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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 %
WPP
1001
Whalerock Point Partners
Rhode Island
$462K +$30.9K +250 +7%
CIAS
1002
Capital Investment Advisory Services
North Carolina
$461K +$56.4K +457 +14%
RA
1003
Ransom Advisory
Rhode Island
$460K +$460K +3,725 New
CC
1004
Cadinha & Co
Hawaii
$459K -$37K -300 -7%
SCM
1005
Schnieders Capital Management
California
$458K – – –
DWM
1006
Drive Wealth Management
Utah
$455K -$429K -3,471 -48%
GIM
1007
Generali Investments Management
Slovenia
$454K -$96.8K -784 -18%
WCG
1008
Weaver Consulting Group
California
$454K -$4.32K -35 -0.9%
SAI
1009
Savvy Advisors Inc
New York
$454K +$1.24K +10 +0.3%
PCMC
1010
Paragon Capital Management (Colorado)
Colorado
$453K +$98.2K +795 +28%
PCA
1011
Pallas Capital Advisors
Massachusetts
$453K +$175K +1,419 +63%
CI
1012
CX Institutional
Indiana
$450K +$57.9K +469 +15%
FCBT
1013
First Citizens Bank & Trust
North Carolina
$450K +$3.83K +31 +0.9%
HBT
1014
Hills Bank & Trust
Iowa
$450K – – –
PSC
1015
Portman Square Capital
United Kingdom
$449K +$449K +3,638 New
TCA
1016
Transcend Capital Advisors
New Jersey
$446K -$51.2K -415 -10%
CCA
1017
Corps Capital Advisors
Texas
$446K – – –
FMWA
1018
Forvis Mazars Wealth Advisors
Missouri
$446K +$4.57K +37 +1%
WG
1019
Winton Group
United Kingdom
$444K +$444K +3,599 New
BP
1020
Ballentine Partners
Massachusetts
$444K +$68.2K +552 +18%
NL
1021
NWAM LLC
Washington
$443K -$35.6K -288 -7%
BTI
1022
Blue Trust Inc
Georgia
$441K +$2.22K +18 +0.5%
FB
1023
Fulton Bank
Pennsylvania
$440K -$151K -1,226 -26%
PSFG
1024
Prairie Sky Financial Group
Illinois
$438K +$123 +1 +0%
HA
1025
Harbor Advisors
Florida
$437K – – –
39 40
41
42 43