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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 %
SA
1901
Scarborough Advisors
Maryland
– – -1,567 Closed
PWM
1902
Paulson Wealth Management
Illinois
– – -1,564 Closed
FPGT
1903
Financial Partners Group (Tennessee)
Tennessee
– – -1,553 Closed
BW
1904
BIP Wealth
Georgia
– – -1,549 Closed
MWM
1905
Meridian Wealth Management
Kentucky
– – -1,542 Closed
SPA
1906
Sherbrooke Park Advisers
New York
– – -1,537 Closed
SWA
1907
SFMG Wealth Advisors
Texas
– – -1,534 Closed
SRA
1908
Secured Retirement Advisors
Minnesota
– – -1,533 Closed
CCA
1909
Childress Capital Advisors
Texas
– – -1,532 Closed
CG
1910
Cynosure Group
Utah
– – -1,529 Closed
LIM
1911
Loudon Investment Management
New Hampshire
– – -1,527 Closed
AA
1912
Alta Advisers
United Kingdom
– – -1,400 Closed
KACA
1913
Kayne Anderson Capital Advisors
California
– – -1,361 Closed
JPWM
1914
Jamison Private Wealth Management
Georgia
– – -1,263 Closed
ATS
1915
Ashton Thomas Securities
New York
– – -1,051 Closed
PS
1916
Planned Solutions
California
– – -980 Closed
MFA
1917
McClarren Financial Advisors
Pennsylvania
– – -655 Closed
PWM
1918
Partnership Wealth Management
Maryland
– – -550 Closed
LFA
1919
Livelsberger Financial Advisory
Ohio
– – -436 Closed
LJHT
1920
Laurie J. Hall Trustee
– – -389 Closed
CA
1921
Claris Advisors
Missouri
– – -352 Closed
DWS
1922
Dynamic Wealth Strategies
California
– – -341 Closed
PHK
1923
Point72 Hong Kong
Hong Kong
– – -304 Closed
RA
1924
Rational Advisors
New York
– – -295 Closed
NC
1925
nVerses Capital
Florida
– – -200 Closed
75 76
77
78 79