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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
CCB
751
Country Club Bank
Missouri
$878K +$10.6K +95 +1%
GCM
752
Greenland Capital Management
New York
$874K +$821K +7,325 New
LGA
753
Lebenthal Global Advisors
New York
$868K -$91.8K -819 -10%
WA
754
WealthTrust Axiom
Pennsylvania
$862K -$2.13K -19 -0.3%
NAS
755
Nicolet Advisory Services
Wisconsin
$860K -$12.1K -108 -1%
BC
756
Bayforest Capital
United Kingdom
$858K +$613K +5,472 +319%
GWCM
757
Godshalk Welsh Capital Management
Pennsylvania
$850K
FNT
758
First National Trust
Pennsylvania
$847K -$56.5K -504 -7%
BEAM
759
Baker Ellis Asset Management
Washington
$845K -$29K -259 -4%
ACM
760
AlphaStar Capital Management
North Carolina
$843K +$792K +7,067 New
BFS
761
Bradley Foster & Sargent
Connecticut
$843K -$25.4K -227 -3%
OBAM
762
ODDO BHF Asset Management
France
$842K -$28.6K -255 -3%
WF
763
Welch & Forbes
Massachusetts
$841K +$28K +250 +4%
RA
764
RFG Advisory
Alabama
$839K +$3.02K +27 +0.4%
BCCM
765
Bridge Creek Capital Management
Massachusetts
$838K
SA
766
Strategic Advisors
New York
$836K -$104K -924 -12%
CC
767
Carlson Capital
Texas
$835K +$784K +7,000 New
PGFC
768
Peapack-Gladstone Financial Corp
New Jersey
$834K -$9.52K -85 -1%
MG
769
Mather Group
Illinois
$832K +$82.2K +734 +12%
CWM
770
Cornerstone Wealth Management
Missouri
$832K -$4.93K -44 -0.6%
HAIM
771
Hunter Associates Investment Management
Pennsylvania
$830K -$9.19K -82 -1%
AFA
772
AA Financial Advisors
Ohio
$827K +$177K +1,576 +29%
MOS
773
MGO One Seven
Ohio
$826K -$349K -3,113 -31%
CIA
774
Cladis Investment Advisory
Montana
$820K
AWM
775
Axxcess Wealth Management
California
$820K -$3.14K -28 -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.