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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 %
MIF
451
Mediolanum International Funds
Ireland
$2.62M -$84.7K -696 -3%
OPS
452
Orion Portfolio Solutions
Nebraska
$2.61M +$248K +2,012 +11%
BCI
453
Brinker Capital Investments
Pennsylvania
$2.61M +$248K +2,012 +11%
CB
454
Community Bank
New York
$2.6M +$114K +927 +5%
GAM
455
Groupama Asset Management
France
$2.59M -$66.1K -543 -2%
FCI
456
Financial Counselors Inc
Kansas
$2.58M -$137K -1,110 -5%
CWM
457
Compass Wealth Management
Connecticut
$2.55M +$2.35M +19,068 +1,222%
SP
458
SWS Partners
Ohio
$2.54M -$95.7K -775 -4%
ST
459
Somerset Trust
Pennsylvania
$2.54M +$92.4K +748 +4%
WANY
460
Wealthspire Advisors (New York)
New York
$2.53M +$1.25M +10,086 +97%
CIC
461
Carnegie Investment Counsel
Ohio
$2.53M +$455K +4,686 +22%
SC
462
Savant Capital
Illinois
$2.52M +$777K +6,293 +44%
AAM
463
Azzad Asset Management
Virginia
$2.52M +$2.52M +20,430 New
ACM
464
Argyle Capital Management
Pennsylvania
$2.52M +$59.3K +480 +2%
BCM
465
Becker Capital Management
Oregon
$2.52M -$29.5K -239 -1%
GCM
466
GeoSphere Capital Management
Florida
$2.51M +$2.51M +20,356 New
CGH
467
Crossmark Global Holdings
Texas
$2.51M +$154K +1,250 +7%
MSWM
468
Mader & Shannon Wealth Management
Missouri
$2.5M -$1.24M -10,010 -33%
APWM
469
Argonautica Private Wealth Management
Massachusetts
$2.48M +$28.6K +232 +1%
USCWA
470
U.S. Capital Wealth Advisors
Texas
$2.48M +$672K +5,445 +37%
LIP
471
Lighthouse Investment Partners
Florida
$2.47M +$1.95M +15,820 +378%
ECM
472
Engine Capital Management
New York
$2.47M +$2.47M +20,000 New
HA
473
Herold Advisors
New York
$2.46M -$568K -4,598 -19%
IB
474
Intrust Bank
Kansas
$2.45M
IWA
475
Icon Wealth Advisors
Texas
$2.45M -$175K -1,415 -7%