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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
EWM
1851
Endowment Wealth Management
Wisconsin
-$211K -1,711 Closed
PCP
1852
Proficio Capital Partners
Massachusetts
-$211K -1,708 Closed
BW
1853
BIP Wealth
Georgia
-$211K -1,707 Closed
PAMG
1854
Patton Albertson Miller Group
Tennessee
-$210K -1,698 Closed
FTC
1855
Farmers Trust Company
Ohio
-$209K -1,693 Closed
PPWM
1856
PFG Private Wealth Management
Florida
-$207K -1,675 Closed
BRWM
1857
Blue Rock Wealth Management
North Carolina
-$207K -1,674 Closed
CIG
1858
Cullen Investment Group
Louisiana
-$205K -1,664 Closed
BFO
1859
Biltmore Family Office
North Carolina
-$205K -1,659 Closed
APC
1860
Aspire Private Capital
North Carolina
-$204K -1,656 Closed
HCC
1861
Hirtle Callaghan & Co
Pennsylvania
-$204K -1,652 Closed
MPAM
1862
Murphy Pohlad Asset Management
Minnesota
-$204K -1,650 Closed
BWM
1863
BNC Wealth Management
Oregon
-$204K -1,649 Closed
BBA
1864
BLB&B Advisors
Pennsylvania
-$203K -1,648 Closed
SIA
1865
Schear Investment Advisers
Ohio
-$203K -1,645 Closed
GSC
1866
Ground Swell Capital
South Carolina
-$203K -1,640 Closed
TTWM
1867
TCV Trust & Wealth Management
Virginia
-$202K -1,632 Closed
WFI
1868
West Family Investments
California
-$202K -1,632 Closed
NWWA
1869
New Wave Wealth Advisors
Arkansas
-$201K -1,627 Closed
PBK
1870
Peoples Bank (Kansas)
Kansas
-$168K -1,364 Closed
MME
1871
Meag Munich Ergo
Germany
-$165K -1,334 Closed
CWC
1872
Carolinas Wealth Consulting
North Carolina
-$162K -1,311 Closed
GFPC
1873
Global Financial Private Client
Florida
-$136K -1,102 Closed
CA
1874
Continuum Advisory
Idaho
-$136K -1,099 Closed
Loomis, Sayles & Company
1875
Loomis, Sayles & Company
Massachusetts
-$112K -905 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.