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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
TRCT
376
Tower Research Capital (TRC)
New York
$3.95M +$1.47M +11,933 +60%
EMPI
377
Elo Mutual Pension Insurance
Finland
$3.93M -$787K -6,373 -17%
BFG
378
Beacon Financial Group
Texas
$3.88M -$410K -3,320 -10%
KBC Group
379
KBC Group
Belgium
$3.88M -$465K -3,769 -11%
SFA
380
Sequoia Financial Advisors
Ohio
$3.81M +$167K +1,351 +5%
IAA
381
Independent Advisor Alliance
North Carolina
$3.81M +$380K +3,080 +11%
FAB
382
First American Bank
Illinois
$3.74M -$11.5K -93 -0.3%
Two Sigma Investments
383
Two Sigma Investments
New York
$3.73M +$19.3K +156 +0.5%
AWA
384
Arkadios Wealth Advisors
Georgia
$3.73M -$2.31M -18,712 -38%
CIA
385
Concurrent Investment Advisors
Florida
$3.71M +$1.16M +9,376 +45%
ECM
386
Everence Capital Management
Indiana
$3.71M +$424K +3,430 +13%
NEI
387
Northwest & Ethical Investments
Ontario, Canada
$3.67M +$1.09M +8,796 +42%
EG
388
Ellerson Group
Maryland
$3.67M +$40.3K +326 +1%
SIM
389
Stratos Investment Management
Ohio
$3.67M +$712K +5,762 +24%
BEI
390
Benjamin Edwards Inc
Missouri
$3.64M -$419K -3,392 -10%
BBI
391
Baxter Bros Inc
Connecticut
$3.63M +$35.4K +287 +1%
HWM
392
HB Wealth Management
Georgia
$3.62M +$832K +6,737 +30%
VWMG
393
Virginia Wealth Management Group
Virginia
$3.6M -$145K -1,176 -4%
SFG
394
SevenBridge Financial Group
Pennsylvania
$3.59M +$358K +3,016 +11%
GAB
395
German American Bancorp
Indiana
$3.54M +$55.2K +447 +2%
OIA
396
OneDigital Investment Advisors
Kansas
$3.54M -$14.4K -117 -0.4%
BPA
397
Beacon Pointe Advisors
California
$3.53M -$2.3M -18,626 -39%
TC
398
TownSquare Capital
Utah
$3.52M +$248K +2,007 +8%
GWM
399
Glass Wealth Management
Texas
$3.49M -$232K -1,880 -6%
KRS
400
Kentucky Retirement Systems
Kentucky
$3.48M -$71.5K -579 -2%