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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 %
FUBT
1651
First United Bank & Trust
Maryland
$20.4K -$4.32K -35 -18%
BIA
1652
Bell Investment Advisors
California
$20.3K -$16.3K -132 -45%
SCB
1653
Saudi Central Bank
Saudi Arabia
$20.1K +$20.1K +163 New
TIM
1654
Tortoise Investment Management
New York
$19.8K -$58.4K -473 -75%
AWM
1655
Atticus Wealth Management
Florida
$19.8K
RAM
1656
Riggs Asset Management
Pennsylvania
$19.8K +$19.8K +160 New
BBPWM
1657
Blue Bell Private Wealth Management
Pennsylvania
$19.5K +$1.61K +13 +9%
SHIM
1658
Stone House Investment Management
Pennsylvania
$19.3K +$19.3K +157 New
FF
1659
Friedenthal Financial
New Jersey
$19.2K +$19.2K +155 New
MAM
1660
Meeder Asset Management
Ohio
$18.9K +$18.9K +153 New
CIA
1661
Cape Investment Advisory
Georgia
$18.5K -$123 -1 -0.7%
LAM
1662
Lummis Asset Management
Texas
$18.5K
BFS
1663
Burkett Financial Services
South Carolina
$18.3K +$124 +1 +0.7%
FC
1664
Fairscale Capital
New Hampshire
$17.9K +$123 +1 +0.7%
CIR
1665
Clear Investment Research
Georgia
$17.2K
AGWCA
1666
Annis Gardner Whiting Capital Advisors
Florida
$17.2K -$770K -6,235 -98%
HFM
1667
Harvest Fund Management
China
$17K +$3.38K +27 +25%
MIA
1668
MeadowBrook Investment Advisors
Michigan
$16.9K
WWM
1669
Wolff Wiese Magana
California
$16.3K -$1.48K -12 -8%
TFIAP
1670
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$16.1K +$6.17K +50 +63%
AFG
1671
Albion Financial Group
Utah
$15.7K
RBC
1672
Roble Belko & Company
Pennsylvania
$15K +$1.8K +15 +14%
PC
1673
Promus Capital
Illinois
$14.9K
LP
1674
LMR Partners
United Kingdom
$14.8K -$994K -8,052 -99%
FW
1675
Fairway Wealth
Ohio
$14.6K