PSX icon

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 %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$83.1M +$3.13M +26,238 +4%
AllianceBernstein
52
AllianceBernstein
Tennessee
$83M -$33.5M -280,640 -29%
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$78.5M -$39.7M -333,159 -34%
Millennium Management
54
Millennium Management
New York
$76.8M +$65.3M +547,097 +566%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$76.3M -$3.99M -33,468 -5%
Fayez Sarofim & Co
56
Fayez Sarofim & Co
Texas
$75.1M -$4.07M -34,148 -5%
Allianz Asset Management
57
Allianz Asset Management
Germany
$74.8M -$32.4M -271,794 -30%
Truist Financial
58
Truist Financial
North Carolina
$70.2M +$255K +2,135 +0.4%
National Pension Service
59
National Pension Service
South Korea
$69.4M -$71.4M -598,666 -51%
Principal Financial Group
60
Principal Financial Group
Iowa
$62.5M -$924K -7,745 -1%
Canada Pension Plan Investment Board
61
Canada Pension Plan Investment Board
Ontario, Canada
$60.3M +$283K +2,375 +0.5%
M&T Bank
62
M&T Bank
New York
$58.8M -$1.68M -14,082 -3%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$58.5M -$264K -2,212 -0.4%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$57.7M +$4.47M +37,466 +8%
RIA
65
Recurrent Investment Advisors
Texas
$55.7M +$6.13M +51,366 +12%
Prudential Financial
66
Prudential Financial
New Jersey
$53.3M +$8.26M +69,270 +18%
Stifel Financial
67
Stifel Financial
Missouri
$53M -$351K -2,939 -0.7%
Ameriprise
68
Ameriprise
Minnesota
$50.2M -$9.9M -82,974 -16%
Focus Partners Wealth
69
Focus Partners Wealth
Massachusetts
$48.4M -$417K -3,497 -0.9%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$47.5M -$441K -3,700 -0.9%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$46.6M +$523K +4,380 +1%
Citigroup
72
Citigroup
New York
$45.3M -$8.58M -71,881 -16%
AQR Capital Management
73
AQR Capital Management
Connecticut
$43M +$6.96M +58,322 +19%
HighTower Advisors
74
HighTower Advisors
Illinois
$42.8M -$1.16M -9,698 -3%
Alyeska Investment Group
75
Alyeska Investment Group
Illinois
$41.7M +$20.7M +173,325 +98%
1 2
3
4 5