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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 %
AF
1926
Arrow Financial
New York
– – -175 Closed
RWA
1927
Redmont Wealth Advisors
Illinois
– – -174 Closed
AWA
1928
Authentikos Wealth Advisory
California
– – -167 Closed
HB
1929
Horizon Bancorp
Indiana
– – -144 Closed
SFCL
1930
Strengthening Families & Communities LLC
Massachusetts
– – -132 Closed
VAMG
1931
Voisard Asset Management Group
Michigan
– – -100 Closed
CPA
1932
Capital Performance Advisors
California
– – -48 Closed
HGA
1933
Hobbs Group Advisors
South Carolina
– – -44 Closed
CFG
1934
Copley Financial Group
California
– – -31 Closed
MIM
1935
Macroview Investment Management
Maryland
– – -21 Closed
SHIM
1936
Stone House Investment Management
Pennsylvania
– – -16 Closed
DEM
1937
Disciplined Equity Management
Florida
– – -15 Closed
PG
1938
Proffitt & Goodson
Tennessee
– – -14 Closed
DWM
1939
Darwin Wealth Management
Florida
– – -5 Closed
MFG
1940
Mendota Financial Group
Wisconsin
– – -1 Closed
FFL
1941
Flat Footed LLC
Wyoming
– – – –
Group One Trading
1942
Group One Trading
Illinois
– – – –
GCM
1943
Genus Capital Management
British Columbia, Canada
– – – –
BFM
1944
Brooklands Fund Management
United Kingdom
– – – –
YCM
1945
Yaupon Capital Management
New York
– – – –
AWM
1946
Activest Wealth Management
Florida
– – – –
Point72 Asset Management
1947
Point72 Asset Management
Connecticut
– – – –
EAM
1948
Erste Asset Management
Austria
– – – –
IMC Chicago
1949
IMC Chicago
Illinois
– – – –
CCM
1950
CAAS Capital Management
New York
– – – –
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