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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 %
WOSD
1526
WFA of San Diego
California
$52.3K +$52.3K +438 New
CSPIA
1527
Cary Street Partners Investment Advisory
Virginia
$51.2K +$954 +8 +2%
PFG
1528
Putney Financial Group
California
$50.9K -$30.1K -252 -37%
FS
1529
Financially Speaking
Colorado
$50.6K +$50.6K +425 New
C
1530
Covestor
United Kingdom
$50K -$54.5K -461 -52%
SRCM
1531
Signature Resources Capital Management
California
$49.6K +$19.8K +166 +66%
WA
1532
Whipplewood Advisors
Colorado
$47.8K +$9.19K +77 +24%
CAM
1533
Costello Asset Management
Pennsylvania
$47.7K
FGC
1534
Financial Gravity Companies
Texas
$47.4K +$47.4K +397 New
MFT
1535
Moisand Fitzgerald Tamayo
Florida
$45.9K
PP
1536
PrairieView Partners
Minnesota
$45K
EA
1537
Evolution Advisers
Virginia
$44K -$3.19K -27 -7%
TCM
1538
Traub Capital Management
Massachusetts
$43.2K +$43.2K +362 New
PWMG
1539
Prestige Wealth Management Group
New Jersey
$42.7K
BGA
1540
Battery Global Advisors
Massachusetts
$42.7K
AGWCA
1541
Annis Gardner Whiting Capital Advisors
Florida
$42.2K +$25.7K +215 +155%
LFA
1542
Legend Financial Advisors
Pennsylvania
$41.8K +$41.8K +350 New
LAM
1543
Lynch Asset Management
Pennsylvania
$41.8K +$41.8K +350 New
TFG
1544
Team Financial Group
California
$41.3K +$41.3K +347 New
OA
1545
Operose Advisors
Wisconsin
$41.3K +$29.8K +250 +260%
DWS
1546
Dynamic Wealth Strategies
California
$39.4K
BA
1547
Bellwether Advisors
Nebraska
$39.3K
TC
1548
Trust Company
Kansas
$39.3K +$6.32K +53 +19%
CIAS
1549
CBIZ Investment Advisory Services
Ohio
$38.8K -$1.19K -10 -3%
NECFA
1550
New England Capital Financial Advisors
Connecticut
$38.7K +$239 +2 +0.6%