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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 %
VC
1326
Vestor Capital
Illinois
$233K -$40.9K -331 -15%
AC
1327
Avestar Capital
New York
$233K -$14.7K -119 -6%
OC
1328
Oakworth Capital
Alabama
$232K +$28K +227 +14%
CAM
1329
Columbia Asset Management
Michigan
$232K – – –
SAM
1330
Summit Asset Management
Tennessee
$231K +$123 +1 +0.1%
KIC
1331
Keating Investment Counselors
Florida
$231K – – –
PWW
1332
Pettyjohn Wood & White
Virginia
$230K -$27.9K -226 -11%
WC
1333
Waterloo Capital
Texas
$229K +$229K +1,857 New
EW
1334
Evoke Wealth
California
$229K +$4.69K +38 +2%
QC
1335
Quent Capital
New York
$229K -$8.89K -72 -4%
CAS
1336
CTC Alternative Strategies
Illinois
$228K +$4.69K +38 +2%
AAIM
1337
Asset Advisors Investment Management
Georgia
$228K +$228K +1,848 New
CC
1338
Chicago Capital
Illinois
$227K – – –
PCH
1339
PGIM Custom Harvest
New Jersey
$227K – – –
HCM
1340
Howland Capital Management
Massachusetts
$227K +$227K +1,841 New
RCM
1341
Radnor Capital Management
Pennsylvania
$227K – – –
Robeco Institutional Asset Management
1342
Robeco Institutional Asset Management
Netherlands
$227K +$227K +1,837 New
GCA
1343
Gallagher Capital Advisors
Texas
$227K +$2.22K +18 +1%
WSC
1344
Wellington Shields & Co
New York
$226K – – –
FAN
1345
Financial Advisors Network
California
$226K +$226K +1,831 New
AIA
1346
Arbor Investment Advisors
North Carolina
$226K +$226K +1,831 New
IWN
1347
Independent Wealth Network
Iowa
$226K -$13.3K -108 -6%
WRPWM
1348
Werba Rubin Papier Wealth Management
California
$226K -$5.68K -46 -2%
TWM
1349
Trueblood Wealth Management
Ohio
$225K +$741 +6 +0.3%
V
1350
VeraBank
Texas
$224K +$1.85K +15 +0.8%
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