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Phillips 66

1,724 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, 607 increasing their positions, 675 reducing their positions, and 144 closing their positions.

Holders
1,724
Holders Change
-43
Holders Change %
-2.43%
% of All Funds
23.14%
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
607
Reduced
675
Closed
144
Calls
$358M
Puts
$389M
Net Calls
-$31M
Net Calls Change
-$113M
Name Market Value Shares Shares
Change
Shares
Change %
NWM
1601
Navigoe Wealth Management
California
$23K 200
CMP
1602
Coston McIsaac & Partners
Maine
$23K 200
CWP
1603
Concord Wealth Partners
Virginia
$22.4K 188 -3 -2%
SCM
1604
Silvant Capital Management
Georgia
$22.2K 186
HI
1605
Hoey Investments
Pennsylvania
$22K 184 -16 -8%
OWP
1606
ORG Wealth Partners
Texas
$21.7K 176
MAM
1607
Meeder Asset Management
Ohio
$21.6K 181 +28 +18%
YP
1608
YANKCOM Partnership
South Dakota
$21.5K 180 +6 +3%
FPB
1609
First PREMIER Bank
South Dakota
$21K 176
BAM
1610
Byrne Asset Management
New Jersey
$20.6K 173
PAM
1611
Parvin Asset Management
South Dakota
$20.6K 173
TIM
1612
Tortoise Investment Management
New York
$20.6K 173 +13 +8%
OWA
1613
Opal Wealth Advisors
New York
$20.2K 169 -62 -27%
FUBT
1614
First United Bank & Trust
Maryland
$19.7K 165
PWMG
1615
Private Wealth Management Group
New Jersey
$19.4K 163 -158 -49%
BIA
1616
Bell Investment Advisors
California
$19.4K 163 -1 -0.6%
BBPWM
1617
Blue Bell Private Wealth Management
Pennsylvania
$18.8K 158
FF
1618
Friedenthal Financial
New Jersey
$18.6K 155
SIS
1619
Strategic Investment Solutions
Illinois
$18.3K 154 -469 -75%
FC
1620
Fairscale Capital
New Hampshire
$18K 146 +1 +0.7%
TCM
1621
TruNorth Capital Management
Michigan
$17.9K 150 -39 -21%
CIA
1622
Cape Investment Advisory
Georgia
$17.9K 150
BFS
1623
Burkett Financial Services
South Carolina
$17.9K 150 +2 +1%
SO
1624
Sierra Ocean
California
$17.9K 149 +43 +41%
CIR
1625
Clear Investment Research
Georgia
$16.6K 139