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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
Alyeska Investment Group
76
Alyeska Investment Group
Illinois
$41.7M +$19.4M +173,325 +98%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41.4M +$3.25M +28,988 +9%
RMDI
78
R.M. Davis Inc
Maine
$40.7M -$985K -8,794 -3%
RCM
79
RNC Capital Management
California
$39.5M -$466K -4,160 -1%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$39.3M -$4.9M -43,698 -12%
Aviva
81
Aviva
United Kingdom
$37.2M +$2.12M +18,946 +6%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$36.6M -$691K -6,167 -2%
VanEck Associates
83
VanEck Associates
New York
$35.3M +$5.84M +52,130 +21%
P
84
&Partners
Tennessee
$34.8M +$3.6M +32,098 +12%
ZIC
85
ZWJ Investment Counsel
Georgia
$34.1M +$1.86M +16,573 +6%
Capital Fund Management (CFM)
86
Capital Fund Management (CFM)
France
$33.8M +$27.8M +248,061 +698%
MHI
87
Miller Howard Investments
New York
$33.8M -$229K -2,048 -0.7%
ORIO
88
Old Republic International (ORI)
Illinois
$33.5M
SO
89
STRS Ohio
Ohio
$33M +$20.7M +184,556 +200%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$33M -$2.7M -24,057 -8%
Korea Investment Corp
91
Korea Investment Corp
South Korea
$32.7M +$3.81M +34,005 +14%
ACG
92
Aventail Capital Group
New York
$32.4M +$30.4M +271,503 New
BGIM
93
Brandywine Global Investment Management
Pennsylvania
$31.8M +$29.8M +266,183 New
OIAM
94
OFI Invest Asset Management
France
$31.4M +$2.4M +21,384 +7%
ARG
95
Advisory Resource Group
Oklahoma
$30.9M +$288K +2,570 +1%
State of Wisconsin Investment Board
96
State of Wisconsin Investment Board
Wisconsin
$30.7M -$4.65M -41,544 -14%
Canada Life
97
Canada Life
Manitoba, Canada
$30.4M -$786K -7,014 -3%
Assenagon Asset Management
98
Assenagon Asset Management
Luxembourg
$30.3M +$26.8M +239,358 +1,607%
FWIA
99
Fort Washington Investment Advisors
Ohio
$29.7M +$93.3K +833 +0.3%
US Bancorp
100
US Bancorp
Minnesota
$29.4M -$123K -1,098 -0.4%

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.