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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 %
VAS
551
Vestmark Advisory Solutions
Massachusetts
$1.88M +$737K +5,967 +65%
Koshinski Asset Management
552
Koshinski Asset Management
Illinois
$1.86M -$16.2K -131 -0.9%
VFA
553
Valeo Financial Advisors
Indiana
$1.85M +$103K +836 +6%
SI
554
Stephens Inc
Arkansas
$1.85M -$370 -3 -0%
NAM
555
Nexpoint Asset Management
Texas
$1.85M +$1.85M +14,962 New
Assenagon Asset Management
556
Assenagon Asset Management
Luxembourg
$1.84M -$69M -558,599 -97%
BCM
557
Bayesian Capital Management
New York
$1.83M +$1.83M +14,800 New
CS
558
Crescent Sterling
Louisiana
$1.82M -$3.09K -25 -0.2%
HTC
559
Haverford Trust Company
Pennsylvania
$1.82M -$33.2K -269 -2%
CAI
560
Capital Advisors Inc
Oklahoma
$1.82M -$21.1K -171 -1%
MYAM
561
Meiji Yasuda Asset Management
Japan
$1.81M -$36.1K -292 -2%
EHC
562
Everett Harris & Co
California
$1.8M -$253K -2,050 -12%
HIM
563
Harbour Investment Management
Washington
$1.79M -$18.5K -150 -1%
CFMC
564
Curbstone Financial Management Corp
New Hampshire
$1.79M
NW
565
NewEdge Wealth
Pennsylvania
$1.79M -$88.3K -715 -5%
AWM
566
Apollon Wealth Management
South Carolina
$1.79M +$75.1K +608 +4%
BAMF
567
BI Asset Management Fondsmaeglerselskab
Denmark
$1.78M +$193K +1,567 +12%
CG
568
Caprock Group
Idaho
$1.78M +$396K +3,203 +29%
CAM
569
Carret Asset Management
New York
$1.77M -$308K -2,498 -15%
KA
570
Kovack Advisors
Florida
$1.77M +$1.49M +12,034 +526%
FMC
571
First Merchants Corp
Indiana
$1.75M -$294K -2,379 -14%
NSEDCP
572
NJ State Employees Deferred Compensation Plan
New Jersey
$1.75M
EIP
573
Energy Income Partners
Connecticut
$1.73M +$609K +4,932 +54%
NIG
574
NFJ Investment Group
Texas
$1.72M -$80.8K -654 -4%
MA
575
Mutual Advisors
Nebraska
$1.71M -$40.3K -388 -2%