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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
JG
1801
Jain Global
New York
-$1.01M -8,191 Closed
IFU
1802
iSAM Funds (UK)
United Kingdom
-$866K -7,012 Closed
CPC
1803
Cookson Peirce & Co
Pennsylvania
-$786K -6,366 Closed
MP
1804
Mangrove Partners
Connecticut
-$727K -5,887 Closed
TL
1805
Tradewinds LLC
North Carolina
-$667K -5,404 Closed
FAT
1806
First American Trust
California
-$613K -4,962 Closed
Parallax Volatility Advisers
1807
Parallax Volatility Advisers
California
-$528K -4,717 Closed
AS
1808
Aware Super
Australia
-$545K -4,412 Closed
ACM
1809
Aster Capital Management
United Arab Emirates
-$562K -4,337 Closed
GCP
1810
GSA Capital Partners
United Kingdom
-$530K -4,295 Closed
SCM
1811
Stevens Capital Management
Pennsylvania
-$524K -4,241 Closed
ARC
1812
Advisor Resource Council
Texas
-$509K -4,121 Closed
BCM
1813
BluePath Capital Management
Georgia
-$503K -4,077 Closed
WA
1814
WESPAC Advisors
California
-$497K -4,027 Closed
PGF
1815
Plan Group Financial
Oklahoma
-$497K -4,022 Closed
PR
1816
Payden & Rygel
California
-$494K -4,000 Closed
AIP
1817
Arrowpoint Investment Partners
Singapore
-$474K -3,840 Closed
WG
1818
Winton Group
United Kingdom
-$444K -3,599 Closed
WA
1819
Wealth Alliance
New York
-$433K -3,506 Closed
TVAMP
1820
Tennessee Valley Asset Management Partners
Tennessee
-$414K -3,356 Closed
LIM
1821
Longfellow Investment Management
Massachusetts
-$403K -3,262 Closed
WTG
1822
West Tower Group
Virginia
-$383K -3,100 Closed
BB
1823
Bell Bank
North Dakota
-$326K -2,644 Closed
CP
1824
Covenant Partners
Tennessee
-$321K -2,602 Closed
MAWA
1825
Moss Adams Wealth Advisors
Washington
-$292K -2,365 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.