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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
GLA
1151
Good Life Advisors
Pennsylvania
$312K +$21.8K +195 +8%
MFWP
1152
Mosaic Family Wealth Partners
Missouri
$312K +$1.9K +17 +0.7%
TCA
1153
Transcend Capital Advisors
New Jersey
$311K -$112K -1,004 -28%
HWA
1154
HCR Wealth Advisors
California
$311K -$11.2K -100 -4%
SFG
1155
Seamount Financial Group
Colorado
$310K
BIM
1156
Baldwin Investment Management
Pennsylvania
$310K
Dodge & Cox
1157
Dodge & Cox
California
$310K
PB
1158
Pinnacle Bancorp
Nebraska
$309K +$16.8K +150 +6%
BFG
1159
Berger Financial Group
Minnesota
$309K -$59.4K -530 -17%
CCC
1160
Compass Capital Corp
Massachusetts
$309K -$27.6K -246 -9%
CGL
1161
Clarius Group LLC
Washington
$309K -$8.51K -76 -3%
BCP
1162
Blackhawk Capital Partners
Wisconsin
$308K +$289K +2,582 New
IAMOG
1163
Investors Asset Management of Georgia
Georgia
$307K -$2.91K -26 -1%
BFM
1164
Boothbay Fund Management
New York
$306K -$357K -3,189 -55%
WAM
1165
Wakefield Asset Management
Colorado
$306K
SI
1166
Saxon Interests
Texas
$305K
PFBT
1167
Parkside Financial Bank & Trust
Missouri
$305K -$108K -965 -27%
WIM
1168
Warwick Investment Management
Texas
$304K -$17.4K -155 -6%
FLPIM
1169
F.L. Putnam Investment Management
Massachusetts
$304K -$5.49K -49 -2%
MA
1170
Montag & Associates
Georgia
$304K +$15.8K +141 +6%
1C
1171
111 Capital
France
$303K +$284K +2,536 New
RA
1172
Ruggaard & Associates
Ohio
$302K -$15.7K -140 -5%
BIG
1173
Brookwood Investment Group
Arizona
$301K -$43K -384 -13%
FNFDCM
1174
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$301K
PMSA
1175
Patrick M. Sweeney & Associates
Illinois
$301K +$44.5K +397 +20%

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.