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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 %
T
1576
Transce3nd
Texas
$39.6K -$29K -235 -42%
CWM
1577
Copia Wealth Management
Oregon
$38.4K -$741 -6 -2%
HC
1578
Hoese & Co
Minnesota
$37.3K
MDCM
1579
Morgan Dempsey Capital Management
Wisconsin
$37.2K -$14.1K -114 -27%
NWM
1580
Nova Wealth Management
Florida
$37.2K +$37.2K +301 New
MFS
1581
Mattson Financial Services
Michigan
$37K
FFWM
1582
Future Financial Wealth Management
Ohio
$37K
CFS
1583
Compass Financial Services
Iowa
$37K +$3.09K +25 +9%
CA
1584
Centerpoint Advisors
Massachusetts
$37K
SA
1585
SRH Advisors
Kansas
$36.9K
TC
1586
Truvestments Capital
Florida
$36.4K -$3.7K -30 -9%
LAMC
1587
Longview Asset Management (California)
California
$35.3K
CBT
1588
Crews Bank & Trust
Florida
$35.2K
FCAS
1589
First Command Advisory Services
Texas
$34.9K -$24.7K -200 -41%
RL
1590
Rogco LP
Oklahoma
$34.9K -$8.27K -67 -19%
BFPW
1591
BOK Financial Private Wealth
Colorado
$34.2K +$16.4K +133 +92%
TC
1592
Trust Company
Kansas
$34.1K
SC
1593
Steph & Co
Wisconsin
$34.1K
TFGT
1594
TS Financial Group (TSFG)
Illinois
$34K +$125 +1 +0.4%
WBC
1595
West Branch Capital
Massachusetts
$34K
GWSA
1596
Global Wealth Strategies & Associates
Colorado
$34K +$34K +275 New
KPP
1597
Kings Path Partners
Texas
$33.6K
PWA
1598
Physician Wealth Advisors
Utah
$33.3K +$123 +1 +0.4%
FFO
1599
Fortitude Family Office
Arizona
$32.8K
WW
1600
Winnow Wealth
Texas
$32.3K +$864 +7 +3%