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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 %
FMTC
1151
Farmers & Merchants Trust Company
California
$324K – – –
DAS
1152
Diversify Advisory Services
Utah
$323K +$18K +170 +6%
LWANC
1153
Laurel Wealth Advisors (North Carolina)
North Carolina
$323K – – –
HBW
1154
Hazlett, Burt & Watson
West Virginia
$322K -$13.3K -108 -4%
IAMOG
1155
Investors Asset Management of Georgia
Georgia
$321K -$12.3K -100 -4%
SFG
1156
Seamount Financial Group
Colorado
$321K +$30.9K +250 +11%
CP
1157
Covenant Partners
Tennessee
$321K +$321K +2,602 New
FLPIM
1158
F.L. Putnam Investment Management
Massachusetts
$321K -$279K -2,263 -47%
BIM
1159
Baldwin Investment Management
Pennsylvania
$321K – – –
Dodge & Cox
1160
Dodge & Cox
California
$321K – – –
SIAP
1161
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$321K +$29.1K +236 +10%
MFWP
1162
Mosaic Family Wealth Partners
Missouri
$321K -$1.11K -9 -0.3%
SMA
1163
Sage Mountain Advisors
Georgia
$317K +$11.1K +90 +4%
HC
1164
Hamilton Capital
Ohio
$317K +$24.6K +199 +8%
CA
1165
Capital Advantage
California
$317K – – –
WAM
1166
Wakefield Asset Management
Colorado
$317K +$317K +2,568 New
CMS
1167
Capital Market Strategies
Florida
$314K – – –
FNFDCM
1168
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$312K – – –
QFW
1169
QTR Family Wealth
Florida
$311K +$311K +2,516 New
GCM
1170
Gables Capital Management
Florida
$309K – – –
AWCI
1171
Alpine Woods Capital Investors
New York
$308K +$308K +2,497 New
PK
1172
Pflug Koory
Nebraska
$308K -$19.8K -160 -6%
LIA
1173
LBMC Investment Advisors
Tennessee
$307K +$12.7K +103 +4%
SVWAG
1174
Sound View Wealth Advisors Group
Georgia
$307K -$24.4K -198 -7%
PAG
1175
Powers Advisory Group
Illinois
$306K -$24.6K -199 -7%
45 46
47
48 49