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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
PA
376
Pinnacle Associates
New York
$3.86M -$66.3K -592 -2%
NFC
377
Northeast Financial Consultants
Connecticut
$3.84M -$56K -500 -2%
FPCP
378
Fort Point Capital Partners
California
$3.84M -$4.42M -39,434 -55%
MP
379
McDonald Partners
Ohio
$3.83M -$26.8K -239 -0.7%
MMA
380
Miracle Mile Advisors
California
$3.78M -$155K -1,388 -4%
SIM
381
Stratos Investment Management
Ohio
$3.78M +$221K +1,974 +7%
N
382
Natixis
France
$3.75M +$2.57M +22,922 +270%
EMPI
383
Elo Mutual Pension Insurance
Finland
$3.73M -$66.2K -591 -2%
BEI
384
Benjamin Edwards Inc
Missouri
$3.68M +$160K +1,431 +5%
HWM
385
HB Wealth Management
Georgia
$3.67M +$164K +1,463 +5%
CIA
386
Concurrent Investment Advisors
Florida
$3.66M +$73.7K +658 +2%
IAA
387
Independent Advisor Alliance
North Carolina
$3.65M -$25.7K -229 -0.7%
SFA
388
Sequoia Financial Advisors
Ohio
$3.59M -$87.2K -778 -3%
GCM
389
GeoSphere Capital Management
Florida
$3.58M +$1.08M +9,644 +47%
FAB
390
First American Bank
Illinois
$3.57M -$34.6K -309 -1%
VWMG
391
Virginia Wealth Management Group
Virginia
$3.56M +$79.4K +709 +2%
BFG
392
Beacon Financial Group
Texas
$3.52M -$214K -1,912 -6%
CA
393
Commerzbank Aktiengesellschaft
Germany
$3.52M +$1.13M +10,050 +52%
EG
394
Ellerson Group
Maryland
$3.51M -$36.4K -325 -1%
OIA
395
OneDigital Investment Advisors
Kansas
$3.38M -$38.3K -342 -1%
MSU
396
Mizuho Securities USA
New York
$3.36M -$550K -4,912 -15%
CCMINC
397
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.33M +$139K +1,242 +5%
BCI
398
Brinker Capital Investments
Pennsylvania
$3.33M +$757K +6,757 +32%
GAB
399
German American Bancorp
Indiana
$3.32M -$95.1K -849 -3%
GWM
400
Glass Wealth Management
Texas
$3.31M -$55.5K -495 -2%

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.