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Phillips 66
PSX

Overview Fund Activity

1,732 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, 609 increasing their positions, 680 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,732
Holders Change
-35
Holders Change %
-1.98%
% of All Funds
23.23%
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
609
Reduced
680
Closed
145
Calls
$472M
Puts
$450M
Net Calls
+$21.3M
Net Calls Change
-$61.1M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$5.53B
2
EIM
Elliott Investment Management
Florida
$2.3B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.07B
4
BlackRock
BlackRock
New York
$3.8B
5
Pacer Advisors
Pacer Advisors
Pennsylvania
$224M

Top Sellers

1
Nomura Holdings
Nomura Holdings
Japan
$1.37M
2
State Street
State Street
Massachusetts
$2.9B
3
Goldman Sachs
Goldman Sachs
New York
$343M
4
Barclays
Barclays
United Kingdom
$145M
5
Bank of America
Bank of America
North Carolina
$387M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
1701
Tidemark
California
$3.7K – – –
TIM
1702
Thompson Investment Management
Wisconsin
$3.58K – – –
CFS
1703
CGC Financial Services
Oregon
$3.34K – – –
SFA
1704
Semmax Financial Advisors
North Carolina
$3.25K -$1.2K -10 -27%
FWM
1705
FSA Wealth Management
Massachusetts
$3.01K – – –
SAS
1706
Spurstone Advisory Services
Connecticut
$2.98K – – –
W
1707
WealthCollab
Washington
$2.86K – – –
EPW
1708
Evergreen Private Wealth
Colorado
$2.86K +$2.86K +24 New
VWA
1709
Valued Wealth Advisors
Utah
$2.86K -$9.18K -77 -76%
BI
1710
Binnacle Investments
Iowa
$2.74K +$2.74K +23 New
WCM
1711
WealthTrak Capital Management
Virginia
$2.39K -$2.74K -23 -53%
BHWM
1712
Bay Harbor Wealth Management
Maryland
$2.39K +$1.19K +10 +100%
DAM
1713
Delta Asset Management
Tennessee
$2.03K – – –
HFM
1714
Harvest Fund Management
China
$2K -$17.4K -122 -90%
DF
1715
Dunhill Financial
United Kingdom
$1.97K -$8.48K -69 -81%
PCA
1716
PMV Capital Advisers
Texas
$1.91K +$1.91K +16 New
KG
1717
Kilter Group
New York
$1.91K +$1.91K +16 New
GC
1718
GFG Capital
Florida
$1.91K +$1.91K +16 New
DEM
1719
Disciplined Equity Management
Florida
$1.79K +$1.79K +15 New
RI
1720
Ridgewood Investments
New Jersey
$1.67K – – –
Optiver Holding
1721
Optiver Holding
Netherlands
$1.67K +$1.67K +14 New
HIA
1722
HFM Investment Advisors
New Jersey
$1.55K +$835 +7 +117%
PWM
1723
Parkworth Wealth Management
California
$1.43K +$597 +5 +71%
PS
1724
PayPay Securities
Japan
$1.31K -$1.19K -10 -48%
RS
1725
Rakuten Securities
Japan
$1.19K -$119 -1 -9%
67 68
69
70 71