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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 %
MS
1676
Marshall & Sullivan
Washington
$5.97K 50 +50 New
PMIM
1677
Prudent Man Investment Management
Colorado
$5.7K 50
CA
1678
Crewe Advisors
Utah
$5.37K 45
BFS
1679
Bare Financial Services
Pennsylvania
$5.37K 45 +32 +246%
BCPWM
1680
Bradley & Co Private Wealth Management
Florida
$5.25K 44
CMA
1681
Cedar Mountain Advisors
Oregon
$5.01K 42
MCA
1682
Maryland Capital Advisors
Maryland
$5.01K 42
FNWA
1683
Financial Network Wealth Advisors
Utah
$5.01K 42
STB
1684
S&T Bank
Pennsylvania
$4.65K 39 +29 +290%
SC
1685
Swan Capital
Florida
$4.41K 37 +37 New
DPW
1686
DiNuzzo Private Wealth
Pennsylvania
$4.3K 36 -2 -5%
DWM
1687
Dogwood Wealth Management
Kansas
$4.29K 33 +6 +22%
FAI
1688
Fiduciary Advisors Inc
Missouri
$4.18K 35
PA
1689
Pineridge Advisors
Missouri
$4.14K 35 +10 +40%
TCM
1690
Tradewinds Capital Management
Washington
$4.06K 34 -1,000 -97%
HCM
1691
Horrell Capital Management
Arkansas
$4.06K 34
PCM
1692
Penserra Capital Management
California
$4K 36
T
1693
Tidemark
California
$3.7K 31
TIM
1694
Thompson Investment Management
Wisconsin
$3.58K 30
CFS
1695
CGC Financial Services
Oregon
$3.34K 28
SFA
1696
Semmax Financial Advisors
North Carolina
$3.25K 27 -10 -27%
FWM
1697
FSA Wealth Management
Massachusetts
$3.01K 25
SAS
1698
Spurstone Advisory Services
Connecticut
$2.98K 25
W
1699
WealthCollab
Washington
$2.86K 24
EPW
1700
Evergreen Private Wealth
Colorado
$2.86K 24 +24 New