Phillips 66
PSX
1,782 hedge funds and large institutions have $34.9B invested in Phillips 66 in 2024 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 619 increasing their positions, 645 reducing their positions, and 183 closing their positions.
20% more first-time investments, than exits
New positions opened: 219 | Existing positions closed: 183
1.82% more ownership
Funds ownership: 72.4% → 74.22% (+1.8%)
3% more call options, than puts
Call options by funds: $309M | Put options by funds: $299M
1% more funds holding
Funds holding: 1,773 → 1,782 (+9)
4% less repeat investments, than reductions
Existing positions increased: 619 | Existing positions reduced: 645
12% less capital invested
Capital invested by funds: $39.8B → $34.9B (-$4.92B)
56% less funds holding in top 10
Funds holding in top 10: 18 → 8 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$692M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$567M |
| 3 |
Harris Associates
Chicago,
Illinois
|
+$241M |
| 4 |
Goldman Sachs
New York
|
+$165M |
| 5 |
CLGM
Capitolis Liquid Global Markets
New York
|
+$159M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$457M |
| 2 |
JP Morgan Chase
New York
|
-$212M |
| 3 |
State Street
Boston,
Massachusetts
|
-$169M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$135M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$131M |
PSX Hedge Fund Activity: Q4 2024 in Review
1,782 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q4 2024, worth a combined $34.9B — down 12% from $39.8B a quarter earlier.
Buyers outnumbered sellers: 219 funds opened new PSX positions and 183 closed out — a net gain of 36 holders — while 619 added to existing stakes and 645 trimmed.
The largest buyer was UBS Group, adding an estimated $692M. The largest seller was Wellington Management Group, cutting an estimated $457M.
- 1,782 institutional investors held Phillips 66 (PSX) as of Q4 2024, up from 1,773 in Q3 2024.
- Funds reported $34.9B of Phillips 66 stock for Q4 2024, down 12% quarter-over-quarter.
- 219 funds opened new Phillips 66 positions in Q4 2024 and 183 closed out, a net change of +36 holders.
- The largest Phillips 66 buyer in Q4 2024 was UBS Group, an estimated $692M added.
- The largest Phillips 66 seller in Q4 2024 was Wellington Management Group, an estimated $457M sold.
Based on aggregated 13F filings for Q4 2024.