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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 %
RCYC
201
Richard C. Young & Co
Rhode Island
$11.8M 103,717 -5,665 -5%
BG
202
Bollard Group
Massachusetts
$11.8M 103,472 -721 -0.7%
HIP
203
HUB Investment Partners
Texas
$11.8M 103,407 -7,283 -7%
Cambridge Investment Research Advisors
204
Cambridge Investment Research Advisors
Iowa
$11.2M 98,351 +1,993 +2%
KPWS
205
Kestra Private Wealth Services
Texas
$10.9M 96,050 +6,707 +8%
CF
206
Corebridge Financial
Texas
$10.8M 94,917 -5,893 -6%
MCM
207
Mattern Capital Management
Colorado
$10.8M 94,376 +5,510 +6%
OAM
208
Oppenheimer Asset Management
New York
$10.7M 94,211 -206 -0.2%
State of Tennessee, Department of Treasury
209
State of Tennessee, Department of Treasury
Tennessee
$10.7M 93,846 -48,193 -34%
CIA
210
CCM Investment Advisers
South Carolina
$10.7M 93,781 -11,369 -11%
OSAM
211
O'Shaughnessy Asset Management
Connecticut
$10.6M 93,435 +27,891 +43%
SO
212
STRS Ohio
Ohio
$10.6M 93,419 -18,408 -16%
Cohen & Steers
213
Cohen & Steers
New York
$10.4M 91,663 +26,318 +40%
VV
214
Verity & Verity
South Carolina
$10.3M 90,260 +22,719 +34%
CNB
215
Czech National Bank
Czech Republic
$10.2M 89,493 +4,227 +5%
Retirement Systems of Alabama
216
Retirement Systems of Alabama
Alabama
$10.2M 89,415 -2,719 -3%
AAS
217
Avantax Advisory Services
Texas
$10.2M 89,283 -2,543 -3%
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
$10.1M 88,491 -25,863 -23%
Macquarie Group
219
Macquarie Group
Australia
$10.1M 104,436 -218,387 -68%
Zurich Cantonal Bank
220
Zurich Cantonal Bank
Switzerland
$10M 88,085 +2,477 +3%
COPPSERS
221
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10M 87,814 -3,304 -4%
AHC
222
Adell Harriman & Carpenter
Texas
$9.81M 86,146 -9,810 -10%
ERP
223
Eldred Rock Partners
Texas
$9.73M 86,011 +293 +0.3%
SCM
224
SKBA Capital Management
California
$9.65M 84,735 -3,650 -4%
ProShare Advisors
225
ProShare Advisors
Maryland
$9.65M 84,732 +2,664 +3%
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