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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
LC
1701
Lavaca Capital
Texas
$7.87K
HWP
1702
Highline Wealth Partners
California
$7.84K -$4.59K -41 -38%
AWM
1703
Abound Wealth Management
Tennessee
$7.78K
AWM
1704
Activest Wealth Management
Florida
$7.75K -$3.7K -33 -34%
FP
1705
Financial Perspectives
Minnesota
$7.52K
MAFA
1706
MJT & Associates Financial Advisory
Minnesota
$7.4K
FCG
1707
Financial Connections Group
California
$7K +$3.58K +32 +107%
CFFP
1708
Center for Financial Planning
Michigan
$6.8K
HIW
1709
Holos Integrated Wealth
Pennsylvania
$6.43K
RWM
1710
RMG Wealth Management
Wisconsin
$6.42K +$5.71K +51 New
ACM
1711
Anfield Capital Management
California
$6.32K
CJH
1712
Christopher J. Hasenberg
Wisconsin
$5.96K -$784 -7 -12%
AWM
1713
Accredited Wealth Management
Kentucky
$5.96K
FFL
1714
Financial Freedom LLC
Ohio
$5.96K
MS
1715
Marshall & Sullivan
Washington
$5.96K +$5.6K +50 New
PMIM
1716
Prudent Man Investment Management
Colorado
$5.7K
CA
1717
Crewe Advisors
Utah
$5.37K
BFS
1718
Bare Financial Services
Pennsylvania
$5.37K +$3.58K +32 +246%
BCPWM
1719
Bradley & Co Private Wealth Management
Florida
$5.25K
CMA
1720
Cedar Mountain Advisors
Oregon
$5.01K
FNWA
1721
Financial Network Wealth Advisors
Utah
$5.01K
MCA
1722
Maryland Capital Advisors
Maryland
$5.01K
STB
1723
S&T Bank
Pennsylvania
$4.65K +$3.25K +29 +290%
SC
1724
Swan Capital
Florida
$4.41K +$4.14K +37 New
DPW
1725
DiNuzzo Private Wealth
Pennsylvania
$4.29K -$224 -2 -5%

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.