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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 %
SW
1776
Simplicity Wealth
New Jersey
– -$1.26M -8,924 Closed
OHWA
1777
Oak Hill Wealth Advisors
Virginia
– -$1.17M -8,262 Closed
CP
1778
Covenant Partners
Tennessee
– -$1.13M -8,014 Closed
LSPW
1779
Lake Street Private Wealth
Illinois
– -$1.11M -7,879 Closed
Jennison Associates
1780
Jennison Associates
New York
– -$1.07M -7,561 Closed
VA
1781
Verdad Advisers
Massachusetts
– -$1.01M -7,168 Closed
BS
1782
Banco Santander
Spain
– -$914K -6,477 Closed
PCC
1783
Park Circle Company
Maryland
– -$847K -6,000 Closed
SW
1784
SVB Wealth
Massachusetts
– -$776K -5,497 Closed
LAM
1785
Lingohr Asset Management
Germany
– -$748K -5,301 Closed
TCM
1786
Twin Capital Management
Pennsylvania
– -$738K -5,225 Closed
SM
1787
Sciencast Management
New Jersey
– -$727K -5,151 Closed
BBA
1788
Baader Bank Aktiengesellschaft
Germany
– -$690K -4,897 Closed
AIA
1789
Affinity Investment Advisors
California
– -$677K -4,798 Closed
QIM
1790
Quantitative Investment Management
Virginia
– -$648K -4,595 Closed
JSC
1791
Jackson Square Capital
California
– -$603K -4,269 Closed
LCM
1792
LRT Capital Management
Texas
– -$597K -4,230 Closed
FSC
1793
Full Sail Capital
Oklahoma
– -$556K -3,935 Closed
SP
1794
Symmetry Partners
Connecticut
– -$550K -3,898 Closed
XT
1795
XTX Topco
Cayman Islands
– -$534K -3,786 Closed
TPM
1796
Triasima Portfolio Management
Quebec, Canada
– -$508K -3,595 Closed
TC
1797
TradeLink Capital
Illinois
– -$494K -3,500 Closed
VCG
1798
Vantage Consulting Group
Virginia
– -$480K -3,403 Closed
APG
1799
Abacus Planning Group
South Carolina
– -$480K -3,402 Closed
Twin Tree Management
1800
Twin Tree Management
Texas
– -$460K -3,258 Closed
70 71
72
73 74