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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 %
FFB
1276
First Financial Bankshares
Texas
$254K
Los Angeles Capital Management
1277
Los Angeles Capital Management
California
$253K -$11.7K -95 -4%
AA
1278
Alta Advisers
United Kingdom
$253K +$253K +2,045 New
DC
1279
Defender Capital
North Carolina
$252K -$4.95K -40 -2%
AIM
1280
Acropolis Investment Management
Missouri
$252K -$13.8K -112 -5%
TW
1281
TritonPoint Wealth
Maryland
$252K +$252K +2,038 New
CWM
1282
Cabot Wealth Management
Massachusetts
$251K
AP
1283
Adero Partners
California
$251K +$16.3K +132 +7%
KA
1284
KLCM Advisors
Wisconsin
$250K
IC
1285
Iconiq Capital
California
$250K +$250K +2,023 New
VCM
1286
Versant Capital Management
Arizona
$248K +$83K +672 +50%
HWA
1287
HHM Wealth Advisors
Tennessee
$248K -$1.11K -9 -0.4%
TWA
1288
TCI Wealth Advisors
Arizona
$247K +$1.48K +12 +0.6%
LWP
1289
LeClair Wealth Partners
Ohio
$247K
MCM
1290
MV Capital Management
Maryland
$247K +$129K +1,043 +109%
PFA
1291
Pure Financial Advisors
California
$246K +$21.4K +173 +9%
SFS
1292
Sharp Financial Services
Pennsylvania
$246K -$139K -1,128 -36%
DIM
1293
Delta Investment Management
California
$246K -$17.5K -142 -7%
TFO
1294
Tarbox Family Office
California
$246K
BCB
1295
Brian C. Broderick
$246K
CBT
1296
Central Bank & Trust
Kentucky
$246K +$26.4K +214 +12%
DFG
1297
Delta Financial Group
New Jersey
$245K -$5.18K -41 -2%
CFS
1298
Commonwealth Financial Services
West Virginia
$244K +$13.8K +112 +6%
Fuller & Thaler Asset Management
1299
Fuller & Thaler Asset Management
California
$244K
NB
1300
Nicolet Bankshares
Wisconsin
$243K