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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
PPWP
876
Premier Path Wealth Partners
New Jersey
$599K -$21.6K -193 -4%
LSA
877
Leonteq Securities AG
Switzerland
$599K +$120K +1,072 +27%
AAM
878
Augustine Asset Management
Florida
$598K -$1.01K -9 -0.2%
CCG
879
Ceeto Capital Group
Florida
$597K +$224K +2,000 +67%
HAI
880
Hennessy Advisors Inc
California
$597K
QOP
881
Quinn Opportunity Partners
Virginia
$597K +$560K +5,000 New
GPA
882
Garrison Point Advisors
California
$594K
MP
883
Moment Partners
California
$591K +$16.4K +146 +3%
VWM
884
Venturi Wealth Management
Texas
$590K +$99.8K +891 +22%
CIAS
885
CFS Investment Advisory Services
New Jersey
$586K +$19.4K +173 +4%
KCIC
886
Kuhn & Co Investment Counsel
Illinois
$585K +$105K +935 +24%
FWP
887
FAS Wealth Partners
Kansas
$582K +$2.8K +25 +0.5%
JHCP
888
Jackson Hole Capital Partners
Oklahoma
$582K +$224 +2 +0%
AWS
889
Arkfeld Wealth Strategies
Nebraska
$575K +$1.23K +11 +0.2%
BIG
890
Brooklyn Investment Group
New York
$573K +$172K +1,536 +47%
AC
891
AlphaCore Capital
California
$570K +$321K +2,866 +150%
AIA
892
Armor Investment Advisors
North Carolina
$570K -$35.5K -317 -6%
IRC
893
Investors Research Corp
Georgia
$570K
ONST
894
Old North State Trust
North Carolina
$568K +$146K +1,306 +38%
BHWM
895
Bar Harbor Wealth Management
New Hampshire
$565K -$4.03K -36 -0.8%
PWPS
896
Pinnacle Wealth Planning Services
Ohio
$564K -$52.9K -472 -9%
AO
897
Advisor OS
Illinois
$563K +$95.7K +854 +22%
AGP
898
Autumn Glory Partners
Texas
$560K +$22.3K +199 +4%
ANTB
899
AMG National Trust Bank
Colorado
$559K -$240K -2,143 -31%
LFG
900
Larson Financial Group
Missouri
$558K -$198K -1,768 -27%

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.