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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
CPWA
726
Cerro Pacific Wealth Advisors
California
$957K -$69.7K -622 -7%
SC
727
Searle & Co
Connecticut
$956K -$896 -8 -0.1%
WP
728
Westmount Partners
California
$947K +$336 +3 +0%
FIA
729
Foundations Investment Advisors
Arizona
$946K +$304K +2,713 +52%
BP
730
BWM Planning
Texas
$946K -$26.1K -233 -3%
ABTD
731
Arvest Bank Trust Division
Oklahoma
$942K +$24.5K +219 +3%
CL
732
COWA LLC
Oklahoma
$936K -$18.5K -165 -2%
VHAM
733
Van Hulzen Asset Management
California
$924K +$2.91K +26 +0.3%
Fisher Asset Management
734
Fisher Asset Management
Washington
$921K +$170K +1,516 +24%
CAM
735
Cidel Asset Management
Ontario, Canada
$920K +$70.4K +628 +9%
ACH
736
ArrowMark Colorado Holdings
Colorado
$919K
DAS
737
Diversify Advisory Services
Utah
$914K +$511K +4,560 +149%
GS
738
GTS Securities
New York
$913K -$958K -8,555 -53%
PG
739
Patten Group
Tennessee
$911K -$36.6K -327 -4%
EGA
740
Eagle Global Advisors
Texas
$910K
HAG
741
HighPoint Advisor Group
Illinois
$908K +$26.3K +235 +3%
BSA
742
Bull Street Advisors
Georgia
$907K
CAM
743
Creekmur Asset Management
Illinois
$903K +$425K +3,796 +101%
FBC
744
Fairfield, Bush & Co
Connecticut
$902K -$55.8K -498 -6%
ICP
745
Impact Capital Partners
Colorado
$901K +$17.1K +153 +2%
NL
746
Navalign LLC
California
$897K +$12.1K +108 +1%
VSQM
747
V-Square Quantitative Management
Illinois
$896K +$65.2K +582 +8%
RIA
748
Regal Investment Advisors
Michigan
$894K +$106K +943 +14%
FG
749
Fiduciary Group
Georgia
$889K
IFWM
750
Institute for Wealth Management
Colorado
$879K -$8.4K -75 -1%

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.