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Phillips 66
PSX

Overview Fund Activity

1,731 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, 608 increasing their positions, 680 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,731
Holders Change
-36
Holders Change %
-2.04%
% 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
608
Reduced
680
Closed
144
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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.53B +$713M +5,978,841 +15%
BlackRock
2
BlackRock
New York
$3.8B +$235M +1,967,949 +7%
State Street
3
State Street
Massachusetts
$2.9B -$207M -1,736,376 -7%
EIM
4
Elliott Investment Management
Florida
$2.3B +$421M +3,526,000 +22%
Wells Fargo
5
Wells Fargo
California
$1.86B -$39.3M -329,455 -2%
Harris Associates
6
Harris Associates
Illinois
$1.6B -$46M -385,734 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.23B +$182M +1,532,967 +17%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.12B +$64.1M +537,245 +6%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$1.07B +$270M +2,266,996 +34%
Morgan Stanley
10
Morgan Stanley
New York
$819M +$14.6M +122,229 +2%
Invesco
11
Invesco
Georgia
$561M -$7.29M -61,139 -1%
Norges Bank
12
Norges Bank
Norway
$524M +$524M +4,390,231 New
UBS Group
13
UBS Group
Switzerland
$501M -$52.1M -436,975 -9%
Northern Trust
14
Northern Trust
Illinois
$479M -$50.9M -426,818 -10%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$461M -$36.7M -307,809 -7%
Charles Schwab
16
Charles Schwab
California
$390M +$19.7M +165,514 +5%
Bank of America
17
Bank of America
North Carolina
$387M -$106M -887,443 -21%
Barrow, Hanley, Mewhinney & Strauss
18
Barrow, Hanley, Mewhinney & Strauss
Texas
$380M -$1.73M -14,528 -0.5%
UBS AM
19
UBS AM
Illinois
$354M +$46.8M +392,269 +15%
Goldman Sachs
20
Goldman Sachs
New York
$343M -$108M -905,646 -24%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$343M -$102M -853,923 -23%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$313M -$11.6M -97,310 -4%
Amundi
23
Amundi
France
$295M +$6.29M +49,752 +2%
Legal & General Group
24
Legal & General Group
United Kingdom
$268M -$8.17M -68,513 -3%
Pacer Advisors
25
Pacer Advisors
Pennsylvania
$224M +$202M +1,693,768 +921%
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