PSX icon

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 %
VA
1226
VestGen Advisors
Illinois
$284K +$284K +2,298 New
SIA
1227
Soltis Investment Advisors
Utah
$283K -$144K -1,166 -34%
DWAM
1228
Duncan Williams Asset Management
Tennessee
$282K -$4.32K -35 -2%
CCC
1229
Chelsea Counsel Company
California
$282K -$531K -4,300 -65%
MMG
1230
Monetary Management Group
Missouri
$282K – – –
BW
1231
BXM Wealth
Colorado
$282K +$282K +2,280 New
HCP
1232
Hexagon Capital Partners
Arkansas
$281K +$370 +3 +0.1%
FPW
1233
Flywheel Private Wealth
California
$281K – – –
FFBTD
1234
First Financial Bank - Trust Division
Ohio
$280K +$8.4K +68 +3%
PCA
1235
Purkiss Capital Advisors
Connecticut
$279K +$26.9K +218 +11%
CCWM
1236
Cassaday & Co Wealth Management
Virginia
$279K +$27.9K +226 +11%
BWM
1237
BKM Wealth Management
Wisconsin
$278K -$151K -1,221 -35%
MWPCG
1238
Measured Wealth Private Client Group
New Hampshire
$278K -$12.7K -103 -4%
DE
1239
Diversified Enterprises
Delaware
$277K +$41.1K +333 +17%
CAL
1240
Capital Analysts LLC
Pennsylvania
$276K +$23K +186 +9%
FWM
1241
Forza Wealth Management
Florida
$276K +$6.17K +50 +2%
NSAM
1242
North Star Asset Management
Wisconsin
$276K +$29.1K +236 +12%
MSAM
1243
Moloney Securities Asset Management
Missouri
$275K -$27.9K -226 -9%
HVIA
1244
Hudson Valley Investment Advisors
New York
$275K -$34K -275 -11%
CAGAS
1245
Capital Advisory Group Advisory Services
Minnesota
$274K – – –
VCWA
1246
Vanguard Capital Wealth Advisors
Colorado
$274K -$244K -1,974 -47%
LCM
1247
Leisure Capital Management
California
$271K – – –
RDWM
1248
Red Door Wealth Management
Tennessee
$271K -$10.2K -83 -4%
ECM
1249
Eisler Capital Management
United Kingdom
$271K -$4.44M -35,973 -94%
FBT
1250
First Bankers Trust
Kentucky
$271K -$25.3K -205 -9%
48 49
50
51 52