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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
LA
801
LexAurum Advisors
Kansas
$756K +$336K +3,000 +90%
PJWM
802
Philip James Wealth Mangement
Georgia
$754K +$112 +1 +0%
PBO
803
Peoples Bank (Ohio)
Ohio
$750K -$16.8K -150 -2%
1SB
804
1ST Source Bank
Indiana
$746K +$10.4K +93 +2%
GS
805
GWN Securities
Florida
$746K +$396K +3,532 +131%
AFG
806
American Financial Group
Ohio
$746K
CRC
807
Curi RMB Capital
Illinois
$745K +$395K +3,528 +130%
SPA
808
Sherbrooke Park Advisers
New York
$743K +$698K +6,231 New
ACG
809
Allen Capital Group
Nebraska
$740K +$62.3K +556 +10%
PA
810
Probity Advisors
Texas
$739K +$97.9K +874 +16%
DIP
811
Davis Investment Partners
North Carolina
$730K +$1.79K +16 +0.3%
BB
812
Busey Bank
Illinois
$729K -$31.3K -279 -4%
WAS
813
Wealth Advisory Solutions
Indiana
$729K +$3.36K +30 +0.5%
NLGIA
814
Nippon Life Global Investors Americas
New York
$727K +$682K +6,090 New
TWP
815
Tyche Wealth Partners
Texas
$726K +$5.71K +51 +0.8%
HCA
816
Heck Capital Advisors
Wisconsin
$722K +$3.14K +28 +0.5%
NAMA
817
Nikko Asset Management Americas
New York
$722K +$182K +1,622 +37%
AAS
818
Annex Advisory Services
Wisconsin
$719K -$409K -3,649 -38%
MWM
819
Mission Wealth Management
California
$718K -$37.3K -333 -5%
BOH
820
Bank of Hawaii
Hawaii
$716K
SSA
821
South Street Advisors
New York
$716K
SFS
822
Strategic Financial Services
New York
$715K
IAN
823
Integrated Advisors Network
Texas
$714K +$49.3K +440 +8%
MGIA
824
Matthew Goff Investment Advisor
Texas
$708K
MPWT
825
MassMutual Private Wealth & Trust
Connecticut
$704K -$18.6K -166 -3%

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.