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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
GM
1426
GeoWealth Management
Illinois
$181K +$6.72K +60 +4%
SIM
1427
Sentry Investment Management
Wisconsin
$176K
CH
1428
Cromwell Holdings
Wyoming
$175K +$7.62K +68 +5%
PWS
1429
Peterson Wealth Services
Utah
$173K -$17.1K -153 -10%
NB
1430
NBT Bank
New York
$171K -$3.92K -35 -2%
CCM
1431
Chilton Capital Management
Texas
$169K
EPIM
1432
Evelyn Partners Investment Management
$168K
AAG
1433
Armstrong Advisory Group
Massachusetts
$162K -$13.7K -122 -8%
CSC
1434
Caldwell Sutter Capital
California
$162K -$4.37K -39 -3%
AA
1435
Addison Advisors
Vermont
$162K
1L
1436
10Elms LLP
Oklahoma
$162K
JEST
1437
JTC Employer Solutions Trustee
Jersey
$161K
CAL
1438
Capital Advisors Ltd
Ohio
$159K +$7.62K +68 +5%
GBT
1439
Grove Bank & Trust
Florida
$156K -$4.71K -42 -3%
GPI
1440
General Partner Inc
Pennsylvania
$155K
WSCM
1441
Wellington Shields Capital Management
New York
$154K
Group One Trading
1442
Group One Trading
Illinois
$151K +$142K +1,267 New
Lazard Asset Management
1443
Lazard Asset Management
New York
$149K +$8.96K +80 +7%
TF
1444
Tompkins Financial
New York
$148K -$15.8K -141 -10%
VNA
1445
Valley National Advisers
Pennsylvania
$148K +$6.83K +61 +5%
MSE
1446
MUFG Securities EMEA
United Kingdom
$144K +$135K +1,204 New
FDCP
1447
Foster Dykema Cabot & Partners
Massachusetts
$140K +$67K +598 +104%
SN
1448
Sittner & Nelson
Oregon
$137K -$7.73K -69 -6%
YDMI
1449
Y.D. More Investments
Israel
$137K +$30.4K +271 +31%
AF
1450
Advisornet Financial
Minnesota
$135K -$1.79K -16 -1%

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.