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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 %
WTFG
1601
Wood Tarver Financial Group
Idaho
$32.1K -$247 -2 -0.8%
CB
1602
CNB Bank
Pennsylvania
$31.7K
BWL
1603
Bogart Wealth LLC
Virginia
$31.1K +$3.95K +32 +15%
SRCM
1604
Signature Resources Capital Management
California
$30.9K
OW
1605
Olistico Wealth
Oklahoma
$30.8K -$3.09K -25 -9%
SIC
1606
SJS Investment Consulting
Ohio
$30.7K
RA
1607
Rise Advisors
New York
$30.7K -$616 -5 -2%
GK
1608
Graney & King
New York
$30.5K +$247 +2 +0.8%
GWP
1609
Gen-Wealth Partners
Michigan
$30.5K
AG
1610
AmeriFlex Group
Nevada
$30.4K +$18K +146 +146%
TC
1611
Tacita Capital
Ontario, Canada
$30.3K
GKIM
1612
GW&K Investment Management
Massachusetts
$30K +$4.64K +37 +18%
BGAI
1613
Bruce G. Allen Investments
Colorado
$29.6K +$2.59K +21 +10%
PAM
1614
Pinpoint Asset Management
Hong Kong
$29.4K +$29.4K +238 New
SWIM
1615
Smallwood Wealth Investment Management
New Jersey
$29.3K +$29.3K +237 New
SC
1616
Stephens Consulting
Michigan
$29.3K -$864 -7 -3%
PP
1617
Pacifica Partners
Canada
$29K +$2.14K +20 +8%
PCFFS
1618
Pacific Center for Financial Services
California
$28.8K
OWA
1619
Opal Wealth Advisors
New York
$28.5K +$28.5K +231 New
FNWM
1620
Financial Network Wealth Management
Utah
$28K +$28K +230 New
AEPWM
1621
Atlantic Edge Private Wealth Management
Florida
$27K
VBA
1622
von Borstel & Associates
Oregon
$27K +$27K +221 New
BTC
1623
Bank & Trust Company
Illinois
$26.8K
CAC
1624
Core Alternative Capital
Georgia
$26.7K -$2.47K -20 -8%
CPG
1625
Cornerstone Planning Group
New Jersey
$26.6K +$4.83K +47 +22%