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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
NW
651
NewEdge Wealth
Pennsylvania
$1.23M -$469K -4,182 -29%
RMC
652
Resources Management Corp
Connecticut
$1.23M -$18.3K -163 -2%
JWM
653
Jeppson Wealth Management
California
$1.23M -$2.8K -25 -0.2%
TBA
654
Tower Bridge Advisors
Pennsylvania
$1.22M -$33.6K -300 -3%
LIG
655
Lokken Investment Group
Delaware
$1.22M +$79.2K +707 +7%
SCM
656
SCS Capital Management
Massachusetts
$1.21M +$260K +2,320 +30%
SGAM
657
Smith Group Asset Management
Texas
$1.2M
SMC
658
Smith, Moore & Co
Missouri
$1.19M +$18.4K +164 +2%
IMCOOI
659
Investment Management Corp of Ontario (IMCO)
Canada
$1.19M -$190K -1,700 -15%
MIG
660
Mariner Investment Group
New York
$1.19M +$1.12M +10,000 New
PPW
661
Parcion Private Wealth
Washington
$1.19M +$55K +491 +5%
GT
662
Greenleaf Trust
Michigan
$1.19M -$173K -1,542 -13%
HNB
663
Hilltop National Bank
Wyoming
$1.18M +$1.11M +9,904 New
WAP
664
Wealthcare Advisory Partners
Pennsylvania
$1.18M +$17.9K +160 +2%
PA
665
Parallel Advisors
California
$1.17M -$133K -1,191 -11%
Balyasny Asset Management
666
Balyasny Asset Management
Illinois
$1.16M -$2.69M -24,039 -71%
TRCT
667
Tower Research Capital (TRC)
New York
$1.16M -$2.49M -22,260 -70%
HA
668
Harfst & Associates
Wyoming
$1.15M +$473K +4,221 +77%
AWE
669
Avidian Wealth Enterprises
Texas
$1.15M +$116K +1,034 +12%
OTPPB
670
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.15M +$1.08M +9,657 New
CA
671
Cullinan Associates
Kentucky
$1.15M
QL
672
Quarry LP
New York
$1.13M +$409K +3,652 +63%
ATC
673
Adirondack Trust Company
New York
$1.13M -$49.2K -439 -4%
PCM
674
Poehling Capital Management
Wisconsin
$1.12M +$347K +3,094 +49%
OAM
675
Ostrum Asset Management
France
$1.12M -$287K -2,565 -21%

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.