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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.61B 40,500,230 -228,168 -0.6%
BlackRock
2
BlackRock
New York
$3.48B 30,528,106 -562,320 -2%
State Street
3
State Street
Massachusetts
$3.02B 26,523,382 -1,326,304 -5%
Wells Fargo
4
Wells Fargo
California
$1.83B 16,030,294 -123,186 -0.8%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$1.73B 15,197 +19 +0.1%
Harris Associates
6
Harris Associates
Illinois
$1.33B 11,689,072 +1,894,510 +19%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.06B 9,344,342 +639,323 +7%
UBS Group
8
UBS Group
Switzerland
$1.03B 9,078,742 +5,437,195 +149%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$969M 8,530,242 +82,758 +1%
Barclays
10
Barclays
United Kingdom
$841M 7,380,915 +387,311 +6%
Morgan Stanley
11
Morgan Stanley
New York
$761M 6,676,168 -114,450 -2%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$687M 6,026,649 +4,455,220 +284%
Northern Trust
13
Northern Trust
Illinois
$523M 4,589,079 +440,107 +11%
Norges Bank
14
Norges Bank
Norway
$498M 4,368,016 +4,368,016 New
Bank of America
15
Bank of America
North Carolina
$492M 4,315,437 -768,194 -15%
Invesco
16
Invesco
Georgia
$469M 4,112,618 +347,905 +9%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$457M 4,014,113 +357,705 +10%
Amundi
18
Amundi
France
$428M 3,682,414 +753,653 +26%
Goldman Sachs
19
Goldman Sachs
New York
$388M 3,403,932 +1,293,382 +61%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$353M 3,096,483 -110,652 -3%
Charles Schwab
21
Charles Schwab
California
$342M 3,002,995 +101,108 +3%
Deutsche Bank
22
Deutsche Bank
Germany
$294M 2,579,365 +227,095 +10%
Boston Partners
23
Boston Partners
Massachusetts
$291M 2,552,200 -441,217 -15%
UBS AM
24
UBS AM
Illinois
$289M 2,535,417 +14,572 +0.6%
Legal & General Group
25
Legal & General Group
United Kingdom
$262M 2,296,372 -59,691 -3%
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