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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
DEM
1751
Disciplined Equity Management
Florida
$1.79K +$1.68K +15 New
RI
1752
Ridgewood Investments
New Jersey
$1.67K
Optiver Holding
1753
Optiver Holding
Netherlands
$1.67K +$1.57K +14 New
HIA
1754
HFM Investment Advisors
New Jersey
$1.55K +$784 +7 +117%
PWM
1755
Parkworth Wealth Management
California
$1.43K +$560 +5 +71%
PS
1756
PayPay Securities
Japan
$1.31K -$1.12K -10 -48%
RS
1757
Rakuten Securities
Japan
$1.19K -$112 -1 -9%
AP
1758
Aspect Partners
Virginia
$1.19K
TIM
1759
Total Investment Management
Arizona
$1.19K +$1.12K +10 New
VWWMG
1760
Vermillion & White Wealth Management Group
Pennsylvania
$1.19K +$1.12K +10 New
IAS
1761
IMA Advisory Services
Colorado
$597 +$560 +5 New
AP
1762
Atwood & Palmer
Missouri
$120
SJIM
1763
St. Johns Investment Management
Florida
$119
Jane Street
1764
Jane Street
New York
-$53.7M -479,716 Closed
CLGM
1765
Capitolis Liquid Global Markets
New York
-$50.6M -410,000 Closed
BTCPP
1766
Border to Coast Pensions Partnership
United Kingdom
-$18.4M -149,162 Closed
AT
1767
AMF Tjänstepension
Sweden
-$16.9M -136,865 Closed
NCM
1768
Nearwater Capital Markets
Ireland
-$12.3M -100,000 Closed
CF
1769
Corebridge Financial
Texas
-$11.4M -92,111 Closed
Two Sigma Advisers
1770
Two Sigma Advisers
New York
-$9.45M -76,500 Closed
VMPIC
1771
Varma Mutual Pension Insurance Co
Finland
-$9.11M -73,800 Closed
APF
1772
Alaska Permanent Fund
Alaska
-$6.83M -65,636 Closed
BKA
1773
Brick & Kyle Associates
Pennsylvania
-$6.26M -51,808 Closed
O
1774
Ossiam
France
-$4.08M -33,061 Closed
Two Sigma Investments
1775
Two Sigma Investments
New York
-$3.73M -30,200 Closed

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.