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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 %
HAS
1826
Horizon Advisory Services
New York
– – -2,269 Closed
PAS
1827
Point72 Asia (Singapore)
Singapore
– – -2,225 Closed
KLCM
1828
KG&L Capital Management
Louisiana
– – -2,180 Closed
MPM
1829
MBB Public Markets
Illinois
– – -2,160 Closed
OCBCO
1830
Oversea-Chinese Banking Corp (OCBC)
Singapore
– – -2,143 Closed
IFU
1831
iSAM Funds (UK)
United Kingdom
– – -2,137 Closed
MC
1832
Machina Capital
France
– – -2,124 Closed
SB
1833
Strategic Blueprint
Georgia
– – -2,090 Closed
ZIM
1834
Zacks Investment Management
Illinois
– – -2,062 Closed
TWM
1835
Tradition Wealth Management
Minnesota
– – -2,048 Closed
SL
1836
Sentry LLC
Tennessee
– – -2,039 Closed
CCAL
1837
City Center Advisors LLC
Michigan
– – -2,029 Closed
FA
1838
Fiducient Advisors
Illinois
– – -2,000 Closed
ST
1839
Sentinel Trust
Texas
– – -1,996 Closed
LFGO
1840
Legacy Financial Group (Oklahoma)
Oklahoma
– – -1,920 Closed
CIM
1841
Contravisory Investment Management
Massachusetts
– – -1,906 Closed
RWM
1842
Ritholtz Wealth Management
New York
– – -1,894 Closed
PCMC
1843
Private Capital Management (Colorado)
Colorado
– – -1,893 Closed
MPCA
1844
Madison Park Capital Advisors
Washington
– – -1,867 Closed
SFG
1845
Sovereign Financial Group
Connecticut
– – -1,852 Closed
SPWM
1846
Schrum Private Wealth Management
Florida
– – -1,848 Closed
MLL
1847
Moody Lynn & Lieberson
Massachusetts
– – -1,827 Closed
IAS
1848
Insigneo Advisory Services
Florida
– – -1,812 Closed
WJA
1849
Willis Johnson & Associates
Texas
– – -1,809 Closed
TW
1850
TritonPoint Wealth
Maryland
– – -1,800 Closed
72 73
74
75 76