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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 Market Value Shares Shares
Change 		Shares
Change %
CWM
1926
Curi Wealth Management
North Carolina
– – -1,724 Closed
BTWM
1927
Baker Tilly Wealth Management
Wisconsin
– – -1,645 Closed
AWA
1928
Alaska Wealth Advisors
Alaska
– – -1,622 Closed
MWM
1929
Meridian Wealth Management
Kentucky
– – -1,600 Closed
SCA
1930
Sippican Capital Advisors
Massachusetts
– – -1,582 Closed
PCS
1931
Personal CFO Solutions
New Jersey
– – -1,559 Closed
SFG
1932
Sunburst Financial Group
Alabama
– – -1,503 Closed
SA
1933
Scarborough Advisors
Maryland
– – -1,310 Closed
PS
1934
Planned Solutions
California
– – -980 Closed
OP
1935
ORG Partners
Indiana
– – -941 Closed
TCWA
1936
Turtle Creek Wealth Advisors
Texas
– – -890 Closed
A
1937
AJOVista
Massachusetts
– – -822 Closed
GWS
1938
Glassman Wealth Services
Virginia
– – -745 Closed
Qube Research & Technologies (QRT)
1939
Qube Research & Technologies (QRT)
United Kingdom
– – -691 Closed
RIM
1940
Rockbridge Investment Management
New York
– – -690 Closed
LF
1941
Lee Financial
Texas
– – -592 Closed
AA
1942
AlphaMark Advisors
Kentucky
– – -445 Closed
LFA
1943
Livelsberger Financial Advisory
Ohio
– – -426 Closed
MFG
1944
Mendota Financial Group
Wisconsin
– – -415 Closed
TFG
1945
Team Financial Group
California
– – -329 Closed
AP
1946
Arlington Partners
Alabama
– – -316 Closed
GCM
1947
Gladius Capital Management
Illinois
– – -274 Closed
AI
1948
AXS Investments
New York
– – -256 Closed
AIMA
1949
Ables Iannone Moore & Associates
Georgia
– – -200 Closed
MSWM
1950
McGlone Suttner Wealth Management
Wisconsin
– – -179 Closed
76 77
78
79 80