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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 %
LHC
1851
Little House Capital
Massachusetts
– -$202K -1,430 Closed
William Blair Investment Management
1852
William Blair Investment Management
Illinois
– -$202K -1,428 Closed
AF
1853
Aldebaran Financial
– -$200K -1,420 Closed
TIA
1854
Tiemann Investment Advisors
California
– -$194K -1,375 Closed
WIA
1855
Wetzel Investment Advisors
Indiana
– -$223K -1,364 Closed
TFF
1856
The Family Firm
Maryland
– -$176K -1,243 Closed
RFA
1857
Register Financial Advisors
Georgia
– -$153K -1,082 Closed
GI
1858
Gradient Investments
Minnesota
– -$121K -857 Closed
RFG
1859
RFP Financial Group
Georgia
– -$98.4K -697 Closed
KFS
1860
Kelly Financial Services
Massachusetts
– -$90K -637 Closed
TSWM
1861
Tyler-Stone Wealth Management
Ohio
– -$89.3K -632 Closed
CC
1862
Cypress Capital
Tennessee
– -$63.5K -450 Closed
NFSG
1863
Newbridge Financial Services Group
Florida
– -$48.8K -346 Closed
OWA
1864
Opal Wealth Advisors
New York
– -$34.2K -242 Closed
EC
1865
Elequin Capital
New York
– -$27.1K -192 Closed
CP
1866
Camelot Portfolios
Ohio
– -$17.5K -124 Closed
FWM
1867
Focused Wealth Management
New York
– -$17K -121 Closed
CJL
1868
Cyrus J. Lawrence
New York
– -$14K -104 Closed
TCG
1869
Transcendent Capital Group
Oklahoma
– -$12.7K -90 Closed
SWC
1870
Spectrum Wealth Counsel
Indiana
– -$10.6K -75 Closed
TCA
1871
Trifecta Capital Advisors
Illinois
– -$10K -71 Closed
FW
1872
Fairway Wealth
Ohio
– -$9.46K -67 Closed
TWP
1873
Triad Wealth Partners
Kansas
– -$9.18K -65 Closed
ETS
1874
ESL Trust Services
New York
– -$8.47K -60 Closed
CYG
1875
Clean Yield Group
Vermont
– -$7.76K -55 Closed
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