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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 %
ACIM
1801
Azimuth Capital Investment Management
Michigan
– – -1,813 Closed
AIA
1802
Accelerate Investment Advisors
California
– – -1,809 Closed
PW
1803
PUREfi Wealth
Massachusetts
– – -1,803 Closed
WCP
1804
Wealthcare Capital Partners
Pennsylvania
– – -1,784 Closed
DDPIC
1805
Deroy & Devereaux Private Investment Counsel
Michigan
– – -1,781 Closed
CL
1806
CSS LLC
Illinois
– – -1,770 Closed
NC
1807
NovaPoint Capital
Georgia
– – -1,767 Closed
RIA
1808
Realta Investment Advisors
Delaware
– – -1,742 Closed
PCG
1809
Prosperity Consulting Group
Maryland
– – -1,728 Closed
SFG
1810
Sovereign Financial Group
Connecticut
– – -1,719 Closed
EWM
1811
Endowment Wealth Management
Wisconsin
– – -1,711 Closed
PCP
1812
Proficio Capital Partners
Massachusetts
– – -1,708 Closed
BW
1813
BIP Wealth
Georgia
– – -1,707 Closed
PAMG
1814
Patton Albertson Miller Group
Tennessee
– – -1,698 Closed
FTC
1815
Farmers Trust Company
Ohio
– – -1,693 Closed
PPWM
1816
PFG Private Wealth Management
Florida
– – -1,675 Closed
CIG
1817
Cullen Investment Group
Louisiana
– – -1,664 Closed
BFO
1818
Biltmore Family Office
North Carolina
– – -1,659 Closed
APC
1819
Aspire Private Capital
North Carolina
– – -1,656 Closed
HCC
1820
Hirtle Callaghan & Co
Pennsylvania
– – -1,652 Closed
MPAM
1821
Murphy Pohlad Asset Management
Minnesota
– – -1,650 Closed
BWM
1822
BNC Wealth Management
Oregon
– – -1,649 Closed
BBA
1823
BLB&B Advisors
Pennsylvania
– – -1,648 Closed
SIA
1824
Schear Investment Advisers
Ohio
– – -1,645 Closed
GSC
1825
Ground Swell Capital
South Carolina
– – -1,640 Closed
71 72
73
74 75