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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
CCM
1876
Cloud Capital Management
Washington
-$95K -772 Closed
MFA
1877
McClarren Financial Advisors
Pennsylvania
-$103K -647 Closed
KHC
1878
Koesten Hirschmann & Crabtree
Kansas
-$70.9K -574 Closed
SFGP
1879
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$60.3K -488 Closed
MFS
1880
Mattson Financial Services
Michigan
-$37K -300 Closed
KPP
1881
Kings Path Partners
Texas
-$33.6K -272 Closed
WW
1882
Winnow Wealth
Texas
-$32.3K -262 Closed
VBA
1883
von Borstel & Associates
Oregon
-$27K -221 Closed
FIM
1884
FWL Investment Management
Texas
-$24.7K -200 Closed
FWA
1885
FSC Wealth Advisors
New York
-$24.6K -199 Closed
RWM
1886
Ruedi Wealth Management
Illinois
-$23.5K -190 Closed
HWA
1887
Heritage Wealth Advisors
Virginia
-$22.5K -182 Closed
LIM
1888
Lagoda Investment Management
New York
-$21K -170 Closed
SCB
1889
Saudi Central Bank
Saudi Arabia
-$20.1K -163 Closed
RAM
1890
Riggs Asset Management
Pennsylvania
-$19.8K -160 Closed
MIA
1891
MeadowBrook Investment Advisors
Michigan
-$16.9K -137 Closed
PC
1892
Promus Capital
Illinois
-$14.9K -121 Closed
LP
1893
LMR Partners
United Kingdom
-$13.4K -120 Closed
FW
1894
Fairway Wealth
Ohio
-$14.6K -118 Closed
VFM
1895
Vision Financial Markets
Connecticut
-$13.1K -106 Closed
BL
1896
BFSG LLC
California
-$12.7K -103 Closed
NFSG
1897
Newbridge Financial Services Group
Florida
-$8.52K -69 Closed
PA
1898
PSI Advisors
Florida
-$8.52K -69 Closed
ZRP
1899
Zynergy Retirement Planning
New Jersey
-$7.52K -66 Closed
RTL
1900
Red Tortoise LLC
Georgia
-$6.05K -49 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.