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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 %
BIA
676
Beacon Investment Advisors
Maryland
$1.17M +$2.35K +19 +0.2%
WA1
677
Wimmer Associates 1
California
$1.16M -$50.2K -400 -4%
CAWM
678
Capital Advisors Wealth Management
Washington
$1.15M +$48.8K +395 +4%
CA
679
Cornerstone Advisors
North Carolina
$1.14M
AWM
680
Avior Wealth Management
Nebraska
$1.13M +$11.5K +93 +1%
MS
681
Maven Securities
Jersey
$1.13M +$1.13M +9,124 New
JCFM
682
JBR Co Financial Management
Oklahoma
$1.12M -$55.6K -450 -5%
LDB
683
Lee, Danner & Bass
Tennessee
$1.12M
WAAG
684
Wealth Alliance Advisory Group
Kansas
$1.12M +$36.3K +294 +3%
NW
685
Naviter Wealth
Arkansas
$1.11M -$11.7K -96 -1%
SC
686
SummitTX Capital
Texas
$1.11M +$1.11M +9,022 New
ISL
687
Ingalls & Snyder LLC
New York
$1.11M -$1.24K -10 -0.1%
DFA
688
Delta Financial Advisors
Louisiana
$1.11M +$123 +1 +0%
SCM
689
Sterling Capital Management
North Carolina
$1.1M -$78.9K -639 -7%
IF
690
Intrua Financial
Texas
$1.1M +$88.7K +718 +9%
LBC
691
Lowe Brockenbrough & Co
Virginia
$1.1M -$3.83K -31 -0.3%
TSS
692
Two Sigma Securities
New York
$1.09M +$795K +6,441 +269%
GIA
693
Guyasuta Investment Advisors
Pennsylvania
$1.08M +$4.69K +38 +0.4%
DS
694
DRW Securities
Illinois
$1.08M +$841K +6,821 +354%
GT
695
Glenview Trust
Kentucky
$1.08M -$55.3K -448 -5%
AWE
696
Avidian Wealth Enterprises
Texas
$1.07M +$494 +4 +0%
FNBOMD
697
First National Bank of Mount Dora
Florida
$1.06M -$264K -2,140 -20%
FHA
698
Flagship Harbor Advisors
Massachusetts
$1.06M -$8.89K -72 -0.8%
ACM
699
Aquatic Capital Management
Illinois
$1.05M -$9.37M -75,870 -90%
AWM
700
AE Wealth Management
Kansas
$1.05M +$16.5K +134 +2%