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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 %
EPW
826
Endeavor Private Wealth
Kansas
$715K +$593K +4,804 +487%
FNBTCON
827
First National Bank & Trust Co of Newtown
Pennsylvania
$712K -$6.67K -54 -0.9%
BFM
828
Boothbay Fund Management
New York
$711K +$428K +3,463 +151%
WIA
829
Westbourne Investment Advisors
Maryland
$709K -$12.3K -100 -2%
NAS
830
Nicolet Advisory Services
Wisconsin
$708K -$20.1K -207 -3%
WTC
831
WhitTier Trust Company
Nevada
$707K +$42K +340 +6%
FFWA
832
FRG Family Wealth Advisors
Washington
$704K – – –
DAM
833
Doheny Asset Management
California
$702K – – –
ACG
834
Allen Capital Group
Nebraska
$697K +$1.36K +11 +0.2%
LI
835
LVZ Inc
Michigan
$697K – – –
PF
836
Phoenix Financial
Israel
$694K +$694K +5,595 New
TCOT
837
Trust Company of Toledo
Ohio
$689K +$50.6K +410 +8%
ESB
838
Essex Savings Bank
Connecticut
$685K -$494 -4 -0.1%
IAN
839
Integrated Advisors Network
Texas
$684K -$17.4K -141 -2%
GWM
840
Guardian Wealth Management
Illinois
$681K -$97.2K -787 -12%
CWS
841
Confluence Wealth Services
Pennsylvania
$677K -$15.9K -155 -2%
AFG
842
Atomi Financial Group
New York
$677K +$44.3K +359 +7%
MHR
843
Matthew Hamilton Rosenberg
$676K -$3.46K -28 -0.5%
AMBIA
844
Allen Mooney & Barnes Investment Advisors
Georgia
$675K +$6.42K +52 +1%
5W
845
5T Wealth
California
$674K -$23.8K -193 -3%
EWA
846
EverSource Wealth Advisors
Alabama
$674K +$65K +526 +11%
HA
847
Harfst & Associates
Wyoming
$673K +$673K +5,449 New
TL
848
Tradewinds LLC
North Carolina
$667K -$18.9K -153 -3%
AWC
849
Abundance Wealth Counselors
Pennsylvania
$664K +$41.5K +336 +7%
WAM
850
Weatherly Asset Management
California
$662K +$28.2K +228 +4%
32 33
34
35 36