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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
$356M
2
Harris Associates
Harris Associates
Illinois
$1.19B
3
State Street
State Street
Massachusetts
$4.05B
4
UBS AM
UBS AM
Illinois
$373M
5
Barclays
Barclays
United Kingdom
$1.09B

Top Sellers

1
BlackRock
BlackRock
New York
$4.35B
2
Geode Capital Management
Geode Capital Management
Massachusetts
$1.19B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.81B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$217M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSIA
1826
LaSalle St. Investment Advisors
Illinois
– -$396K -2,902 Closed
CCMG
1827
Clark Capital Management Group
Pennsylvania
– -$460K -2,819 Closed
PTC
1828
Petrus Trust Company
Texas
– -$455K -2,786 Closed
IGAM
1829
iA Global Asset Management
Quebec, Canada
– -$419K -2,566 Closed
RB
1830
Renasant Bank
Mississippi
– -$409K -2,504 Closed
WWM
1831
Waterway Wealth Management
Texas
– -$404K -2,471 Closed
SGI
1832
Summit Global Investments
Utah
– -$396K -2,426 Closed
WC
1833
Waterloo Capital
Texas
– -$371K -2,269 Closed
DFG
1834
Delta Financial Group
New Jersey
– -$370K -2,263 Closed
AC
1835
ASB Consultores
Florida
– -$366K -2,238 Closed
GHAM
1836
Gilman Hill Asset Management
Connecticut
– -$356K -2,178 Closed
PHS
1837
Pekin Hardy Strauss
Illinois
– -$354K -2,166 Closed
FTIS
1838
First Trust Investment Solutions
Florida
– -$352K -2,153 Closed
MSS
1839
Mitchell Sinkler & Starr
Pennsylvania
– -$322K -1,974 Closed
CBOR
1840
Community Bank of Raymore
Missouri
– -$320K -1,962 Closed
IAS
1841
Investment Advisory Services
Texas
– -$311K -1,903 Closed
XS
1842
XR Securities
Illinois
– -$311K -1,903 Closed
CBFP
1843
Cedar Brook Financial Partners
Ohio
– -$309K -1,891 Closed
RFA
1844
Resurgent Financial Advisors
Georgia
– -$309K -1,891 Closed
LF
1845
LifePlan Financial
Minnesota
– -$307K -1,879 Closed
AA
1846
Auxano Advisors
Washington
– -$297K -1,819 Closed
WFM
1847
Wolff Financial Management
Michigan
– -$296K -1,815 Closed
AAIS
1848
ABN AMRO Investment Solutions
– -$296K -1,811 Closed
AC
1849
Armistice Capital
New York
– -$295K -1,809 Closed
DC
1850
Diametric Capital
Massachusetts
– -$292K -1,787 Closed
72 73
74
75 76