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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
WRPWM
1376
Werba Rubin Papier Wealth Management
California
$213K -$4.59K -41 -2%
FAN
1377
Financial Advisors Network
California
$213K -$5.38K -48 -3%
PCMC
1378
Paragon Capital Management (Colorado)
Colorado
$212K -$212K -1,889 -52%
IWN
1379
Independent Wealth Network
Iowa
$211K -$6.39K -57 -3%
HC
1380
Hourglass Capital
Texas
$211K
SCM
1381
Spring Capital Management
Texas
$211K
SWMP
1382
Signature Wealth Management Partners
New Jersey
$211K
GDP
1383
Great Diamond Partners
Maine
$210K
EB
1384
Eastern Bank
Massachusetts
$210K -$13.9K -124 -7%
GSEP
1385
Golden State Equity Partners
California
$210K +$197K +1,761 New
KLWA
1386
Kelly Lawrence W & Associates
California
$210K
KWA
1387
Kingswood Wealth Advisors
California
$210K +$1.57K +14 +0.8%
APG
1388
Abacus Planning Group
South Carolina
$209K -$22.5K -201 -10%
MFG
1389
MidWestOne Financial Group
Iowa
$209K -$15.8K -141 -7%
PIA
1390
Perennial Investment Advisors
California
$209K +$224 +2 +0.1%
ACS
1391
Archford Capital Strategies
Illinois
$209K +$196K +1,750 New
MWP
1392
Moller Wealth Partners
$209K -$39K -348 -17%
WP
1393
Wealthspan Partners
Iowa
$208K
HTIM
1394
Harbour Trust & Investment Management
Indiana
$208K +$5.83K +52 +3%
SFC
1395
SYM Financial Corp
Indiana
$207K +$195K +1,739 New
IWA
1396
IVC Wealth Advisors
Pennsylvania
$207K +$560 +5 +0.3%
LA
1397
LM Advisors
California
$207K -$1.34K -12 -0.7%
CFP
1398
Catalyst Financial Partners
Massachusetts
$207K +$4.26K +38 +2%
AIM
1399
AMI Investment Management
Indiana
$206K
RIG
1400
RiverFront Investment Group
Virginia
$205K +$193K +1,721 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.