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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 %
NI
1851
NDVR Inc
Massachusetts
– – -1,751 Closed
AAIM
1852
Asset Advisors Investment Management
Georgia
– – -1,750 Closed
HOWA
1853
Heritage Oak Wealth Advisors
Florida
– – -1,749 Closed
CFA
1854
Cahill Financial Advisors
Minnesota
– – -1,734 Closed
AIM
1855
AMI Investment Management
Indiana
– – -1,729 Closed
PAMG
1856
Patton Albertson Miller Group
Tennessee
– – -1,728 Closed
PFA
1857
Pinnacle Family Advisors
Missouri
– – -1,725 Closed
NC
1858
NovaPoint Capital
Georgia
– – -1,721 Closed
IWA
1859
IVC Wealth Advisors
Pennsylvania
– – -1,720 Closed
PIA
1860
Perennial Investment Advisors
California
– – -1,720 Closed
PSCM
1861
Per Stirling Capital Management
Texas
– – -1,701 Closed
BWCS
1862
Beirne Wealth Consulting Services
Connecticut
– – -1,700 Closed
MIS
1863
Morningstar Investment Services
Illinois
– – -1,698 Closed
CPW
1864
Crestmont Private Wealth
Texas
– – -1,698 Closed
LAM
1865
L2 Asset Management
Massachusetts
– – -1,697 Closed
WP
1866
Wealthspan Partners
Iowa
– – -1,696 Closed
TNA
1867
True North Advisors
Texas
– – -1,678 Closed
RWMG
1868
Redwood Wealth Management Group
New Jersey
– – -1,678 Closed
LWL
1869
Leo Wealth LLC
Texas
– – -1,675 Closed
KCFA
1870
Key Client Fiduciary Advisors
New Jersey
– – -1,672 Closed
CIG
1871
Cullen Investment Group
Louisiana
– – -1,672 Closed
APC
1872
Aspire Private Capital
North Carolina
– – -1,669 Closed
GG
1873
Greenwood Gearhart
Arkansas
– – -1,665 Closed
BIC
1874
Beach Investment Counsel
Pennsylvania
– – -1,660 Closed
BFO
1875
Biltmore Family Office
North Carolina
– – -1,659 Closed
73 74
75
76 77