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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 %
FCG
1676
Financial Connections Group
California
$7K +$3.61K +32 +107%
CFFP
1677
Center for Financial Planning
Michigan
$6.8K
HIW
1678
Holos Integrated Wealth
Pennsylvania
$6.43K
RWM
1679
RMG Wealth Management
Wisconsin
$6.42K +$6.42K +51 New
ACM
1680
Anfield Capital Management
California
$6.32K
CJH
1681
Christopher J. Hasenberg
Wisconsin
$5.97K -$835 -7 -12%
FFL
1682
Financial Freedom LLC
Ohio
$5.97K
AWM
1683
Accredited Wealth Management
Kentucky
$5.97K
MS
1684
Marshall & Sullivan
Washington
$5.97K +$5.97K +50 New
PMIM
1685
Prudent Man Investment Management
Colorado
$5.7K
CA
1686
Crewe Advisors
Utah
$5.37K
BFS
1687
Bare Financial Services
Pennsylvania
$5.37K +$3.82K +32 +246%
BCPWM
1688
Bradley & Co Private Wealth Management
Florida
$5.25K
FNWA
1689
Financial Network Wealth Advisors
Utah
$5.01K
CMA
1690
Cedar Mountain Advisors
Oregon
$5.01K
MCA
1691
Maryland Capital Advisors
Maryland
$5.01K
STB
1692
S&T Bank
Pennsylvania
$4.65K +$3.46K +29 +290%
SC
1693
Swan Capital
Florida
$4.41K +$4.41K +37 New
DPW
1694
DiNuzzo Private Wealth
Pennsylvania
$4.3K -$239 -2 -5%
DWM
1695
Dogwood Wealth Management
Kansas
$4.29K +$780 +6 +22%
FAI
1696
Fiduciary Advisors Inc
Missouri
$4.18K
PA
1697
Pineridge Advisors
Missouri
$4.14K +$1.18K +10 +40%
TCM
1698
Tradewinds Capital Management
Washington
$4.06K -$119K -1,000 -97%
HCM
1699
Horrell Capital Management
Arkansas
$4.06K
PCM
1700
Penserra Capital Management
California
$4K