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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 %
SFS
1126
Stiles Financial Services
Minnesota
$354K +$1.61K +13 +0.5%
MPWS
1127
McCarter Private Wealth Services
Massachusetts
$349K +$34.6K +280 +11%
IA
1128
IFG Advisory
Georgia
$346K -$5.19K -42 -1%
CCFCSB
1129
Cape Cod Five Cents Savings Bank
Massachusetts
$345K – – –
SWM
1130
Stockman Wealth Management
Montana
$344K +$6.17K +50 +2%
AWA
1131
AGH Wealth Advisors
Kansas
$343K -$123 -1 -0%
SRC
1132
Shufro Rose & Co
New York
$343K +$89.6K +726 +35%
LCM
1133
Liberty Capital Management
Michigan
$342K +$19K +154 +6%
SGI
1134
Summit Global Investments
Utah
$340K -$3.95K -32 -1%
TAM
1135
Townsend Asset Management
North Carolina
$337K -$35.8K -290 -10%
MTC
1136
McDaniel Terry & Co
Texas
$337K – – –
CRC
1137
Curi RMB Capital
Illinois
$336K +$336K +2,717 New
GS
1138
GWN Securities
Florida
$335K -$498K -3,999 -60%
HWA
1139
HCR Wealth Advisors
California
$334K +$12.8K +104 +4%
ALA
1140
Atlas Legacy Advisors
California
$334K -$241K -1,950 -42%
WIM
1141
Warwick Investment Management
Texas
$334K +$30.3K +245 +10%
DAC
1142
Dividend Assets Capital
South Carolina
$334K – – –
WAM
1143
Walker Asset Management
Missouri
$331K +$2.47K +20 +0.8%
RA
1144
Ruggaard & Associates
Ohio
$330K – – –
CGL
1145
Clarius Group LLC
Washington
$329K -$26.9K -218 -8%
FCP
1146
Fidelis Capital Partners
Florida
$328K +$9.15K +88 +3%
SP
1147
Successful Portfolios
Florida
$327K +$124 +1 +0%
BB
1148
Bell Bank
North Dakota
$326K – – –
KBFS
1149
Kohmann Bosshard Financial Services
Ohio
$326K -$2.47K -20 -0.8%
CCC
1150
Compass Capital Corp
Massachusetts
$326K -$11.4K -92 -3%
44 45
46
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