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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 %
FHA
1026
First Horizon Advisors
Tennessee
$437K +$69.3K +561 +19%
BWM
1027
Biltmore Wealth Management
Arizona
$436K -$7.66K -62 -2%
PFBT
1028
Parkside Financial Bank & Trust
Missouri
$435K +$140K +1,135 +48%
WA
1029
Wealth Alliance
New York
$433K +$55.9K +453 +15%
LC
1030
Lindbrook Capital
California
$429K +$22K +178 +5%
WG
1031
Welch Group
Alabama
$427K +$1.46K +12 +0.3%
MCA
1032
MSH Capital Advisors
Arizona
$427K +$12.5K +101 +3%
UCI
1033
Uncommon Cents Investing
Wisconsin
$426K -$17.4K -141 -4%
IBOK
1034
Independence Bank of Kentucky
Kentucky
$426K +$16.9K +137 +4%
WIC
1035
Woodmont Investment Counsel
Tennessee
$426K -$1.85K -15 -0.4%
CIM
1036
Corbyn Investment Management
Maryland
$425K – – –
PP
1037
PDS Planning
Ohio
$422K +$41.7K +338 +11%
HDIM
1038
Hanson & Doremus Investment Management
Vermont
$422K -$17.3K -140 -4%
BOPW
1039
Brandywine Oak Private Wealth
Pennsylvania
$421K -$24.5K -198 -5%
UWP
1040
Uniting Wealth Partners
Kansas
$420K +$617 +5 +0.1%
MFA
1041
Mayflower Financial Advisors
Massachusetts
$420K -$3.95K -32 -0.9%
CG
1042
Clifford Group
Massachusetts
$419K -$79K -640 -16%
DP
1043
Dearborn Partners
Illinois
$419K -$405K -3,277 -49%
TWM
1044
Tanager Wealth Management
United Kingdom
$418K +$12.3K +100 +3%
CIC
1045
Crawford Investment Counsel
Georgia
$418K +$97.2K +787 +30%
CC
1046
Courier Capital
New York
$417K – – –
RSWM
1047
Robertson Stephens Wealth Management
California
$417K -$63.7K -516 -13%
SWM
1048
Spire Wealth Management
Virginia
$416K +$62.4K +505 +18%
MIM
1049
MTM Investment Management
South Carolina
$415K -$3.73K -30 -0.9%
EM
1050
Excalibur Management
Massachusetts
$414K -$2.47K -20 -0.6%
40 41
42
43 44