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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 %
HWM
1551
Hemington Wealth Management
Virginia
$61K +$15.3K +124 +33%
SFG
1552
Stonebridge Financial Group
Pennsylvania
$60.3K -$10.7K -87 -15%
MEG
1553
Millstone Evans Group
Colorado
$59.4K
1NWS
1554
1 North Wealth Services
Maryland
$58.5K +$58.5K +474 New
CWM
1555
Crowley Wealth Management
Delaware
$56.2K
FDW
1556
Fourth Dimension Wealth
Ohio
$55.6K +$30.9K +250 +125%
POIA
1557
Pin Oak Investment Advisors
Texas
$55K
SS
1558
SBI Securities
Japan
$52.6K -$247 -2 -0.5%
CSPIA
1559
Cary Street Partners Investment Advisory
Virginia
$52K +$22.2K +180 +75%
WA
1560
Whipplewood Advisors
Colorado
$49.5K -$11.8K -77 -19%
CAM
1561
Costello Asset Management
Pennsylvania
$49.4K +$49.4K +400 New
FGAM
1562
Financial Gravity Asset Management
Texas
$49K +$49K +397 New
EA
1563
Evolution Advisers
Virginia
$49K -$368 -3 -0.7%
OAJ
1564
Ogorek Anthony Joseph
New York
$48K +$45.7K +374 +1,968%
MFT
1565
Moisand Fitzgerald Tamayo
Florida
$47.5K +$47.5K +385 New
PP
1566
PrairieView Partners
Minnesota
$47K
PWMG
1567
Prestige Wealth Management Group
New Jersey
$44.2K
BGA
1568
Battery Global Advisors
Massachusetts
$44.2K
AT
1569
Arlington Trust
Alabama
$43K
CT
1570
Clearstead Trust
Maine
$41.5K +$10.6K +86 +34%
CIAS
1571
CBIZ Investment Advisory Services
Ohio
$41.4K
DWS
1572
Dynamic Wealth Strategies
California
$40.7K +$40.7K +330 New
BA
1573
Bellwether Advisors
Nebraska
$40.6K
NECFA
1574
New England Capital Financial Advisors
Connecticut
$39.8K +$124 +1 +0.3%
PWMG
1575
Private Wealth Management Group
New Jersey
$39.6K