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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 %
DGM
476
Delta Global Management
New York
$2.44M +$2.44M +19,778 New
Acadian Asset Management
477
Acadian Asset Management
Massachusetts
$2.43M -$1.06M -8,565 -30%
DA
478
DCM Advisors
New York
$2.42M -$120K -979 -5%
QCM
479
QRG Capital Management
Illinois
$2.42M -$2.72M -22,054 -53%
CVM
480
Cheviot Value Management
California
$2.42M +$218K +2,041 +10%
BHCM
481
Brevan Howard Capital Management
Jersey
$2.41M +$2.41M +19,529 New
BCM
482
Brookstone Capital Management
Illinois
$2.41M -$129K -1,048 -5%
CA
483
Commerzbank Aktiengesellschaft
Germany
$2.41M -$403K -3,265 -14%
SF
484
Summit Financial
New Jersey
$2.4M -$34.6K -280 -1%
HFM
485
Hartford Financial Management
Connecticut
$2.4M -$42K -340 -2%
KFP
486
KMG Fiduciary Partners
Ohio
$2.4M +$173K +1,399 +8%
MPPW
487
Mitchell & Pahl Private Wealth
Oklahoma
$2.39M -$5.43K -44 -0.2%
NMERB
488
New Mexico Educational Retirement Board
New Mexico
$2.39M -$74.1K -600 -3%
RWA
489
River Wealth Advisors
Pennsylvania
$2.39M -$350K -2,832 -13%
MSRPS
490
Maryland State Retirement & Pension System
Maryland
$2.38M -$339K -2,745 -12%
IAIM
491
International Assets Investment Management
Florida
$2.38M -$93.5K -757 -4%
IA
492
IFP Advisors
Florida
$2.36M +$1.47M +11,910 +165%
CAM
493
Cresset Asset Management
Illinois
$2.36M -$117K -947 -5%
CHC
494
City Holding Co
West Virginia
$2.35M -$6.17K -50 -0.3%
PA
495
PFW Advisors
Georgia
$2.34M +$10.7K +87 +0.5%
NAM
496
NorthCrest Asset Manangement
Minnesota
$2.33M +$57.2K +463 +3%
TIAA Trust, National Association
497
TIAA Trust, National Association
North Carolina
$2.32M +$145K +1,172 +7%
SYBT
498
Stock Yards Bank & Trust
Kentucky
$2.3M -$93.1K -754 -4%
PP
499
Patten & Patten
Tennessee
$2.3M -$157K -1,275 -6%
TI
500
Tidal Investments
Wisconsin
$2.29M -$535K -4,335 -19%
18 19
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