PSX icon

Phillips 66

1,731 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, 608 increasing their positions, 680 reducing their positions, and 144 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,731
Holders Change
-36
Holders Change %
-2.04%
% 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
608
Reduced
680
Closed
144
Calls
$472M
Puts
$450M
Net Calls
+$21.3M
Net Calls Change
-$61.1M
Name Holding Trade Value Shares
Change
Shares
Change %
T
1551
Transce3nd
Texas
$38.3K
TPWA
1552
Twin Peaks Wealth Advisors
California
$38.1K +$38.1K +317 New
CA
1553
Centerpoint Advisors
Massachusetts
$38K +$2.6K +22 +7%
GKIM
1554
GW&K Investment Management
Massachusetts
$38K +$9.53K +80 +33%
AT
1555
Arlington Trust
Alabama
$37.7K -$3.82K -32 -9%
CWM
1556
Copia Wealth Management
Oregon
$37.1K
HC
1557
Hoese & Co
Minnesota
$36K
CFS
1558
Compass Financial Services
Iowa
$35.8K
FFWM
1559
Future Financial Wealth Management
Ohio
$35.8K
BCM
1560
Boreal Capital Management
Florida
$35.8K +$35.8K +300 New
SA
1561
SRH Advisors
Kansas
$35.7K
PAI
1562
Pittenger & Anderson Inc
Nebraska
$34.4K -$30.4K -255 -47%
LAMC
1563
Longview Asset Management (California)
California
$34.1K
CBT
1564
Crews Bank & Trust
Florida
$34K
FCAS
1565
First Command Advisory Services
Texas
$33.8K
SC
1566
Steph & Co
Wisconsin
$32.9K
WBC
1567
West Branch Capital
Massachusetts
$32.8K
GWSA
1568
Global Wealth Strategies & Associates
Colorado
$32.8K
PP
1569
Pacifica Partners
Canada
$32.3K
WB
1570
Webster Bank
Connecticut
$32.2K +$11.9K +100 +59%
TFGT
1571
TS Financial Group (TSFG)
Illinois
$32K
PAMS
1572
Pinpoint Asset Management (Singapore)
$31.7K +$31.7K +266 New
WTFG
1573
Wood Tarver Financial Group
Idaho
$31K
CB
1574
CNB Bank
Pennsylvania
$30.7K
RA
1575
Rise Advisors
New York
$29.9K +$239 +2 +0.8%