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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 %
AFG
1826
ABLE Financial Group
Arizona
– -$224K -1,586 Closed
1WA
1827
180 Wealth Advisors
Washington
– -$216K -1,577 Closed
ERIM
1828
Eagle Ridge Investment Management
Connecticut
– -$223K -1,577 Closed
WMA
1829
Wealth Management Associates
New Jersey
– -$220K -1,561 Closed
OWA
1830
One Wealth Advisors
California
– -$206K -1,518 Closed
LWM
1831
Liberty Wealth Management
California
– -$214K -1,515 Closed
LWP
1832
LMG Wealth Partners
Louisiana
– -$213K -1,511 Closed
WP
1833
WealthShield Partners
North Carolina
– -$213K -1,508 Closed
AW
1834
Apricus Wealth
South Carolina
– -$212K -1,500 Closed
SCA
1835
STALEY CAPITAL ADVISERS
Pennsylvania
– -$212K -1,500 Closed
EWM
1836
Edge Wealth Management
New York
– -$212K -1,500 Closed
TCOO
1837
Trust Company of Oklahoma
Oklahoma
– -$211K -1,497 Closed
ML
1838
McAdam LLC
Pennsylvania
– -$211K -1,495 Closed
DCM
1839
Donaldson Capital Management
Indiana
– -$211K -1,493 Closed
SAIG
1840
Semper Augustus Investments Group
Colorado
– -$208K -1,472 Closed
TW
1841
Traveka Wealth
California
– -$207K -1,467 Closed
FSA
1842
Financial Security Advisor
Virginia
– -$207K -1,464 Closed
CGH
1843
CMG Global Holdings
Texas
– -$206K -1,459 Closed
SAF
1844
Smith Anglin Financial
Texas
– -$206K -1,459 Closed
SMWM
1845
Silvia McColl Wealth Management
California
– -$206K -1,457 Closed
TF
1846
Threadgill Financial
Texas
– -$205K -1,452 Closed
LIA
1847
LS Investment Advisors
Michigan
– -$204K -1,445 Closed
EFG
1848
Embree Financial Group
Illinois
– -$204K -1,444 Closed
FOA
1849
Five Oceans Advisors
California
– -$203K -1,441 Closed
HB
1850
HTLF Bank
Colorado
– -$202K -1,432 Closed
72 73
74
75 76