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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 %
FWA
1851
FSC Wealth Advisors
New York
-$24.6K -199 Closed
RWM
1852
Ruedi Wealth Management
Illinois
-$23.5K -190 Closed
HWA
1853
Heritage Wealth Advisors
Virginia
-$22.5K -182 Closed
LIM
1854
Lagoda Investment Management
New York
-$21K -170 Closed
SCB
1855
Saudi Central Bank
Saudi Arabia
-$20.1K -163 Closed
RAM
1856
Riggs Asset Management
Pennsylvania
-$19.8K -160 Closed
MIA
1857
MeadowBrook Investment Advisors
Michigan
-$16.9K -137 Closed
PC
1858
Promus Capital
Illinois
-$14.9K -121 Closed
LP
1859
LMR Partners
United Kingdom
-$14.8K -120 Closed
FW
1860
Fairway Wealth
Ohio
-$14.6K -118 Closed
VFM
1861
Vision Financial Markets
Connecticut
-$13.1K -106 Closed
BL
1862
BFSG LLC
California
-$12.7K -103 Closed
BT
1863
Banque Transatlantique
France
-$11.4K -100 Closed
NFSG
1864
Newbridge Financial Services Group
Florida
-$8.52K -69 Closed
PA
1865
PSI Advisors
Florida
-$8.52K -69 Closed
ZRP
1866
Zynergy Retirement Planning
New Jersey
-$7.52K -66 Closed
RTL
1867
Red Tortoise LLC
Georgia
-$6.05K -49 Closed
1IA
1868
1620 Investment Advisors
Massachusetts
-$7.3K -46 Closed
HH
1869
HWG Holdings
Texas
-$3.83K -31 Closed
TCPG
1870
Trivant Custom Portfolio Group
California
-$3.09K -25 Closed
DI
1871
DAGCO Inc
Ohio
-$3.09K -25 Closed
HFS
1872
Hughes Financial Services
Virginia
-$2.98K -24 Closed
AF
1873
Atala Financial
California
-$2.47K -20 Closed
OCM
1874
Osterweis Capital Management
California
-$1.24K -10 Closed
PCM
1875
Perritt Capital Management
Illinois
-$1.24K -10 Closed