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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 %
CFB
501
Cullen/Frost Bankers
Texas
$2.29M -$87.7K -710 -4%
MWM
502
Mattern Wealth Management
Kansas
$2.27M -$195K -1,577 -8%
BCV
503
Banque Cantonale Vaudoise
Switzerland
$2.27M +$2.27M +18,367 New
SWP
504
Stratos Wealth Partners
Ohio
$2.27M -$149K -1,209 -6%
RFC
505
Regions Financial Corp
Alabama
$2.25M -$38.8K -314 -2%
CI
506
Cherokee Insurance
Michigan
$2.24M
Bessemer Group
507
Bessemer Group
New Jersey
$2.19M -$1.46M -11,847 -40%
SF
508
Synovus Financial
Georgia
$2.19M -$120K -969 -5%
BCWM
509
Bartlett & Co Wealth Management
Ohio
$2.18M -$11.9K -96 -0.5%
HSA
510
HBK Sorce Advisory
Pennsylvania
$2.18M +$7.9K +64 +0.4%
HW
511
Hancock Whitney
Mississippi
$2.17M +$37.5K +304 +2%
SCA
512
Snowden Capital Advisors
New York
$2.16M -$58.8K -476 -3%
XF
513
XML Financial
Maryland
$2.16M -$5.8K -47 -0.3%
CSIC
514
Clifford Swan Investment Counsel
California
$2.15M
IC
515
Inscription Capital
Texas
$2.15M +$2.15M +13,153 New
BC
516
Burney Company
Virginia
$2.14M -$79.6K -645 -4%
PA
517
Profund Advisors
Maryland
$2.14M -$247 -2 -0%
HA
518
Huntleigh Advisors
Missouri
$2.12M +$61.7K +500 +3%
GIC
519
Generali Investments CEE
Czech Republic
$2.11M
Simplex Trading
520
Simplex Trading
Illinois
$2.11M +$706K +5,721 +50%
VIM
521
Vinva Investment Management
Australia
$2.11M +$13K +107 +0.6%
FMI
522
F/M Investments
District of Columbia
$2.11M -$86K -696 -4%
APP
523
Avantax Planning Partners
Iowa
$2.11M -$134K -1,082 -6%
WCM
524
Wisconsin Capital Management
Wisconsin
$2.1M -$161K -1,300 -7%
AAM
525
Auxier Asset Management
Oregon
$2.1M