PSX icon

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 %
LCM
576
Logan Capital Management
Pennsylvania
$1.71M
IWM
577
IHT Wealth Management
Illinois
$1.71M -$13.6K -110 -0.8%
BO
578
Bank OZK
Arkansas
$1.7M +$361K +2,925 +27%
SWM
579
Segment Wealth Management
Texas
$1.69M +$399K +3,233 +31%
FFA
580
Farther Finance Advisors
California
$1.69M +$668K +5,372 +66%
MWM
581
Marion Wealth Management
Pennsylvania
$1.68M +$46.8K +379 +3%
WCBA
582
Weaver C. Barksdale & Associates
Tennessee
$1.67M -$39.5K -320 -2%
CA
583
Clearstead Advisors
Ohio
$1.66M +$54.8K +444 +3%
CA
584
CWC Advisors
Oregon
$1.66M +$456K +3,696 +38%
PCMF
585
Private Capital Management (Florida)
Florida
$1.63M +$6.3K +51 +0.4%
HWAM
586
Hennion & Walsh Asset Management
New Jersey
$1.63M +$49.3K +399 +3%
YIA
587
YHB Investment Advisors
Connecticut
$1.63M +$33.7K +273 +2%
NMIMC
588
Northwestern Mutual Investment Management Company
Wisconsin
$1.62M +$2.72K +22 +0.2%
TBC
589
Tweedy, Browne Co
Connecticut
$1.62M -$45.7K -370 -3%
PCMK
590
Paragon Capital Management (Kansas)
Kansas
$1.6M -$34.3K -278 -2%
CS
591
Cannell & Spears
New York
$1.6M +$155K +1,256 +11%
EF
592
Exeter Financial
Arizona
$1.6M +$25.9K +210 +2%
FT
593
Fiduciary Trust
Massachusetts
$1.57M +$88.4K +716 +6%
EWM
594
Evercore Wealth Management
New York
$1.56M
AAM
595
AR Asset Management
California
$1.56M
FIM
596
Fruth Investment Management
Texas
$1.54M
CIP
597
Convergence Investment Partners
Florida
$1.54M -$653K -5,291 -30%
SFS
598
Sowell Financial Services
Arkansas
$1.53M +$76.4K +619 +5%
RP
599
Rowlandmiller & Partners
Georgia
$1.52M +$32.4K +262 +2%
SPC
600
Sigma Planning Corp
Michigan
$1.52M -$46.3K -375 -3%