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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
WPC
1276
Waters Parkerson & Co
Louisiana
$249K
JSW
1277
Journey Strategic Wealth
New Jersey
$249K +$49.7K +444 +27%
ABLA
1278
Alan B. Lancz & Associates
Ohio
$248K
FFS
1279
Founders Financial Securities
Maryland
$248K -$170K -1,520 -42%
VCM
1280
Versant Capital Management
Arizona
$248K +$8.07K +72 +4%
LA
1281
Lifeworks Advisors
Michigan
$248K +$29.9K +267 +15%
BMA
1282
Brooks Moore & Associates
Tennessee
$247K -$9.41K -84 -4%
FFA
1283
Fortune Financial Advisors
Kansas
$246K
OC
1284
Optima Capital
Oregon
$245K +$16.5K +147 +8%
Financial Engines Advisors
1285
Financial Engines Advisors
California
$245K +$230K +2,051 New
AA
1286
Alta Advisers
United Kingdom
$244K
DC
1287
Defender Capital
North Carolina
$243K
CWM
1288
Cabot Wealth Management
Massachusetts
$243K
TWA
1289
TCI Wealth Advisors
Arizona
$242K +$3.02K +27 +1%
FFB
1290
First Financial Bankshares
Texas
$242K -$2.8K -25 -1%
HFS
1291
Hantz Financial Services
Michigan
$242K +$53.7K +479 +31%
KA
1292
KLCM Advisors
Wisconsin
$242K
CFD
1293
Creative Financial Designs
Indiana
$241K +$93.2K +832 +70%
MCM
1294
MV Capital Management
Maryland
$240K +$1.46K +13 +0.7%
TFO
1295
Tarbox Family Office
California
$240K +$2.35K +21 +1%
WCM
1296
Weik Capital Management
Pennsylvania
$240K -$12.3K -110 -5%
DLA
1297
Douglas Lane & Associates
New York
$240K -$11K -98 -5%
HWA
1298
HHM Wealth Advisors
Tennessee
$239K
JSL
1299
JT Stratford LLC
Georgia
$239K +$225K +2,006 New
FA
1300
Fiducient Advisors
Illinois
$239K +$224K +2,000 New

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.