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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.74B 41,271,077 +1,578,669 +4%
BlackRock
2
BlackRock
New York
$5.57B 34,113,974 -882,868 -3%
State Street
3
State Street
Massachusetts
$4.56B 27,894,901 -1,463,153 -5%
Wells Fargo
4
Wells Fargo
California
$2.74B 16,784,293 -164,603 -1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.31B 14,144,978 +3,241,848 +30%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.63B 10,003,972 +178,321 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.31B 8,019,795 +2,209,043 +38%
Harris Associates
8
Harris Associates
Illinois
$1.23B 7,533,473 +629,224 +9%
Barclays
9
Barclays
United Kingdom
$1.17B 7,150,133 -3,517,576 -33%
Morgan Stanley
10
Morgan Stanley
New York
$1.11B 6,796,450 -7,282,108 -52%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$943M 5,774,985 +721,784 +14%
Boston Partners
12
Boston Partners
Massachusetts
$889M 5,453,892 +1,595,722 +41%
Bank of America
13
Bank of America
North Carolina
$865M 5,294,472 +106,437 +2%
Northern Trust
14
Northern Trust
Illinois
$714M 4,373,607 -243,942 -5%
Invesco
15
Invesco
Georgia
$703M 4,301,368 -1,130,787 -21%
Norges Bank
16
Norges Bank
Norway
$687M 4,208,950 +7,095 +0.2%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$668M 4,088,848 +1,132,716 +38%
UBS Group
18
UBS Group
Switzerland
$615M 3,767,317 +668,151 +22%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$577M 3,532,003 -170,731 -5%
Legal & General Group
20
Legal & General Group
United Kingdom
$475M 2,908,537 -169,832 -6%
Charles Schwab
21
Charles Schwab
California
$475M 2,907,671 -17,067 -0.6%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$468M 2,863,603 +1,408,954 +97%
Goldman Sachs
23
Goldman Sachs
New York
$452M 2,770,047 +419,098 +18%
Barrow, Hanley, Mewhinney & Strauss
24
Barrow, Hanley, Mewhinney & Strauss
Texas
$447M 2,734,278 -624,813 -19%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$367M 2,249,458 +2,249,458 New
1
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