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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 %
CT
326
Colonial Trust
South Carolina
$4.7M 38,100 +168 +0.4%
TPSF
327
Texas Permanent School Fund
Texas
$4.69M 45,116 +45,116 New
RIL
328
Rothschild Investment LLC
Illinois
$4.68M 37,936 -216 -0.6%
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$4.67M 37,800 +6,951 +23%
UCFA
330
United Capital Financial Advisors
Texas
$4.66M 37,772 +3,002 +9%
UB
331
UMB Bank
Missouri
$4.63M 37,506 +571 +2%
FMII
332
Farmers & Merchants Investments Inc
Nebraska
$4.63M 37,469 -525 -1%
RIM
333
Rakuten Investment Management
Japan
$4.6M 37,747 +37,747 New
CSP
334
Cary Street Partners
Virginia
$4.59M 37,149 -885 -2%
PRS
335
Pinkerton Retirement Specialists
Idaho
$4.56M 36,943 +1,987 +6%
PCM
336
Parsons Capital Management
Rhode Island
$4.53M 36,718 -793 -2%
HPC
337
HM Payson & Co
Maine
$4.53M 36,692 -634 -2%
RRAM
338
River Road Asset Management
Kentucky
$4.53M 36,647 +36,647 New
AA
339
Ancora Advisors
Ohio
$4.51M 36,509 +121 +0.3%
NAAA
340
New Age Alpha Advisors
New York
$4.45M 36,020 +27,400 +318%
GIA
341
Gladstone Institutional Advisory
Florida
$4.43M 35,866 +3,331 +10%
ACM
342
Altrius Capital Management
North Carolina
$4.43M 35,855 +1,409 +4%
OPERF
343
Oregon Public Employees Retirement Fund
Oregon
$4.43M 35,849 +420 +1%
ILI
344
Invesco LLC (Illinois)
Illinois
$4.42M 35,791 -115 -0.3%
OC
345
Oppenheimer & Co
New York
$4.41M 35,676 -11,277 -24%
PAG
346
Private Advisor Group
New Jersey
$4.39M 35,579 -1,311 -4%
DFG
347
Demars Financial Group
Washington
$4.39M 541,707 +95,671 +21%
Capital Fund Management (CFM)
348
Capital Fund Management (CFM)
France
$4.39M 35,517 -123,619 -78%
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$4.38M 35,467 +219 +0.6%
SPG
350
Strategic Planning Group
Utah
$4.36M 35,348 +6,774 +24%