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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
RCAG
1326
Rehmann Capital Advisory Group
Michigan
$229K +$784 +7 +0.4%
CFG
1327
Cooper Financial Group
California
$227K +$25.2K +225 +13%
XSC
1328
X-Square Capital
Puerto Rico
$227K -$4.48K -40 -2%
BDFN
1329
Bond & Devick Financial Network
Minnesota
$227K
AW
1330
Apricus Wealth
South Carolina
$227K +$213K +1,900 New
MGAM
1331
McGowan Group Asset Management
Texas
$226K
SFWA
1332
Summit Financial Wealth Advisors
Louisiana
$226K +$212K +1,891 New
OL
1333
Optas LLC
Texas
$225K +$212K +1,888 New
AC
1334
Avestar Capital
New York
$225K -$224 -2 -0.1%
OC
1335
Oakworth Capital
Alabama
$224K
MWA
1336
Meridian Wealth Advisors
Texas
$224K +$12.7K +113 +6%
CAM
1337
Columbia Asset Management
Michigan
$224K
OPA
1338
Old Port Advisors
Maine
$224K +$8.96K +80 +4%
SAM
1339
Summit Asset Management
Tennessee
$224K +$112 +1 +0.1%
SSG
1340
Summit Securities Group
New York
$224K +$210K +1,874 New
HCM
1341
Howland Capital Management
Massachusetts
$223K +$3.02K +27 +1%
SEIA
1342
Signature Estate & Investment Advisors
California
$223K +$11.1K +99 +6%
TP
1343
Tranquility Partners
Tennessee
$223K -$2.8K -25 -1%
PWW
1344
Pettyjohn Wood & White
Virginia
$222K
FMLI
1345
Fukoku Mutual Life Insurance
Japan
$222K -$30.9K -276 -13%
CCG
1346
Catalina Capital Group
California
$222K +$19.8K +177 +11%
ATS
1347
Ashton Thomas Securities
New York
$222K +$11.9K +106 +6%
A
1348
Argentarii
Ohio
$221K -$3.58K -32 -2%
WT
1349
Washington Trust
Rhode Island
$221K -$9.07K -81 -4%
AAIM
1350
Asset Advisors Investment Management
Georgia
$220K

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.