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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 %
AAM
876
Augustine Asset Management
Florida
$620K – – –
BIM
877
Bridges Investment Management
Nebraska
$618K +$122K +990 +25%
MIM
878
Merrion Investment Management
New Jersey
$617K – – –
HAI
879
Hennessy Advisors Inc
California
$617K +$185K +1,500 +43%
GPA
880
Garrison Point Advisors
California
$615K +$3.09K +25 +0.5%
FAT
881
First American Trust
California
$613K -$44.3K -359 -7%
CWG
882
Cornerstone Wealth Group
North Carolina
$612K +$10.4K +84 +2%
Capstone Investment Advisors
883
Capstone Investment Advisors
New York
$610K -$2.65M -21,443 -81%
SLWA
884
San Luis Wealth Advisors
California
$606K +$606K +4,906 New
JHCP
885
Jackson Hole Capital Partners
Oklahoma
$602K +$123 +1 +0%
DT
886
Diversified Trust
Tennessee
$601K -$930K -7,528 -61%
FWP
887
FAS Wealth Partners
Kansas
$600K +$3.95K +32 +0.7%
P
888
Pitcairn
Pennsylvania
$599K +$77.2K +625 +15%
SAM
889
S.A. Mason
Michigan
$598K +$32.1K +260 +6%
CI Investments Inc
890
CI Investments Inc
Ontario, Canada
$597K +$12.2K +99 +2%
MP
891
Moment Partners
California
$594K -$3.58K -29 -0.6%
ETC
892
Exchange Traded Concepts
Oklahoma
$594K -$22.6K -183 -4%
IRC
893
Investors Research Corp
Georgia
$590K – – –
BHWM
894
Bar Harbor Wealth Management
New Hampshire
$589K -$32.6K -264 -5%
CIAS
895
CFS Investment Advisory Services
New Jersey
$585K -$17.9K -145 -3%
AAS
896
Ameritas Advisory Services
Nebraska
$584K +$468 +4 +0.1%
Parallax Volatility Advisers
897
Parallax Volatility Advisers
California
$582K +$582K +4,717 New
DIP
898
Davis Investment Partners
North Carolina
$579K +$579K +5,914 New
ECM
899
Evergreen Capital Management
Washington
$577K +$54.7K +443 +10%
PCA
900
Prosperity Capital Advisors
Ohio
$576K +$50K +402 +9%
34 35
36
37 38