PSX icon

Phillips 66
PSX

Overview Fund Activity

1,766 hedge funds and large institutions have $37.3B invested in Phillips 66 in 2025 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 635 increasing their positions, 650 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,766
Holders Change
+7
Holders Change %
+0.4%
% of All Funds
23.99%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
178
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 %
1SB
801
1ST Source Bank
Indiana
$761K +$4.82K +39 +0.6%
Walleye Trading
802
Walleye Trading
New York
$758K +$285K +2,305 +60%
NG
803
Norden Group
Utah
$755K +$75.2K +609 +11%
WAS
804
Wealth Advisory Solutions
Indiana
$751K -$247 -2 -0%
MPWT
805
MassMutual Private Wealth & Trust
Connecticut
$749K +$28.3K +229 +4%
TWP
806
Tyche Wealth Partners
Texas
$745K -$158K -1,282 -18%
HCA
807
Heck Capital Advisors
Wisconsin
$743K – – –
BOH
808
Bank of Hawaii
Hawaii
$741K – – –
SSA
809
South Street Advisors
New York
$741K – – –
SFS
810
Strategic Financial Services
New York
$740K – – –
A
811
AlphaQuest
New York
$739K +$219K +1,776 +42%
CAS
812
Coppell Advisory Solutions
Texas
$735K +$728K +20,843 +11,087%
VBCG
813
Valley Brook Capital Group
Pennsylvania
$735K -$98K -794 -12%
ACP
814
Aviance Capital Partners
Florida
$733K -$57.7K -467 -7%
MGIA
815
Matthew Goff Investment Advisor
Texas
$733K – – –
VC
816
Veracity Capital
Georgia
$733K -$36.8K -298 -5%
Walleye Capital
817
Walleye Capital
New York
$728K -$13.6M -110,037 -95%
SCTC
818
Sanibel Captiva Trust Company
Florida
$727K -$117K -950 -14%
MP
819
Mangrove Partners
Connecticut
$727K +$727K +5,887 New
OFS
820
OneAscent Financial Services
Alabama
$726K +$386K +3,098 +113%
KFS
821
Keynote Financial Services
Connecticut
$724K – – –
HC
822
Hendley & Co
Ohio
$721K -$1.17M -9,435 -62%
CFG
823
Citizens Financial Group
Rhode Island
$720K +$196K +1,587 +37%
QL
824
Quarry LP
New York
$720K -$710K -5,748 -50%
C
825
Certuity
Florida
$717K -$988 -8 -0.1%
31 32
33
34 35