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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 %
AAA
1301
American Alpha Advisors
New York
$232K +$232K +1,942 New
FIB
1302
First Interstate Bank
Montana
$231K
SWA
1303
Strategies Wealth Advisors
Michigan
$231K -$222K -1,857 -49%
TAM
1304
Trillium Asset Management
Massachusetts
$230K
SDIC
1305
South Dakota Investment Council
South Dakota
$229K
RCAG
1306
Rehmann Capital Advisory Group
Michigan
$229K +$835 +7 +0.4%
CFG
1307
Cooper Financial Group
California
$227K +$26.8K +225 +13%
XSC
1308
X-Square Capital
Puerto Rico
$227K -$4.77K -40 -2%
BDFN
1309
Bond & Devick Financial Network
Minnesota
$227K
AW
1310
Apricus Wealth
South Carolina
$227K +$227K +1,900 New
MGAM
1311
McGowan Group Asset Management
Texas
$226K
OL
1312
Optas LLC
Texas
$225K +$225K +1,888 New
AC
1313
Avestar Capital
New York
$225K -$239 -2 -0.1%
OC
1314
Oakworth Capital
Alabama
$224K
MWA
1315
Meridian Wealth Advisors
Texas
$224K +$13.5K +113 +6%
CAM
1316
Columbia Asset Management
Michigan
$224K
OPA
1317
Old Port Advisors
Maine
$224K +$9.54K +80 +4%
SAM
1318
Summit Asset Management
Tennessee
$224K +$119 +1 +0.1%
SSG
1319
Summit Securities Group
New York
$224K +$224K +1,874 New
HCM
1320
Howland Capital Management
Massachusetts
$223K +$3.22K +27 +1%
SEIA
1321
Signature Estate & Investment Advisors
California
$223K +$11.8K +99 +6%
TP
1322
Tranquility Partners
Tennessee
$223K -$2.98K -25 -1%
PWW
1323
Pettyjohn Wood & White
Virginia
$222K
FMLI
1324
Fukoku Mutual Life Insurance
Japan
$222K -$32.9K -276 -13%
CCG
1325
Catalina Capital Group
California
$222K +$21.1K +177 +11%