PSX icon

Phillips 66
PSX

Overview Fund Activity

1,767 hedge funds and large institutions have $37.3B invested in Phillips 66 in 2025 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 635 increasing their positions, 650 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,767
Holders Change
+8
Holders Change %
+0.45%
% of All Funds
24.01%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
179
Increased
635
Reduced
650
Closed
133
Calls
$407M
Puts
$325M
Net Calls
+$82.5M
Net Calls Change
+$72.8M

Top Buyers

1
EIM
1
Elliott Investment Management
Florida
$1.94B
2
Nomura Holdings
2
Nomura Holdings
Japan
$520M
3
Harris Associates
3
Harris Associates
Illinois
$1.71B
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$395M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$515M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$261M
2
UBS Group
2
UBS Group
Switzerland
$572M
3
Deutsche Bank
3
Deutsche Bank
Germany
$146M
4
Amundi
4
Amundi
France
$245M
5
Boston Partners
5
Boston Partners
Massachusetts
$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
426
Johnson Investment Counsel
Ohio
$3M -$704K -5,701 -19%
GIBU
427
Gulf International Bank (UK)
United Kingdom
$2.99M -$1.11M -8,981 -27%
OKSA
428
O'Keefe Stevens Advisory
New York
$2.98M +$23.2K +188 +0.8%
DC
429
Davenport & Co
Virginia
$2.97M +$30.4K +246 +1%
AIP
430
Ameritas Investment Partners
Nebraska
$2.95M +$2.1K +17 +0.1%
DIP
431
DT Investment Partners
Pennsylvania
$2.92M -$877K -7,104 -23%
AI
432
Atria Investments
North Carolina
$2.91M +$537K +4,348 +23%
CL
433
Choreo LLC
Illinois
$2.91M -$67K -543 -2%
Thrivent Financial for Lutherans
434
Thrivent Financial for Lutherans
Minnesota
$2.9M -$2.94M -23,589 -50%
AP
435
Americana Partners
Texas
$2.9M +$224K +1,813 +8%
RWM
436
Rockline Wealth Management
New York
$2.9M +$124K +1,002 +4%
KC
437
Kintayl Capital
New York
$2.85M +$2.85M +23,114 New
WCM Investment Management
438
WCM Investment Management
California
$2.85M -$102K -838 -3%
OTL
439
Oak Thistle LLC
New York
$2.78M +$1.91M +15,496 +220%
SAM
440
Silvercrest Asset Management
New York
$2.76M +$206K +1,669 +8%
LSERS
441
Louisiana State Employees Retirement System
Louisiana
$2.74M – – –
EWA
442
Exencial Wealth Advisors
Oklahoma
$2.73M -$313K -2,533 -10%
CCA
443
Clearwater Capital Advisors
Illinois
$2.73M +$2.73M +22,097 New
MGP
444
M&G plc
United Kingdom
$2.72M -$180K -1,464 -6%
SAM
445
Securian Asset Management
Minnesota
$2.7M -$38.2K -309 -1%
FWCM
446
Ferguson Wellman Capital Management
Oregon
$2.69M -$145K -1,173 -5%
QCM
447
Qsemble Capital Management
New York
$2.69M +$2.69M +21,788 New
EGM
448
Engineers Gate Manager
New York
$2.68M -$15.8M -127,988 -85%
PA
449
Procyon Advisors
Connecticut
$2.66M +$64.1K +519 +2%
TMAM
450
Tokio Marine Asset Management
Japan
$2.66M – – –
16 17
18
19 20