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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 %
TCM
1626
TruNorth Capital Management
Michigan
$17.9K -$4.65K -39 -21%
CIA
1627
Cape Investment Advisory
Georgia
$17.9K
BFS
1628
Burkett Financial Services
South Carolina
$17.9K +$238 +2 +1%
SO
1629
Sierra Ocean
California
$17.9K +$5.15K +43 +41%
CIR
1630
Clear Investment Research
Georgia
$16.6K
TFIAP
1631
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$15.5K
FPF
1632
First Pacific Financial
Washington
$14.9K -$5.97K -50 -29%
TC
1633
Truvestments Capital
Florida
$14.1K -$21.1K -177 -60%
RCM
1634
Richardson Capital Management
Wisconsin
$13.7K
MCA
1635
Midwest Capital Advisors
Michigan
$13.6K
WA
1636
WPG Advisers
Maryland
$13.4K +$597 +5 +5%
LFA
1637
LGT Financial Advisors
Texas
$13.3K +$476 +4 +4%
FCT
1638
First Community Trust
Iowa
$13.2K
CTB
1639
Country Trust Bank
Illinois
$13.1K +$13.1K +110 New
RBC
1640
Roble Belko & Company
Pennsylvania
$13K -$1.64K -14 -11%
RF
1641
Roxbury Financial
New Jersey
$12.7K +$238 +2 +2%
VWM
1642
Valley Wealth Managers
New Jersey
$11.9K -$8.95K -75 -43%
CCMI
1643
Creative Capital Management Investments
California
$11.9K
FLFS
1644
Family Legacy Financial Solutions
North Carolina
$11.9K +$11.9K +100 New
CWIG
1645
Chung Wu Investment Group
Texas
$11.9K +$11.9K +100 New
BC
1646
Barrett & Company
Rhode Island
$11.9K
HNW
1647
High Note Wealth
Minnesota
$11.5K
WPWM
1648
Western Pacific Wealth Management
Illinois
$11.3K -$361K -3,030 -97%
MAM
1649
Morse Asset Management
Connecticut
$11K
BCM
1650
Blume Capital Management
California
$10.9K -$954 -8 -8%