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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 %
MFG
1101
Magnus Financial Group
New York
$370K +$8.65K +70 +2%
CCG
1102
Ceeto Capital Group
Florida
$370K – – –
KCM
1103
Kanawha Capital Management
Virginia
$370K +$28.2K +228 +8%
LWCFA
1104
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$369K +$30.8K +300 +9%
BA
1105
Ballew Advisors
Mississippi
$368K -$2.73K -28 -0.7%
PT
1106
Plimoth Trust
Massachusetts
$367K +$55.6K +450 +18%
EGA
1107
E&G Advisors
Texas
$367K -$5.19K -42 -1%
AWM
1108
Aries Wealth Management
Maine
$367K – – –
VAM
1109
Verity Asset Management
North Carolina
$367K – – –
SWA
1110
Stratos Wealth Advisors
Ohio
$366K +$3.21K +26 +0.9%
PA
1111
PFG Advisors
Arizona
$366K +$72.4K +586 +25%
APW
1112
Austin Private Wealth
Texas
$366K +$1.48K +12 +0.4%
MFFIA
1113
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$365K – – –
FSA
1114
Fort Sheridan Advisors
Illinois
$365K -$3.33K -27 -0.9%
AWA
1115
Arete Wealth Advisors
Illinois
$364K -$12.5K -101 -3%
AIP
1116
ARS Investment Partners
New York
$363K – – –
PRTG
1117
Post Resch Tallon Group
New York
$361K – – –
LPT
1118
Legacy Private Trust
Wisconsin
$360K +$12.3K +100 +4%
BIG
1119
Brookwood Investment Group
Arizona
$359K +$359K +2,909 New
AA
1120
Advisory Alpha
Michigan
$359K +$1.61K +13 +0.4%
PA
1121
Persium Advisors
Georgia
$358K -$12.3K -100 -3%
FMTCOCP
1122
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$357K -$971K -7,867 -73%
IVP
1123
Intrinsic Value Partners
Arizona
$356K -$7.78K -63 -2%
OWP
1124
Obermeyer Wealth Partners
Colorado
$355K +$2.47K +20 +0.7%
RF
1125
Rossby Financial
Florida
$354K +$6.97K +67 +2%
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