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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
ProShare Advisors
201
ProShare Advisors
Maryland
$10.6M +$671K +5,988 +7%
Macquarie Group
202
Macquarie Group
Australia
$10.6M -$1.06M -9,496 -10%
GC
203
Guggenheim Capital
Illinois
$10.6M +$603K +5,381 +6%
Zurich Cantonal Bank
204
Zurich Cantonal Bank
Switzerland
$10.6M -$50.5K -451 -0.5%
Retirement Systems of Alabama
205
Retirement Systems of Alabama
Alabama
$10.4M -$148K -1,321 -1%
DWP
206
Daymark Wealth Partners
Ohio
$10.1M +$184K +1,640 +2%
SCM
207
SKBA Capital Management
California
$10.1M
CWM
208
Congress Wealth Management
Massachusetts
$9.87M -$237K -2,114 -2%
HIMC
209
Heritage Investors Management Corp
Maryland
$9.83M -$14.3K -128 -0.2%
American Century Companies
210
American Century Companies
Missouri
$9.66M +$258K +2,299 +3%
ASN
211
Advisory Services Network
Georgia
$9.49M +$45.9K +410 +0.5%
AB
212
Amalgamated Bank
New York
$9.48M -$59.7K -533 -0.7%
DnB Asset Management
213
DnB Asset Management
Norway
$9.43M +$183K +1,637 +2%
Daiwa Securities Group
214
Daiwa Securities Group
Japan
$9.35M +$210K +1,874 +2%
DFCM
215
Dark Forest Capital Management
Puerto Rico
$9.31M +$8.74M +78,033 New
MIM
216
Marco Investment Management
Georgia
$9.27M +$64.4K +575 +0.7%
VWA
217
Visionary Wealth Advisors
Illinois
$9.13M +$493K +4,405 +6%
Cerity Partners
218
Cerity Partners
New York
$8.96M -$7.2M -64,279 -46%
KAS
219
Kestra Advisory Services
Texas
$8.89M -$234K -2,091 -3%
State of Tennessee, Department of Treasury
220
State of Tennessee, Department of Treasury
Tennessee
$8.87M -$3.82M -34,077 -31%
Ensign Peak Advisors
221
Ensign Peak Advisors
Utah
$8.87M -$2.16M -19,246 -21%
BMCM
222
Bryn Mawr Capital Management
Pennsylvania
$8.84M +$15.6K +139 +0.2%
SB
223
Simmons Bank
Arkansas
$8.78M -$80.8K -721 -1%
Wealthfront Advisers
224
Wealthfront Advisers
California
$8.74M +$2.66M +23,781 +48%
AHC
225
Adell Harriman & Carpenter
Texas
$8.73M -$555K -4,950 -6%

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.