PSX icon

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 %
SC
1751
Stance Capital
Massachusetts
$798 7 +7 New
TAM
1752
Tucker Asset Management
Colorado
$570 5 – –
OSNBOA
1753
Old Second National Bank of Aurora
Illinois
$570 5 +5 New
FG
1754
Fairman Group
Pennsylvania
$456 4 -4 -50%
PFA
1755
Pillar Financial Advisors
Kentucky
$228 2 +2 New
NS
1756
NBC Securities
Alabama
$156 1 -3,907 -100%
RS
1757
Rakuten Securities
Japan
$114 1 -4 -80%
AP
1758
Atwood & Palmer
Missouri
$114 1 – –
SJIM
1759
St. Johns Investment Management
Florida
$114 1 – –
Renaissance Technologies
1760
Renaissance Technologies
New York
– – -283,950 Closed
FP
1761
Foundry Partners
Minnesota
– – -105,120 Closed
PI
1762
PineBridge Investments
New York
– – -102,680 Closed
Blackstone Inc
1763
Blackstone Inc
New York
– – -50,357 Closed
SSA
1764
Sierra Summit Advisors
Nevada
– – -44,848 Closed
BWS
1765
Buck Wealth Strategies
Colorado
– – -43,685 Closed
SEC
1766
Seven Eight Capital
New York
– – -39,468 Closed
QT
1767
Quantbot Technologies
New York
– – -34,319 Closed
LMIM
1768
Lockheed Martin Investment Management
Maryland
– – -32,600 Closed
Arrowstreet Capital
1769
Arrowstreet Capital
Massachusetts
– – -31,252 Closed
KCM
1770
Kerusso Capital Management
North Carolina
– – -30,936 Closed
CSS
1771
Cubist Systematic Strategies
Connecticut
– – -30,843 Closed
Robeco Institutional Asset Management
1772
Robeco Institutional Asset Management
Netherlands
– – -30,651 Closed
AG
1773
Algert Global
California
– – -26,983 Closed
MF
1774
Magnetar Financial
Illinois
– – -22,223 Closed
TCM
1775
Teza Capital Management
Illinois
– – -21,439 Closed
69 70
71
72 73