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

Top Sellers

1
Barclays
Barclays
United Kingdom
$261M
2
UBS Group
UBS Group
Switzerland
$572M
3
Deutsche Bank
Deutsche Bank
Germany
$146M
4
Amundi
Amundi
France
$245M
5
Boston Partners
Boston Partners
Massachusetts
$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
651
SignatureFD
Georgia
$1.25M +$64.8K +525 +5%
MAM
652
Martingale Asset Management
Massachusetts
$1.25M -$43.2K -350 -3%
SGAM
653
Smith Group Asset Management
Texas
$1.25M – – –
PBC
654
Pavion Blue Capital
California
$1.24M +$123 +1 +0%
BC
655
Bridgefront Capital
Texas
$1.24M +$424K +3,430 +52%
MOS
656
MGO One Seven
Ohio
$1.24M +$443K +3,586 +56%
IG
657
ING Group
Netherlands
$1.24M -$131M -1,062,713 -99%
CA
658
Crossingbridge Advisors
New York
$1.23M +$1.23M +10,000 New
IWC
659
Integrated Wealth Concepts
Massachusetts
$1.23M +$32.8K +266 +3%
KTA
660
Keeley-Teton Advisors
Illinois
$1.22M -$28.8K -233 -2%
ATC
661
Adirondack Trust Company
New York
$1.22M -$6.3K -51 -0.5%
HI
662
Horizon Investments
North Carolina
$1.22M +$16.9K +137 +1%
SMC
663
Smith, Moore & Co
Missouri
$1.22M -$110K -888 -8%
BBVA
664
Banco Bilbao Vizcaya Argentaria
Spain
$1.21M +$35.4K +287 +3%
JWCA
665
J.W. Coons Advisors
Ohio
$1.21M +$19.8K +160 +2%
MCP
666
Martin Capital Partners
Oregon
$1.21M -$3.58K -29 -0.3%
WAP
667
Wealthcare Advisory Partners
Pennsylvania
$1.2M -$8.03K -65 -0.7%
ACM
668
Alta Capital Management
Utah
$1.2M +$3.7K +30 +0.3%
AAS
669
Annex Advisory Services
Wisconsin
$1.19M -$18.9M -153,246 -94%
CA
670
Cullinan Associates
Kentucky
$1.19M -$12.3K -100 -1%
GI
671
GAMMA Investing
California
$1.19M +$157K +1,268 +15%
USAA
672
United Services Automobile Association
Texas
$1.18M +$1.18M +9,709 New
RAM
673
Ramirez Asset Management
New York
$1.18M – – –
LIG
674
Lokken Investment Group
Delaware
$1.18M +$31.6K +256 +3%
PPW
675
Parcion Private Wealth
Washington
$1.17M +$33K +267 +3%
25 26
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