PSX icon

Phillips 66

1,766 hedge funds and large institutions have $37.3B invested in Phillips 66 in 2025 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 635 increasing their positions, 650 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,766
Holders Change
+7
Holders Change %
+0.4%
% of All Funds
23.99%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
178
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 %
SI
1176
Saxon Interests
Texas
$305K -$43.1K -349 -12%
MPM
1177
MBB Public Markets
Illinois
$305K +$305K +2,471 New
CB
1178
Cadence Bank
Mississippi
$305K -$20.3K -164 -6%
GF
1179
Goodman Financial
Texas
$305K -$8.27K -67 -3%
CG
1180
CFO4Life Group
Texas
$304K +$3.09K +25 +1%
HCM
1181
Howard Capital Management
Georgia
$304K -$47K -381 -13%
PC
1182
Port Capital
Illinois
$304K -$2.1K -17 -0.7%
NWM
1183
Northcape Wealth Management
New York
$304K
TFA
1184
Teamwork Financial Advisors
Texas
$303K -$156K -1,262 -34%
PB
1185
Pinnacle Bancorp
Nebraska
$302K -$11.2K -91 -4%
FEM
1186
Fulcrum Equity Management
Texas
$301K +$18.4K +149 +7%
GSB
1187
Greenfield Savings Bank
Massachusetts
$300K
QP
1188
Quilter Plc
United Kingdom
$300K -$7.78K -63 -3%
LIM
1189
Letson Investment Management
Georgia
$300K
GLA
1190
Good Life Advisors
Pennsylvania
$299K -$111K -896 -27%
MSWM
1191
Master's Wealth Management
Pennsylvania
$298K +$2.72K +22 +0.9%
MA
1192
Montag & Associates
Georgia
$298K
AFG
1193
Allegheny Financial Group
Pennsylvania
$297K
IIM
1194
Ipswich Investment Management
Massachusetts
$296K
WC
1195
Whitney & Co
New York
$296K
MAG
1196
M3 Advisory Group
Massachusetts
$294K +$7.53K +61 +3%
SW
1197
SkyOak Wealth
Michigan
$294K
CA
1198
Callahan Advisors
Texas
$293K -$74.6K -604 -20%
TNB
1199
Thomasville National Bank
Georgia
$293K +$32.7K +265 +13%
MAWA
1200
Moss Adams Wealth Advisors
Washington
$292K +$51.7K +419 +22%