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Phillips 66

1,732 hedge funds and large institutions have $37.3B invested in Phillips 66 in 2025 Q2 according to their latest regulatory filings, with 138 funds opening new positions, 609 increasing their positions, 680 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,732
Holders Change
-34
Holders Change %
-1.93%
% of All Funds
23.22%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.15%
New
138
Increased
609
Reduced
680
Closed
144
Calls
$472M
Puts
$450M
Net Calls
+$21.3M
Net Calls Change
-$61.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AAP
1226
Arax Advisory Partners
Colorado
$262K +$38.2K +250 +17%
MIM
1227
Meixler Investment Management
Arizona
$262K +$262K +2,194 New
FBT
1228
First Bankers Trust
Kentucky
$262K
TA
1229
TFG Advisers
Michigan
$261K -$14.3K -120 -5%
SIAP
1230
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$261K -$49K -411 -16%
FC
1231
Forte Capital
New York
$259K +$33.9K +284 +15%
WC
1232
Waterloo Capital
Texas
$259K +$37.9K +318 +17%
FSC
1233
Full Sail Capital
Oklahoma
$259K +$259K +2,170 New
DE
1234
Diversified Enterprises
Delaware
$258K -$10.1K -85 -4%
TPI
1235
Trust Point Inc
Wisconsin
$258K +$2.15K +18 +0.8%
CAL
1236
Capital Analysts LLC
Pennsylvania
$257K -$10K -84 -4%
SMA
1237
Sage Mountain Advisors
Georgia
$256K -$50.6K -424 -16%
TSS
1238
Two Sigma Securities
New York
$256K -$798K -6,690 -76%
VA
1239
VestGen Advisors
Illinois
$255K -$18.7K -157 -7%
HAS
1240
HBW Advisory Services
California
$255K +$4.42K +37 +2%
AC
1241
Apella Capital
Connecticut
$255K +$3.92K +31 +2%
CCA
1242
Cadent Capital Advisors
Oklahoma
$254K -$20.3K -170 -7%
TCM
1243
TD Capital Management
Tennessee
$253K +$6.08K +51 +2%
ADL
1244
Asset Dedication LLC
California
$253K -$597 -5 -0.2%
LCM
1245
Leisure Capital Management
California
$253K -$9.19K -77 -4%
SAW
1246
Signal Advisors Wealth
Michigan
$253K +$253K +2,120 New
NGA
1247
Naples Global Advisors
Florida
$253K +$477 +4 +0.2%
OCM
1248
Orleans Capital Management
Louisiana
$253K
PFM
1249
Patton Fund Management
Texas
$253K +$253K +2,117 New
CAM
1250
Close Asset Management
United Kingdom
$252K