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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 %
SCA
1301
Sandy Cove Advisors
Massachusetts
$243K +$16.2K +131 +7%
PMSA
1302
Patrick M. Sweeney & Associates
Illinois
$243K +$5.68K +46 +2%
Empower Advisory Group
1303
Empower Advisory Group
Colorado
$242K -$96.6K -782 -29%
APG
1304
Abacus Planning Group
South Carolina
$242K +$242K +1,956 New
RFN
1305
RDA Financial Network
Iowa
$241K -$206K -1,667 -46%
ITIM
1306
Indiana Trust & Investment Management
Indiana
$240K – – –
XSC
1307
X-Square Capital
Puerto Rico
$240K -$123 -1 -0.1%
AIC
1308
Argus Investors Counsel
New York
$239K -$2.22K -18 -0.9%
FIB
1309
First Interstate Bank
Montana
$239K -$43.2K -350 -15%
WT
1310
Washington Trust
Rhode Island
$239K -$64.8K -525 -21%
TAM
1311
Trillium Asset Management
Massachusetts
$238K – – –
UCB
1312
United Community Bank
South Carolina
$238K +$11.1K +90 +5%
SDIC
1313
South Dakota Investment Council
South Dakota
$237K – – –
AC
1314
AlphaCore Capital
California
$237K +$237K +1,916 New
RCAG
1315
Rehmann Capital Advisory Group
Michigan
$236K -$618 -5 -0.3%
OC
1316
Optima Capital
Oregon
$236K +$2.22K +18 +1%
PWG
1317
Portside Wealth Group
Utah
$236K +$16.4K +133 +7%
LHC
1318
Little House Capital
Massachusetts
$235K +$235K +1,904 New
BDFN
1319
Bond & Devick Financial Network
Minnesota
$235K – – –
MGAM
1320
McGowan Group Asset Management
Texas
$234K – – –
MFG
1321
MidWestOne Financial Group
Iowa
$234K – – –
TP
1322
Tranquility Partners
Tennessee
$234K – – –
FC
1323
Forte Capital
New York
$234K +$234K +1,891 New
A
1324
Argentarii
Ohio
$233K +$5.43K +44 +2%
EB
1325
Eastern Bank
Massachusetts
$233K -$93.8K -760 -29%
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