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Phillips 66
PSX

Overview Fund Activity

1,725 hedge funds and large institutions have $37.3B invested in Phillips 66 in 2025 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 607 increasing their positions, 675 reducing their positions, and 143 closing their positions.

Holders
1,725
Holders Change
-42
Holders Change %
-2.38%
% of All Funds
23.17%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
138
Increased
607
Reduced
675
Closed
143
Calls
$358M
Puts
$389M
Net Calls
-$31M
Net Calls Change
-$113M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.53B
2
Norges Bank
2
Norges Bank
Norway
$524M
3
EIM
3
Elliott Investment Management
Florida
$2.3B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.07B
5
BlackRock
5
BlackRock
New York
$3.8B

Top Sellers

1
Nomura Holdings
1
Nomura Holdings
Japan
$1.37M
2
State Street
2
State Street
Massachusetts
$2.9B
3
Goldman Sachs
3
Goldman Sachs
New York
$343M
4
Barclays
4
Barclays
United Kingdom
$145M
5
Bank of America
5
Bank of America
North Carolina
$387M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$198M 1,658,017 -104,495 -6%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$181M 1,521,294 -31,119 -2%
Raymond James Financial
28
Raymond James Financial
Florida
$180M 1,505,913 -14,869 -1%
LSV Asset Management
29
LSV Asset Management
Illinois
$170M 1,424,626 -89,900 -6%
Boston Partners
30
Boston Partners
Massachusetts
$169M 1,416,063 -25,543 -2%
NL
31
Nuveen LLC
North Carolina
$153M 1,286,436 +19,174 +2%
Swiss National Bank
32
Swiss National Bank
Switzerland
$147M 1,233,350 +68,600 +6%
Barclays
33
Barclays
United Kingdom
$145M 1,212,540 -897,889 -43%
Mariner
34
Mariner
Kansas
$124M 1,042,134 +49,069 +5%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$124M 1,036,721 -5,225 -0.5%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$123M 1,027,994 +113,948 +12%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$122M 1,021,121 -438,350 -30%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$121M 1,011,751 +16,156 +2%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$112M 941,568 +17,247 +2%
WorldQuant Millennium Advisors
40
WorldQuant Millennium Advisors
New York
$108M 905,005 +905,005 New
LPL Financial
41
LPL Financial
California
$107M 897,241 +35,469 +4%
Deutsche Bank
42
Deutsche Bank
Germany
$106M 891,111 -287,500 -24%
SIG
43
Stonegate Investment Group
Alabama
$106M 889,763 +369,593 +71%
BG
44
Bahl & Gaynor
Ohio
$102M 854,543 -613,810 -42%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$97.3M 815,500 +2,026 +0.2%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$95M 796,026 +6,586 +0.8%
Victory Capital Management
47
Victory Capital Management
Texas
$93.8M 785,498 +523,920 +200%
Mitsubishi UFJ Asset Management
48
Mitsubishi UFJ Asset Management
Japan
$92.9M 778,433 +39,107 +5%
Corient Private Wealth
49
Corient Private Wealth
Florida
$91.6M 767,421 -129,563 -14%
Holocene Advisors
50
Holocene Advisors
New York
$84.9M 711,599 +683,507 +2,433%
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