Phillips 66
1,792 hedge funds and large institutions have $37.9B invested in Phillips 66 in 2025 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 644 increasing their positions, 662 reducing their positions, and 133 closing their positions.
32% more first-time investments, than exits
New positions opened: 176 | Existing positions closed: 133
25% more call options, than puts
Call options by funds: $407M | Put options by funds: $325M
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
1.27% more ownership
Funds ownership: 74.31% → 75.58% (+1.3%)
3% more capital invested
Capital invested by funds: $36.6B → $37.9B (+$1.24B)
1% more funds holding
Funds holding: 1,781 → 1,792 (+11)
3% less repeat investments, than reductions
Existing positions increased: 644 | Existing positions reduced: 662
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIM
Elliott Investment Management
West Palm Beach,
Florida
|
+$1.84B |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
+$456M |
| 3 |
Harris Associates
Chicago,
Illinois
|
+$264M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$144M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$132M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$650M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$548M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$173M |
| 4 |
Amundi
Paris,
France
|
-$172M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$137M |
PSX Hedge Fund Activity: Q1 2025 in Review
1,792 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q1 2025, worth a combined $37.9B — up 3.4% from $36.6B a quarter earlier.
Buyers outnumbered sellers: 176 funds opened new PSX positions and 133 closed out — a net gain of 43 holders — while 644 added to existing stakes and 662 trimmed.
The largest buyer was Elliott Investment Management, adding an estimated $1.84B. The largest seller was Barclays, cutting an estimated $650M.
- 1,792 institutional investors held Phillips 66 (PSX) as of Q1 2025, up from 1,781 in Q4 2024.
- Funds reported $37.9B of Phillips 66 stock for Q1 2025, up 3.4% quarter-over-quarter.
- 176 funds opened new Phillips 66 positions in Q1 2025 and 133 closed out, a net change of +43 holders.
- The largest Phillips 66 buyer in Q1 2025 was Elliott Investment Management, an estimated $1.84B added.
- The largest Phillips 66 seller in Q1 2025 was Barclays, an estimated $650M sold.
Based on aggregated 13F filings for Q1 2025.