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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 %
PMIM
1726
Prudent Man Investment Management
Colorado
$5.7K 50
CA
1727
Crewe Advisors
Utah
$5.56K 45 -11 -20%
BCPWM
1728
Bradley & Co Private Wealth Management
Florida
$5.43K 44
WCM
1729
WealthTrak Capital Management
Virginia
$5.31K 43 +27 +169%
MCA
1730
Maryland Capital Advisors
Maryland
$5.19K 42
CMA
1731
Cedar Mountain Advisors
Oregon
$5.19K 42
FNWA
1732
Financial Network Wealth Advisors
Utah
$5.19K 42 +33 +367%
DPW
1733
DiNuzzo Private Wealth
Pennsylvania
$4.69K 38 +1 +3%
FAI
1734
Fiduciary Advisors Inc
Missouri
$4.32K 35
HCM
1735
Horrell Capital Management
Arkansas
$4.2K 34
SFA
1736
Semmax Financial Advisors
North Carolina
$4.11K 37 +37 New
PCM
1737
Penserra Capital Management
California
$4K 36 -1,046 -97%
T
1738
Tidemark
California
$3.83K 31
HH
1739
HWG Holdings
Texas
$3.83K 31 +31 New
TIM
1740
Thompson Investment Management
Wisconsin
$3.7K 30
CTC
1741
Cetera Trust Company
Minnesota
$3.7K 30
CFS
1742
CGC Financial Services
Oregon
$3.46K 28
DWM
1743
Dogwood Wealth Management
Kansas
$3.33K 27 -4,532 -99%
PA
1744
Pineridge Advisors
Missouri
$3.14K 25 -61 -71%
FWM
1745
FSA Wealth Management
Massachusetts
$3.12K 25
TCPG
1746
Trivant Custom Portfolio Group
California
$3.09K 25
SAS
1747
Spurstone Advisory Services
Connecticut
$3.09K 25
DI
1748
DAGCO Inc
Ohio
$3.09K 25 +25 New
FCG
1749
Financial Connections Group
California
$3K 30
HFS
1750
Hughes Financial Services
Virginia
$2.98K 24 +24 New