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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 %
CSI
1201
Cross Staff Investments
New York
$292K – – –
EWS
1202
Evergreen Wealth Solutions
Pennsylvania
$292K +$292K +2,362 New
SOS
1203
Silver Oak Securities
Tennessee
$291K +$31.5K +259 +12%
MIP
1204
Marietta Investment Partners
Wisconsin
$291K – – –
DWM
1205
Denver Wealth Management
Colorado
$290K -$4.08K -33 -1%
BFA
1206
Beaumont Financial Advisors
Massachusetts
$290K +$4.69K +38 +2%
RWM
1207
Ritholtz Wealth Management
New York
$290K +$290K +2,348 New
DI
1208
Disciplined Investors
Texas
$290K -$12.7K -103 -4%
JC
1209
Jacobs & Co
California
$289K – – –
CF
1210
Centaurus Financial
California
$289K +$101K +815 +54%
PMG
1211
ProVise Management Group
Florida
$288K +$29K +235 +11%
RMP
1212
Richards, Merrill & Peterson
Washington
$288K +$17.3K +140 +6%
SFO
1213
Stokes Family Office
Louisiana
$288K -$6.05K -49 -2%
HWMG
1214
Hurlow Wealth Management Group
Indiana
$287K – – –
GIM
1215
Goelzer Investment Management
Indiana
$286K – – –
GJWM
1216
Gilliland Jeter Wealth Management
Arkansas
$286K – – –
MYIA
1217
Mount Yale Investment Advisors
Colorado
$286K -$215K -1,738 -43%
ACM
1218
Aljian Capital Management
Nevada
$285K -$26.4K -214 -8%
TA
1219
TFG Advisers
Michigan
$285K -$14.8K -120 -5%
SQA
1220
Simon Quick Advisors
New Jersey
$285K +$67.5K +547 +31%
PSP
1221
Principal Street Partners
Tennessee
$284K – – –
CCA
1222
Cadent Capital Advisors
Oklahoma
$284K -$8.52K -69 -3%
UPS
1223
UHLMANN PRICE SECURITIES
Illinois
$284K +$284K +2,302 New
PCM
1224
Polymer Capital Management
New York
$284K +$284K +2,301 New
CWM
1225
CarsonAllaria Wealth Management
Illinois
$284K +$126K +1,018 +79%
47 48
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