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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 %
SNB
1476
Security National Bank
Nebraska
$130K
TCM
1477
Tradewinds Capital Management
Washington
$128K
GTAM
1478
Global Trust Asset Management
Florida
$124K
MFC
1479
Mechanics Financial Corp
Ohio
$123K
Kayne Anderson Rudnick Investment Management
1480
Kayne Anderson Rudnick Investment Management
California
$123K -$1.48K -12 -1%
ME
1481
McIlrath & Eck
Washington
$121K -$26.1K -211 -18%
MSFP
1482
Mark Sheptoff Financial Planning
Connecticut
$119K
TLA
1483
Tanglewood Legacy Advisors
Texas
$117K
CSB
1484
City State Bank
Iowa
$116K -$5.56K -45 -5%
CLOS
1485
Compagnie Lombard Odier SCmA
Switzerland
$114K -$50.6K -410 -31%
Loomis, Sayles & Company
1486
Loomis, Sayles & Company
Massachusetts
$112K +$48.8K +394 +77%
PIM
1487
Plato Investment Management
Australia
$110K
C
1488
Covestor
United Kingdom
$109K +$51.8K +420 +91%
ANBT
1489
American National Bank & Trust
Texas
$109K -$9.76K -79 -8%
MTIC
1490
Missouri Trust & Investment Company
Missouri
$109K +$16.2K +131 +17%
YDMI
1491
Y.D. More Investments
Israel
$108K +$108K +876 New
GC
1492
Garde Capital
Washington
$107K -$53.8K -436 -33%
CFO
1493
CVA Family Office
Colorado
$106K -$13.6K -110 -11%
BCMLT
1494
Beacon Capital Management LLC (Tennessee)
Tennessee
$103K +$865 +7 +0.8%
OIA
1495
Optimum Investment Advisors
Illinois
$103K
PWAM
1496
Private Wealth Asset Management
Iowa
$103K +$103K +835 New
MFA
1497
McClarren Financial Advisors
Pennsylvania
$103K +$103K +647 New
VWA
1498
VSM Wealth Advisory
Maryland
$102K +$102K +829 New
PSB
1499
Piscataqua Savings Bank
New Hampshire
$101K +$16.7K +135 +20%
TWD
1500
True Wealth Design
Ohio
$99.9K +$96.9K +785 +3,271%