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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 %
AFA
851
AA Financial Advisors
Ohio
$661K +$12.3K +100 +2%
PAM
852
Palisade Asset Management
Minnesota
$661K -$61.7K -500 -9%
WCM
853
Whitener Capital Management
North Carolina
$660K – – –
EWM
854
EPG Wealth Management
Georgia
$660K +$32.2K +261 +5%
WC
855
Westhampton Capital
North Carolina
$659K -$98.8K -800 -13%
BF
856
Baring Financial
Washington
$659K -$28.9K -234 -4%
PA
857
Probity Advisors
Texas
$657K +$48.4K +392 +8%
SC
858
Saturna Capital
Washington
$650K – – –
AFP
859
Ausdal Financial Partners
Iowa
$650K -$53.5K -433 -8%
WFAG
860
Worth Financial Advisory Group
North Carolina
$649K -$13.1K -106 -2%
FIA
861
Foundations Investment Advisors
Arizona
$644K +$63.7K +516 +11%
PPWP
862
Premier Path Wealth Partners
New Jersey
$644K +$13.7K +111 +2%
SSA
863
Schonfeld Strategic Advisors
New York
$643K +$643K +5,210 New
PWPS
864
Pinnacle Wealth Planning Services
Ohio
$642K +$5.43K +44 +0.9%
CAM
865
Cozad Asset Management
Illinois
$642K -$4.09M -33,121 -86%
WPC
866
Wedmont Private Capital
Pennsylvania
$641K -$26.8K -275 -4%
LW
867
Linscomb Wealth
Texas
$639K -$50K -405 -7%
MBT
868
Montecito Bank & Trust
California
$638K -$4.45K -36 -0.7%
RWP
869
RWA Wealth Partners
Massachusetts
$638K -$190K -1,542 -23%
SS
870
Sunbelt Securities
Texas
$636K +$79.5K +644 +14%
PFW
871
Petros Family Wealth
Minnesota
$631K -$35.7K -289 -5%
AIA
872
Armor Investment Advisors
North Carolina
$629K -$10.9K -88 -2%
AMIM
873
Aull & Monroe Investment Management
Alabama
$627K -$34K -275 -5%
AIC
874
Archer Investment Corporation
Indiana
$627K +$123 +1 +0%
HIA
875
Harbor Investment Advisory
Maryland
$626K – – –
33 34
35
36 37