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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
SW
1201
SkyOak Wealth
Michigan
$284K
CG
1202
CFO4Life Group
Texas
$283K -$9.75K -87 -4%
MYAM
1203
Meiji Yasuda Asset Management
Japan
$283K -$1.38M -12,301 -84%
CCWM
1204
Cassaday & Co Wealth Management
Virginia
$283K +$12.9K +115 +5%
DWM
1205
Denver Wealth Management
Colorado
$283K +$2.13K +19 +0.8%
CSI
1206
Cross Staff Investments
New York
$282K
MIP
1207
Marietta Investment Partners
Wisconsin
$282K
CWM
1208
Chronos Wealth Management
Florida
$281K +$264K +2,359 New
RMP
1209
Richards, Merrill & Peterson
Washington
$281K +$2.91K +26 +1%
FCM
1210
Fieldview Capital Management
Michigan
$281K +$264K +2,354 New
Fidelity International
1211
Fidelity International
Bermuda
$280K -$7.43M -66,313 -97%
CMS
1212
Capital Market Strategies
Florida
$279K -$22.4K -200 -8%
JC
1213
Jacobs & Co
California
$279K
SFO
1214
Stokes Family Office
Louisiana
$278K
HWMG
1215
Hurlow Wealth Management Group
Indiana
$277K -$336 -3 -0.1%
GJWM
1216
Gilliland Jeter Wealth Management
Arkansas
$277K
RBFC
1217
Roman Butler Fullerton & Co
Missouri
$276K +$448 +4 +0.2%
EFG
1218
Elm3 Financial Group
Georgia
$276K -$98.7K -881 -28%
CA
1219
Callahan Advisors
Texas
$274K -$8.4K -75 -3%
FMTC
1220
Farmers & Merchants Trust Company
California
$274K -$36.6K -327 -12%
DWAM
1221
Duncan Williams Asset Management
Tennessee
$273K
CCC
1222
Chelsea Counsel Company
California
$273K
BCG
1223
Breakwater Capital Group
New Jersey
$272K +$256K +2,282 New
FF
1224
Foronjy Financial
California
$272K +$255K +2,280 New
BW
1225
BXM Wealth
Colorado
$272K

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.