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Phillips 66

1,725 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 143 closing their positions.

Holders
1,725
Holders Change
-42
Holders Change %
-2.38%
% of All Funds
23.17%
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
143
Calls
$358M
Puts
$389M
Net Calls
-$31M
Net Calls Change
-$113M
Name Market Value Shares Shares
Change
Shares
Change %
TTWM
1826
TCV Trust & Wealth Management
Virginia
-1,632 Closed
WFI
1827
West Family Investments
California
-1,632 Closed
NWWA
1828
New Wave Wealth Advisors
Arkansas
-1,627 Closed
PBK
1829
Peoples Bank (Kansas)
Kansas
-1,364 Closed
MME
1830
Meag Munich Ergo
Germany
-1,334 Closed
CWC
1831
Carolinas Wealth Consulting
North Carolina
-1,311 Closed
GFPC
1832
Global Financial Private Client
Florida
-1,102 Closed
CA
1833
Continuum Advisory
Idaho
-1,099 Closed
Loomis, Sayles & Company
1834
Loomis, Sayles & Company
Massachusetts
-905 Closed
CCM
1835
Cloud Capital Management
Washington
-772 Closed
MFA
1836
McClarren Financial Advisors
Pennsylvania
-647 Closed
KHC
1837
Koesten Hirschmann & Crabtree
Kansas
-574 Closed
SFG
1838
Stonebridge Financial Group
Pennsylvania
-488 Closed
MFS
1839
Mattson Financial Services
Michigan
-300 Closed
KPP
1840
Kings Path Partners
Texas
-272 Closed
WW
1841
Winnow Wealth
Texas
-262 Closed
VBA
1842
von Borstel & Associates
Oregon
-221 Closed
FIM
1843
FWL Investment Management
Texas
-200 Closed
RWM
1844
Ruedi Wealth Management
Illinois
-190 Closed
HWA
1845
Heritage Wealth Advisors
Virginia
-182 Closed
LIM
1846
Lagoda Investment Management
New York
-170 Closed
SCB
1847
Saudi Central Bank
Saudi Arabia
-163 Closed
RAM
1848
Riggs Asset Management
Pennsylvania
-160 Closed
MIA
1849
MeadowBrook Investment Advisors
Michigan
-137 Closed
PC
1850
Promus Capital
Illinois
-121 Closed