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

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 Holding Trade Value Shares
Change 		Shares
Change %
EGM
151
Engineers Gate Manager
New York
$15.7M +$13.1M +109,776 +505%
Ohio Public Employees Retirement System (OPERS)
152
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.7M -$5.31M -44,527 -25%
AAIM
153
American Assets Investment Management
California
$15.6M – – –
Wellington Management Group
154
Wellington Management Group
Massachusetts
$15.4M +$346K +2,901 +2%
VOYA Investment Management
155
VOYA Investment Management
Georgia
$15.4M +$3.95M +33,073 +34%
Rafferty Asset Management
156
Rafferty Asset Management
New York
$15.3M +$629K +5,272 +4%
Comerica Bank
157
Comerica Bank
Texas
$15.2M -$2.21M -18,486 -13%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$14.9M -$37.7K -316 -0.3%
HTI
159
Hikari Tsushin Inc
Japan
$14.9M +$158K +1,328 +1%
CIBC World Market
160
CIBC World Market
Ontario, Canada
$14.8M +$6.53M +54,764 +79%
Allspring Global Investments
161
Allspring Global Investments
North Carolina
$14.7M +$65.5K +532 +0.4%
GAM
162
Gotham Asset Management
New York
$14.6M +$8.44M +70,757 +138%
SCM
163
SIR Capital Management
New York
$14.4M +$14.4M +120,803 New
Citadel Advisors
164
Citadel Advisors
Florida
$14.3M -$3.49M -29,234 -20%
TCA
165
Tortoise Capital Advisors
Kansas
$14.2M -$650K -5,449 -4%
ASRS
166
Arizona State Retirement System
Arizona
$14.2M -$249K -2,089 -2%
TI
167
Trexquant Investment
Connecticut
$14.1M +$14.1M +118,095 New
OSAM
168
O'Shaughnessy Asset Management
Connecticut
$13.9M +$3.48M +29,153 +33%
NA
169
NewEdge Advisors
Louisiana
$13.9M +$4.13M +34,596 +42%
VLKIM
170
Van Lanschot Kempen Investment Management
Netherlands
$13.8M – – –
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$13.8M +$5.69M +47,666 +70%
GF
172
Gabelli Funds
New York
$13.7M +$74.6K +625 +0.5%
BG
173
Bollard Group
Massachusetts
$13.3M +$893K +7,482 +7%
SOMRS
174
State of Michigan Retirement System
Michigan
$13.2M -$143K -1,200 -1%
Public Sector Pension Investment Board (PSP Investments)
175
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13M -$210K -1,762 -2%
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7
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