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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
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$198M -$11.7M -104,495 -6%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$181M -$3.49M -31,119 -2%
Raymond James Financial
28
Raymond James Financial
Florida
$180M -$1.67M -14,869 -1%
LSV Asset Management
29
LSV Asset Management
Illinois
$170M -$10.1M -89,900 -6%
Boston Partners
30
Boston Partners
Massachusetts
$169M -$2.86M -25,543 -2%
N
31
Nuveen
North Carolina
$153M +$2.15M +19,174 +2%
Swiss National Bank
32
Swiss National Bank
Switzerland
$147M +$7.69M +68,600 +6%
Barclays
33
Barclays
United Kingdom
$145M -$101M -897,889 -43%
Mariner
34
Mariner
Kansas
$124M +$5.5M +49,069 +5%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$124M -$585K -5,225 -0.5%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$123M +$12.8M +113,948 +12%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$122M -$49.1M -438,350 -30%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$121M +$1.81M +16,156 +2%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$112M +$1.93M +17,247 +2%
WorldQuant Millennium Advisors
40
WorldQuant Millennium Advisors
New York
$108M +$101M +905,005 New
BC
41
Broadwater Capital
Massachusetts
$107M +$11.9M +106,470 +11,830%
LPL Financial
42
LPL Financial
California
$107M +$3.97M +35,469 +4%
Deutsche Bank
43
Deutsche Bank
Germany
$106M -$32.2M -287,500 -24%
SIG
44
Stonegate Investment Group
Alabama
$106M +$41.4M +369,593 +71%
BG
45
Bahl & Gaynor
Ohio
$102M -$68.8M -613,810 -42%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$97.3M +$227K +2,026 +0.2%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$95M +$738K +6,586 +0.8%
Victory Capital Management
48
Victory Capital Management
Texas
$93.8M +$58.7M +523,920 +200%
Mitsubishi UFJ Asset Management
49
Mitsubishi UFJ Asset Management
Japan
$92.9M +$4.38M +39,107 +5%
Corient Private Wealth
50
Corient Private Wealth
Florida
$91.6M -$14.5M -129,568 -14%

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.