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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
BIA
1651
Bell Investment Advisors
California
$19.4K -$112 -1 -0.6%
BBPWM
1652
Blue Bell Private Wealth Management
Pennsylvania
$18.8K
FF
1653
Friedenthal Financial
New Jersey
$18.6K
SIS
1654
Strategic Investment Solutions
Illinois
$18.3K -$52.5K -469 -75%
FC
1655
Fairscale Capital
New Hampshire
$18K +$112 +1 +0.7%
TCM
1656
TruNorth Capital Management
Michigan
$17.9K -$4.37K -39 -21%
CIA
1657
Cape Investment Advisory
Georgia
$17.9K
BFS
1658
Burkett Financial Services
South Carolina
$17.9K +$224 +2 +1%
SO
1659
Sierra Ocean
California
$17.9K +$4.82K +43 +41%
CIR
1660
Clear Investment Research
Georgia
$16.6K
TFIAP
1661
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$15.5K
FPF
1662
First Pacific Financial
Washington
$14.9K -$5.6K -50 -29%
TC
1663
Truvestments Capital
Florida
$14.1K -$19.8K -177 -60%
RCM
1664
Richardson Capital Management
Wisconsin
$13.7K
MCA
1665
Midwest Capital Advisors
Michigan
$13.6K
WA
1666
WPG Advisers
Maryland
$13.4K +$560 +5 +5%
LFA
1667
LGT Financial Advisors
Texas
$13.3K +$448 +4 +4%
FCT
1668
First Community Trust
Iowa
$13.2K
CTB
1669
Country Trust Bank
Illinois
$13.1K +$12.3K +110 New
RBC
1670
Roble Belko & Company
Pennsylvania
$13K -$1.57K -14 -11%
RF
1671
Roxbury Financial
New Jersey
$12.7K +$224 +2 +2%
VWM
1672
Valley Wealth Managers
New Jersey
$11.9K -$8.4K -75 -43%
CCMI
1673
Creative Capital Management Investments
California
$11.9K
CWIG
1674
Chung Wu Investment Group
Texas
$11.9K +$11.2K +100 New
FLFS
1675
Family Legacy Financial Solutions
North Carolina
$11.9K +$11.2K +100 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.