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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 %
KCM
1876
KRS Capital Management
Michigan
– – -1,651 Closed
MPAM
1877
Murphy Pohlad Asset Management
Minnesota
– – -1,650 Closed
BWM
1878
BNC Wealth Management
Oregon
– – -1,647 Closed
BAM
1879
Berkshire Asset Management
Pennsylvania
– – -1,644 Closed
FTC
1880
Farmers Trust Company
Ohio
– – -1,643 Closed
CRC
1881
Curi RMB Capital
Illinois
– – -1,642 Closed
MFG
1882
Mosaic Financial Group
Illinois
– – -1,641 Closed
IP
1883
Ignite Planners
California
– – -1,640 Closed
BFIM
1884
Beese Fulmer Investment Management
Ohio
– – -1,638 Closed
TTWM
1885
TCV Trust & Wealth Management
Virginia
– – -1,632 Closed
HWMT
1886
Heritage Wealth Management (Texas)
Texas
– – -1,628 Closed
HIP
1887
Harrell Investment Partners
Texas
– – -1,628 Closed
CFP
1888
Catalyst Financial Partners
Massachusetts
– – -1,613 Closed
WFI
1889
West Family Investments
California
– – -1,612 Closed
VCP
1890
Verus Capital Partners
Arizona
– – -1,609 Closed
CFS
1891
CRA Financial Services
New Jersey
– – -1,608 Closed
FC
1892
Forte Capital
New York
– – -1,606 Closed
LA
1893
Legacy Advisors
Pennsylvania
– – -1,597 Closed
CF
1894
Clarity Financial
Texas
– – -1,596 Closed
CFA
1895
CWS Financial Advisors
Michigan
– – -1,583 Closed
ANB
1896
Amarillo National Bank
Texas
– – -1,581 Closed
SC
1897
Sapient Capital
Indiana
– – -1,574 Closed
HCP
1898
Hardin Capital Partners
South Carolina
– – -1,571 Closed
SW
1899
SlateStone Wealth
Florida
– – -1,570 Closed
NPFS
1900
Novak & Powell Financial Services
Florida
– – -1,570 Closed
74 75
76
77 78