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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
SC
976
Saturna Capital
Washington
$464K -$155K -1,380 -26%
FRA
977
Frank Rimerman Advisors
California
$462K -$70.1K -626 -14%
OPTFSNA
978
Old Point Trust & Financial Services N A
Virginia
$459K -$51.4K -459 -11%
JGUA
979
John G. Ullman & Associates
New York
$459K
REMPR
980
Roof Eidam Maycock Peralta (REMP)
California
$458K
SC
981
Syon Capital
California
$458K -$317K -2,826 -42%
ST
982
Spinnaker Trust
Maine
$458K
TSW
983
Three Seasons Wealth
Utah
$456K
SEP
984
Southland Equity Partners
Missouri
$456K -$5.38K -48 -1%
RP
985
Riverwater Partners
Wisconsin
$453K -$3.81K -34 -0.9%
Aristotle Capital Management
986
Aristotle Capital Management
California
$452K -$279K -2,494 -40%
FCH
987
Freestone Capital Holdings
Washington
$450K -$2.02K -18 -0.5%
AWA
988
Aaron Wealth Advisors
Illinois
$448K -$3.7K -33 -0.9%
WPP
989
Whalerock Point Partners
Rhode Island
$446K
CC
990
Cadinha & Co
Hawaii
$445K +$1.34K +12 +0.3%
RA
991
Ransom Advisory
Rhode Island
$444K
PWM
992
Perigon Wealth Management
California
$444K +$52.8K +471 +14%
HI
993
Harbour Investments
Wisconsin
$443K -$19.6K -175 -4%
NP
994
Nilsine Partners
Colorado
$443K -$39.5K -353 -9%
FMB
995
Field & Main Bank
Kentucky
$442K -$19K -170 -4%
HBT
996
Hills Bank & Trust
Iowa
$437K +$2.69K +24 +0.7%
EW
997
Evoke Wealth
California
$437K +$202K +1,804 +97%
CIAS
998
Capital Investment Advisory Services
North Carolina
$436K -$8.63K -77 -2%
TWM
999
Tripletail Wealth Management
Florida
$434K +$410K +3,662 New
BTI
1000
Blue Trust Inc
Georgia
$434K +$7.28K +65 +2%

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.