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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
SOMRS
176
State of Michigan Retirement System
Michigan
$13.2M -$134K -1,200 -1%
Public Sector Pension Investment Board (PSP Investments)
177
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13M -$197K -1,762 -2%
SPIA
178
Steward Partners Investment Advisory
New York
$12.9M +$78.3K +699 +0.7%
KPWS
179
Kestra Private Wealth Services
Texas
$12.7M +$795K +7,092 +7%
VV
180
Verity & Verity
South Carolina
$12.7M +$166K +1,481 +1%
GFM
181
GF Fund Management
China
$12.6M -$408K -3,638 -3%
MIM
182
MetLife Investment Management
New Jersey
$12.5M -$237K -2,117 -2%
HIP
183
HUB Investment Partners
Texas
$12.4M +$43.9K +392 +0.4%
COPPSERS
184
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.9M +$614K +5,481 +6%
CNB
185
Czech National Bank
Czech Republic
$11.9M +$530K +4,735 +5%
SA
186
Sanctuary Advisors
Indiana
$11.8M -$139K -1,242 -1%
Los Angeles Capital Management
187
Los Angeles Capital Management
California
$11.8M +$10.8M +96,559 +4,710%
RCYC
188
Richard C. Young & Co
Rhode Island
$11.7M +$19K +170 +0.2%
ABC
189
Associated Banc-Corp
Wisconsin
$11.7M -$465K -4,150 -4%
Cambridge Investment Research Advisors
190
Cambridge Investment Research Advisors
Iowa
$11.7M +$39.5K +353 +0.4%
SCP
191
Steamboat Capital Partners
New York
$11.7M +$10.9M +97,743 New
SBCM
192
Schwerin Boyle Capital Management
Massachusetts
$11.6M -$887K -7,914 -8%
DADC
193
D.A. Davidson & Co
Montana
$11.6M +$103K +917 +1%
AAS
194
Avantax Advisory Services
Texas
$11.4M +$151K +1,346 +1%
MCM
195
Mattern Capital Management
Colorado
$11.2M +$225K +2,012 +2%
OAM
196
Oppenheimer Asset Management
New York
$11.2M -$179K -1,599 -2%
VFM
197
Viking Fund Management
North Dakota
$11M +$560K +5,000 +6%
ERP
198
Eldred Rock Partners
Texas
$10.8M -$530K -4,731 -5%
CIA
199
CCM Investment Advisers
South Carolina
$10.7M +$208K +1,861 +2%
PHAM
200
Pacific Heights Asset Management
California
$10.7M +$1.68M +15,000 +20%

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.