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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
PC
1176
Port Capital
Illinois
$300K +$6.05K +54 +2%
GL
1177
Graypoint LLC
New York
$300K -$138K -1,230 -33%
GCM
1178
Gables Capital Management
Florida
$298K
JFG
1179
Jefferies Financial Group
New York
$298K -$574K -5,124 -67%
SIA
1180
Soltis Investment Advisors
Utah
$298K +$23.5K +210 +9%
TCOO
1181
Trust Company of Oklahoma
Oklahoma
$298K +$280K +2,497 New
PK
1182
Pflug Koory
Nebraska
$298K
AWM
1183
Atticus Wealth Management
Florida
$297K +$261K +2,330 +1,456%
LIA
1184
LBMC Investment Advisors
Tennessee
$297K +$112 +1 +0%
FWM
1185
Forza Wealth Management
Florida
$296K +$27.8K +248 +11%
GF
1186
Goodman Financial
Texas
$294K
TAM
1187
Townsend Asset Management
North Carolina
$294K -$30K -268 -10%
FSA
1188
Fort Sheridan Advisors
Illinois
$293K -$55.9K -499 -17%
DI
1189
Disciplined Investors
Texas
$293K +$12K +107 +5%
GSB
1190
Greenfield Savings Bank
Massachusetts
$290K
QP
1191
Quilter Plc
United Kingdom
$290K
LIM
1192
Letson Investment Management
Georgia
$290K
AFG
1193
Allegheny Financial Group
Pennsylvania
$288K +$336 +3 +0.1%
CB
1194
Cadence Bank
Mississippi
$287K -$7.17K -64 -3%
MAG
1195
M3 Advisory Group
Massachusetts
$287K +$2.24K +20 +0.8%
IIM
1196
Ipswich Investment Management
Massachusetts
$286K
BDWCC
1197
B&D White Capital Company
Texas
$286K +$269K +2,400 New
WC
1198
Whitney & Co
New York
$286K
LWANC
1199
Laurel Wealth Advisors (North Carolina)
North Carolina
$285K -$25.4K -227 -9%
AssetMark Inc
1200
AssetMark Inc
California
$285K -$77.1K -688 -22%

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.