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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 %
BMC
1801
Beaton Management Company
Massachusetts
– -$442K -3,131 Closed
BA
1802
Bridgewater Associates
Connecticut
– -$427K -3,028 Closed
GA
1803
Geller Advisors
New York
– -$418K -2,961 Closed
IA
1804
IFG Advisory
Georgia
– -$389K -2,756 Closed
FIM
1805
Freedom Investment Management
Connecticut
– -$372K -2,635 Closed
TA
1806
TrueWealth Advisors
Alabama
– -$370K -2,620 Closed
SAG
1807
SageView Advisory Group
California
– -$337K -2,389 Closed
CFG
1808
Cooper Financial Group
California
– -$334K -2,363 Closed
AA
1809
ALPS Advisors
Colorado
– -$326K -2,310 Closed
AWP
1810
Abacus Wealth Partners
California
– -$326K -2,306 Closed
SICM
1811
Sustainable Insight Capital Management
New York
– -$311K -2,200 Closed
MWA
1812
Midland Wealth Advisors
Illinois
– -$305K -2,160 Closed
Bank Julius Baer & Co
1813
Bank Julius Baer & Co
Switzerland
– -$316K -2,014 Closed
CIA
1814
Choate Investment Advisors
Massachusetts
– -$281K -1,994 Closed
CA
1815
Claro Advisors
Massachusetts
– -$273K -1,931 Closed
LA
1816
LVW Advisors
New York
– -$268K -1,899 Closed
GFS
1817
GYL Financial Synergies
Connecticut
– -$260K -1,843 Closed
ECG
1818
EPIQ Capital Group
California
– -$257K -1,824 Closed
FNC
1819
First National Corp
Massachusetts
– -$254K -1,801 Closed
ACI
1820
Alpha Cubed Investments
California
– -$246K -1,740 Closed
BCG
1821
Breakwater Capital Group
New Jersey
– -$242K -1,715 Closed
ST
1822
Sageworth Trust
Pennsylvania
– -$237K -1,682 Closed
CAAS
1823
Capital Asset Advisory Services
Michigan
– -$220K -1,657 Closed
BIAS
1824
Beacon Investment Advisory Services
New Jersey
– -$227K -1,609 Closed
EDRH
1825
Edmond de Rothschild Holding
Switzerland
– -$227K -1,606 Closed
71 72
73
74 75