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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
APW
1101
Austin Private Wealth
Texas
$350K -$2.69K -24 -0.8%
SFS
1102
Stiles Financial Services
Minnesota
$350K +$7.62K +68 +2%
PF
1103
Phoenix Financial
Israel
$349K -$298K -2,663 -48%
MFFIA
1104
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$349K -$3.7K -33 -1%
PA
1105
Persium Advisors
Georgia
$346K
CCFCSB
1106
Cape Cod Five Cents Savings Bank
Massachusetts
$345K
SGI
1107
Summit Global Investments
Utah
$345K +$15K +134 +5%
OWP
1108
Obermeyer Wealth Partners
Colorado
$344K +$1.23K +11 +0.4%
SRC
1109
Shufro Rose & Co
New York
$343K
BMC
1110
Beaton Management Company
Massachusetts
$342K -$30K -268 -9%
AWA
1111
AGH Wealth Advisors
Kansas
$341K +$8.85K +79 +3%
AWA
1112
Arete Wealth Advisors
Illinois
$340K -$11.5K -103 -3%
SAM
1113
Strategy Asset Managers
California
$338K -$45.8K -409 -13%
TSW
1114
Thompson Siegel & Walmsley
Virginia
$336K -$43K -384 -12%
IVP
1115
Intrinsic Value Partners
Arizona
$335K -$8.29K -74 -3%
PA
1116
PFG Advisors
Arizona
$334K -$17.9K -160 -5%
GSCM
1117
Greenfield Seitz Capital Management
Texas
$333K +$20.8K +186 +7%
NWM
1118
Northcape Wealth Management
New York
$333K +$37K +330 +13%
CA
1119
Capital Advantage
California
$333K +$560 +5 +0.2%
DTC
1120
Davidson Trust Company
Washington
$332K -$31.6K -282 -9%
LCM
1121
Liberty Capital Management
Michigan
$331K
ACA
1122
Atlas Capital Advisors
Wyoming
$331K -$118K -1,049 -27%
SW
1123
SVB Wealth
Massachusetts
$329K +$309K +2,761 New
HCM
1124
Howard Capital Management
Georgia
$329K +$33.5K +299 +12%
IA
1125
IFG Advisory
Georgia
$329K -$5.15K -46 -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.