We are live on ! Find out more
PSX icon

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
RCM
1351
Radnor Capital Management
Pennsylvania
$220K
CC
1352
Chicago Capital
Illinois
$220K
AIA
1353
Arbor Investment Advisors
North Carolina
$220K +$1.12K +10 +0.5%
MK
1354
MASTERINVEST Kapitalanlage
$219K +$206K +1,839 New
WSC
1355
Wellington Shields & Co
New York
$219K
TWM
1356
Trueblood Wealth Management
Ohio
$218K +$784 +7 +0.4%
BFAG
1357
Blackston Financial Advisory Group
Florida
$218K -$7.84K -70 -4%
BAM
1358
Berkshire Asset Management
Pennsylvania
$218K +$205K +1,826 New
SCA
1359
Sandy Cove Advisors
Massachusetts
$218K -$15.6K -139 -7%
LAM
1360
L2 Asset Management
Massachusetts
$217K +$7.62K +68 +4%
WFM
1361
Wolff Financial Management
Michigan
$217K
ML
1362
McAdam LLC
Pennsylvania
$217K +$10.8K +96 +6%
QC
1363
Quent Capital
New York
$217K -$4.48K -40 -2%
DIM
1364
Delta Investment Management
California
$216K -$20.1K -179 -9%
SOW
1365
State of Wyoming
Wyoming
$216K +$36.5K +326 +22%
WP
1366
WealthShield Partners
North Carolina
$216K +$9.3K +83 +5%
HC
1367
Hendley & Co
Ohio
$215K -$451K -4,030 -69%
V
1368
VeraBank
Texas
$215K -$1.68K -15 -0.8%
NQWM
1369
Northwest Quadrant Wealth Management
Oregon
$215K -$1.57K -14 -0.8%
NCM
1370
Next Capital Management
New York
$215K +$202K +1,800 New
KAS
1371
KPP Advisory Services
Kentucky
$214K +$201K +1,793 New
JIP
1372
Jaffetilchin Investment Partners
Florida
$214K +$16.5K +147 +9%
V
1373
ViaWealth
Kansas
$214K
ZIG
1374
Zullo Investment Group
Pennsylvania
$214K +$560 +5 +0.3%
FEM
1375
Fulcrum Equity Management
Texas
$213K -$73K -652 -27%

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.