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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 %
VHAM
726
Van Hulzen Asset Management
California
$953K +$864 +7 +0.1%
ACH
727
ArrowMark Colorado Holdings
Colorado
$951K +$951K +7,700 New
ABTD
728
Arvest Bank Trust Division
Oklahoma
$948K +$3.95K +32 +0.4%
EGA
729
Eagle Global Advisors
Texas
$942K -$15.4K -125 -2%
JFG
730
Jefferies Financial Group
New York
$941K -$24M -194,465 -96%
FFM
731
Forum Financial Management
Illinois
$941K +$16.3K +132 +2%
FNT
732
First National Trust
Pennsylvania
$939K -$342K -2,768 -27%
BSA
733
Bull Street Advisors
Georgia
$939K
FG
734
Fiduciary Group
Georgia
$920K
IFWM
735
Institute for Wealth Management
Colorado
$919K -$66.6K -539 -7%
NL
736
Navalign LLC
California
$915K +$48K +389 +6%
ICP
737
Impact Capital Partners
Colorado
$914K +$107K +869 +13%
VI
738
Vestcor Inc
New Brunswick, Canada
$913K -$1.27M -10,293 -58%
HWMO
739
Heritage Wealth Management (Ohio)
Ohio
$909K -$11.5K -93 -1%
BEAM
740
Baker Ellis Asset Management
Washington
$907K -$12.3K -100 -1%
OBAM
741
ODDO BHF Asset Management
France
$904K -$301K -2,435 -25%
MSA
742
MUFG Securities Americas
New York
$903K +$150K +1,213 +20%
FTWA
743
Fifth Third Wealth Advisors
Ohio
$902K +$224K +1,818 +33%
BFS
744
Bradley Foster & Sargent
Connecticut
$900K -$22.8K -185 -2%
WA
745
WealthTrust Axiom
Pennsylvania
$894K +$10K +81 +1%
CCB
746
Country Club Bank
Missouri
$885K -$320K -2,630 -27%
SG
747
StoneX Group
New York
$884K +$13.7K +111 +2%
GWCM
748
Godshalk Welsh Capital Management
Pennsylvania
$880K +$6.17K +50 +0.7%
ONB
749
Old National Bancorp
Indiana
$877K -$7.66K -62 -0.9%
CAM
750
Cidel Asset Management
Ontario, Canada
$875K +$63.3K +513 +8%