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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 %
PFSC
951
Peoples Financial Services Corp
Pennsylvania
$503K – – –
CAM
952
Campion Asset Management
Virginia
$503K -$8.03K -65 -2%
CHAM
953
Clear Harbor Asset Management
Connecticut
$502K +$99.4K +805 +25%
SPL
954
Smart Portfolios LLC
Washington
$502K -$617 -5 -0.1%
NP
955
Nilsine Partners
Colorado
$502K +$617 +5 +0.1%
RGC
956
Roberts, Glore & Co
Illinois
$502K -$9.26K -75 -2%
VWM
957
Venturi Wealth Management
Texas
$501K +$9.26K +75 +2%
MWM
958
Modern Wealth Management
Kansas
$500K +$132K +1,071 +36%
EWM
959
Empirical Wealth Management
Washington
$500K +$47.7K +386 +11%
1M
960
1248 Management
Missouri
$500K +$66.2K +536 +15%
WA
961
WESPAC Advisors
California
$497K -$19.5K -158 -4%
PGF
962
Plan Group Financial
Oklahoma
$497K +$497K +4,022 New
PR
963
Payden & Rygel
California
$494K – – –
OFC
964
Oakland Financial Corp
$494K -$247K -2,000 -33%
KCIC
965
Kuhn & Co Investment Counsel
Illinois
$490K – – –
GFP
966
Gryphon Financial Partners
Ohio
$487K +$6.67K +54 +1%
SPWG
967
Syntegra Private Wealth Group
Missouri
$486K +$8.15K +66 +2%
KP
968
Keel Point
Alabama
$481K +$58.8K +476 +14%
HI
969
Harbour Investments
Wisconsin
$480K +$28.3K +229 +6%
FMB
970
Field & Main Bank
Kentucky
$479K -$1.24K -10 -0.3%
PGAM
971
Princeton Global Asset Management
New Jersey
$479K +$494 +4 +0.1%
AO
972
Advisor OS
Illinois
$478K -$10.6K -86 -2%
SEP
973
Southland Equity Partners
Missouri
$478K +$6.3K +51 +1%
GWA
974
Gratus Wealth Advisors
Virginia
$478K +$135K +1,091 +39%
BAWM
975
Bennett Associates Wealth Management
Pennsylvania
$477K -$54K -437 -10%
37 38
39
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