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 %
GT
626
Greenleaf Trust
Michigan
$1.42M +$11.6K +94 +0.8%
MAS
627
Meeder Advisory Services
Ohio
$1.41M +$187K +1,517 +15%
BJL
628
Brighton Jones LLC
Washington
$1.41M +$144K +1,169 +11%
BWAM
629
Boyd Watterson Asset Management
Ohio
$1.4M -$6.42K -52 -0.5%
BFA
630
Bragg Financial Advisors
North Carolina
$1.39M -$1.24K -10 -0.1%
FFS
631
Flavin Financial Services
Florida
$1.39M +$103K +832 +8%
JF
632
Jump Financial
Illinois
$1.39M +$1.05M +8,506 +307%
MC
633
Moors & Cabot
Massachusetts
$1.39M -$50.6K -410 -4%
JCM
634
Jacobi Capital Management
Pennsylvania
$1.38M +$9.76K +79 +0.7%
UB
635
Umpqua Bank
Oregon
$1.36M +$45.2K +366 +3%
PA
636
Parallel Advisors
California
$1.35M +$83.7K +678 +7%
EFG
637
Ethos Financial Group
Pennsylvania
$1.35M +$1.06M +8,880 +362%
BP
638
BBR Partners
New York
$1.33M +$1.33M +10,780 New
CWP
639
CFM Wealth Partners
Texas
$1.31M -$2.84K -23 -0.2%
TBA
640
Tower Bridge Advisors
Pennsylvania
$1.3M -$6.17K -50 -0.5%
WI
641
Wahed Invest
New York
$1.3M +$38.9K +315 +3%
RMC
642
Resources Management Corp
Connecticut
$1.29M -$91.5K -741 -7%
AF
643
Allworth Financial
California
$1.28M -$316K -3,022 -20%
EWA
644
EP Wealth Advisors
California
$1.28M +$82.9K +671 +7%
MFG
645
Merit Financial Group
Georgia
$1.28M +$242K +1,959 +23%
JWM
646
Jeppson Wealth Management
California
$1.27M +$1.85K +15 +0.1%
MPI
647
Mairs & Power Inc
Minnesota
$1.27M +$268K +2,171 +27%
QCG
648
Quadrant Capital Group
Ohio
$1.27M +$717K +5,804 +130%
AFCM
649
Applied Finance Capital Management
Puerto Rico
$1.27M +$104K +839 +9%
FAIM
650
Financial Advocates Investment Management
Washington
$1.26M +$1.48K +12 +0.1%
24 25
26
27 28