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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 %
N
701
Natixis
France
$1.05M -$2.21M -17,917 -68%
ATC
702
Argent Trust Co
Tennessee
$1.04M -$26.3K -213 -2%
D.E. Shaw & Co
703
D.E. Shaw & Co
New York
$1.03M -$537K -4,351 -34%
FA
704
Fiduciary Alliance
South Carolina
$1.03M +$93.1K +754 +10%
MAM
705
Mystic Asset Management
Rhode Island
$1.02M +$6.3K +51 +0.6%
MMPW
706
Mitchell McLeod Pugh & Williams
Alabama
$1.02M -$6.54K -53 -0.6%
VCA
707
Verdence Capital Advisors
Maryland
$1.02M -$24.8K -201 -2%
MA
708
MONECO Advisors
Connecticut
$1.02M -$3.46K -28 -0.3%
JG
709
Jain Global
New York
$1.01M +$1.01M +8,191 New
SEA
710
Stegent Equity Advisors
Texas
$1.01M +$315K +2,553 +45%
BIA
711
Barry Investment Advisors
Massachusetts
$1.01M -$36.1K -292 -3%
BP
712
BWM Planning
Texas
$1.01M -$9.63K -78 -0.9%
SFI
713
Siemens Fonds Invest
Germany
$1.01M +$27.9K +226 +3%
LGA
714
Lebenthal Global Advisors
New York
$999K +$14.9K +121 +2%
WIA
715
World Investment Advisors
California
$998K +$47.5K +385 +5%
WHG
716
Westwood Holdings Group
Texas
$997K -$261K -2,113 -21%
FBC
717
Fairfield, Bush & Co
Connecticut
$995K -$157K -1,272 -14%
SC
718
Searle & Co
Connecticut
$991K
CL
719
COWA LLC
Oklahoma
$988K -$12.2K -99 -1%
CPWA
720
Cerro Pacific Wealth Advisors
California
$985K +$12.3K +108 +1%
PG
721
Patten Group
Tennessee
$983K -$31.7K -257 -3%
WP
722
Westmount Partners
California
$980K +$247 +2 +0%
SA
723
Strategic Advisors
New York
$979K -$17.7K -143 -2%
OHWA
724
Oak Hill Wealth Advisors
Virginia
$977K
SCM
725
SCS Capital Management
Massachusetts
$962K +$962K +7,789 New