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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 %
AP
1751
Atwood & Palmer
Missouri
$132 – – –
MFG
1752
Mendota Financial Group
Wisconsin
$132 +$132 +1 New
SJIM
1753
St. Johns Investment Management
Florida
$131 – – –
CMP
1754
Coston McIsaac & Partners
Maine
$36 +$1 +11 +4%
Norges Bank
1755
Norges Bank
Norway
– -$588M -4,163,694 Closed
HLCM
1756
Hi-Line Capital Management
South Dakota
– -$13.7M -96,917 Closed
GA
1757
GFS Advisors
Texas
– -$14K -83,331 Closed
TPSF
1758
Texas Permanent School Fund
Texas
– -$9.92M -70,252 Closed
Fidelity International
1759
Fidelity International
Bermuda
– -$7.68M -54,403 Closed
RPI
1760
Railway Pension Investments
United Kingdom
– -$6.55M -46,400 Closed
JFG
1761
Jefferies Financial Group
New York
– -$5.93M -41,975 Closed
Fiera Capital (Canada)
1762
Fiera Capital (Canada)
Quebec, Canada
– -$5.86M -41,530 Closed
MSE
1763
MUFG Securities EMEA
United Kingdom
– -$4.86M -34,400 Closed
PFM
1764
Patton Fund Management
Texas
– -$3.66M -25,900 Closed
Tudor Investment Corp
1765
Tudor Investment Corp
Connecticut
– -$3.13M -22,142 Closed
MCM
1766
Monument Capital Management
Virginia
– -$2.76M -19,549 Closed
SFC
1767
Strategic Financial Concepts
Texas
– -$100K -18,369 Closed
BHCM
1768
Brevan Howard Capital Management
Jersey
– -$2.31M -16,370 Closed
IAIM
1769
International Assets Investment Management
Florida
– -$2.3M -16,310 Closed
CAS
1770
CTC Alternative Strategies
Illinois
– -$1.92M -13,600 Closed
USAA
1771
United Services Automobile Association
Texas
– -$1.68M -11,878 Closed
LCM
1772
Laurion Capital Management
New York
– -$1.55M -10,973 Closed
JF
1773
Jump Financial
Illinois
– -$1.55M -10,949 Closed
BCG
1774
BayBridge Capital Group
California
– -$1.35M -9,596 Closed
VAG
1775
VisionPoint Advisory Group
Texas
– -$1.35M -9,578 Closed
69 70
71
72 73