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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
CB
1451
Centennial Bank
Arkansas
$135K -$21.8K -195 -15%
OL
1452
OneFund LLC
Florida
$134K +$126K +1,123 New
GSWM
1453
Golden State Wealth Management
California
$131K +$37K +330 +43%
WCMNY
1454
Westchester Capital Management (New York)
New York
$131K -$2.96M -26,400 -96%
UCB
1455
United Community Bank
South Carolina
$130K -$93.3K -833 -43%
API
1456
Asset Planning Inc
California
$128K +$31.9K +285 +36%
ST
1457
Smithfield Trust
Pennsylvania
$128K -$22.9K -204 -16%
FHA
1458
First Horizon Advisors
Tennessee
$127K -$277K -2,473 -70%
ACA
1459
American Capital Advisory
Idaho
$126K
SNB
1460
Security National Bank
Nebraska
$126K
CAM
1461
Chesapeake Asset Management
New York
$125K -$271K -2,417 -70%
OIA
1462
Optimum Investment Advisors
Illinois
$124K +$22.4K +200 +24%
Kayne Anderson Rudnick Investment Management
1463
Kayne Anderson Rudnick Investment Management
California
$121K +$2.02K +18 +2%
GTAM
1464
Global Trust Asset Management
Florida
$120K
MFC
1465
Mechanics Financial Corp
Ohio
$119K
CA
1466
Crossingbridge Advisors
New York
$119K -$1.01M -9,000 -90%
NS
1467
NBC Securities
Alabama
$119K -$62.7K -560 -36%
OP
1468
ORG Partners
Indiana
$118K -$10.3K -92 -9%
ME
1469
McIlrath & Eck
Washington
$117K +$112 +1 +0.1%
M
1470
MOTCO
Texas
$116K +$21.2K +189 +25%
MSFP
1471
Mark Sheptoff Financial Planning
Connecticut
$115K
TLA
1472
Tanglewood Legacy Advisors
Texas
$113K
CSB
1473
City State Bank
Iowa
$112K
CFO
1474
CVA Family Office
Colorado
$112K +$9.63K +86 +10%
B
1475
Birchbrook
Maine
$112K +$105K +936 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.