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Phillips 66
PSX

Overview Fund Activity

1,767 hedge funds and large institutions have $37.3B invested in Phillips 66 in 2025 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 635 increasing their positions, 650 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,767
Holders Change
+8
Holders Change %
+0.45%
% of All Funds
24%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
179
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 %
FTC
1401
Farmers Trust Company
Ohio
$209K +$209K +1,693 New
HTIM
1402
Harbour Trust & Investment Management
Indiana
$209K -$262K -2,122 -56%
WFA
1403
Websterrogers Financial Advisors
South Carolina
$208K +$208K +1,687 New
CCG
1404
Catalina Capital Group
California
$208K -$139K -1,124 -40%
CFG
1405
Cooper Financial Group
California
$207K +$207K +1,679 New
TFA
1406
Transamerica Financial Advisors
Florida
$207K -$1.49K -12 -0.7%
PPWM
1407
PFG Private Wealth Management
Florida
$207K +$54.6K +442 +36%
JFA
1408
JNBA Financial Advisors
Minnesota
$207K +$126K +1,019 +156%
BRWM
1409
Blue Rock Wealth Management
North Carolina
$207K +$207K +1,674 New
CIG
1410
Cullen Investment Group
Louisiana
$205K +$205K +1,664 New
KCFA
1411
Key Client Fiduciary Advisors
New Jersey
$205K +$205K +1,660 New
BFO
1412
Biltmore Family Office
North Carolina
$205K +$205K +1,659 New
AC
1413
Apella Capital
Connecticut
$205K +$205K +1,984 New
APC
1414
Aspire Private Capital
North Carolina
$204K +$204K +1,656 New
HCC
1415
Hirtle Callaghan & Co
Pennsylvania
$204K -$66.2K -536 -24%
MPAM
1416
Murphy Pohlad Asset Management
Minnesota
$204K +$204K +1,650 New
BWM
1417
BNC Wealth Management
Oregon
$204K +$204K +1,649 New
BBA
1418
BLB&B Advisors
Pennsylvania
$203K +$203K +1,648 New
MSWA
1419
Marshall & Sterling Wealth Advisors
New York
$203K -$121K -980 -37%
JIP
1420
Jaffetilchin Investment Partners
Florida
$203K +$203K +1,646 New
SIA
1421
Schear Investment Advisers
Ohio
$203K -$583K -4,723 -74%
GSC
1422
Ground Swell Capital
South Carolina
$203K +$203K +1,640 New
JSW
1423
Journey Strategic Wealth
New Jersey
$202K +$202K +1,639 New
WFI
1424
West Family Investments
California
$202K +$202K +1,632 New
TTWM
1425
TCV Trust & Wealth Management
Virginia
$202K +$202K +1,632 New
55 56
57
58 59