PSX icon

Phillips 66

1,767 hedge funds and large institutions have $37.3B invested in Phillips 66 in 2025 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 635 increasing their positions, 650 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,767
Holders Change
+8
Holders Change %
+0.45%
% of All Funds
24.01%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
179
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 %
PIA
1376
Perennial Investment Advisors
California
$216K +$216K +1,749 New
LA
1377
LM Advisors
California
$216K -$31K -251 -13%
KWA
1378
Kingswood Wealth Advisors
California
$216K -$74.9K -605 -26%
SSWM
1379
Strait & Sound Wealth Management
California
$215K -$37K -300 -15%
WP
1380
Wealthspan Partners
Iowa
$215K +$215K +1,743 New
RIA
1381
Realta Investment Advisors
Delaware
$215K -$43.6K -353 -17%
IWA
1382
IVC Wealth Advisors
Pennsylvania
$214K +$214K +1,730 New
AIM
1383
AMI Investment Management
Indiana
$213K +$213K +1,729 New
PCG
1384
Prosperity Consulting Group
Maryland
$213K +$213K +1,728 New
PFA
1385
Pinnacle Family Advisors
Missouri
$213K +$213K +1,726 New
WP
1386
WealthShield Partners
North Carolina
$213K +$213K +1,725 New
ML
1387
McAdam LLC
Pennsylvania
$212K +$212K +1,720 New
RBFC
1388
Roman Butler Fullerton & Co
Missouri
$212K -$55.7K -579 -21%
SFG
1389
Sovereign Financial Group
Connecticut
$212K +$212K +1,719 New
BC
1390
Bayforest Capital
United Kingdom
$212K +$133K +1,074 +167%
PSCM
1391
Per Stirling Capital Management
Texas
$211K +$211K +1,711 New
EWM
1392
Endowment Wealth Management
Wisconsin
$211K +$211K +1,711 New
SL
1393
Sentry LLC
Tennessee
$211K +$211K +1,710 New
PCP
1394
Proficio Capital Partners
Massachusetts
$211K +$211K +1,708 New
BW
1395
BIP Wealth
Georgia
$211K +$211K +1,707 New
BWCS
1396
Beirne Wealth Consulting Services
Connecticut
$210K +$210K +1,700 New
PAMG
1397
Patton Albertson Miller Group
Tennessee
$210K +$210K +1,698 New
CPW
1398
Crestmont Private Wealth
Texas
$210K +$210K +1,698 New
CFP
1399
Catalyst Financial Partners
Massachusetts
$210K +$210K +1,697 New
CTWM
1400
Cherry Tree Wealth Management
Minnesota
$209K