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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
BMSSC
451
B. Metzler seel. Sohn & Co
Germany
$2.54M -$669K -5,976 -22%
RCA
452
Riverview Capital Advisers
Massachusetts
$2.53M -$704K -6,282 -23%
ET
453
Equitable Trust
Tennessee
$2.53M -$424K -3,787 -15%
AI
454
Atria Investments
North Carolina
$2.52M -$274K -2,445 -10%
Cohen & Steers
455
Cohen & Steers
New York
$2.5M -$2.74M -24,448 -54%
GAM
456
Groupama Asset Management
France
$2.5M -$34.3K -306 -1%
GIBU
457
Gulf International Bank (UK)
United Kingdom
$2.49M -$370K -3,299 -14%
MT
458
Midwest Trust
Kansas
$2.49M +$2.34M +20,891 New
ACM
459
Argyle Capital Management
Pennsylvania
$2.49M +$50.4K +450 +2%
IIM
460
INTECH Investment Management
Florida
$2.49M -$501K -4,473 -18%
NAM
461
NorthCrest Asset Manangement
Minnesota
$2.47M +$56K +500 +3%
CGH
462
Crossmark Global Holdings
Texas
$2.46M +$36K +321 +2%
FNT
463
First Nebraska Trust
Nebraska
$2.44M -$11.2K -100 -0.5%
ST
464
Somerset Trust
Pennsylvania
$2.44M -$7.28K -65 -0.3%
CI Investments Inc
465
CI Investments Inc
Ontario, Canada
$2.44M +$1.75M +15,592 +323%
MPPW
466
Mitchell & Pahl Private Wealth
Oklahoma
$2.43M +$110K +985 +5%
KFP
467
KMG Fiduciary Partners
Ohio
$2.43M +$107K +953 +5%
MSWM
468
Mader & Shannon Wealth Management
Missouri
$2.42M +$10.5K +94 +0.5%
MC
469
Machina Capital
France
$2.41M +$2.27M +20,234 New
BCM
470
Brookstone Capital Management
Illinois
$2.4M +$68.8K +614 +3%
PA
471
Procyon Advisors
Connecticut
$2.39M -$171K -1,529 -7%
ECM
472
Engine Capital Management
New York
$2.39M
BCV
473
Banque Cantonale Vaudoise
Switzerland
$2.37M +$166K +1,484 +8%
IB
474
Intrust Bank
Kansas
$2.37M -$2.02K -18 -0.1%
MSRPS
475
Maryland State Retirement & Pension System
Maryland
$2.36M +$57.8K +516 +3%

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.