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Phillips 66
PSX

Overview Fund Activity

1,732 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, 609 increasing their positions, 680 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,732
Holders Change
-35
Holders Change %
-1.98%
% of All Funds
23.23%
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
609
Reduced
680
Closed
145
Calls
$472M
Puts
$450M
Net Calls
+$21.3M
Net Calls Change
-$61.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.53B
2
EIM
2
Elliott Investment Management
Florida
$2.3B
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.07B
4
BlackRock
4
BlackRock
New York
$3.8B
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$224M

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 Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$198M -$12.5M -104,495 -6%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$181M -$3.71M -31,119 -2%
Raymond James Financial
28
Raymond James Financial
Florida
$180M -$1.77M -14,869 -1%
LSV Asset Management
29
LSV Asset Management
Illinois
$170M -$10.7M -89,900 -6%
Boston Partners
30
Boston Partners
Massachusetts
$169M -$3.05M -25,543 -2%
NL
31
Nuveen LLC
North Carolina
$153M +$2.29M +19,174 +2%
Swiss National Bank
32
Swiss National Bank
Switzerland
$147M +$8.18M +68,600 +6%
Barclays
33
Barclays
United Kingdom
$145M -$107M -897,889 -43%
Mariner
34
Mariner
Kansas
$124M +$5.85M +49,069 +5%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$124M -$623K -5,225 -0.5%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$123M +$13.6M +113,948 +12%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$122M -$52.4M -438,350 -30%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$121M +$1.93M +16,156 +2%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$112M +$2.06M +17,247 +2%
WorldQuant Millennium Advisors
40
WorldQuant Millennium Advisors
New York
$108M +$108M +905,005 New
LPL Financial
41
LPL Financial
California
$107M +$4.23M +35,469 +4%
Deutsche Bank
42
Deutsche Bank
Germany
$106M -$34.3M -287,500 -24%
SIG
43
Stonegate Investment Group
Alabama
$106M +$44.1M +369,593 +71%
BG
44
Bahl & Gaynor
Ohio
$102M -$73.2M -613,810 -42%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$97.3M +$242K +2,026 +0.2%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$95M +$786K +6,586 +0.8%
Victory Capital Management
47
Victory Capital Management
Texas
$93.8M +$62.6M +523,920 +200%
Mitsubishi UFJ Asset Management
48
Mitsubishi UFJ Asset Management
Japan
$92.9M +$4.67M +39,107 +5%
Corient Private Wealth
49
Corient Private Wealth
Florida
$91.6M -$15.5M -129,563 -14%
Holocene Advisors
50
Holocene Advisors
New York
$84.9M +$81.5M +683,507 +2,433%
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