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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.

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 Market Value Shares Shares
Change
Shares
Change %
ABWM
1701
Alpine Bank Wealth Management
Colorado
$10.2K 83 +83 New
IHWM
1702
Iron Horse Wealth Management
Iowa
$10.1K 82 +62 +310%
KFP
1703
Keener Financial Planning
Texas
$10K 82
S
1704
Sachetta
Massachusetts
$9.76K 79 +5 +7%
NC
1705
North Capital
Utah
$9.63K 78 +78 New
HFS
1706
Hopwood Financial Services
Virginia
$9.26K 75 +25 +50%
NFSG
1707
Newbridge Financial Services Group
Florida
$8.52K 69 -205 -75%
PA
1708
PSI Advisors
Florida
$8.52K 69
PSFG
1709
Park Square Financial Group
Georgia
$8.4K 68 +45 +196%
NEWAS
1710
N.E.W. Advisory Services
Wisconsin
$8.27K 67 +67 New
LC
1711
Lavaca Capital
Texas
$8.15K 66 -118 -64%
AWM
1712
Abound Wealth Management
Tennessee
$8.05K 65 -16 -20%
FP
1713
Financial Perspectives
Minnesota
$7.78K 63
MAFA
1714
MJT & Associates Financial Advisory
Minnesota
$7.66K 62 +62 New
ZRP
1715
Zynergy Retirement Planning
New Jersey
$7.52K 66 +66 New
1IA
1716
1620 Investment Advisors
Massachusetts
$7.3K 46 +37 +411%
CJH
1717
Christopher J. Hasenberg
Wisconsin
$7.09K 57 +7 +14%
CFFP
1718
Center for Financial Planning
Michigan
$7.04K 57
PWA
1719
Principia Wealth Advisory
Texas
$7.01K 68 +5 +8%
HIW
1720
Holos Integrated Wealth
Pennsylvania
$6.67K 54 -36 -40%
ACM
1721
Anfield Capital Management
California
$6.54K 53
NWMP
1722
Noble Wealth Management PBC
Colorado
$6.3K 51
AWM
1723
Accredited Wealth Management
Kentucky
$6.17K 50
FFL
1724
Financial Freedom LLC
Ohio
$6.17K 50
RTL
1725
Red Tortoise LLC
Georgia
$6.05K 49 -7 -13%