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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
HP
1301
Highlander Partners
Texas
$239K +$224K +2,000 New
IP
1302
Ignite Planners
California
$239K +$212K +1,895 New
SCI
1303
Silver Coast Investments
United States
$238K +$223K +1,994 New
NRG
1304
Nemes Rush Group
Michigan
$238K -$13.6K -121 -6%
AWM
1305
Accurate Wealth Management
Florida
$238K +$198K +1,769 New
MSAM
1306
Moloney Securities Asset Management
Missouri
$237K -$26.3K -235 -11%
BCB
1307
Brian C. Broderick
$237K
CBT
1308
Central Bank & Trust
Kentucky
$237K
MPM
1309
MBB Public Markets
Illinois
$237K -$54.1K -483 -20%
FFG
1310
Frisch Financial Group
New York
$237K +$223K +1,989 New
AIM
1311
Acropolis Investment Management
Missouri
$237K -$5.83K -52 -3%
Fuller & Thaler Asset Management
1312
Fuller & Thaler Asset Management
California
$236K
CWM
1313
CarsonAllaria Wealth Management
Illinois
$235K -$36.7K -328 -14%
NB
1314
Nicolet Bankshares
Wisconsin
$235K
GCA
1315
Gallagher Capital Advisors
Texas
$235K +$2.13K +19 +1%
CCAL
1316
City Center Advisors LLC
Michigan
$234K +$220K +1,961 New
PWG
1317
Portside Wealth Group
Utah
$234K +$5.38K +48 +3%
LWP
1318
LeClair Wealth Partners
Ohio
$233K -$5.26K -47 -2%
AC
1319
ASB Consultores
Florida
$233K +$219K +1,951 New
ITIM
1320
Indiana Trust & Investment Management
Indiana
$232K
AAA
1321
American Alpha Advisors
New York
$232K +$218K +1,942 New
FIB
1322
First Interstate Bank
Montana
$231K
SWA
1323
Strategies Wealth Advisors
Michigan
$231K -$208K -1,857 -49%
TAM
1324
Trillium Asset Management
Massachusetts
$230K
SDIC
1325
South Dakota Investment Council
South Dakota
$229K

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.