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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
MMG
1226
Monetary Management Group
Missouri
$272K
FPW
1227
Flywheel Private Wealth
California
$271K
GIM
1228
Goelzer Investment Management
Indiana
$271K -$5.6K -50 -2%
PFA
1229
Pure Financial Advisors
California
$271K +$30.6K +273 +14%
ACM
1230
Aljian Capital Management
Nevada
$270K -$5.15K -46 -2%
BWM
1231
BKM Wealth Management
Wisconsin
$269K +$784 +7 +0.3%
MYIA
1232
Mount Yale Investment Advisors
Colorado
$269K -$6.61K -59 -3%
RDWM
1233
Red Door Wealth Management
Tennessee
$269K +$6.27K +56 +3%
LWA
1234
Lantern Wealth Advisors
New York
$268K +$252K +2,247 New
MWPCG
1235
Measured Wealth Private Client Group
New Hampshire
$267K -$784 -7 -0.3%
FFBTD
1236
First Financial Bank - Trust Division
Ohio
$267K -$3.7K -33 -1%
SFI
1237
SPC Financial Inc
Maryland
$267K +$11.2K +100 +5%
NSAM
1238
North Star Asset Management
Wisconsin
$266K
HVIA
1239
Hudson Valley Investment Advisors
New York
$265K
TFA
1240
Teamwork Financial Advisors
Texas
$265K -$26.7K -238 -10%
VAS
1241
Vestmark Advisory Solutions
Massachusetts
$264K -$1.46M -13,006 -85%
PFGIA
1242
Patriot Financial Group Insurance Agency
Massachusetts
$263K +$12.9K +115 +5%
CAGAS
1243
Capital Advisory Group Advisory Services
Minnesota
$263K -$2.35K -21 -0.9%
SAM
1244
Smartleaf Asset Management
Massachusetts
$262K -$128K -1,146 -34%
BFA
1245
Beaumont Financial Advisors
Massachusetts
$262K -$17K -152 -6%
AAP
1246
Arax Advisory Partners
Colorado
$262K +$28K +250 +17%
MIM
1247
Meixler Investment Management
Arizona
$262K +$246K +2,194 New
FBT
1248
First Bankers Trust
Kentucky
$262K
TA
1249
TFG Advisers
Michigan
$261K -$13.4K -120 -5%
SIAP
1250
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$261K -$46K -411 -16%

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.