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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
BTW
776
Boston Trust Walden
Massachusetts
$818K -$14.9K -133 -2%
EWA
777
EverSource Wealth Advisors
Alabama
$818K +$157K +1,398 +26%
FTWA
778
Fifth Third Wealth Advisors
Ohio
$816K -$52.1K -465 -6%
SG
779
StoneX Group
New York
$815K -$36.9K -329 -5%
PFPT
780
Pinnacle Financial Partners (Tennessee)
Tennessee
$814K +$58K +518 +8%
MA
781
MCF Advisors
Kentucky
$812K +$15.5K +138 +2%
CBA
782
Coastal Bridge Advisors
Connecticut
$807K +$4.93K +44 +0.7%
NP
783
NorthRock Partners
Minnesota
$806K +$57.2K +511 +8%
HWMO
784
Heritage Wealth Management (Ohio)
Ohio
$801K -$72.7K -649 -9%
RIA
785
Retirement Investment Advisors
Oklahoma
$798K
GWAG
786
Garrett Wealth Advisory Group
Texas
$794K
MPI
787
Mairs & Power Inc
Minnesota
$794K -$407K -3,631 -35%
FA
788
Fiduciary Alliance
South Carolina
$791K -$188K -1,679 -20%
CWS
789
Confluence Wealth Services
Pennsylvania
$788K +$2.58K +23 +0.3%
RPCONE
790
Retirement Planning Company of New England
Rhode Island
$786K +$31.5K +281 +4%
PTC
791
Private Trust Company
Ohio
$786K -$35.3K -315 -5%
PSC
792
Portman Square Capital
United Kingdom
$785K +$330K +2,946 +81%
AFIA
793
America First Investment Advisors
Nebraska
$785K -$54.6K -487 -7%
ACP
794
Aviance Capital Partners
Florida
$784K +$70.6K +630 +11%
PCM
795
Polymer Capital Management
New York
$781K +$476K +4,248 +185%
MIM
796
Miller Investment Management
Pennsylvania
$775K
BFIM
797
Beese Fulmer Investment Management
Ohio
$770K +$523K +4,671 +262%
MAM
798
Martingale Asset Management
Massachusetts
$764K -$416K -3,710 -37%
PIM
799
Penobscot Investment Management
Massachusetts
$760K
VA
800
Valmark Advisers
Ohio
$758K -$6.05K -54 -0.8%

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.