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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
1601
CNB Bank
Pennsylvania
$30.7K
RA
1602
Rise Advisors
New York
$29.9K +$224 +2 +0.8%
RL
1603
Rogco LP
Oklahoma
$29.8K -$3.7K -33 -12%
CNBT
1604
Cornerstone National Bank & Trust
Illinois
$29.8K
GK
1605
Graney & King
New York
$29.8K +$336 +3 +1%
NWM
1606
Nova Wealth Management
Florida
$29.6K -$5.94K -53 -18%
AG
1607
AmeriFlex Group
Nevada
$29.6K
GWP
1608
Gen-Wealth Partners
Michigan
$29.5K
TC
1609
Tacita Capital
Ontario, Canada
$29.2K
SWIM
1610
Smallwood Wealth Investment Management
New Jersey
$28.7K +$336 +3 +1%
FFO
1611
Fortitude Family Office
Arizona
$28K -$3.47K -31 -12%
PCFFS
1612
Pacific Center for Financial Services
California
$27.8K
SIC
1613
SJS Investment Consulting
Ohio
$27.6K -$2.02K -18 -7%
SC
1614
Stephens Consulting
Michigan
$27.4K -$784 -7 -3%
BWL
1615
Bogart Wealth LLC
Virginia
$26.2K -$3.7K -33 -13%
AEPWM
1616
Atlantic Edge Private Wealth Management
Florida
$26.1K
ZBNA
1617
Zions Bancorporation, National Association
Utah
$26K -$437K -3,902 -95%
BTC
1618
Bank & Trust Company
Illinois
$25.9K
FCMT
1619
Founders Capital Management (Texas)
Texas
$25.6K
WWM
1620
Wolff Wiese Magana
California
$25.5K +$9.19K +82 +62%
MDCM
1621
Morgan Dempsey Capital Management
Wisconsin
$25.5K -$9.75K -87 -29%
CPG
1622
Cornerstone Planning Group
New Jersey
$25.5K -$5.6K -50 -19%
BGAI
1623
Bruce G. Allen Investments
Colorado
$25.4K -$3.02K -27 -11%
AF
1624
Alerus Financial
North Dakota
$25.3K +$23.8K +212 New
EWM
1625
Evolution Wealth Management
Florida
$25.1K +$23.5K +210 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.