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Phillips 66

1,731 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, 608 increasing their positions, 680 reducing their positions, and 144 closing their positions.

Holders
1,731
Holders Change
-36
Holders Change %
-2.04%
% 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
608
Reduced
680
Closed
144
Calls
$472M
Puts
$450M
Net Calls
+$21.3M
Net Calls Change
-$61.1M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
201
Guggenheim Capital
Illinois
$10.6M +$642K +5,381 +6%
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$10.6M -$53.8K -451 -0.5%
Retirement Systems of Alabama
203
Retirement Systems of Alabama
Alabama
$10.4M -$158K -1,321 -1%
DWP
204
Daymark Wealth Partners
Ohio
$10.1M +$196K +1,640 +2%
SCM
205
SKBA Capital Management
California
$10.1M
CWM
206
Congress Wealth Management
Massachusetts
$9.87M -$252K -2,114 -2%
HIMC
207
Heritage Investors Management Corp
Maryland
$9.83M -$15.3K -128 -0.2%
American Century Companies
208
American Century Companies
Missouri
$9.66M +$274K +2,299 +3%
ASN
209
Advisory Services Network
Georgia
$9.49M +$50.7K +410 +0.5%
AB
210
Amalgamated Bank
New York
$9.49M -$63.6K -533 -0.7%
DnB Asset Management
211
DnB Asset Management
Norway
$9.43M +$195K +1,637 +2%
Daiwa Securities Group
212
Daiwa Securities Group
Japan
$9.35M +$224K +1,874 +2%
DFCM
213
Dark Forest Capital Management
Puerto Rico
$9.31M +$9.31M +78,033 New
MIM
214
Marco Investment Management
Georgia
$9.27M +$68.6K +575 +0.7%
VWA
215
Visionary Wealth Advisors
Illinois
$9.13M +$526K +4,405 +6%
Cerity Partners
216
Cerity Partners
New York
$8.96M -$7.67M -64,279 -46%
KAS
217
Kestra Advisory Services
Texas
$8.89M -$249K -2,091 -3%
State of Tennessee, Department of Treasury
218
State of Tennessee, Department of Treasury
Tennessee
$8.87M -$4.07M -34,077 -31%
Ensign Peak Advisors
219
Ensign Peak Advisors
Utah
$8.87M -$2.3M -19,246 -21%
BMCM
220
Bryn Mawr Capital Management
Pennsylvania
$8.84M +$16.6K +139 +0.2%
SB
221
Simmons Bank
Arkansas
$8.78M -$86K -721 -1%
Wealthfront Advisers
222
Wealthfront Advisers
California
$8.74M +$2.84M +23,781 +48%
AHC
223
Adell Harriman & Carpenter
Texas
$8.73M -$591K -4,950 -6%
BF
224
BOK Financial
Oklahoma
$8.72M +$3.77M +31,629 +76%
Calamos Advisors
225
Calamos Advisors
Illinois
$8.58M