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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
EWS
1826
Evergreen Wealth Solutions
Pennsylvania
-$292K -2,362 Closed
RWM
1827
Ritholtz Wealth Management
New York
-$290K -2,348 Closed
PMG
1828
ProVise Management Group
Florida
-$288K -2,333 Closed
SQA
1829
Simon Quick Advisors
New Jersey
-$285K -2,309 Closed
UBP
1830
Union Bancaire Privee
Switzerland
-$262K -2,284 Closed
HCP
1831
Hexagon Capital Partners
Arkansas
-$281K -2,273 Closed
IA
1832
Integrity Alliance
Iowa
-$269K -2,178 Closed
IC
1833
Iconiq Capital
California
-$250K -2,023 Closed
Empower Advisory Group
1834
Empower Advisory Group
Colorado
-$242K -1,960 Closed
RFN
1835
RDA Financial Network
Iowa
-$241K -1,952 Closed
AIC
1836
Argus Investors Counsel
New York
-$239K -1,939 Closed
LHC
1837
Little House Capital
Massachusetts
-$235K -1,904 Closed
KIC
1838
Keating Investment Counselors
Florida
-$231K -1,870 Closed
CAS
1839
CTC Alternative Strategies
Illinois
-$228K -1,850 Closed
PCH
1840
PGIM Custom Harvest
New Jersey
-$227K -1,841 Closed
ACIM
1841
Azimuth Capital Investment Management
Michigan
-$224K -1,813 Closed
AIA
1842
Accelerate Investment Advisors
California
-$223K -1,809 Closed
PW
1843
PUREfi Wealth
Massachusetts
-$223K -1,803 Closed
WCP
1844
Wealthcare Capital Partners
Pennsylvania
-$220K -1,784 Closed
DDPIC
1845
Deroy & Devereaux Private Investment Counsel
Michigan
-$220K -1,781 Closed
CL
1846
CSS LLC
Illinois
-$219K -1,770 Closed
NC
1847
NovaPoint Capital
Georgia
-$218K -1,767 Closed
RIA
1848
Realta Investment Advisors
Delaware
-$215K -1,742 Closed
PCG
1849
Prosperity Consulting Group
Maryland
-$213K -1,728 Closed
SFG
1850
Sovereign Financial Group
Connecticut
-$212K -1,719 Closed

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.