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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
Holocene Advisors
51
Holocene Advisors
New York
$84.9M +$76.6M +683,507 +2,433%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$83.1M +$2.94M +26,238 +4%
AllianceBernstein
53
AllianceBernstein
Tennessee
$83M -$31.4M -280,640 -29%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$78.5M -$37.3M -333,159 -34%
Millennium Management
55
Millennium Management
New York
$76.8M +$61.3M +547,097 +566%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$76.3M -$3.75M -33,468 -5%
Fayez Sarofim & Co
57
Fayez Sarofim & Co
Texas
$75.1M -$3.83M -34,148 -5%
Allianz Asset Management
58
Allianz Asset Management
Germany
$74.8M -$30.4M -271,794 -30%
Truist Financial
59
Truist Financial
North Carolina
$70.2M +$239K +2,135 +0.4%
National Pension Service
60
National Pension Service
South Korea
$69.4M -$67.1M -598,666 -51%
Principal Financial Group
61
Principal Financial Group
Iowa
$62.5M -$868K -7,745 -1%
Canada Pension Plan Investment Board
62
Canada Pension Plan Investment Board
Ontario, Canada
$60.3M +$266K +2,375 +0.5%
M&T Bank
63
M&T Bank
New York
$58.8M -$1.58M -14,082 -3%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$58.5M -$248K -2,212 -0.4%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$57.7M +$4.2M +37,466 +8%
RIA
66
Recurrent Investment Advisors
Texas
$55.7M +$5.75M +51,366 +12%
Prudential Financial
67
Prudential Financial
New Jersey
$53.3M +$7.76M +69,270 +18%
Stifel Financial
68
Stifel Financial
Missouri
$53M -$329K -2,939 -0.7%
Ameriprise
69
Ameriprise
Minnesota
$50.2M -$9.3M -82,974 -16%
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$48.4M -$392K -3,497 -0.9%
Adage Capital Partners
71
Adage Capital Partners
Massachusetts
$47.5M -$415K -3,700 -0.9%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$46.6M +$491K +4,380 +1%
Citigroup
73
Citigroup
New York
$45.3M -$8.05M -71,881 -16%
AQR Capital Management
74
AQR Capital Management
Connecticut
$43M +$6.53M +58,322 +19%
HighTower Advisors
75
HighTower Advisors
Illinois
$42.8M -$1.09M -9,698 -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.