768
St. Johns Investment Management
Florida
$141 – – –
DWM
1769
Dogwood Wealth Management
Kansas
$8 -$9 – –
MIM
1770
Merewether Investment Management
Texas
– -$59M -361,507 Closed
AIG
1771
American International Group
New York
– -$18.4M -112,535 Closed
SPS
1772
Susquehanna Portfolio Strategies
Pennsylvania
– -$17.7M -108,627 Closed
Marshall Wace
1773
Marshall Wace
United Kingdom
– -$10.4M -63,500 Closed
GCM
1774
Genus Capital Management
British Columbia, Canada
– -$8.22M -50,300 Closed
TAM
1775
Telemark Asset Management
Massachusetts
– -$6.53M -40,000 Closed
69 70
71
72 73