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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
BC
1676
Barrett & Company
Rhode Island
$11.9K
HNW
1677
High Note Wealth
Minnesota
$11.5K
WPWM
1678
Western Pacific Wealth Management
Illinois
$11.3K -$339K -3,030 -97%
MAM
1679
Morse Asset Management
Connecticut
$11K
BCM
1680
Blume Capital Management
California
$10.9K -$896 -8 -8%
HHMI
1681
Howard Hughes Medical Institute
Maryland
$10.6K +$9.97K +89 New
SWA
1682
SOA Wealth Advisors
New York
$10.4K -$8.96K -80 -48%
HWM
1683
HighMark Wealth Management
Minnesota
$10.4K +$112 +1 +1%
WCM
1684
Westend Capital Management
California
$10.3K
IWP
1685
IAG Wealth Partners
Wisconsin
$10.1K
ABWM
1686
Alpine Bank Wealth Management
Colorado
$9.9K
IHWM
1687
Iron Horse Wealth Management
Iowa
$9.78K
MAS
1688
MPWM Advisory Solutions
Georgia
$9.68K -$672 -6 -7%
S
1689
Sachetta
Massachusetts
$9.54K +$112 +1 +1%
KFP
1690
Keener Financial Planning
Texas
$9K
HFS
1691
Hopwood Financial Services
Virginia
$8.95K
PWA
1692
Principia Wealth Advisory
Texas
$8.95K +$784 +7 +10%
RWML
1693
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$8.83K
MAWAG
1694
Mid-American Wealth Advisory Group
Missouri
$8.59K +$8.07K +72 New
FFC
1695
First Financial Corp
Indiana
$8.23K -$64.9K -579 -89%
NC
1696
North Capital
Utah
$8.11K -$1.12K -10 -13%
PSFG
1697
Park Square Financial Group
Georgia
$8.11K
NEWAS
1698
N.E.W. Advisory Services
Wisconsin
$8.07K +$112 +1 +1%
AFG
1699
Albion Financial Group
Utah
$7.99K -$6.72K -60 -47%
CAC
1700
Core Alternative Capital
Georgia
$7.87K -$16.8K -150 -69%

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.