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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
FFN
926
Focus Financial Network
Minnesota
$523K -$3.47K -31 -0.7%
RBI
927
Raiffeisen Bank International
Austria
$523K
SWP
928
Strategic Wealth Partners
Ohio
$521K +$489K +4,363 New
MIC
929
Means Investment Company
Maine
$517K +$336 +3 +0.1%
FNBT
930
FineMark National Bank & Trust
Florida
$516K -$6.05K -54 -1%
WT
931
Whittier Trust
California
$516K +$136K +1,216 +39%
RIA
932
Richwood Investment Advisors
Ohio
$514K -$12.9K -115 -3%
JSSH
933
J. Safra Sarasin Holding
$514K +$5.6K +50 +1%
SS
934
Sunbelt Securities
Texas
$514K -$72.1K -644 -12%
ACP
935
Argyle Capital Partners
California
$513K +$50.4K +450 +12%
GFP
936
Gryphon Financial Partners
Ohio
$512K +$39.3K +351 +9%
AMIM
937
Aull & Monroe Investment Management
Alabama
$511K -$88.5K -790 -16%
PCA
938
Purkiss Capital Advisors
Connecticut
$507K +$223K +1,990 +88%
MWM
939
Modera Wealth Management
New Jersey
$506K -$6.95K -62 -1%
DT
940
Diversified Trust
Tennessee
$506K -$70.6K -630 -13%
JWWM
941
Johnson & White Wealth Management
Pennsylvania
$505K
FB
942
Fulton Bank
Pennsylvania
$505K +$74.5K +665 +19%
CT
943
Chicago Trust
Illinois
$503K +$46.2K +412 +11%
PCA
944
Prosperity Capital Advisors
Ohio
$503K -$46.7K -417 -9%
EFMC
945
Empire Financial Management Company
New York
$503K -$16.8K -150 -3%
MM
946
MQS Management
New York
$501K +$470K +4,198 New
CAM
947
Cozad Asset Management
Illinois
$500K -$113K -1,005 -19%
DWM
948
Drive Wealth Management
Utah
$499K +$55.2K +493 +13%
CW
949
CreativeOne Wealth
Kansas
$496K -$18.5K -165 -4%
MCM
950
Mill Capital Management
North Carolina
$494K

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.