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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 %
TVAMP
1051
Tennessee Valley Asset Management Partners
Tennessee
$414K +$864 +7 +0.2%
WI
1052
Wedgewood Investors
Pennsylvania
$414K – – –
LA
1053
LexAurum Advisors
Kansas
$412K -$123 -1 -0%
PL
1054
Perpetual Ltd
Australia
$411K +$6.42K +52 +2%
AIM
1055
Allen Investment Management
New York
$410K – – –
SAM
1056
Smartleaf Asset Management
Massachusetts
$408K -$11.9K -98 -3%
RC
1057
Roundview Capital
New Jersey
$407K -$42K -340 -9%
BEC
1058
Blue Edge Capital
Virginia
$406K +$494 +4 +0.1%
FA
1059
Faithward Advisors
Pennsylvania
$406K +$123 +1 +0%
BIG
1060
Brooklyn Investment Group
New York
$404K +$139K +1,123 +52%
LIM
1061
Longfellow Investment Management
Massachusetts
$403K – – –
PWM
1062
Perigon Wealth Management
California
$402K -$17.2K -139 -4%
RCA
1063
Runnymede Capital Advisors
Ohio
$401K -$1.85K -15 -0.5%
AIM
1064
Athena Investment Management
California
$401K – – –
SAM
1065
Strategy Asset Managers
California
$401K -$263K -2,129 -40%
RWM
1066
Riverbend Wealth Management
South Carolina
$401K +$13.3K +108 +3%
SC
1067
Scotia Capital
Ontario, Canada
$401K -$53.1K -430 -12%
JIC
1068
Joel Isaacson & Co
New York
$397K -$10.2K -83 -3%
MRP
1069
Measured Risk Portfolios
California
$397K -$13.6K -110 -3%
UF
1070
Univest Financial
Pennsylvania
$396K +$494 +4 +0.1%
LCWP
1071
Legacy Capital Wealth Partners
Arkansas
$395K +$19.3K +156 +5%
TSW
1072
Thompson Siegel & Walmsley
Virginia
$395K -$2.47K -20 -0.6%
EFG
1073
Elm3 Financial Group
Georgia
$395K -$208K -1,685 -35%
RPC
1074
Rossmore Private Capital
Connecticut
$394K -$1.24K -10 -0.3%
LC
1075
LCNB Corp
Ohio
$394K -$9.63K -78 -2%
41 42
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