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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 %
IA
1251
Integrity Alliance
Iowa
$269K +$269K +2,178 New
TPI
1252
Trust Point Inc
Wisconsin
$264K -$15.3K -124 -5%
FMLI
1253
Fukoku Mutual Life Insurance
Japan
$264K – – –
SFI
1254
SPC Financial Inc
Maryland
$264K -$7.29K -59 -3%
ADL
1255
Asset Dedication LLC
California
$262K +$11.6K +94 +5%
CAMG
1256
CWA Asset Management Group
Florida
$262K -$220K -1,784 -46%
WCM
1257
Weik Capital Management
Pennsylvania
$262K -$18.5K -150 -7%
UBP
1258
Union Bancaire Privee
Switzerland
$262K +$262K +2,284 New
OCM
1259
Orleans Capital Management
Louisiana
$261K – – –
NGA
1260
Naples Global Advisors
Florida
$261K +$247 +2 +0.1%
NRG
1261
Nemes Rush Group
Michigan
$261K +$1.24K +10 +0.5%
SIA
1262
Schechter Investment Advisors
Michigan
$261K -$182K -1,471 -41%
CAM
1263
Close Asset Management
United Kingdom
$261K -$102K -825 -28%
DLA
1264
Douglas Lane & Associates
New York
$260K -$3.09K -25 -1%
CCM
1265
Chiron Capital Management
Florida
$260K +$12.3K +100 +5%
HAS
1266
HBW Advisory Services
California
$259K -$9.01K -73 -3%
MWP
1267
Moller Wealth Partners
$259K -$38.5K -312 -13%
AIM
1268
Anchor Investment Management
South Carolina
$259K – – –
PFGIA
1269
Patriot Financial Group Insurance Agency
Massachusetts
$258K +$11.1K +90 +4%
WPC
1270
Waters Parkerson & Co
Louisiana
$258K – – –
BMA
1271
Brooks Moore & Associates
Tennessee
$257K – – –
ABLA
1272
Alan B. Lancz & Associates
Ohio
$257K – – –
TCM
1273
TD Capital Management
Tennessee
$256K +$9.14K +74 +4%
FFA
1274
Fortune Financial Advisors
Kansas
$254K – – –
LI
1275
LRI Investments
Florida
$254K -$32.8K -266 -11%
49 50
51
52 53