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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 %
MAM
1801
Meeder Asset Management
Ohio
– -$1.28M -7,855 Closed
BL
1802
Balentine LLC
Georgia
– -$1.14M -6,952 Closed
SCM
1803
Spreng Capital Management
Ohio
– -$825K -6,865 Closed
SI
1804
Symmetry Investments
Jersey
– -$1.08M -6,590 Closed
EAM
1805
Erste Asset Management
Austria
– -$986K -6,200 Closed
SDIC
1806
South Dakota Investment Council
South Dakota
– -$1M -6,146 Closed
CANY
1807
Caxton Associates (New York)
New York
– -$920K -5,630 Closed
ES
1808
Eagle Strategies
New York
– -$902K -5,519 Closed
CastleKeep Investment Advisors
1809
CastleKeep Investment Advisors
Connecticut
– -$892K -5,464 Closed
QCM
1810
Qsemble Capital Management
New York
– -$882K -5,399 Closed
EFI
1811
EHP Funds Inc
Canada
– -$866K -5,300 Closed
SWS
1812
SYSTM Wealth Solutions
Illinois
– -$838K -5,130 Closed
NL
1813
NWAM LLC
Washington
– -$742K -5,086 Closed
OFS
1814
OneAscent Financial Services
Alabama
– -$791K -4,842 Closed
JWWM
1815
Johnson & White Wealth Management
Pennsylvania
– -$732K -4,480 Closed
SCM
1816
Stevens Capital Management
Pennsylvania
– -$680K -4,161 Closed
VWM
1817
Vivid Wealth Management
Iowa
– -$625K -3,828 Closed
SIG
1818
Spinnaker Investment Group
California
– -$595K -3,642 Closed
KI
1819
Kapitalo Investimentos
Brazil
– -$563K -3,444 Closed
SGCA
1820
Steel Grove Capital Advisors
Tennessee
– -$562K -3,440 Closed
PPP
1821
Private Portfolio Partners
New Jersey
– -$516K -3,158 Closed
OWM
1822
OneAscent Wealth Management
Alabama
– -$515K -3,155 Closed
AI
1823
AdvisorShares Investments
Maryland
– -$506K -3,100 Closed
ECP
1824
Empyrean Capital Partners
California
– -$480K -2,940 Closed
ZF
1825
Zega Financial
Florida
– -$475K -2,906 Closed
71 72
73
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