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Phillips 66

1,732 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, 609 increasing their positions, 680 reducing their positions, and 145 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,732
Holders Change
-35
Holders Change %
-1.98%
% 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
609
Reduced
680
Closed
145
Calls
$472M
Puts
$450M
Net Calls
+$21.3M
Net Calls Change
-$61.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FDW
1601
Fourth Dimension Wealth
Ohio
$23.9K -$29.8K -250 -56%
BFPW
1602
BOK Financial Private Wealth
Colorado
$23.9K -$9.19K -77 -28%
GA
1603
GoalVest Advisory
New York
$23.9K
DWA
1604
Delos Wealth Advisors
Texas
$23.9K +$23.9K +200 New
CTC
1605
Cetera Trust Company
Minnesota
$23K +$19.4K +163 +543%
NWM
1606
Navigoe Wealth Management
California
$23K
CMP
1607
Coston McIsaac & Partners
Maine
$23K
CWP
1608
Concord Wealth Partners
Virginia
$22.4K -$358 -3 -2%
SCM
1609
Silvant Capital Management
Georgia
$22.2K
HI
1610
Hoey Investments
Pennsylvania
$22K -$1.91K -16 -8%
OWP
1611
ORG Wealth Partners
Texas
$21.7K
MAM
1612
Meeder Asset Management
Ohio
$21.6K +$3.34K +28 +18%
YP
1613
YANKCOM Partnership
South Dakota
$21.5K +$716 +6 +3%
FPB
1614
First PREMIER Bank
South Dakota
$21K
PAM
1615
Parvin Asset Management
South Dakota
$20.6K
BAM
1616
Byrne Asset Management
New Jersey
$20.6K
TIM
1617
Tortoise Investment Management
New York
$20.6K +$1.55K +13 +8%
OWA
1618
Opal Wealth Advisors
New York
$20.2K -$7.4K -62 -27%
FUBT
1619
First United Bank & Trust
Maryland
$19.7K
PWMG
1620
Private Wealth Management Group
New Jersey
$19.4K -$18.8K -158 -49%
BIA
1621
Bell Investment Advisors
California
$19.4K -$119 -1 -0.6%
BBPWM
1622
Blue Bell Private Wealth Management
Pennsylvania
$18.8K
FF
1623
Friedenthal Financial
New Jersey
$18.6K
SIS
1624
Strategic Investment Solutions
Illinois
$18.3K -$55.7K -469 -75%
FC
1625
Fairscale Capital
New Hampshire
$18K +$124 +1 +0.7%