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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
AFP
826
Ausdal Financial Partners
Iowa
$697K +$64.9K +579 +11%
BJL
827
Brighton Jones LLC
Washington
$697K -$624K -5,567 -49%
KFS
828
Keynote Financial Services
Connecticut
$695K -$3.92K -35 -0.6%
C
829
Certuity
Florida
$693K +$448 +4 +0.1%
RG
830
Rathbones Group
United Kingdom
$690K -$108K -965 -14%
RYIA
831
Roehl & Yi Investment Advisors
Oregon
$689K +$1.68K +15 +0.3%
VBCG
832
Valley Brook Capital Group
Pennsylvania
$686K -$22.3K -199 -3%
WIA
833
Westbourne Investment Advisors
Maryland
$685K
DB
834
Danske Bank
Denmark
$685K
SWP
835
Sagespring Wealth Partners
Tennessee
$684K +$179K +1,601 +39%
FFWA
836
FRG Family Wealth Advisors
Washington
$680K
FNBTCON
837
First National Bank & Trust Co of Newtown
Pennsylvania
$677K -$10.1K -90 -2%
Capstone Investment Advisors
838
Capstone Investment Advisors
New York
$675K +$80K +714 +14%
LI
839
LVZ Inc
Michigan
$673K
CCA
840
Checchi Capital Advisers
California
$671K -$65.3K -583 -9%
WCM
841
Whitener Capital Management
North Carolina
$660K +$20.8K +186 +3%
WTC
842
WhitTier Trust Company
Nevada
$660K -$21.8K -195 -3%
AFG
843
Atomi Financial Group
New York
$657K +$2.58K +23 +0.4%
Connor, Clark & Lunn Investment Management (CC&L)
844
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$656K +$105K +937 +21%
AMBIA
845
Allen Mooney & Barnes Investment Advisors
Georgia
$653K +$560 +5 +0.1%
AWC
846
Abundance Wealth Counselors
Pennsylvania
$652K +$9.86K +88 +2%
EFS
847
Essex Financial Services
Connecticut
$652K +$184K +1,642 +43%
EWM
848
EPG Wealth Management
Georgia
$650K +$11.8K +105 +2%
CAG
849
Csenge Advisory Group
Florida
$646K +$26.7K +238 +4%
ESB
850
Essex Savings Bank
Connecticut
$643K -$17.8K -159 -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.