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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
VC
901
Veracity Capital
Georgia
$558K -$141K -1,260 -21%
ALA
902
Atlas Legacy Advisors
California
$555K +$218K +1,947 +72%
LCM
903
LVM Capital Management
Michigan
$554K
ICM
904
Islay Capital Management
Texas
$553K
SAI
905
Savvy Advisors Inc
New York
$549K +$104K +925 +25%
PSP
906
Principal Street Partners
Tennessee
$545K +$254K +2,268 +98%
TCOV
907
Trust Company of Vermont
Vermont
$544K +$22.6K +202 +5%
KIA
908
KCM Investment Advisors
California
$544K -$4.48K -40 -0.9%
BAWM
909
Bennett Associates Wealth Management
Pennsylvania
$544K +$78.1K +697 +18%
NL
910
NVWM LLC
Pennsylvania
$543K +$11.7K +104 +2%
GWMI
911
Guardian Wealth Management (Illinois)
Illinois
$542K -$108K -967 -18%
CWM
912
Connecticut Wealth Management
Connecticut
$540K -$560 -5 -0.1%
CIA
913
Capital Investment Advisors
Georgia
$540K +$24K +214 +5%
A
914
AlphaQuest
New York
$537K -$166K -1,484 -25%
MIM
915
Merrion Investment Management
New Jersey
$537K -$56K -500 -10%
SW
916
Simplicity Wealth
New Jersey
$535K +$165K +1,471 +49%
DP
917
Dearborn Partners
Illinois
$535K +$122K +1,091 +32%
LC
918
Lincoln Capital
Nebraska
$535K -$14K -125 -3%
ECM
919
Evergreen Capital Management
Washington
$535K -$21.4K -191 -4%
WA
920
WP Advisors
California
$533K +$16.5K +147 +3%
MWM
921
Modern Wealth Management
Kansas
$533K +$46.6K +416 +10%
BIM
922
Bridges Investment Management
Nebraska
$532K -$61.6K -550 -11%
PAA
923
Peregrine Asset Advisers
Oregon
$528K
DFG
924
Demars Financial Group
Washington
$528K -$60.2M -537,278 -99%
PAM
925
Palisade Asset Management
Minnesota
$525K -$107K -951 -18%

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.