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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
RRAM
251
River Road Asset Management
Kentucky
$6.87M +$2.12M +18,957 +52%
Brown Advisory
252
Brown Advisory
Maryland
$6.85M +$16.2K +145 +0.3%
AIMC
253
Alley Investment Management Company
Illinois
$6.84M +$88.2K +787 +1%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$6.8M -$255K -2,279 -4%
FFIC
255
First Fiduciary Investment Counsel
Ohio
$6.78M +$442K +3,941 +7%
Jones Financial Companies
256
Jones Financial Companies
Missouri
$6.73M +$1.35M +12,078 +27%
TWC
257
TD Waterhouse Canada
Ontario, Canada
$6.71M +$746K +6,656 +14%
IC
258
IEQ Capital
California
$6.71M +$1.49M +13,311 +31%
NYLIM
259
New York Life Investment Management
New York
$6.62M +$21.1K +188 +0.3%
UIM
260
USS Investment Management
United Kingdom
$6.57M -$6.8M -60,717 -52%
Public Employees Retirement Association of Colorado
261
Public Employees Retirement Association of Colorado
Colorado
$6.5M -$231K -2,063 -4%
Walleye Trading
262
Walleye Trading
New York
$6.47M +$5.39M +48,106 +783%
NA
263
Nordwand Advisors
Pennsylvania
$6.4M +$6.01M +53,681 New
TCM
264
Telos Capital Management
California
$6.39M +$129K +1,150 +2%
JWCA
265
J.W. Cole Advisors
Florida
$6.34M +$46.4K +414 +0.8%
VPIM
266
Vanguard Personalized Indexing Management
California
$6.32M +$948K +8,461 +19%
ALMGDA
267
AG2R La Mondiale Gestion d'Actifs
France
$6.3M
Mirae Asset Global ETFs Holdings
268
Mirae Asset Global ETFs Holdings
Hong Kong
$6.16M -$1.02M -9,067 -15%
NC
269
NewSquare Capital
Pennsylvania
$6.14M +$265K +2,364 +5%
CWM
270
CIBC World Markets
New York
$6.12M +$163K +1,458 +3%
AAM
271
Advisors Asset Management
Colorado
$6.1M -$644K -5,751 -10%
KCM
272
Kornitzer Capital Management
Kansas
$6.06M -$67.2K -600 -1%
NAM
273
Nissay Asset Management
Japan
$6.02M -$92.1K -822 -2%
MCP
274
Mirador Capital Partners
California
$6.01M +$145K +1,291 +3%
Schroder Investment Management Group
275
Schroder Investment Management Group
United Kingdom
$6M -$225K -2,008 -4%

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.