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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
WPW
1076
Waldron Private Wealth
Pennsylvania
$371K
HBW
1077
Hazlett, Burt & Watson
West Virginia
$370K +$54.1K +483 +18%
OCBCO
1078
Oversea-Chinese Banking Corp (OCBC)
Singapore
$370K
GGA
1079
Granite Group Advisors
Connecticut
$368K
GIM
1080
Generali Investments Management
Slovenia
$368K -$66K -589 -16%
AA
1081
Advisory Alpha
Michigan
$368K +$19.7K +176 +6%
MFG
1082
Magnus Financial Group
New York
$368K +$9.41K +84 +3%
VRM
1083
Vectors Research Management
New York
$368K
SRL
1084
Scientech Research LLC
New Jersey
$365K +$343K +3,059 New
VAM
1085
Verity Asset Management
North Carolina
$364K +$9.19K +82 +3%
SVWAG
1086
Sound View Wealth Advisors Group
Georgia
$363K +$62.7K +560 +23%
CI
1087
CX Institutional
Indiana
$363K -$66.7K -595 -16%
HC
1088
Hamilton Capital
Ohio
$363K +$52.8K +471 +18%
CG
1089
Clifford Group
Massachusetts
$362K -$40.7K -363 -11%
VST
1090
Van Strum & Towne
California
$362K
LPT
1091
Legacy Private Trust
Wisconsin
$359K +$10.6K +95 +3%
LAM
1092
Lummis Asset Management
Texas
$359K +$321K +2,861 +1,907%
KCM
1093
Kanawha Capital Management
Virginia
$357K
PT
1094
Plimoth Trust
Massachusetts
$356K +$896 +8 +0.3%
DZ Bank
1095
DZ Bank
Germany
$355K -$374K -3,334 -53%
AWM
1096
Aries Wealth Management
Maine
$355K
WP
1097
Waycross Partners
Kentucky
$354K +$332K +2,965 New
SWA
1098
Stratos Wealth Advisors
Ohio
$352K -$1.01K -9 -0.3%
FNBSF
1099
First National Bank Sioux Falls
South Dakota
$351K -$26.7K -238 -7%
PRTG
1100
Post Resch Tallon Group
New York
$351K

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.