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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 %
GWSG
901
GPS Wealth Strategies Group
Colorado
$575K -$244K -1,976 -30%
LCM
902
LVM Capital Management
Michigan
$574K – – –
ICA
903
Infrastructure Capital Advisors
New York
$572K +$381K +14,937 +199%
ICM
904
Islay Capital Management
Texas
$572K -$37K -300 -6%
KIA
905
KCM Investment Advisors
California
$568K -$15.4K -125 -3%
PAM
906
Panagora Asset Management
Massachusetts
$567K +$229K +1,855 +68%
Connor, Clark & Lunn Investment Management (CC&L)
907
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$563K +$79.6K +645 +16%
ACM
908
Aster Capital Management
United Arab Emirates
$562K -$1.34M -10,314 -70%
CWM
909
Connecticut Wealth Management
Connecticut
$560K -$3.21K -26 -0.6%
FRA
910
Frank Rimerman Advisors
California
$556K +$86.3K +699 +18%
AGP
911
Autumn Glory Partners
Texas
$555K -$24.6K -199 -4%
NWAG
912
Net Worth Advisory Group
Utah
$550K +$3.33K +27 +0.6%
NL
913
NVWM LLC
Pennsylvania
$549K +$9.26K +75 +2%
PAA
914
Peregrine Asset Advisers
Oregon
$547K – – –
NAMA
915
Nikko Asset Management Americas
New York
$547K -$7.78K -63 -1%
RIA
916
Richwood Investment Advisors
Ohio
$546K – – –
FFN
917
Focus Financial Network
Minnesota
$545K -$19.4K -157 -3%
AS
918
Aware Super
Australia
$545K -$1.2M -9,746 -69%
GHA
919
GW Henssler & Associates
Georgia
$544K -$759K -6,143 -58%
PP
920
Patron Partners
Texas
$542K -$2.35K -19 -0.4%
FNBT
921
FineMark National Bank & Trust
Florida
$541K -$251K -2,033 -32%
CAG
922
Csenge Advisory Group
Florida
$541K -$531K -5,363 -50%
EFMC
923
Empire Financial Management Company
New York
$539K +$98.2K +795 +22%
TCOV
924
Trust Company of Vermont
Vermont
$538K -$51.9K -420 -9%
MIC
925
Means Investment Company
Maine
$535K -$39.3K -318 -7%
35 36
37
38 39