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Phillips 66
PSX

Overview Fund Activity

1,864 hedge funds and large institutions have $52.2B invested in Phillips 66 in 2024 Q1 according to their latest regulatory filings, with 203 funds opening new positions, 616 increasing their positions, 750 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,864
Holders Change
+86
Holders Change %
+4.84%
% of All Funds
27.02%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
0.59%
New
203
Increased
616
Reduced
750
Closed
97
Calls
$643M
Puts
$584M
Net Calls
+$59.7M
Net Calls Change
-$153M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.31B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$367M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.31B
4
Boston Partners
Boston Partners
Massachusetts
$889M
5
Vanguard Group
Vanguard Group
Pennsylvania
$6.74B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.11B
2
Aristotle Capital Management
Aristotle Capital Management
California
$1.23M
3
Barclays
Barclays
United Kingdom
$1.17B
4
Pacer Advisors
Pacer Advisors
Pennsylvania
$5.34M
5
State Street
State Street
Massachusetts
$4.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
1851
Westend Capital Management
California
$2.94K +$2.94K +18 New
HWA
1852
Heritage Wealth Advisors
Virginia
$2.61K – – –
SHIM
1853
Stone House Investment Management
Pennsylvania
$2.54K – – –
DF
1854
Dunhill Financial
United Kingdom
$2.47K -$2.97K -18 -55%
VF
1855
VitalStone Financial
Texas
$2K – – –
FRA
1856
Frank Rimerman Advisors
California
$1.8K – – –
AP
1857
Aspect Partners
Virginia
$1.63K – – –
FG
1858
Fairman Group
Pennsylvania
$1.31K – – –
SWM
1859
Sugarloaf Wealth Management
Georgia
$1.31K – – –
TWP
1860
TFO Wealth Partners
Ohio
$1.14K – – –
TAM
1861
Tucker Asset Management
Colorado
$1.14K – – –
CAM
1862
ClariVest Asset Management
California
$954 – – –
RS
1863
Rakuten Securities
Japan
$653 – – –
SJIM
1864
St. Johns Investment Management
Florida
$163 – – –
DWM
1865
Dogwood Wealth Management
Kansas
$9 -$12 – –
Voloridge Investment Management
1866
Voloridge Investment Management
Florida
– -$69.1M -519,224 Closed
MSE
1867
MUFG Securities EMEA
United Kingdom
– -$53.3M -400,000 Closed
SCM
1868
SIR Capital Management
New York
– -$46.5M -349,114 Closed
Holocene Advisors
1869
Holocene Advisors
New York
– -$39.6M -297,441 Closed
Alyeska Investment Group
1870
Alyeska Investment Group
Illinois
– -$30.5M -229,017 Closed
QC
1871
Quadrature Capital
United Kingdom
– -$9.34M -70,122 Closed
WMSA
1872
Weiss Multi-Strategy Advisers
New York
– -$7.63M -57,333 Closed
PI
1873
PGGM Investments
Netherlands
– -$6.86M -51,505 Closed
QIM
1874
Quantitative Investment Management
Virginia
– -$6.22M -46,740 Closed
MIH
1875
Meitav Investment House
Israel
– -$4.24M -27,922 Closed
73 74
75
76 77