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Phillips 66
PSX

Overview Fund Activity

1,767 hedge funds and large institutions have $44.2B invested in Phillips 66 in 2024 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 640 increasing their positions, 689 reducing their positions, and 179 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,767
Holders Change
-97
Holders Change %
-5.2%
% of All Funds
25.7%
Holding in Top 10
27
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-34.15%
% of All Funds
0.39%
New
109
Increased
640
Reduced
689
Closed
179
Calls
$493M
Puts
$416M
Net Calls
+$77M
Net Calls Change
+$17.3M

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
$356M
2
Harris Associates
Harris Associates
Illinois
$1.19B
3
State Street
State Street
Massachusetts
$4.05B
4
UBS AM
UBS AM
Illinois
$373M
5
Barclays
Barclays
United Kingdom
$1.09B

Top Sellers

1
BlackRock
BlackRock
New York
$4.35B
2
Geode Capital Management
Geode Capital Management
Massachusetts
$1.19B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$1.81B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$217M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
Retirement Systems of Alabama
201
Retirement Systems of Alabama
Alabama
$13.2M -$196K -1,388 -1%
AHC
202
Adell Harriman & Carpenter
Texas
$13.2M +$429K +3,042 +3%
KPWS
203
Kestra Private Wealth Services
Texas
$13.2M -$276K -1,953 -2%
COPPSERS
204
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$13.1M -$180K -1,277 -1%
CIA
205
CCM Investment Advisers
South Carolina
$12.8M +$1.33M +9,439 +12%
IMRF
206
Illinois Municipal Retirement Fund
Illinois
$12.8M -$2.41M -17,083 -16%
Thrivent Financial for Lutherans
207
Thrivent Financial for Lutherans
Minnesota
$12.7M -$653K -4,625 -5%
MCM
208
Mattern Capital Management
Colorado
$12.6M -$145K -1,024 -1%
Macquarie Group
209
Macquarie Group
Australia
$12.5M +$210K +1,485 +2%
SCM
210
SKBA Capital Management
California
$12.5M -$226K -1,600 -2%
II
211
IFM Investors
Australia
$12.4M -$180K -1,277 -1%
KAS
212
Kestra Advisory Services
Texas
$12.3M +$2.58M +19,082 +27%
AB
213
Amalgamated Bank
New York
$12.1M -$579K -4,104 -5%
CWM
214
CIBC World Markets
New York
$12.1M -$1.45M -10,264 -11%
NA
215
Navellier & Associates
Nevada
$12M +$326K +2,308 +3%
Federated Hermes
216
Federated Hermes
Pennsylvania
$12M +$4.61M +32,623 +62%
ProShare Advisors
217
ProShare Advisors
Maryland
$11.9M +$1.61M +11,374 +16%
QCM
218
QRG Capital Management
Illinois
$11.8M +$4.16M +29,503 +54%
HIMC
219
Heritage Investors Management Corp
Maryland
$11.6M -$97.1K -688 -0.8%
ERP
220
Eldred Rock Partners
Texas
$11.6M +$472K +3,347 +4%
BCIM
221
British Columbia Investment Management
British Columbia, Canada
$11.6M +$4.13M +29,260 +56%
Zurich Cantonal Bank
222
Zurich Cantonal Bank
Switzerland
$11.5M +$479K +3,390 +4%
CNB
223
Czech National Bank
Czech Republic
$11.4M +$724K +5,130 +7%
GC
224
Guggenheim Capital
Illinois
$11.4M -$732K -5,183 -6%
CIM
225
Cambria Investment Management
California
$11.3M +$264K +1,869 +2%
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