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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 %
FCMT
1626
Founders Capital Management (Texas)
Texas
$26.5K
MBFW
1627
Morton Brown Family Wealth
Pennsylvania
$25.6K
FIM
1628
FWL Investment Management
Texas
$24.7K
HI
1629
Hoey Investments
Pennsylvania
$24.7K
GA
1630
GoalVest Advisory
New York
$24.7K
FWA
1631
FSC Wealth Advisors
New York
$24.6K
GJIA
1632
Glass Jacobson Investment Advisors
Maryland
$24.3K
CMP
1633
Coston McIsaac & Partners
Maine
$24K -$9.12K -76 -28%
NWM
1634
Navigoe Wealth Management
California
$24K
CWP
1635
Concord Wealth Partners
Virginia
$23.6K -$37.1K -300 -61%
RWM
1636
Ruedi Wealth Management
Illinois
$23.5K
TCM
1637
TruNorth Capital Management
Michigan
$23.3K
SL
1638
Salomon & Ludwin
Virginia
$23.3K
SCM
1639
Silvant Capital Management
Georgia
$23K
HWA
1640
Heritage Wealth Advisors
Virginia
$22.5K -$9.14K -74 -29%
OWP
1641
ORG Wealth Partners
Texas
$21.9K -$6.71K -54 -23%
VWM
1642
Valley Wealth Managers
New Jersey
$21.6K
FPF
1643
First Pacific Financial
Washington
$21.6K +$21.6K +175 New
YP
1644
YANKCOM Partnership
South Dakota
$21.5K -$12.3K -100 -36%
PAM
1645
Parvin Asset Management
South Dakota
$21.4K
BAM
1646
Byrne Asset Management
New Jersey
$21.4K
FPB
1647
First PREMIER Bank
South Dakota
$21K -$955 -8 -4%
WB
1648
Webster Bank
Connecticut
$21K -$12.3K -100 -37%
LIM
1649
Lagoda Investment Management
New York
$21K
SWA
1650
SOA Wealth Advisors
New York
$20.7K