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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 %
API
1501
Asset Planning Inc
California
$97.6K +$371 +3 +0.4%
TFM
1502
TFC Financial Management
Massachusetts
$97.1K
GSWM
1503
Golden State Wealth Management
California
$95.4K +$12K +97 +14%
PPC
1504
Park Place Capital
Alabama
$95.3K -$46.6K -377 -33%
CCM
1505
Cloud Capital Management
Washington
$95K +$95K +772 New
GG
1506
Gleason Group
Kentucky
$93.8K +$864 +7 +0.9%
RWM
1507
Rialto Wealth Management
New York
$93K +$1.11K +9 +1%
M
1508
MOTCO
Texas
$92.5K +$2.84K +23 +3%
SIS
1509
Sound Income Strategies
Florida
$91.8K +$15.2K +123 +20%
BHWM
1510
Beaird Harris Wealth Management
Texas
$90.6K -$1.11K -9 -1%
AW
1511
Avion Wealth
Texas
$90K
BLC
1512
Brown, Lisle/Cummings
Rhode Island
$89.4K +$494 +4 +0.6%
NMG
1513
New Millennium Group
Utah
$87.9K -$106K -860 -55%
GEA
1514
Glen Eagle Advisors
New Jersey
$87.7K +$2.22K +18 +3%
KTC
1515
Kentucky Trust Company
Kentucky
$86.4K
MWA
1516
Miller Wealth Advisors
Colorado
$86.1K +$617 +5 +0.7%
TFA
1517
Toth Financial Advisory
Virginia
$84.2K
PFG
1518
Putney Financial Group
California
$83.8K
GGI
1519
Godsey & Gibb Inc
Virginia
$80.3K
FFC
1520
First Financial Corp
Indiana
$80K -$11.7K -95 -13%
PMFA
1521
Plante Moran Financial Advisors
Michigan
$79.5K
BOJHT
1522
Bank of Jackson Hole Trust
Wyoming
$78.3K
KB
1523
Kimelman & Baird
New York
$77.2K
SIS
1524
Strategic Investment Solutions
Illinois
$76.9K +$2.22K +18 +3%
PP
1525
PFS Partners
New Jersey
$76.7K +$494 +4 +0.6%