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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 %
JGUA
976
John G. Ullman & Associates
New York
$475K – – –
ACP
977
Argyle Capital Partners
California
$475K – – –
REMPR
978
Roof Eidam Maycock Peralta (REMP)
California
$475K -$15.9K -129 -3%
AIP
979
Arrowpoint Investment Partners
Singapore
$474K +$474K +3,840 New
VDI
980
Vaughan David Investments
Illinois
$474K -$17.8K -144 -4%
ST
981
Spinnaker Trust
Maine
$474K – – –
RP
982
Riverwater Partners
Wisconsin
$473K +$11.4K +92 +2%
SWM
983
SeaCrest Wealth Management
New York
$473K +$3.95K +32 +0.8%
TSW
984
Three Seasons Wealth
Utah
$472K – – –
EFS
985
Essex Financial Services
Connecticut
$472K -$251K -2,030 -35%
ACA
986
Atlas Capital Advisors
Wyoming
$472K – – –
CT
987
Chicago Trust
Illinois
$470K +$151K +1,225 +47%
PWMAG
988
Pinnacle Wealth Management Advisory Group
New Jersey
$468K -$2.84K -23 -0.6%
SWA
989
Strategies Wealth Advisors
Michigan
$468K +$468K +3,792 New
AWS
990
Arkfeld Wealth Strategies
Nebraska
$468K -$30.1K -292 -6%
FM
991
Foster & Motley
Ohio
$468K +$6.05K +49 +1%
FCH
992
Freestone Capital Holdings
Washington
$468K -$1.36K -11 -0.3%
AWA
993
Aaron Wealth Advisors
Illinois
$468K +$18.9K +153 +4%
EA
994
Everpar Advisors
Oklahoma
$467K -$27K -219 -5%
MNBTD
995
Moody National Bank Trust Division
Texas
$466K +$87.7K +710 +23%
CAM
996
Creekmur Asset Management
Illinois
$466K -$356K -2,886 -43%
SBIA
997
Sheaff Brock Investment Advisors
Indiana
$465K -$49.9K -404 -10%
LC
998
Lincoln Capital
Nebraska
$465K -$23.5K -233 -5%
CI
999
Conning Inc
Connecticut
$462K -$11.5K -93 -2%
GL
1000
Graypoint LLC
New York
$462K +$17.2K +139 +4%
38 39
40
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