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Phillips 66
PSX

Overview Fund Activity

1,863 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, 749 reducing their positions, and 97 closing their positions.

Holders
1,863
Holders Change
+86
Holders Change %
+4.84%
% of All Funds
27.01%
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
749
Closed
97
Calls
$643M
Puts
$584M
Net Calls
+$59.7M
Net Calls Change
-$153M

Top Buyers

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.11B
2
Aristotle Capital Management
2
Aristotle Capital Management
California
$1.23M
3
Barclays
3
Barclays
United Kingdom
$1.17B
4
Pacer Advisors
4
Pacer Advisors
Pennsylvania
$5.34M
5
State Street
5
State Street
Massachusetts
$4.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
1876
Cynosure Group
Utah
– -$3.21M -24,087 Closed
CVM
1877
Cheviot Value Management
California
– -$2.77M -20,481 Closed
PAPAIJV
1878
Paragon Associates & Paragon Associates II Joint Venture
Texas
– -$2.66M -20,000 Closed
RL
1879
Retireful LLC
Michigan
– -$2.25M -16,910 Closed
PWM
1880
Pinnacle Wealth Management
California
– -$2.03M -15,222 Closed
CPWM
1881
Cypress Point Wealth Management
Texas
– -$1.65M -12,379 Closed
1CP
1882
17 Capital Partners
Arizona
– -$1.59M -11,915 Closed
FI
1883
FJ Investments
Utah
– -$1.54M -11,534 Closed
WWA
1884
WCG Wealth Advisors
Nevada
– -$1.45M -10,874 Closed
YIH
1885
Y-Intercept (HK)
Hong Kong
– -$1.36M -10,240 Closed
LNWTC
1886
Laird Norton Wetherby Trust Company
Washington
– -$1.35M -10,117 Closed
MCIA
1887
Mountain Capital Investment Advisors
Colorado
– -$1.23M -9,173 Closed
OHWA
1888
Oak Hill Wealth Advisors
Virginia
– -$1.13M -8,512 Closed
PE
1889
Point72 Europe
United Kingdom
– -$1.09M -8,187 Closed
AIC
1890
Aurora Investment Counsel
Georgia
– -$706K -8,144 Closed
FRM
1891
Fox Run Management
Connecticut
– -$839K -6,302 Closed
CCS
1892
Concentric Capital Strategies
Connecticut
– -$762K -5,723 Closed
BMCM
1893
Burns Matteson Capital Management
New York
– -$687K -5,164 Closed
YAL
1894
Your Advocates Ltd
Texas
– -$577K -4,334 Closed
AIA
1895
Angeles Investment Advisors
California
– -$535K -4,020 Closed
SPWM
1896
Straight Path Wealth Management
Michigan
– -$533K -4,004 Closed
CG
1897
Cutler Group
California
– -$527K -3,964 Closed
HT
1898
Headlands Technologies
Illinois
– -$518K -3,894 Closed
SSG
1899
Summit Securities Group
New York
– -$479K -3,600 Closed
CGA
1900
Crescent Grove Advisors
Illinois
– -$465K -3,496 Closed
74 75
76
77 78