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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 %
MWA
526
Moser Wealth Advisors
Washington
$2.08M -$42K -340 -2%
CCA
527
Cobblestone Capital Advisors
New York
$2.07M -$69.2K -560 -3%
NCM
528
Northside Capital Management
Oregon
$2.07M
TGAM
529
TBH Global Asset Management
Tennessee
$2.03M +$33.1K +268 +2%
KWS
530
Keystone Wealth Services
California
$2.03M -$32.7K -265 -2%
NRS
531
Neville Rodie & Shaw
New York
$2.03M -$15.4K -125 -0.8%
AC
532
Allstate Corporation
Illinois
$2.02M +$485K +3,926 +32%
MFIM
533
Mesirow Financial Investment Management
Illinois
$2.01M +$6.18K +50 +0.3%
CM
534
Cercano Management
Washington
$2.01M -$2.8M -22,669 -58%
WIC
535
Wilkins Investment Counsel
Massachusetts
$2.01M -$35.4K -287 -2%
GS
536
GTS Securities
New York
$2M -$522K -4,224 -21%
VA
537
Vident Advisory
Georgia
$1.97M +$475K +3,850 +32%
DWT
538
Dorsey & Whitney Trust
South Dakota
$1.95M -$132K -1,073 -6%
FFP
539
FourThought Financial Partners
Florida
$1.94M -$704K -5,700 -27%
WBWA
540
William B. Walkup & Associates
South Carolina
$1.93M +$77.5K +628 +4%
PI
541
PFG Investments
New York
$1.93M +$42.4K +343 +2%
SC
542
SouthState Corp
Florida
$1.93M +$731K +5,918 +61%
GVAG
543
Great Valley Advisor Group
Delaware
$1.92M -$14.1K -114 -0.7%
FDCDDQ
544
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.91M +$238K +1,931 +14%
PS
545
Principal Securities
Iowa
$1.91M
WS
546
Wedbush Securities
California
$1.91M -$137K -1,110 -7%
EF
547
Empirical Finance
Pennsylvania
$1.9M +$37.2K +301 +2%
ISWM
548
Independent Solutions Wealth Management
New York
$1.89M +$15.2K +123 +0.8%
HPG
549
Harvest Portfolios Group
Ontario, Canada
$1.89M +$229K +1,855 +14%
LCM
550
LRT Capital Management
Texas
$1.88M +$914K +7,405 +95%