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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 %
ONST
1076
Old North State Trust
North Carolina
$394K – – –
NSIM
1077
North Star Investment Management
Illinois
$393K -$184K -1,492 -32%
FNBSF
1078
First National Bank Sioux Falls
South Dakota
$393K – – –
VIP
1079
Vista Investment Partners
Oklahoma
$390K – – –
CBT
1080
CoreFirst Bank & Trust
Kansas
$389K – – –
BMC
1081
Beaton Management Company
Massachusetts
$387K +$387K +3,131 New
SLC
1082
Second Line Capital
Louisiana
$387K -$37K -300 -9%
FCM
1083
Fourpath Capital Management
Oklahoma
$387K -$2.22K -18 -0.6%
WPWM
1084
Western Pacific Wealth Management
Illinois
$386K +$60.5K +490 +19%
BFG
1085
Berger Financial Group
Minnesota
$386K -$4.54M -36,794 -92%
WPW
1086
Waldron Private Wealth
Pennsylvania
$384K -$201K -1,624 -34%
WT
1087
Whittier Trust
California
$384K -$11.5K -93 -3%
WTG
1088
West Tower Group
Virginia
$383K -$86.4K -700 -18%
OCBCO
1089
Oversea-Chinese Banking Corp (OCBC)
Singapore
$383K +$383K +3,100 New
PL
1090
Plancorp LLC
Missouri
$382K -$12.2K -99 -3%
GGA
1091
Granite Group Advisors
Connecticut
$381K – – –
CC
1092
Callan Capital
California
$381K +$4.69K +38 +1%
FFS
1093
Founders Financial Securities
Maryland
$381K +$22.6K +214 +6%
VRM
1094
Vectors Research Management
New York
$380K – – –
AssetMark Inc
1095
AssetMark Inc
California
$379K +$6.05K +49 +2%
GIA
1096
GHP Investment Advisors
Colorado
$379K – – –
DTC
1097
Davidson Trust Company
Washington
$378K +$3.33K +27 +0.9%
CFO
1098
Callan Family Office
Pennsylvania
$376K -$32K -259 -8%
VST
1099
Van Strum & Towne
California
$374K – – –
SW
1100
Simplicity Wealth
New Jersey
$372K +$372K +3,013 New
42 43
44
45 46