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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 %
AWA
1901
Arete Wealth Advisors
Illinois
– -$432K -3,245 Closed
IA
1902
IFG Advisory
Georgia
– -$431K -3,238 Closed
ARC
1903
Advisor Resource Council
Texas
– -$416K -3,125 Closed
WA
1904
WBH Advisory
Maryland
– -$408K -3,064 Closed
I
1905
InceptionR
California
– -$398K -2,987 Closed
SAG
1906
SageView Advisory Group
California
– -$396K -2,784 Closed
M1FG
1907
Mach-1 Financial Group
Arkansas
– -$369K -2,768 Closed
DWA
1908
Douglass Winthrop Advisors
New York
– -$359K -2,693 Closed
TW
1909
Transform Wealth
Colorado
– -$352K -2,642 Closed
CSIA
1910
Carl Stuart Investment Advisor
Texas
– -$346K -2,599 Closed
TSS
1911
Two Sigma Securities
New York
– -$344K -2,585 Closed
CCM
1912
Carlson Capital Management
Minnesota
– -$343K -2,575 Closed
GBWM
1913
Granite Bay Wealth Management
New Hampshire
– -$301K -2,520 Closed
WIM
1914
Warwick Investment Management
Texas
– -$319K -2,395 Closed
CFA
1915
CWS Financial Advisors
Michigan
– -$316K -2,372 Closed
WFA
1916
Websterrogers Financial Advisors
South Carolina
– -$309K -2,318 Closed
LCWP
1917
Legacy Capital Wealth Partners
Arkansas
– -$301K -2,258 Closed
DI
1918
DAGCO Inc
Ohio
– -$299K -2,248 Closed
GSWM
1919
Greenup Street Wealth Management
Michigan
– -$295K -2,219 Closed
AWCI
1920
Alpine Woods Capital Investors
New York
– -$271K -2,038 Closed
ATIA
1921
American Trust Investment Advisors
New Hampshire
– -$260K -1,955 Closed
EHWM
1922
Eads & Heald Wealth Management
Georgia
– -$258K -1,941 Closed
VIM
1923
Vinva Investment Management
Australia
– -$255K -1,917 Closed
WA
1924
Waddell & Associates
Tennessee
– -$244K -1,776 Closed
FA
1925
Fermata Advisors
California
– -$234K -1,755 Closed
75 76
77
78 79