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Phillips 66
PSX

Overview Fund Activity

1,767 hedge funds and large institutions have $37.3B invested in Phillips 66 in 2025 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 635 increasing their positions, 650 reducing their positions, and 133 closing their positions.

Holders
1,767
Holders Change
+8
Holders Change %
+0.45%
% of All Funds
24.01%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
179
Increased
635
Reduced
650
Closed
133
Calls
$407M
Puts
$325M
Net Calls
+$82.5M
Net Calls Change
+$72.8M

Top Buyers

1
EIM
1
Elliott Investment Management
Florida
$1.94B
2
Nomura Holdings
2
Nomura Holdings
Japan
$520M
3
Harris Associates
3
Harris Associates
Illinois
$1.71B
4
NL
4
Nuveen LLC
North Carolina
$156M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$395M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$261M
2
UBS Group
2
UBS Group
Switzerland
$572M
3
Norges Bank
3
Norges Bank
Norway
$0
4
Deutsche Bank
4
Deutsche Bank
Germany
$146M
5
Amundi
5
Amundi
France
$245M
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
1876
Values First Advisors
Tennessee
– – -231 Closed
JSAM
1877
J. Safra Asset Management
New York
– – -224 Closed
FA
1878
Fedenia Advisers
Wisconsin
– – -186 Closed
MCM
1879
Mainstream Capital Management
California
– – -168 Closed
LB
1880
Legacy Bridge
Iowa
– – -161 Closed
GCM
1881
GKV Capital Management
California
– – -156 Closed
WWA
1882
Wingate Wealth Advisors
Massachusetts
– – -100 Closed
SSG
1883
Summit Securities Group
New York
– – -100 Closed
MSWM
1884
Mowery & Schoenfeld Wealth Management
Illinois
– – -96 Closed
CPBTD
1885
Central Pacific Bank - Trust Division
Hawaii
– – -89 Closed
Optiver Holding
1886
Optiver Holding
Netherlands
– – -83 Closed
UOTTAIMCU
1887
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– – -81 Closed
TCG
1888
Transcendent Capital Group
Oklahoma
– – -62 Closed
SAM
1889
Synergy Asset Management
Washington
– – -49 Closed
VWWMG
1890
Vermillion & White Wealth Management Group
Pennsylvania
– – -38 Closed
PCWA
1891
Pacific Capital Wealth Advisors
California
– – -30 Closed
DRP
1892
Decker Retirement Planning
Utah
– – -26 Closed
BTD
1893
BankPlus Trust Department
Mississippi
– – -26 Closed
CTB
1894
Country Trust Bank
Illinois
– – -19 Closed
CJ
1895
Caitlin John
Michigan
– – -14 Closed
AFS
1896
Anderson Financial Strategies
Ohio
– – -14 Closed
SC
1897
Stance Capital
Massachusetts
– – -7 Closed
OSNBOA
1898
Old Second National Bank of Aurora
Illinois
– – -5 Closed
FG
1899
Fairman Group
Pennsylvania
– – -4 Closed
PFA
1900
Pillar Financial Advisors
Kentucky
– – -2 Closed
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