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Phillips 66

1,764 hedge funds and large institutions have $37.5B invested in Phillips 66 in 2025 Q2 according to their latest regulatory filings, with 140 funds opening new positions, 622 increasing their positions, 689 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

1.69% more ownership

Funds ownership: 75.58%77.27% (+1.7%)

5% more call options, than puts

Call options by funds: $472M | Put options by funds: $450M

1% less capital invested

Capital invested by funds: $37.9B → $37.5B (-$399M)

4% less first-time investments, than exits

New positions opened: 140 | Existing positions closed: 146

10% less repeat investments, than reductions

Existing positions increased: 622 | Existing positions reduced: 689

2% less funds holding

Funds holding: 1,7921,764 (-28)

Holders
1,764
Holders Change
-28
Holders Change %
-1.56%
% of All Funds
23.22%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
140
Increased
622
Reduced
689
Closed
146
Calls
$472M
Puts
$450M
Net Calls
+$21.3M
Net Calls Change
-$61.1M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
351
United Capital Financial Advisors
Texas
$4.31M -$180K -1,607 -4%
OC
352
Oppenheimer & Co
New York
$4.31M +$49.3K +440 +1%
UB
353
UMB Bank
Missouri
$4.31M -$159K -1,418 -4%
GIA
354
Gladstone Institutional Advisory
Florida
$4.3M +$22K +196 +0.5%
Northwestern Mutual Wealth Management
355
Northwestern Mutual Wealth Management
Wisconsin
$4.3M +$60K +536 +2%
CSP
356
Cary Street Partners
Virginia
$4.25M -$173K -1,540 -4%
PAG
357
Private Advisor Group
New Jersey
$4.23M -$13.4K -120 -0.3%
KBC Group
358
KBC Group
Belgium
$4.22M +$438K +3,910 +12%
ICA
359
Infrastructure Capital Advisors
New York
$4.21M +$1.44M +12,894 +57%
OPERF
360
Oregon Public Employees Retirement Fund
Oregon
$4.19M -$78.4K -700 -2%
KC
361
Kintayl Capital
New York
$4.19M +$1.34M +11,977 +52%
SW
362
SteelPeak Wealth
California
$4.18M +$193K +1,720 +5%
ILI
363
Invesco LLC (Illinois)
Illinois
$4.16M -$104K -930 -3%
Vontobel Holding
364
Vontobel Holding
Switzerland
$4.1M +$177K +1,581 +5%
MCP
365
Martin Capital Partners
Oregon
$4.08M +$2.73M +24,354 +248%
NFG
366
Nations Financial Group
Iowa
$4.07M -$15.7K -140 -0.4%
CCG
367
Chatham Capital Group
Georgia
$4.06M +$101K +900 +3%
CBTWT
368
Community Bank & Trust (Waco, Texas)
Texas
$4.05M +$44.1K +394 +1%
SFG
369
SevenBridge Financial Group
Pennsylvania
$4.05M +$392K +3,495 +12%
OIM
370
Opus Investment Management
Massachusetts
$4.03M
UM
371
UniSuper Management
Australia
$4.01M -$15.7K -140 -0.4%
ClearBridge Investments
372
ClearBridge Investments
New York
$3.92M -$8.4K -75 -0.2%
CT
373
Colonial Trust
South Carolina
$3.88M -$621K -5,540 -15%
FPTW
374
Franklin, Parlapiano, Turner & Welch
Texas
$3.88M
Wolverine Trading
375
Wolverine Trading
Illinois
$3.86M -$1.87M -16,704 -34%

PSX Hedge Fund Activity: Q2 2025 in Review

1,764 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q2 2025, worth a combined $37.5B — down 1.1% from $37.9B a quarter earlier.

Sellers outnumbered buyers: 146 funds closed out of PSX and 140 opened new positions — a net loss of 6 holders — while 689 trimmed existing stakes and 622 added.

The largest buyer was Vanguard Group, adding an estimated $670M. The largest seller was Nomura Holdings, cutting an estimated $470M.

  • 1,764 institutional investors held Phillips 66 (PSX) as of Q2 2025, down from 1,792 in Q1 2025.
  • Funds reported $37.5B of Phillips 66 stock for Q2 2025, down 1.1% quarter-over-quarter.
  • 140 funds opened new Phillips 66 positions in Q2 2025 and 146 closed out, a net change of -6 holders.
  • The largest Phillips 66 buyer in Q2 2025 was Vanguard Group, an estimated $670M added.
  • The largest Phillips 66 seller in Q2 2025 was Nomura Holdings, an estimated $470M sold.

Based on aggregated 13F filings for Q2 2025.