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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 178 closing their positions.

Holders
1,767
Holders Change
-96
Holders Change %
-5.15%
% of All Funds
25.71%
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
178
Calls
$493M
Puts
$416M
Net Calls
+$77M
Net Calls Change
+$17.3M

Top Buyers

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

Top Sellers

1
BlackRock
1
BlackRock
New York
$4.35B
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$1.19B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.81B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$217M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$183M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.78B 40,978,037 -293,040 -0.7%
BlackRock
2
BlackRock
New York
$4.35B 30,841,697 -3,272,277 -10%
State Street
3
State Street
Massachusetts
$4.05B 28,676,548 +781,647 +3%
Wells Fargo
4
Wells Fargo
California
$2.35B 16,620,512 -163,781 -1%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.81B 12,797,952 -1,347,026 -10%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.19B 8,479,098 -1,524,874 -15%
Harris Associates
7
Harris Associates
Illinois
$1.19B 8,446,771 +913,298 +12%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.19B 8,422,720 +402,925 +5%
Barclays
9
Barclays
United Kingdom
$1.09B 7,751,489 +601,356 +8%
Morgan Stanley
10
Morgan Stanley
New York
$953M 6,753,728 -42,722 -0.6%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$792M 5,610,658 -164,327 -3%
Bank of America
12
Bank of America
North Carolina
$703M 4,982,223 -312,249 -6%
Boston Partners
13
Boston Partners
Massachusetts
$686M 4,859,778 -594,114 -11%
Invesco
14
Invesco
Georgia
$630M 4,463,443 +162,075 +4%
Northern Trust
15
Northern Trust
Illinois
$605M 4,287,682 -85,925 -2%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$590M 4,180,705 +91,857 +2%
Norges Bank
17
Norges Bank
Norway
$588M 4,163,694 -45,256 -1%
UBS Group
18
UBS Group
Switzerland
$520M 3,684,804 -82,513 -2%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$514M 3,643,264 +111,261 +3%
Charles Schwab
20
Charles Schwab
California
$407M 2,884,946 -22,725 -0.8%
Barrow, Hanley, Mewhinney & Strauss
21
Barrow, Hanley, Mewhinney & Strauss
Texas
$397M 2,813,579 +79,301 +3%
Goldman Sachs
22
Goldman Sachs
New York
$392M 2,774,139 +4,092 +0.1%
UBS AM
23
UBS AM
Illinois
$373M 2,640,137 +608,962 +30%
Legal & General Group
24
Legal & General Group
United Kingdom
$369M 2,611,005 -297,532 -10%
Nomura Holdings
25
Nomura Holdings
Japan
$356M 2,518,511 +2,487,437 +8,005%
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