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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 %
PGF
1776
Plan Group Financial
Oklahoma
– – -4,022 Closed
PR
1777
Payden & Rygel
California
– – -4,000 Closed
AIP
1778
Arrowpoint Investment Partners
Singapore
– – -3,840 Closed
WG
1779
Winton Group
United Kingdom
– – -3,599 Closed
WA
1780
Wealth Alliance
New York
– – -3,506 Closed
TVAMP
1781
Tennessee Valley Asset Management Partners
Tennessee
– – -3,356 Closed
LIM
1782
Longfellow Investment Management
Massachusetts
– – -3,262 Closed
WTG
1783
West Tower Group
Virginia
– – -3,100 Closed
BB
1784
Bell Bank
North Dakota
– – -2,644 Closed
CP
1785
Covenant Partners
Tennessee
– – -2,602 Closed
MAWA
1786
Moss Adams Wealth Advisors
Washington
– – -2,365 Closed
EWS
1787
Evergreen Wealth Solutions
Pennsylvania
– – -2,362 Closed
RWM
1788
Ritholtz Wealth Management
New York
– – -2,348 Closed
PMG
1789
ProVise Management Group
Florida
– – -2,333 Closed
UBP
1790
Union Bancaire Privee
Switzerland
– – -2,284 Closed
HCP
1791
Hexagon Capital Partners
Arkansas
– – -2,273 Closed
IA
1792
Integrity Alliance
Iowa
– – -2,178 Closed
IC
1793
Iconiq Capital
California
– – -2,023 Closed
Empower Advisory Group
1794
Empower Advisory Group
Colorado
– – -1,960 Closed
RFN
1795
RDA Financial Network
Iowa
– – -1,952 Closed
AIC
1796
Argus Investors Counsel
New York
– – -1,939 Closed
LHC
1797
Little House Capital
Massachusetts
– – -1,904 Closed
KIC
1798
Keating Investment Counselors
Florida
– – -1,870 Closed
CAS
1799
CTC Alternative Strategies
Illinois
– – -1,850 Closed
PCH
1800
PGIM Custom Harvest
New Jersey
– – -1,841 Closed
70 71
72
73 74