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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
BPA
401
Beacon Pointe Advisors
California
$3.27M -$131K -1,168 -4%
MGP
402
Metis Global Partners
California
$3.26M -$91.8K -819 -3%
CIC
403
Carnegie Investment Counsel
Ohio
$3.24M +$125K +1,118 +4%
CTC
404
Central Trust Company
Missouri
$3.2M -$26.9K -240 -0.9%
SWM
405
Sendero Wealth Management
Texas
$3.2M -$5.14M -45,861 -63%
HH
406
Hilltop Holdings
Texas
$3.18M -$87.8K -784 -3%
KRS
407
Kentucky Retirement Systems
Kentucky
$3.16M -$194K -1,734 -6%
PCM
408
Parsons Capital Management
Rhode Island
$3.15M -$1.16M -10,350 -28%
NB
409
Norinchukin Bank
Japan
$3.14M -$75.8K -677 -3%
CNBTD
410
Citizens National Bank Trust Department
Mississippi
$3.13M -$24.6K -220 -0.8%
PWP
411
Principle Wealth Partners
Connecticut
$3.13M
QIM
412
Quantitative Investment Management
Virginia
$3.12M +$2.93M +26,158 New
Janus Henderson Group
413
Janus Henderson Group
United Kingdom
$3.12M -$11.5M -102,719 -80%
BBI
414
Baxter Bros Inc
Connecticut
$3.11M -$378K -3,370 -11%
CFB
415
Cullen/Frost Bankers
Texas
$3.1M +$833K +7,434 +40%
DC
416
Davenport & Co
Virginia
$3.06M +$184K +1,639 +7%
ECM
417
Everence Capital Management
Indiana
$3.04M -$514K -4,590 -15%
JIC
418
Johnson Investment Counsel
Ohio
$2.97M +$72.7K +649 +3%
HIMCH
419
Hartford Investment Management Co (HIMCO)
Connecticut
$2.93M -$73.9K -660 -3%
CS
420
Candriam SCA
Luxembourg
$2.93M -$196K -1,750 -7%
OKSA
421
O'Keefe Stevens Advisory
New York
$2.88M -$1.68K -15 -0.1%
AIP
422
Ameritas Investment Partners
Nebraska
$2.87M +$14.8K +132 +0.6%
First Manhattan
423
First Manhattan
New York
$2.84M -$250K -2,232 -9%
CL
424
Choreo LLC
Illinois
$2.79M -$12.9K -115 -0.5%
TAM
425
Tocqueville Asset Management
New York
$2.79M -$177K -1,583 -6%

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.