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Phillips 66
PSX

Overview Fund Activity

1,725 hedge funds and large institutions have $37.3B invested in Phillips 66 in 2025 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 607 increasing their positions, 675 reducing their positions, and 143 closing their positions.

Holders
1,725
Holders Change
-42
Holders Change %
-2.38%
% of All Funds
23.17%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
138
Increased
607
Reduced
675
Closed
143
Calls
$358M
Puts
$389M
Net Calls
-$31M
Net Calls Change
-$113M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.53B
2
Norges Bank
2
Norges Bank
Norway
$524M
3
EIM
3
Elliott Investment Management
Florida
$2.3B
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.07B
5
BlackRock
5
BlackRock
New York
$3.8B

Top Sellers

1
Nomura Holdings
1
Nomura Holdings
Japan
$1.37M
2
State Street
2
State Street
Massachusetts
$2.9B
3
Goldman Sachs
3
Goldman Sachs
New York
$343M
4
Barclays
4
Barclays
United Kingdom
$145M
5
Bank of America
5
Bank of America
North Carolina
$387M
Name Market Value Shares Shares
Change 		Shares
Change %
EPW
1701
Evergreen Private Wealth
Colorado
$2.86K 24 +24 New
VWA
1702
Valued Wealth Advisors
Utah
$2.86K 24 -77 -76%
BI
1703
Binnacle Investments
Iowa
$2.74K 23 +23 New
WCM
1704
WealthTrak Capital Management
Virginia
$2.39K 20 -23 -53%
BHWM
1705
Bay Harbor Wealth Management
Maryland
$2.39K 20 +10 +100%
DAM
1706
Delta Asset Management
Tennessee
$2.03K 17 – –
HFM
1707
Harvest Fund Management
China
$2K 14 -122 -90%
DF
1708
Dunhill Financial
United Kingdom
$1.97K 16 -69 -81%
PCA
1709
PMV Capital Advisers
Texas
$1.91K 16 +16 New
GC
1710
GFG Capital
Florida
$1.91K 16 +16 New
KG
1711
Kilter Group
New York
$1.91K 16 +16 New
DEM
1712
Disciplined Equity Management
Florida
$1.79K 15 +15 New
RI
1713
Ridgewood Investments
New Jersey
$1.67K 14 – –
Optiver Holding
1714
Optiver Holding
Netherlands
$1.67K 14 +14 New
HIA
1715
HFM Investment Advisors
New Jersey
$1.55K 13 +7 +117%
PWM
1716
Parkworth Wealth Management
California
$1.43K 12 +5 +71%
PS
1717
PayPay Securities
Japan
$1.31K 11 -10 -48%
RS
1718
Rakuten Securities
Japan
$1.19K 10 -1 -9%
AP
1719
Aspect Partners
Virginia
$1.19K 10 – –
VWWMG
1720
Vermillion & White Wealth Management Group
Pennsylvania
$1.19K 10 +10 New
TIM
1721
Total Investment Management
Arizona
$1.19K 10 +10 New
IAS
1722
IMA Advisory Services
Colorado
$597 5 +5 New
AP
1723
Atwood & Palmer
Missouri
$120 1 – –
SJIM
1724
St. Johns Investment Management
Florida
$119 1 – –
Jane Street
1725
Jane Street
New York
– – -479,716 Closed
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