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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
SOS
1401
Silver Oak Securities
Tennessee
$205K -$75.5K -674 -28%
PSCM
1402
Per Stirling Capital Management
Texas
$205K +$672 +6 +0.4%
TNA
1403
True North Advisors
Texas
$205K +$192K +1,715 New
SL
1404
Sentry LLC
Tennessee
$204K
SSWM
1405
Strait & Sound Wealth Management
California
$203K -$4.48K -40 -2%
BWCS
1406
Beirne Wealth Consulting Services
Connecticut
$203K
CPW
1407
Crestmont Private Wealth
Texas
$203K
PFA
1408
Pinnacle Family Advisors
Missouri
$202K -$3.81K -34 -2%
WFA
1409
Websterrogers Financial Advisors
South Carolina
$201K
KCFA
1410
Key Client Fiduciary Advisors
New Jersey
$201K +$2.46K +22 +1%
JFA
1411
JNBA Financial Advisors
Minnesota
$200K
BONH
1412
Bank of New Hampshire
New Hampshire
$199K -$8.96K -80 -5%
WIM
1413
Westside Investment Management
California
$199K +$20.9K +187 +13%
CF
1414
Centaurus Financial
California
$198K -$76.3K -681 -29%
MSWA
1415
Marshall & Sterling Wealth Advisors
New York
$196K -$896 -8 -0.5%
CTWM
1416
Cherry Tree Wealth Management
Minnesota
$194K -$7.39K -66 -4%
PCTC
1417
Perkins Coie Trust Company
Washington
$194K -$672 -6 -0.4%
AIC
1418
Archer Investment Corporation
Indiana
$192K -$389K -3,469 -68%
SIS
1419
Sound Income Strategies
Florida
$190K +$95.4K +852 +115%
DJSG
1420
D.J. St. Germain
Massachusetts
$188K +$11K +98 +7%
CT
1421
Coastline Trust
Rhode Island
$185K
SS
1422
SBI Securities
Japan
$185K +$126K +1,121 +263%
SWM
1423
Spire Wealth Management
Virginia
$184K -$205K -1,827 -54%
DMBA
1424
Deseret Mutual Benefit Administrators
Utah
$183K
TFA
1425
Transamerica Financial Advisors
Florida
$181K -$16.8K -150 -9%

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.