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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 %
MIM
776
Miller Investment Management
Pennsylvania
$803K – – –
LFG
777
Larson Financial Group
Missouri
$796K +$162K +1,313 +26%
PBO
778
Peoples Bank (Ohio)
Ohio
$795K -$62.4K -505 -7%
VA
779
Valmark Advisers
Ohio
$792K -$38.4K -311 -5%
LFA
780
Legacy Financial Advisors
Kentucky
$791K -$7.16K -58 -0.9%
BB
781
Busey Bank
Illinois
$789K -$28.8K -233 -4%
CPIG
782
Chicago Partners Investment Group
Illinois
$787K +$90.3K +856 +13%
PIM
783
Penobscot Investment Management
Massachusetts
$787K -$53.1K -430 -6%
CPC
784
Cookson Peirce & Co
Pennsylvania
$786K +$120K +974 +18%
MWM
785
Mission Wealth Management
California
$785K +$91.7K +743 +13%
HAG
786
HighPoint Advisor Group
Illinois
$781K -$28.9K -273 -4%
PJWM
787
Philip James Wealth Mangement
Georgia
$781K +$123 +1 +0%
PCM
788
Poehling Capital Management
Wisconsin
$780K -$4.2K -34 -0.5%
DZ Bank
789
DZ Bank
Germany
$780K -$488K -3,951 -38%
EAM
790
Erste Asset Management
Austria
$779K +$779K +6,400 New
RPCONE
791
Retirement Planning Company of New England
Rhode Island
$779K +$12.7K +103 +2%
Aristotle Capital Management
792
Aristotle Capital Management
California
$776K -$52.1K -422 -6%
AFG
793
American Financial Group
Ohio
$772K – – –
NP
794
NorthRock Partners
Minnesota
$771K +$85.1K +689 +12%
MG
795
Mather Group
Illinois
$771K -$313K -2,531 -29%
PFP
796
Pinnacle Financial Partners
Tennessee
$769K -$13.2K -108 -2%
PP
797
Prudential plc
United Kingdom
$768K – – –
Fisher Asset Management
798
Fisher Asset Management
Washington
$766K +$5.8K +47 +0.8%
CCA
799
Checchi Capital Advisers
California
$766K +$37.9K +307 +5%
SSB
800
Sandy Spring Bank
Maryland
$766K -$864 -7 -0.1%
30 31
32
33 34