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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
First Trust Advisors
101
First Trust Advisors
Illinois
$28.4M -$15.1M -135,227 -36%
MML Investors Services
102
MML Investors Services
Massachusetts
$28.3M +$793K +7,079 +3%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$28.2M +$126K +1,128 +0.5%
TRSOTSOK
104
Teachers Retirement System of the State of Kentucky
Kentucky
$28.1M -$1.9M -16,989 -7%
GLA
105
Great Lakes Advisors
Illinois
$28.1M -$913K -8,150 -3%
EF
106
Empowered Funds
Pennsylvania
$27.9M +$8.98M +80,118 +52%
Creative Planning
107
Creative Planning
Kansas
$27.9M -$416K -3,709 -2%
Franklin Resources
108
Franklin Resources
California
$27.7M -$6.24M -55,693 -19%
SFM
109
Stack Financial Management
Montana
$26.5M -$255K -2,276 -1%
Universal-Beteiligungs- und Servicegesellschaft
110
Universal-Beteiligungs- und Servicegesellschaft
Germany
$26.2M +$719K +6,416 +3%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$26M +$437K +3,897 +2%
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$26M -$195K -1,739 -0.8%
TAM
113
Todd Asset Management
Kentucky
$25.5M -$2.35M -21,017 -9%
TH
114
TCTC Holdings
Texas
$25.2M +$793K +7,075 +3%
Marshall Wace
115
Marshall Wace
United Kingdom
$24.4M +$7.08M +63,182 +45%
TIP
116
Torray Investment Partners
Maryland
$24.2M +$7.61M +67,901 +50%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$24.2M +$1.04M +9,256 +5%
William Blair & Company
118
William Blair & Company
Illinois
$24.1M +$2.12M +18,900 +10%
NIM
119
NXG Investment Management
Texas
$23.8M +$1.85M +16,514 +9%
DekaBank Deutsche Girozentrale
120
DekaBank Deutsche Girozentrale
Germany
$23.8M -$475K -4,241 -2%
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$23.7M +$3.03M +27,024 +17%
AA
122
ALPS Advisors
Colorado
$23M +$195K +1,740 +0.9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
123
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$22.9M -$86.4M -771,471 -80%
Pictet Asset Management
124
Pictet Asset Management
Switzerland
$22.9M +$751K +6,705 +4%
Treasurer of the State of North Carolina
125
Treasurer of the State of North Carolina
North Carolina
$22.7M +$168K +1,499 +0.8%

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.