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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
23.15%
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 %
S
1651
Sachetta
Massachusetts
$9.54K 80 +1 +1%
KFP
1652
Keener Financial Planning
Texas
$9K 82
HFS
1653
Hopwood Financial Services
Virginia
$8.95K 75
PWA
1654
Principia Wealth Advisory
Texas
$8.95K 75 +7 +10%
MAWAG
1655
Mid-American Wealth Advisory Group
Missouri
$8.59K 72 +72 New
FFC
1656
First Financial Corp
Indiana
$8.23K 69 -579 -89%
NC
1657
North Capital
Utah
$8.11K 68 -10 -13%
PSFG
1658
Park Square Financial Group
Georgia
$8.11K 68
NEWAS
1659
N.E.W. Advisory Services
Wisconsin
$8.07K 68 +1 +1%
AFG
1660
Albion Financial Group
Utah
$7.99K 67 -60 -47%
CAC
1661
Core Alternative Capital
Georgia
$7.87K 66 -150 -69%
LC
1662
Lavaca Capital
Texas
$7.87K 66
HWP
1663
Highline Wealth Partners
California
$7.85K 66 -41 -38%
AWM
1664
Abound Wealth Management
Tennessee
$7.78K 65
AWM
1665
Activest Wealth Management
Florida
$7.76K 65 -33 -34%
FP
1666
Financial Perspectives
Minnesota
$7.52K 63
MAFA
1667
MJT & Associates Financial Advisory
Minnesota
$7.4K 62
FCG
1668
Financial Connections Group
California
$7K 62 +32 +107%
CFFP
1669
Center for Financial Planning
Michigan
$6.8K 57
HIW
1670
Holos Integrated Wealth
Pennsylvania
$6.43K 54
RWM
1671
RMG Wealth Management
Wisconsin
$6.42K 51 +51 New
ACM
1672
Anfield Capital Management
California
$6.32K 53
CJH
1673
Christopher J. Hasenberg
Wisconsin
$5.97K 50 -7 -12%
AWM
1674
Accredited Wealth Management
Kentucky
$5.97K 50
FFL
1675
Financial Freedom LLC
Ohio
$5.97K 50