We are live on ! Find out more
PSX icon

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
LNWWM
626
Laird Norton Wetherby Wealth Management
California
$1.37M +$1.29M +11,513 New
Nomura Holdings
627
Nomura Holdings
Japan
$1.37M -$470M -4,196,715 -100%
FNA
628
First National Advisers
Nebraska
$1.36M -$8.29K -74 -0.6%
SSA
629
Schonfeld Strategic Advisors
New York
$1.36M +$693K +6,183 +119%
BWAM
630
Boyd Watterson Asset Management
Ohio
$1.35M
BSB
631
Bangor Savings Bank
Maine
$1.35M -$31.3K -279 -2%
FFP
632
FourThought Financial Partners
Florida
$1.35M -$494K -4,407 -28%
WIA
633
World Investment Advisors
California
$1.34M +$358K +3,192 +40%
KRSITF
634
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.34M -$87.3K -779 -6%
ATPW
635
Ashton Thomas Private Wealth
Arizona
$1.34M -$2.69M -23,974 -68%
BFA
636
Bragg Financial Advisors
North Carolina
$1.33M -$19K -170 -2%
WI
637
Wahed Invest
New York
$1.32M +$60.8K +543 +5%
SC
638
SummitTX Capital
Texas
$1.3M +$214K +1,906 +21%
MAS
639
Meeder Advisory Services
Ohio
$1.27M -$86K -768 -7%
SPC
640
Sigma Planning Corp
Michigan
$1.27M -$179K -1,595 -13%
EAM
641
Erste Asset Management
Austria
$1.27M +$473K +4,220 +66%
AWM
642
AE Wealth Management
Kansas
$1.27M +$239K +2,130 +25%
CWP
643
CFM Wealth Partners
Texas
$1.27M +$896 +8 +0.1%
PP
644
Prudential plc
United Kingdom
$1.26M +$491K +4,380 +70%
ACM
645
Alta Capital Management
Utah
$1.26M +$95.4K +852 +9%
CPC
646
Consolidated Planning Corp
Georgia
$1.26M -$122K -1,092 -9%
BRWA
647
B. Riley Wealth Advisors
Florida
$1.25M +$1.17M +10,474 New
FFS
648
Flavin Financial Services
Florida
$1.25M -$93.2K -832 -7%
MC
649
Moors & Cabot
Massachusetts
$1.23M -$104K -928 -8%
GRP
650
Global Retirement Partners
California
$1.23M +$1.16M +10,310 New

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.