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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 %
WFM
1351
Wolff Financial Management
Michigan
$224K – – –
NQWM
1352
Northwest Quadrant Wealth Management
Oregon
$224K +$1.85K +15 +0.8%
ACIM
1353
Azimuth Capital Investment Management
Michigan
$224K -$15.3K -124 -6%
LA
1354
Lifeworks Advisors
Michigan
$224K +$224K +1,812 New
AIA
1355
Accelerate Investment Advisors
California
$223K +$223K +1,809 New
PW
1356
PUREfi Wealth
Massachusetts
$223K +$223K +1,803 New
OPA
1357
Old Port Advisors
Maine
$222K -$6.79K -55 -3%
V
1358
ViaWealth
Kansas
$221K – – –
WCP
1359
Wealthcare Capital Partners
Pennsylvania
$220K +$220K +1,784 New
ZIG
1360
Zullo Investment Group
Pennsylvania
$220K +$1.24K +10 +0.6%
BFIM
1361
Beese Fulmer Investment Management
Ohio
$220K +$220K +1,783 New
BFAG
1362
Blackston Financial Advisory Group
Florida
$220K -$23.5K -190 -10%
DDPIC
1363
Deroy & Devereaux Private Investment Counsel
Michigan
$220K – – –
ATS
1364
Ashton Thomas Securities
New York
$219K +$219K +1,751 New
CL
1365
CSS LLC
Illinois
$219K -$96.3K -780 -31%
HC
1366
Hourglass Capital
Texas
$219K – – –
SEIA
1367
Signature Estate & Investment Advisors
California
$218K -$29.6K -240 -12%
SCM
1368
Spring Capital Management
Texas
$218K – – –
NC
1369
NovaPoint Capital
Georgia
$218K +$218K +1,767 New
MWA
1370
Meridian Wealth Advisors
Texas
$218K +$988 +8 +0.5%
SWMP
1371
Signature Wealth Management Partners
New Jersey
$218K – – –
GDP
1372
Great Diamond Partners
Maine
$218K – – –
KLWA
1373
Kelly Lawrence W & Associates
California
$217K – – –
LAM
1374
L2 Asset Management
Massachusetts
$216K +$216K +1,753 New
BONH
1375
Bank of New Hampshire
New Hampshire
$216K -$29K -235 -12%
53 54
55
56 57