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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%
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
+$1.85B
2
Nomura Holdings
Nomura Holdings
Japan
+$457M
3
Harris Associates
Harris Associates
Illinois
+$265M
4
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$144M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$132M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$651M
2
UBS Group
UBS Group
Switzerland
-$549M
3
Deutsche Bank
Deutsche Bank
Germany
-$173M
4
Amundi
Amundi
France
-$150M
5
Boston Partners
Boston Partners
Massachusetts
-$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
751
Peapack-Gladstone Financial Corp
New Jersey
$874K -$117K -948 -12%
AFIA
752
America First Investment Advisors
Nebraska
$873K -$1.61K -13 -0.2%
BCCM
753
Bridge Creek Capital Management
Massachusetts
$868K -$37K -300 -4%
CWM
754
Cornerstone Wealth Management
Missouri
$866K +$1.98K +16 +0.2%
HAIM
755
Hunter Associates Investment Management
Pennsylvania
$866K – – –
IFU
756
iSAM Funds (UK)
United Kingdom
$866K +$866K +7,012 New
RA
757
RFG Advisory
Alabama
$865K -$44.3K -359 -5%
BTW
758
Boston Trust Walden
Massachusetts
$863K -$37K -300 -4%
VSQM
759
V-Square Quantitative Management
Illinois
$856K +$47.9K +388 +6%
AWM
760
Axxcess Wealth Management
California
$852K +$4.08K +33 +0.5%
PTC
761
Private Trust Company
Ohio
$852K +$864 +7 +0.1%
CIA
762
Cladis Investment Advisory
Montana
$849K +$4.94K +40 +0.6%
BCM
763
BluePath Capital Management
Georgia
$847K +$102K +828 +14%
ANTB
764
AMG National Trust Bank
Colorado
$843K +$8.15K +66 +1%
WF
765
Welch & Forbes
Massachusetts
$839K +$1.36K +11 +0.2%
GC
766
Grimes & Company
Massachusetts
$838K +$617 +5 +0.1%
RG
767
Rathbones Group
United Kingdom
$833K – – –
BCM
768
Birmingham Capital Management
Alabama
$830K -$6.17K -50 -0.7%
GI
769
GAMCO Investors
Connecticut
$830K +$363K +2,940 +78%
CBA
770
Coastal Bridge Advisors
Connecticut
$830K +$830K +6,722 New
RIA
771
Retirement Investment Advisors
Oklahoma
$826K -$864 -7 -0.1%
MA
772
MCF Advisors
Kentucky
$823K -$1.61K -13 -0.2%
SC
773
Syon Capital
California
$823K +$41.1K +333 +5%
GWAG
774
Garrett Wealth Advisory Group
Texas
$822K +$30K +243 +4%
RIA
775
Regal Investment Advisors
Michigan
$809K +$91.5K +741 +13%
29 30
31
32 33