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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 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,732
Holders Change
-35
Holders Change %
-1.98%
% of All Funds
23.23%
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
145
Calls
$472M
Puts
$450M
Net Calls
+$21.3M
Net Calls Change
-$61.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SVWA
1501
Sarver Vrooman Wealth Advisors
Missouri
$65.3K
MWM
1502
MorganRosel Wealth Management
Colorado
$65.1K
FRA
1503
Front Row Advisors
California
$63.8K
HAP
1504
Harbor Asset Planning
Massachusetts
$63.6K +$63.6K +533 New
QWM
1505
Quaker Wealth Management
New Jersey
$63.5K +$63.5K +532 New
WPA
1506
Wealth Preservation Advisors
Tennessee
$62.4K +$716 +6 +1%
DF
1507
DecisionPoint Financial
Arizona
$62.1K +$493 +4 +0.8%
KFI
1508
Key Financial Inc
Pennsylvania
$61.3K
OAJ
1509
Ogorek Anthony Joseph
New York
$61K +$14.2K +119 +30%
PPA
1510
Painted Porch Advisors
California
$60K
CM
1511
Capula Management
Cayman Islands
$59.9K +$59.9K +502 New
FWA
1512
Flagship Wealth Advisors
Massachusetts
$59.7K
EWM
1513
Evermay Wealth Management
Virginia
$59.7K
APW
1514
Acima Private Wealth
Virginia
$59.7K
JWA
1515
JFS Wealth Advisors
Pennsylvania
$59.2K -$3.94K -33 -6%
HWM
1516
Hemington Wealth Management
Virginia
$59K +$237 +2 +0.4%
MEG
1517
Millstone Evans Group
Colorado
$57.4K
TFIPS
1518
Towarzystwo Funduszy Inwestycyjnych PZU SA
$57.3K -$15.5K -130 -21%
CLOS
1519
Compagnie Lombard Odier SCmA
Switzerland
$57K -$53.1K -445 -48%
1NWS
1520
1 North Wealth Services
Maryland
$56.5K
MCM
1521
Manchester Capital Management
Vermont
$55.9K -$4.18K -35 -7%
POIA
1522
Pin Oak Investment Advisors
Texas
$55K -$4.28K -35 -7%
CWM
1523
Crowley Wealth Management
Delaware
$54.3K
LFA
1524
Livelsberger Financial Advisory
Ohio
$53.6K +$53.6K +449 New
CT
1525
Clearstead Trust
Maine
$52.3K +$12.2K +102 +30%