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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 %
V
1351
ViaWealth
Kansas
$214K
ZIG
1352
Zullo Investment Group
Pennsylvania
$214K +$597 +5 +0.3%
FEM
1353
Fulcrum Equity Management
Texas
$213K -$77.8K -652 -27%
WRPWM
1354
Werba Rubin Papier Wealth Management
California
$213K -$4.89K -41 -2%
FAN
1355
Financial Advisors Network
California
$213K -$5.73K -48 -3%
PCMC
1356
Paragon Capital Management (Colorado)
Colorado
$212K -$225K -1,889 -52%
IWN
1357
Independent Wealth Network
Iowa
$211K -$6.8K -57 -3%
HC
1358
Hourglass Capital
Texas
$211K
SCM
1359
Spring Capital Management
Texas
$211K
SWMP
1360
Signature Wealth Management Partners
New Jersey
$211K
GDP
1361
Great Diamond Partners
Maine
$210K
EB
1362
Eastern Bank
Massachusetts
$210K -$14.8K -124 -7%
GSEP
1363
Golden State Equity Partners
California
$210K +$210K +1,761 New
KLWA
1364
Kelly Lawrence W & Associates
California
$210K
KWA
1365
Kingswood Wealth Advisors
California
$210K +$1.67K +14 +0.8%
APG
1366
Abacus Planning Group
South Carolina
$209K -$24K -201 -10%
MFG
1367
MidWestOne Financial Group
Iowa
$209K -$16.8K -141 -7%
PIA
1368
Perennial Investment Advisors
California
$209K +$238 +2 +0.1%
ACS
1369
Archford Capital Strategies
Illinois
$209K +$209K +1,750 New
MWP
1370
Moller Wealth Partners
$209K -$41.5K -348 -17%
WP
1371
Wealthspan Partners
Iowa
$208K
HTIM
1372
Harbour Trust & Investment Management
Indiana
$208K +$6.2K +52 +3%
SFC
1373
SYM Financial Corp
Indiana
$207K +$207K +1,739 New
IWA
1374
IVC Wealth Advisors
Pennsylvania
$207K +$597 +5 +0.3%
LA
1375
LM Advisors
California
$207K -$1.43K -12 -0.7%