PSX icon

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 %
HHMI
1651
Howard Hughes Medical Institute
Maryland
$10.6K +$10.6K +89 New
SWA
1652
SOA Wealth Advisors
New York
$10.4K -$9.59K -80 -48%
HWM
1653
HighMark Wealth Management
Minnesota
$10.4K +$120 +1 +1%
WCM
1654
Westend Capital Management
California
$10.3K
IWP
1655
IAG Wealth Partners
Wisconsin
$10.1K
ABWM
1656
Alpine Bank Wealth Management
Colorado
$9.9K
IHWM
1657
Iron Horse Wealth Management
Iowa
$9.78K
MAS
1658
MPWM Advisory Solutions
Georgia
$9.68K -$717 -6 -7%
S
1659
Sachetta
Massachusetts
$9.54K +$119 +1 +1%
KFP
1660
Keener Financial Planning
Texas
$9K
HFS
1661
Hopwood Financial Services
Virginia
$8.95K
PWA
1662
Principia Wealth Advisory
Texas
$8.95K +$835 +7 +10%
MAWAG
1663
Mid-American Wealth Advisory Group
Missouri
$8.59K +$8.59K +72 New
FFC
1664
First Financial Corp
Indiana
$8.23K -$69.1K -579 -89%
NC
1665
North Capital
Utah
$8.11K -$1.19K -10 -13%
PSFG
1666
Park Square Financial Group
Georgia
$8.11K
NEWAS
1667
N.E.W. Advisory Services
Wisconsin
$8.07K +$119 +1 +1%
AFG
1668
Albion Financial Group
Utah
$7.99K -$7.16K -60 -47%
CAC
1669
Core Alternative Capital
Georgia
$7.87K -$17.9K -150 -69%
LC
1670
Lavaca Capital
Texas
$7.87K
HWP
1671
Highline Wealth Partners
California
$7.85K -$4.87K -41 -38%
AWM
1672
Abound Wealth Management
Tennessee
$7.78K
AWM
1673
Activest Wealth Management
Florida
$7.76K -$3.94K -33 -34%
FP
1674
Financial Perspectives
Minnesota
$7.52K
MAFA
1675
MJT & Associates Financial Advisory
Minnesota
$7.4K