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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 %
AAM
1776
Azzad Asset Management
Virginia
– – -20,600 Closed
QCM
1777
Qsemble Capital Management
New York
– – -18,591 Closed
AIMCA
1778
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -18,500 Closed
PP
1779
Paloma Partners
Connecticut
– – -15,638 Closed
SW
1780
SteelPeak Wealth
California
– – -15,028 Closed
FTDI
1781
First Trust Direct Indexing
Massachusetts
– – -14,903 Closed
IMCOOI
1782
Investment Management Corp of Ontario (IMCO)
Canada
– – -14,001 Closed
PGIM
1783
Pacific Global Investment Management
California
– – -13,655 Closed
EC
1784
Estate Counselors
Wisconsin
– – -13,525 Closed
BCM
1785
Bridgeway Capital Management
Texas
– – -13,000 Closed
PD
1786
Point72 (DIFC)
United Arab Emirates
– – -12,297 Closed
SSA
1787
Schonfeld Strategic Advisors
New York
– – -11,521 Closed
HSA
1788
Hussman Strategic Advisors
Maryland
– – -10,500 Closed
PAM
1789
Paradigm Asset Management
New York
– – -9,700 Closed
STA
1790
Summit Trail Advisors
New York
– – -9,604 Closed
AG
1791
AIA Group
Hong Kong
– – -9,600 Closed
BBL
1792
Beck Bode LLC
Massachusetts
– – -8,286 Closed
SCM
1793
Semanteon Capital Management
Massachusetts
– – -7,359 Closed
Parallax Volatility Advisers
1794
Parallax Volatility Advisers
California
– – -6,817 Closed
FSA
1795
Financial Sense Advisors
California
– – -6,683 Closed
AFWM
1796
AMJ Financial Wealth Management
Virginia
– – -6,666 Closed
MP
1797
Mangrove Partners
Connecticut
– – -6,660 Closed
VEA
1798
Virtus ETF Advisers
New York
– – -6,226 Closed
GCP
1799
GSA Capital Partners
United Kingdom
– – -6,213 Closed
EIP
1800
Epoch Investment Partners
New York
– – -5,902 Closed
70 71
72
73 74