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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
CIP
601
Convergence Investment Partners
Florida
$1.47M -$19.6K -175 -1%
IFG
602
Independent Financial Group
California
$1.46M +$191K +1,706 +16%
MGIA
603
Moneta Group Investment Advisors
Missouri
$1.46M +$70.1K +626 +5%
VIM
604
Vinva Investment Management
Australia
$1.46M -$571K -5,093 -29%
UB
605
Umpqua Bank
Oregon
$1.45M +$22.6K +202 +2%
DF
606
Donoghue Forlines
Massachusetts
$1.45M +$49.6K +443 +4%
SFS
607
Sowell Financial Services
Arkansas
$1.45M -$24.4K -218 -2%
FIM
608
Fruth Investment Management
Texas
$1.45M -$33.6K -300 -2%
FMC
609
First Merchants Corp
Indiana
$1.43M -$245K -2,184 -15%
IWM
610
IHT Wealth Management
Illinois
$1.43M -$209K -1,869 -14%
PFA
611
Pathway Financial Advisers
Indiana
$1.42M -$6.16K -55 -0.5%
SCA
612
Snowden Capital Advisors
New York
$1.42M -$625K -5,581 -32%
DAS
613
Dynamic Advisor Solutions
Arizona
$1.42M -$27.6K -246 -2%
SC
614
Soundwatch Capital
Connecticut
$1.42M +$160M +1,430,039 New
IWC
615
Integrated Wealth Concepts
Massachusetts
$1.41M +$212K +1,891 +19%
TC
616
TownSquare Capital
Utah
$1.41M -$1.87M -16,666 -59%
PS
617
Principal Securities
Iowa
$1.41M -$555K -4,957 -30%
DWT
618
Dorsey & Whitney Trust
South Dakota
$1.4M -$449K -4,008 -25%
FPAS
619
Focus Partners Advisor Solutions
Missouri
$1.4M -$48.2K -430 -4%
EWA
620
EP Wealth Advisors
California
$1.4M +$151K +1,349 +13%
GWMR
621
GC Wealth Management RIA
Massachusetts
$1.39M +$1.31M +11,688 New
WJWM
622
Williams Jones Wealth Management
New York
$1.39M -$28K -250 -2%
JCM
623
Jacobi Capital Management
Pennsylvania
$1.39M +$51.2K +457 +4%
RCIM
624
Red Cedar Investment Management
Michigan
$1.38M
SCM
625
Shelton Capital Management
Colorado
$1.38M -$5.49K -49 -0.4%

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.