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Phillips 66
PSX

1,781 hedge funds and large institutions have $44.2B invested in Phillips 66 in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 642 increasing their positions, 694 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $493M | Put options by funds: $416M

7% less repeat investments, than reductions

Existing positions increased: 642 | Existing positions reduced: 694

1.21% less ownership

Funds ownership: 75.08% → 73.88% (-1.2%)

5% less funds holding

Funds holding: 1,876 → 1,781 (-95)

15% less capital invested

Capital invested by funds: $52.2B → $44.2B (-$8.05B)

34% less funds holding in top 10

Funds holding in top 10: 41 → 27 (-14)

38% less first-time investments, than exits

New positions opened: 111 | Existing positions closed: 180

Holders
1,781
Holders Change
-95
Holders Change %
-5.06%
% of All Funds
25.72%
Holding in Top 10
27
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-34.15%
% of All Funds
0.39%
New
111
Increased
642
Reduced
694
Closed
180
Calls
$493M
Puts
$416M
Net Calls
+$77M
Net Calls Change
+$17.3M

Top Buyers

Rank Fund Capital Flow
1
Nomura Holdings
Nomura Holdings
Japan
+$368M
2
Harris Associates
Harris Associates
Illinois
+$135M
3
State Street
State Street
Massachusetts
+$116M
4
UBS AM
UBS AM
Illinois
+$90.1M
5
Barclays
Barclays
United Kingdom
+$89M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$484M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$226M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$199M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$197M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$141M
Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1876
NBW Capital
Massachusetts
– -$261K -1,598 Closed
WA
1877
Wambolt & Associates
Colorado
– -$261K -1,596 Closed
BFM
1878
Boothbay Fund Management
New York
– -$258K -1,582 Closed
RCM
1879
Radnor Capital Management
Pennsylvania
– -$254K -1,552 Closed
MA
1880
MJP Associates
Connecticut
– -$247K -1,515 Closed
RCG
1881
Regatta Capital Group
California
– -$246K -1,506 Closed
BFS
1882
Bard Financial Services
Connecticut
– -$245K -1,500 Closed
CAM
1883
Covenant Asset Management
New Jersey
– -$244K -1,493 Closed
EWM
1884
Endowment Wealth Management
Wisconsin
– -$243K -1,490 Closed
CWA
1885
Canvas Wealth Advisors
Kansas
– -$233K -1,484 Closed
CCB
1886
Cutter & Co Brokerage
Missouri
– -$241K -1,476 Closed
LRPA
1887
L. Roy Papp & Associates
Arizona
– -$234K -1,433 Closed
BWM
1888
Birchcreek Wealth Management
Ohio
– -$233K -1,425 Closed
HCM
1889
Hutchinson Capital Management
California
– -$232K -1,420 Closed
AC
1890
Allstate Corporation
Illinois
– -$231K -1,413 Closed
CD
1891
Chapin Davis
Maryland
– -$229K -1,405 Closed
JC
1892
JB Capital
Connecticut
– -$229K -1,402 Closed
BCA
1893
Bay Colony Advisors
Massachusetts
– -$227K -1,391 Closed
HIC
1894
Hartline Investment Corp
Illinois
– -$227K -1,391 Closed
LL
1895
LPWM LLC
Minnesota
– -$230K -1,390 Closed
CA
1896
Carson Advisory
Georgia
– -$226K -1,384 Closed
LWA
1897
Lineweaver Wealth Advisors
Ohio
– -$226K -1,384 Closed
FBFS
1898
First Business Financial Services
Wisconsin
– -$225K -1,378 Closed
LWM
1899
Laidlaw Wealth Management
New York
– -$225K -1,378 Closed
WEG
1900
World Equity Group
Illinois
– -$223K -1,368 Closed
74 75
76
77 78

PSX Hedge Fund Activity: Q2 2024 in Review

1,781 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q2 2024, worth a combined $44.2B — down 15% from $52.2B a quarter earlier.

Sellers outnumbered buyers: 180 funds closed out of PSX and 111 opened new positions — a net loss of 69 holders — while 694 trimmed existing stakes and 642 added.

The largest buyer was Nomura Holdings, adding an estimated $368M. The largest seller was BlackRock, cutting an estimated $484M.

  • 1,781 institutional investors held Phillips 66 (PSX) as of Q2 2024, down from 1,876 in Q1 2024.
  • Funds reported $44.2B of Phillips 66 stock for Q2 2024, down 15% quarter-over-quarter.
  • 111 funds opened new Phillips 66 positions in Q2 2024 and 180 closed out, a net change of -69 holders.
  • The largest Phillips 66 buyer in Q2 2024 was Nomura Holdings, an estimated $368M added.
  • The largest Phillips 66 seller in Q2 2024 was BlackRock, an estimated $484M sold.

Based on aggregated 13F filings for Q2 2024.