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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 %
CV
601
Counterweight Ventures
North Carolina
$1.51M +$84.8K +687 +6%
DTL
602
Dynamic Technology Lab
Singapore
$1.51M +$1.51M +12,201 New
OWM
603
Orca Wealth Management
Florida
$1.5M +$3.46K +28 +0.2%
DAS
604
Dynamic Advisor Solutions
Arizona
$1.5M +$123 +1 +0%
FPAS
605
Focus Partners Advisor Solutions
Missouri
$1.5M +$335K +2,710 +29%
EH
606
Equitable Holdings
New York
$1.49M +$128K +1,033 +9%
KRSITF
607
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.48M -$1.14M -9,226 -43%
PFA
608
Pathway Financial Advisers
Indiana
$1.48M +$34.2K +277 +2%
GWM
609
Geneos Wealth Management
Colorado
$1.48M +$935K +7,575 +173%
OAM
610
Ostrum Asset Management
France
$1.47M -$39K -316 -3%
NWMG
611
Nicholson Wealth Management Group
South Carolina
$1.47M +$123 +1 +0%
WJWM
612
Williams Jones Wealth Management
New York
$1.46M -$30.9K -250 -2%
GLR
613
Great Lakes Retirement
Ohio
$1.46M +$115K +935 +9%
GIA
614
Gateway Investment Advisers
Ohio
$1.46M +$148K +1,200 +11%
EI
615
Ethic Inc
New York
$1.46M +$329K +2,649 +29%
SICM
616
Sustainable Insight Capital Management
New York
$1.46M +$1.46M +11,800 New
TFS
617
Thoroughbred Financial Services
Tennessee
$1.45M +$91.8K +744 +7%
DF
618
Donoghue Forlines
Massachusetts
$1.45M -$110K -889 -7%
IMCOOI
619
Investment Management Corp of Ontario (IMCO)
Canada
$1.44M +$1.44M +11,701 New
MGIA
620
Moneta Group Investment Advisors
Missouri
$1.44M -$6.05K -49 -0.4%
SCM
621
Shelton Capital Management
Colorado
$1.44M -$231K -1,874 -14%
CPC
622
Consolidated Planning Corp
Georgia
$1.43M -$213K -1,721 -13%
RCIM
623
Red Cedar Investment Management
Michigan
$1.43M
BSB
624
Bangor Savings Bank
Maine
$1.43M -$49.4K -400 -3%
FNA
625
First National Advisers
Nebraska
$1.42M -$32.6K -264 -2%