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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 %
CW
926
CreativeOne Wealth
Kansas
$534K +$40.5K +328 +8%
WA
927
WP Advisors
California
$534K +$5.06K +41 +1%
CIA
928
Capital Investment Advisors
Georgia
$533K +$20.9K +169 +4%
RBI
929
Raiffeisen Bank International
Austria
$532K +$160K +1,314 +43%
OPTFSNA
930
Old Point Trust & Financial Services N A
Virginia
$532K – – –
MWM
931
Modera Wealth Management
New Jersey
$532K -$9.51K -77 -2%
AWM
932
Angeles Wealth Management
California
$530K +$7.29K +59 +1%
BAM
933
Belpointe Asset Management
Nevada
$530K -$107K -865 -17%
GCP
934
GSA Capital Partners
United Kingdom
$530K +$530K +4,295 New
4WM
935
49 Wealth Management
Texas
$527K +$1.36K +11 +0.3%
TNBTD
936
Trustmark National Bank Trust Department
Mississippi
$527K -$59.9K -485 -10%
WWM
937
Western Wealth Management
Colorado
$526K -$29.5K -239 -5%
JSSH
938
J. Safra Sarasin Holding
$526K -$2.1M -17,020 -80%
EFG
939
Everhart Financial Group
Ohio
$525K +$77.5K +628 +17%
SCM
940
Stevens Capital Management
Pennsylvania
$524K -$437K -3,533 -45%
JWWM
941
Johnson & White Wealth Management
Pennsylvania
$523K +$6.67K +54 +1%
WPA
942
West Paces Advisors
Georgia
$514K -$10K -81 -2%
MCM
943
Mill Capital Management
North Carolina
$512K -$123 -1 -0%
SA
944
SAM Advisors
California
$511K – – –
SWP
945
Sagespring Wealth Partners
Tennessee
$510K +$194K +1,572 +61%
CI
946
Cigna Investments
Connecticut
$510K -$22.9K -185 -4%
ARC
947
Advisor Resource Council
Texas
$509K +$509K +4,121 New
ZBNA
948
Zions Bancorporation, National Association
Utah
$509K +$509K +4,120 New
ECM
949
Estabrook Capital Management
New York
$507K – – –
BB
950
Burford Brothers
Texas
$507K -$2.35K -19 -0.5%
36 37
38
39 40