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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 %
PCTC
1426
Perkins Coie Trust Company
Washington
$201K +$741 +6 +0.4%
HIP
1427
Harrell Investment Partners
Texas
$201K +$201K +1,628 New
NWWA
1428
New Wave Wealth Advisors
Arkansas
$201K +$123 +1 +0.1%
PWS
1429
Peterson Wealth Services
Utah
$198K -$4.2K -34 -2%
NS
1430
NBC Securities
Alabama
$192K +$192K +1,557 +155,700%
CT
1431
Coastline Trust
Rhode Island
$191K -$1.24K -10 -0.6%
HFS
1432
Hantz Financial Services
Michigan
$191K +$48.9K +397 +34%
JFGIW
1433
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$190K -$178K -1,439 -48%
DMBA
1434
Deseret Mutual Benefit Administrators
Utah
$190K +$16.3K +132 +9%
BBHC
1435
Brown Brothers Harriman & Co
New York
$189K -$144K -1,165 -43%
CCM
1436
CAAS Capital Management
New York
$185K +$185K +1,500 New
FMP
1437
Financial Management Professionals
Texas
$185K -$247 -2 -0.1%
SOW
1438
State of Wyoming
Wyoming
$183K -$45.8K -371 -20%
DJSG
1439
D.J. St. Germain
Massachusetts
$183K -$27.5K -223 -13%
WIM
1440
Westside Investment Management
California
$182K
NB
1441
NBT Bank
New York
$182K -$11.4K -92 -6%
AAP
1442
Arax Advisory Partners
Colorado
$181K -$28.8K -233 -14%
GM
1443
GeoWealth Management
Illinois
$180K -$80.3K -650 -31%
HIMS
1444
Hager Investment Management Services
New Hampshire
$178K +$11.9K +96 +7%
CCM
1445
Chilton Capital Management
Texas
$175K -$7.78K -63 -4%
EPIM
1446
Evelyn Partners Investment Management
$174K +$174K +2 New
CSC
1447
Caldwell Sutter Capital
California
$173K -$865 -7 -0.5%
CH
1448
Cromwell Holdings
Wyoming
$172K
TF
1449
Tompkins Financial
New York
$171K
AAG
1450
Armstrong Advisory Group
Massachusetts
$169K