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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
SA
951
SAM Advisors
California
$493K
EWM
952
Empirical Wealth Management
Washington
$489K +$5.6K +50 +1%
VDI
953
Vaughan David Investments
Illinois
$489K +$29.4K +262 +7%
WWM
954
Western Wealth Management
Colorado
$488K -$18.6K -166 -4%
BB
955
Burford Brothers
Texas
$487K -$2.58K -23 -0.6%
PFSC
956
Peoples Financial Services Corp
Pennsylvania
$486K
SPL
957
Smart Portfolios LLC
Washington
$485K
RGC
958
Roberts, Glore & Co
Illinois
$485K
CCM
959
Cobler Capital Management
Kansas
$485K +$449K +4,011 New
1M
960
1248 Management
Missouri
$483K
CHAM
961
Clear Harbor Asset Management
Connecticut
$482K -$3.25K -29 -0.7%
BA
962
Ballew Advisors
Mississippi
$481K +$112 +1 +0%
CAM
963
Campion Asset Management
Virginia
$479K -$6.27K -56 -1%
AWM
964
Angeles Wealth Management
California
$479K -$31.7K -283 -7%
OFC
965
Oakland Financial Corp
$477K
CI
966
Cigna Investments
Connecticut
$477K -$14.3K -128 -3%
GWSG
967
GPS Wealth Strategies Group
Colorado
$475K -$75.4K -673 -14%
GHA
968
GW Henssler & Associates
Georgia
$474K -$48.8K -436 -10%
EM
969
Excalibur Management
Massachusetts
$473K +$68K +607 +18%
SPWG
970
Syntegra Private Wealth Group
Missouri
$471K +$1.01K +9 +0.2%
PGAM
971
Princeton Global Asset Management
New Jersey
$469K +$6.05K +54 +1%
PP
972
PDS Planning
Ohio
$468K +$56.4K +503 +15%
PP
973
Patron Partners
Texas
$467K -$53.2K -475 -11%
TNBTD
974
Trustmark National Bank Trust Department
Mississippi
$467K -$39.2K -350 -8%
GWA
975
Gratus Wealth Advisors
Virginia
$464K +$2.69K +24 +0.6%

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.