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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
GEA
1501
Glen Eagle Advisors
New Jersey
$84.7K
CWP
1502
Clark Wealth Partners
Illinois
$84.4K +$896 +8 +1%
MWA
1503
Miller Wealth Advisors
Colorado
$83.8K +$560 +5 +0.7%
KTC
1504
Kentucky Trust Company
Kentucky
$83.5K
PPC
1505
Park Place Capital
Alabama
$82.9K -$11.1K -99 -13%
TFA
1506
Toth Financial Advisory
Virginia
$81.4K
MPW
1507
MASECO Private Wealth
$80.6K +$75.7K +676 New
BOJHT
1508
Bank of Jackson Hole Trust
Wyoming
$78.7K +$6.27K +56 +9%
GGI
1509
Godsey & Gibb Inc
Virginia
$77.5K
PMFA
1510
Plante Moran Financial Advisors
Michigan
$75.9K -$896 -8 -1%
NMG
1511
New Millennium Group
Utah
$75.5K -$8.85K -79 -11%
PP
1512
PFS Partners
New Jersey
$74.7K +$560 +5 +0.8%
KB
1513
Kimelman & Baird
New York
$74.6K
MMCM
1514
Murphy & Mullick Capital Management
New York
$74.5K
EP
1515
Essential Partners
California
$74.3K +$69.8K +623 New
MSG
1516
Main Street Group
Virginia
$73.5K
TWD
1517
True Wealth Design
Ohio
$73.4K -$21.6K -193 -24%
BCM
1518
Basso Capital Management
Connecticut
$73K
PW
1519
Pandora Wealth
Illinois
$72.2K
KIM
1520
Kestra Investment Management
Texas
$72.1K
ATC
1521
Advantage Trust Company
Kansas
$67K
KWM
1522
Kiker Wealth Management
Georgia
$66.5K +$62.4K +557 New
DSC
1523
Duncker Streett & Co
Missouri
$66.3K
TVWM
1524
Tower View Wealth Management
Wisconsin
$66.2K +$672 +6 +1%
SVWA
1525
Sarver Vrooman Wealth Advisors
Missouri
$65.3K

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.