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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
SHIM
1626
Stone House Investment Management
Pennsylvania
$24.9K +$5.83K +52 +33%
MBFW
1627
Morton Brown Family Wealth
Pennsylvania
$24.7K
SL
1628
Salomon & Ludwin
Virginia
$23.9K
FDW
1629
Fourth Dimension Wealth
Ohio
$23.9K -$28K -250 -56%
BFPW
1630
BOK Financial Private Wealth
Colorado
$23.9K -$8.63K -77 -28%
GA
1631
GoalVest Advisory
New York
$23.9K
RF
1632
Robinswood Financial
Washington
$23.9K
DWA
1633
Delos Wealth Advisors
Texas
$23.9K +$22.4K +200 New
CTC
1634
Cetera Trust Company
Minnesota
$23K +$18.3K +163 +543%
CMP
1635
Coston McIsaac & Partners
Maine
$23K
NWM
1636
Navigoe Wealth Management
California
$23K
CWP
1637
Concord Wealth Partners
Virginia
$22.4K -$336 -3 -2%
SCM
1638
Silvant Capital Management
Georgia
$22.2K
HI
1639
Hoey Investments
Pennsylvania
$22K -$1.79K -16 -8%
OWP
1640
ORG Wealth Partners
Texas
$21.7K
MAM
1641
Meeder Asset Management
Ohio
$21.6K +$3.14K +28 +18%
YP
1642
YANKCOM Partnership
South Dakota
$21.5K +$672 +6 +3%
FPB
1643
First PREMIER Bank
South Dakota
$21K
RWA
1644
Redmont Wealth Advisors
Illinois
$20.8K +$19.5K +174 New
BAM
1645
Byrne Asset Management
New Jersey
$20.6K
PAM
1646
Parvin Asset Management
South Dakota
$20.6K
TIM
1647
Tortoise Investment Management
New York
$20.6K +$1.46K +13 +8%
OWA
1648
Opal Wealth Advisors
New York
$20.2K -$6.95K -62 -27%
FUBT
1649
First United Bank & Trust
Maryland
$19.7K
PWMG
1650
Private Wealth Management Group
New Jersey
$19.4K -$17.7K -158 -49%

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.