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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
BIA
676
Beacon Investment Advisors
Maryland
$1.11M -$12.7K -113 -1%
IF
677
Intrua Financial
Texas
$1.11M +$46.9K +419 +5%
PBC
678
Pavion Blue Capital
California
$1.11M -$85.8K -766 -8%
QCG
679
Quadrant Capital Group
Ohio
$1.11M -$113K -1,012 -10%
SFI
680
Siemens Fonds Invest
Germany
$1.1M +$114K +1,020 +12%
WA1
681
Wimmer Associates 1
California
$1.1M -$2.8K -25 -0.3%
OHWA
682
Oak Hill Wealth Advisors
Virginia
$1.09M +$55.2K +493 +6%
CFG
683
Citizens Financial Group
Rhode Island
$1.08M +$361K +3,226 +55%
LDB
684
Lee, Danner & Bass
Tennessee
$1.08M
MSA
685
MUFG Securities Americas
New York
$1.08M +$193K +1,719 +24%
ISL
686
Ingalls & Snyder LLC
New York
$1.07M -$1.12K -10 -0.1%
LFA
687
Legacy Financial Advisors
Kentucky
$1.07M +$290K +2,590 +40%
GT
688
Glenview Trust
Kentucky
$1.07M +$25.7K +229 +3%
WAAG
689
Wealth Alliance Advisory Group
Kansas
$1.07M -$10.1K -90 -1%
MASUI
690
MIRAE ASSET SECURITIES (USA) INC.
New York
$1.06M +$1,000K +8,923 New
AWCI
691
Alpine Woods Capital Investors
New York
$1.06M +$718K +6,411 +257%
LBC
692
Lowe Brockenbrough & Co
Virginia
$1.06M +$2.58K +23 +0.3%
VI
693
Vestcor Inc
New Brunswick, Canada
$1.06M +$164K +1,463 +20%
GIA
694
Guyasuta Investment Advisors
Pennsylvania
$1.05M +$7.39K +66 +0.8%
AWM
695
Avior Wealth Management
Nebraska
$1.05M -$40K -357 -4%
CA
696
Cornerstone Advisors
North Carolina
$1.05M -$44.8K -400 -4%
BBVA
697
Banco Bilbao Vizcaya Argentaria
Spain
$1.05M -$117K -1,047 -11%
HI
698
Horizon Investments
North Carolina
$1.05M -$120K -1,074 -11%
4WM
699
49 Wealth Management
Texas
$1.03M +$489K +4,368 +102%
S
700
SignatureFD
Georgia
$1.03M -$167K -1,487 -15%

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.