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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
DAM
851
Doheny Asset Management
California
$642K -$34.7K -310 -5%
ETC
852
Exchange Traded Concepts
Oklahoma
$641K +$63.2K +564 +12%
WAM
853
Weatherly Asset Management
California
$640K
TCOT
854
Trust Company of Toledo
Ohio
$640K -$24.2K -216 -4%
PVI
855
Pine Valley Investments
New Jersey
$638K -$46.3K -413 -7%
EA
856
Everpar Advisors
Oklahoma
$638K +$175K +1,560 +41%
WC
857
Westhampton Capital
North Carolina
$637K
BW
858
Basepoint Wealth
Iowa
$636K -$12.4K -111 -2%
NG
859
Norden Group
Utah
$633K -$91.1K -813 -13%
BF
860
Baring Financial
Washington
$630K -$5.6K -50 -0.9%
CFO
861
Callan Family Office
Pennsylvania
$629K +$250K +2,228 +73%
EPW
862
Endeavor Private Wealth
Kansas
$625K -$62.1K -554 -10%
Walleye Capital
863
Walleye Capital
New York
$620K -$78.3K -699 -12%
NWAG
864
Net Worth Advisory Group
Utah
$618K +$81.8K +730 +16%
SF
865
Symphony Financial
Texas
$618K +$587K +5,243 New
PCA
866
Pallas Capital Advisors
Massachusetts
$616K +$168K +1,502 +41%
RC
867
Rexford Capital
Texas
$615K +$577K +5,151 New
5W
868
5T Wealth
California
$614K -$35.6K -318 -6%
FAIM
869
Financial Advocates Investment Management
Washington
$613K -$566K -5,052 -50%
WFAG
870
Worth Financial Advisory Group
North Carolina
$609K -$16.8K -150 -3%
LW
871
Linscomb Wealth
Texas
$607K -$9.86K -88 -2%
CWG
872
Cornerstone Wealth Group
North Carolina
$606K +$14.1K +126 +3%
MHR
873
Matthew Hamilton Rosenberg
$602K -$47.9K -428 -8%
VCWA
874
Vanguard Capital Wealth Advisors
Colorado
$602K +$317K +2,829 +128%
PFW
875
Petros Family Wealth
Minnesota
$601K -$7.73K -69 -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.