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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
24.01%
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
1
Elliott Investment Management
Florida
$1.94B
2
Nomura Holdings
2
Nomura Holdings
Japan
$520M
3
Harris Associates
3
Harris Associates
Illinois
$1.71B
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$395M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$515M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$261M
2
UBS Group
2
UBS Group
Switzerland
$572M
3
Deutsche Bank
3
Deutsche Bank
Germany
$146M
4
Amundi
4
Amundi
France
$245M
5
Boston Partners
5
Boston Partners
Massachusetts
$178M
Name Holding Trade Value Shares
Change 		Shares
Change %
TTIC
1676
Tower Trust & Investment Company
Iowa
$14.4K +$14.4K +138 New
RCM
1677
Richardson Capital Management
Wisconsin
$14.2K – – –
MCA
1678
Midwest Capital Advisors
Michigan
$14.1K – – –
FCT
1679
First Community Trust
Iowa
$13.7K – – –
RF
1680
Roxbury Financial
New Jersey
$13.6K +$258 +2 +2%
LFA
1681
LGT Financial Advisors
Texas
$13.3K +$123 +1 +0.9%
WA
1682
WPG Advisers
Maryland
$13.2K +$7.16K +58 +118%
SO
1683
Sierra Ocean
California
$13.2K – – –
HWP
1684
Highline Wealth Partners
California
$13.2K +$9.47K +77 +257%
VFM
1685
Vision Financial Markets
Connecticut
$13.1K +$13.1K +106 New
BL
1686
BFSG LLC
California
$12.7K – – –
VWA
1687
Valued Wealth Advisors
Utah
$12.5K -$124 -1 -1%
CCMI
1688
Creative Capital Management Investments
California
$12.3K -$2.1K -17 -15%
BC
1689
Barrett & Company
Rhode Island
$12.3K – – –
BCM
1690
Blume Capital Management
California
$12.2K +$12.2K +99 New
AWM
1691
Activest Wealth Management
Florida
$12.1K +$12.1K +98 New
OA
1692
Operose Advisors
Wisconsin
$11.9K – – –
HNW
1693
High Note Wealth
Minnesota
$11.9K +$123 +1 +1%
BT
1694
Banque Transatlantique
France
$11.4K +$11.4K +100 New
MAM
1695
Morse Asset Management
Connecticut
$11.4K +$11.4K +92 New
MAS
1696
MPWM Advisory Solutions
Georgia
$10.8K – – –
HWM
1697
HighMark Wealth Management
Minnesota
$10.7K – – –
WCM
1698
Westend Capital Management
California
$10.6K -$2.47K -20 -19%
IWP
1699
IAG Wealth Partners
Wisconsin
$10.5K – – –
DF
1700
Dunhill Financial
United Kingdom
$10.5K +$1.48K +12 +16%
66 67
68
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