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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
NECFA
1576
New England Capital Financial Advisors
Connecticut
$38.7K +$224 +2 +0.6%
PWA
1577
Physician Wealth Advisors
Utah
$38.6K +$5.94K +53 +20%
T
1578
Transce3nd
Texas
$38.3K
TPWA
1579
Twin Peaks Wealth Advisors
California
$38.1K +$35.5K +317 New
CA
1580
Centerpoint Advisors
Massachusetts
$38K +$2.46K +22 +7%
GKIM
1581
GW&K Investment Management
Massachusetts
$38K +$8.96K +80 +33%
AT
1582
Arlington Trust
Alabama
$37.7K -$3.58K -32 -9%
CWM
1583
Copia Wealth Management
Oregon
$37.1K
HC
1584
Hoese & Co
Minnesota
$36K
CFS
1585
Compass Financial Services
Iowa
$35.8K
FFWM
1586
Future Financial Wealth Management
Ohio
$35.8K
BCM
1587
Boreal Capital Management
Florida
$35.8K +$33.6K +300 New
SA
1588
SRH Advisors
Kansas
$35.7K
PAI
1589
Pittenger & Anderson Inc
Nebraska
$34.4K -$28.6K -255 -47%
LAMC
1590
Longview Asset Management (California)
California
$34.1K
CBT
1591
Crews Bank & Trust
Florida
$34K
FCAS
1592
First Command Advisory Services
Texas
$33.8K
SC
1593
Steph & Co
Wisconsin
$32.9K
GWSA
1594
Global Wealth Strategies & Associates
Colorado
$32.8K
WBC
1595
West Branch Capital
Massachusetts
$32.8K
PP
1596
Pacifica Partners
Canada
$32.3K
WB
1597
Webster Bank
Connecticut
$32.2K +$11.2K +100 +59%
TFGT
1598
TS Financial Group (TSFG)
Illinois
$32K
PAMS
1599
Pinpoint Asset Management (Singapore)
$31.7K +$29.8K +266 New
WTFG
1600
Wood Tarver Financial Group
Idaho
$31K

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.