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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
WCBA
576
Weaver C. Barksdale & Associates
Tennessee
$1.6M -$12.8K -114 -0.8%
PCMF
577
Private Capital Management (Florida)
Florida
$1.6M +$22.6K +202 +2%
EI
578
Ethic Inc
New York
$1.59M +$180K +1,603 +14%
CA
579
CWC Advisors
Oregon
$1.58M -$18.8K -168 -1%
GLR
580
Great Lakes Retirement
Ohio
$1.58M +$160K +1,426 +12%
BFG
581
Bleakley Financial Group
New Jersey
$1.57M +$1.48M +13,202 New
PCMK
582
Paragon Capital Management (Kansas)
Kansas
$1.57M +$15.1K +135 +1%
CAM
583
Carret Asset Management
New York
$1.57M -$136K -1,214 -8%
EWM
584
Evercore Wealth Management
New York
$1.56M +$55.1K +492 +4%
NWMG
585
Nicholson Wealth Management Group
South Carolina
$1.56M +$132K +1,174 +10%
MGP
586
M&G plc
United Kingdom
$1.56M -$1.01M -9,049 -41%
NMIMC
587
Northwestern Mutual Investment Management Company
Wisconsin
$1.55M -$15.3K -137 -1%
Bessemer Group
588
Bessemer Group
New Jersey
$1.55M -$534K -4,767 -27%
CS
589
Crescent Sterling
Louisiana
$1.54M -$202K -1,806 -12%
TBC
590
Tweedy, Browne Co
Connecticut
$1.54M -$25.4K -227 -2%
CS
591
Cannell & Spears
New York
$1.52M -$20.4K -182 -1%
RP
592
Rowlandmiller & Partners
Georgia
$1.51M +$46.5K +415 +3%
AAM
593
AR Asset Management
California
$1.5M
CC
594
Centiva Capital
New York
$1.5M +$1.41M +12,570 New
CV
595
Counterweight Ventures
North Carolina
$1.5M +$34.5K +308 +3%
GI
596
GAMMA Investing
California
$1.49M +$325K +2,897 +30%
WPC
597
Wedmont Private Capital
Pennsylvania
$1.49M +$544K +4,853 +74%
IWA
598
Icon Wealth Advisors
Texas
$1.49M -$825K -7,367 -37%
HW
599
Hancock Whitney
Mississippi
$1.48M -$580K -5,173 -29%
FNBOO
600
First National Bank of Omaha
Nebraska
$1.48M -$82.6K -737 -6%

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.