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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 %
GWMIA
1951
Global Wealth Management Investment Advisory
Florida
– – -150 Closed
NMG
1952
New Millennium Group
Utah
– – -123 Closed
FWM
1953
Focused Wealth Management
New York
– – -120 Closed
TAS
1954
TIFF Advisory Services
Pennsylvania
– – -114 Closed
GAMC
1955
Garner Asset Management Corp
Texas
– – -102 Closed
LFA
1956
Level Financial Advisors
New York
– – -101 Closed
AWM
1957
Able Wealth Management
New Jersey
– – -43 Closed
FCG
1958
Financial Connections Group
California
– – -30 Closed
HF
1959
Halpern Financial
Virginia
– – -19 Closed
VNIM
1960
Vaughan Nelson Investment Management
Texas
– – -15 Closed
RWPA
1961
Richard W. Paul & Associates
Michigan
– – -2 Closed
IMC Chicago
1962
IMC Chicago
Illinois
– – – –
DACS
1963
Dymon Asia Capital (Singapore)
Singapore
– – – –
LP
1964
LMR Partners
United Kingdom
– – – –
PD
1965
Point72 (DIFC)
United Arab Emirates
– – – –
Point72 Asset Management
1966
Point72 Asset Management
Connecticut
– – – –
PI
1967
PEAK6 Investments
Illinois
– – – –
CCM
1968
CAAS Capital Management
New York
– – – –
YCM
1969
Yaupon Capital Management
New York
– – – –
Optiver Holding
1970
Optiver Holding
Netherlands
– – – –
DAL
1971
Delta Accumulation LLC
California
– – – –
RAM
1972
Readystate Asset Management
Illinois
– – – –
ORAM
1973
One River Asset Management
Connecticut
– – – –
PSC
1974
Portman Square Capital
United Kingdom
– – – –
Twin Tree Management
1975
Twin Tree Management
Texas
– – – –
76 77 78
79
80