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Phillips 66

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
Name Market Value Shares Shares
Change
Shares
Change %
IC
301
IEQ Capital
California
$5.3M 42,938 +18,939 +79%
CTA
302
Colonial Trust Advisors
South Carolina
$5.28M 42,795 +313 +0.7%
CIC
303
Canal Insurance Company
South Carolina
$5.25M 42,500 +10,000 +31%
Luther King Capital Management (LKCM)
304
Luther King Capital Management (LKCM)
Texas
$5.23M 42,383 +288 +0.7%
AG
305
AlTi Global
New York
$5.21M 42,232 -20,594 -33%
BF
306
BOK Financial
Oklahoma
$5.12M 41,439 +4,874 +13%
CCM
307
Coldstream Capital Management
Washington
$5.1M 41,283 +1,048 +3%
CIG
308
CCM Investment Group
Minnesota
$5.08M 41,683 -747 -2%
KNW
309
Kesler Norman & Wride
Utah
$5.05M 40,865 -603 -1%
TYCC
310
Texas Yale Capital Corp
Florida
$5.03M 40,698 -10,325 -20%
CWP
311
Cyndeo Wealth Partners
Florida
$5.02M 40,647 +15,856 +64%
TW
312
Trajan Wealth
Arizona
$5.02M 40,641 +1,521 +4%
AUB
313
Atlantic Union Bankshares
Virginia
$5.01M 40,561 -1,452 -3%
BBNA
314
Bremer Bank National Association
Minnesota
$5.01M 40,553 +3,588 +10%
MIM
315
Montgomery Investment Management
Maryland
$5M 40,495 +10 +0%
SG
316
Sienna Gestion
France
$4.94M 41,182 -2,687 -6%
HT
317
Heritage Trust
Oklahoma
$4.93M 39,907 +2,207 +6%
QWP
318
Quotient Wealth Partners
Texas
$4.87M 39,410 +3,736 +10%
ACA
319
Aptus Capital Advisors
Alabama
$4.86M 39,321 +13,592 +53%
NA
320
Navellier & Associates
Nevada
$4.84M 45,278 -7,552 -14%
BFW
321
Brady Family Wealth
Missouri
$4.81M 38,990 +2,362 +6%
OAC
322
OMERS Administration Corp
Ontario, Canada
$4.81M 38,952 +20,670 +113%
SCP
323
Shorepoint Capital Partners
Massachusetts
$4.79M 38,814 +1,157 +3%
HNB
324
Huntington National Bank
Ohio
$4.75M 38,486 -201 -0.5%
MHC
325
Meyer Handelman Company
New York
$4.75M 38,472 -137 -0.4%