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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
BF
226
BOK Financial
Oklahoma
$8.72M +$3.54M +31,629 +76%
Calamos Advisors
227
Calamos Advisors
Illinois
$8.58M
IMRF
228
Illinois Municipal Retirement Fund
Illinois
$8.54M +$2.5M +22,351 +45%
Teacher Retirement System of Texas
229
Teacher Retirement System of Texas
Texas
$8.52M -$914K -8,159 -10%
Axa
230
Axa
France
$8.31M -$382K -3,408 -5%
VVP
231
Venture Visionary Partners
Ohio
$8.3M -$117K -1,041 -1%
Voloridge Investment Management
232
Voloridge Investment Management
Florida
$8.26M +$7.75M +69,219 New
CIM
233
Cambria Investment Management
California
$8.23M -$807K -7,204 -9%
URS
234
Utah Retirement Systems
Utah
$8.08M -$72.9K -651 -1%
OPCM
235
Osborne Partners Capital Management
California
$7.96M -$1.68K -15 -0%
Verition Fund Management
236
Verition Fund Management
Connecticut
$7.94M -$3.38M -30,183 -31%
ACM
237
Advisors Capital Management
New Jersey
$7.9M +$310K +2,766 +4%
II
238
IFM Investors
Australia
$7.89M -$168K -1,502 -2%
RB
239
Rodgers Brothers
Pennsylvania
$7.86M -$67.2K -600 -0.9%
Pathstone Holdings
240
Pathstone Holdings
New Jersey
$7.67M -$2.17M -19,350 -23%
BCIM
241
British Columbia Investment Management
British Columbia, Canada
$7.65M -$1.67M -14,870 -19%
FRM
242
Foundation Resource Management
Arkansas
$7.51M -$46.3K -413 -0.7%
PFSRSONJ
243
Police & Firemen's Retirement System of New Jersey
New Jersey
$7.38M +$213K +1,899 +3%
YCM
244
Yousif Capital Management
Michigan
$7.33M -$1.12K -10 -0%
X
245
Xponance
Pennsylvania
$7.3M +$228K +2,033 +3%
ET
246
Entropy Technologies
New York
$7.25M +$6.81M +60,756 New
SMDAM
247
Sumitomo Mitsui DS Asset Management
Japan
$7.19M +$1.24M +11,060 +22%
SOAMC
248
Spirit of America Management Corp
New York
$7.06M -$1.61M -14,350 -20%
CCG
249
Cypress Capital Group
Florida
$7.02M -$515K -4,594 -7%
CIBC Asset Management
250
CIBC Asset Management
Ontario, Canada
$6.88M -$1.61M -14,339 -20%

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.