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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
NEI
1776
Northwest & Ethical Investments
Ontario, Canada
-$3.67M -29,748 Closed
WCM Investment Management
1777
WCM Investment Management
California
-$2.85M -23,395 Closed
CCA
1778
Clearwater Capital Advisors
Illinois
-$2.73M -22,097 Closed
QCM
1779
Qsemble Capital Management
New York
-$2.69M -21,788 Closed
CAS
1780
Coppell Advisory Solutions
Texas
-$735K -21,031 Closed
FCI
1781
Financial Counselors Inc
Kansas
-$2.58M -20,919 Closed
LIP
1782
Lighthouse Investment Partners
Florida
-$2.47M -20,000 Closed
DGM
1783
Delta Global Management
New York
-$2.44M -19,778 Closed
Acadian Asset Management
1784
Acadian Asset Management
Massachusetts
-$2.43M -19,674 Closed
Simplex Trading
1785
Simplex Trading
Illinois
-$1.92M -17,120 Closed
AC
1786
Allstate Corporation
Illinois
-$2.02M -16,355 Closed
CM
1787
Cercano Management
Washington
-$2.01M -16,290 Closed
BCM
1788
Bayesian Capital Management
New York
-$1.83M -14,800 Closed
OWM
1789
Orca Wealth Management
Florida
-$1.5M -12,165 Closed
SICM
1790
Sustainable Insight Capital Management
New York
-$1.46M -11,800 Closed
EFG
1791
Ethos Financial Group
Pennsylvania
-$1.35M -11,334 Closed
JF
1792
Jump Financial
Illinois
-$1.39M -11,276 Closed
BP
1793
BBR Partners
New York
-$1.33M -10,780 Closed
AFCM
1794
Applied Finance Capital Management
Puerto Rico
-$1.27M -10,278 Closed
BC
1795
Bridgefront Capital
Texas
-$1.24M -10,061 Closed
IG
1796
ING Group
Netherlands
-$1.24M -10,034 Closed
USAA
1797
United Services Automobile Association
Texas
-$1.18M -9,709 Closed
MS
1798
Maven Securities
Jersey
-$1.02M -9,124 Closed
ACM
1799
Aquatic Capital Management
Illinois
-$1.05M -8,523 Closed
D.E. Shaw & Co
1800
D.E. Shaw & Co
New York
-$935K -8,349 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.