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Phillips 66
1,899 hedge funds and large institutions have $40B invested in Phillips 66 in 2025 Q4 according to their latest regulatory filings, with 223 funds opening new positions, 697 increasing their positions, 628 reducing their positions, and 123 closing their positions.
New
Increased
Maintained
Reduced
Closed
81% more first-time investments, than exits
New positions opened: 223 | Existing positions closed: 123
11% more repeat investments, than reductions
Existing positions increased: 697 | Existing positions reduced: 628
4% more funds holding
Funds holding: 1,833 → 1,899 (+66)
1.15% more ownership
Funds ownership: 75.72% → 76.87% (+1.1%)
4% less capital invested
Capital invested by funds: $41.6B → $40B (-$1.63B)
12% less call options, than puts
Call options by funds: $425M | Put options by funds: $485M
31% less funds holding in top 10
Funds holding in top 10: 13 → 9 (-4)
Holders
1,899
Holders Change
+66
Holders Change %
+3.6%
% of All Funds
23.11%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.11%
New
223
Increased
697
Reduced
628
Closed
123
Calls
$425M
Puts
$485M
Net Calls
-$60.1M
Net Calls Change
-$142M
Top Buyers
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$184M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$118M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$107M |
| 4 |
BlackRock
New York
|
+$94.6M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$92.1M |
Top Sellers
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$287M |
| 2 |
Bank of New York Mellon
New York
|
-$190M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$182M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$165M |
| 5 |
WorldQuant Millennium Advisors
New York
|
-$130M |
