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Phillips 66
PSX

2,095 hedge funds and large institutions have $53.4B invested in Phillips 66 in 2026 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 805 increasing their positions, 734 reducing their positions, and 161 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 805 | Existing positions reduced: 734

6% more call options, than puts

Call options by funds: $498M | Put options by funds: $468M

0.99% more ownership

Funds ownership: 78.13% → 79.12% (+0.99%)

1% less first-time investments, than exits

New positions opened: 159 | Existing positions closed: 161

2% less funds holding

Funds holding: 2,128 → 2,095 (-33)

6% less capital invested

Capital invested by funds: $57B → $53.4B (-$3.53B)

56% less funds holding in top 10

Funds holding in top 10: 25 → 11 (-14)

Holders
2,095
Holders Change
-33
Holders Change %
-1.55%
% of All Funds
25.3%
Holding in Top 10
11
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-56%
% of All Funds
0.13%
New
159
Increased
805
Reduced
734
Closed
161
Calls
$498M
Puts
$468M
Net Calls
+$29.9M
Net Calls Change
-$77.8M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$359M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$190M
3
VC
Vestor Capital
Illinois
+$183M
4
MIM
Merewether Investment Management
Texas
+$152M
5
Citadel Advisors
Citadel Advisors
Florida
+$145M

Top Sellers

Rank Fund Capital Flow
1
Harris Associates
Harris Associates
Illinois
-$1.27B
2
Wells Fargo
Wells Fargo
California
-$225M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$169M
4
UBS Group
UBS Group
Switzerland
-$129M
5
Millennium Management
Millennium Management
New York
-$126M
Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
251
Adell Harriman & Carpenter
Texas
$12.9M +$145K +840 +1%
MIM
252
Marco Investment Management
Georgia
$12.8M -$267K -1,550 -2%
ProShare Advisors
253
ProShare Advisors
Maryland
$12.8M +$349K +2,030 +3%
SLAM
254
Swiss Life Asset Management
$12.8M +$1.26M +7,330 +11%
Vanguard Personalized Indexing Management
255
Vanguard Personalized Indexing Management
California
$12.8M +$680K +3,948 +6%
BMSSC
256
B. Metzler seel. Sohn & Co
Germany
$12.7M +$456K +2,650 +4%
Wealthfront Advisers
257
Wealthfront Advisers
California
$12.7M +$624K +3,626 +5%
SC
258
Sagefield Capital
Texas
$12.7M +$12.9M +74,852 New
SB
259
Simmons Bank
Arkansas
$12.4M -$285K -1,655 -2%
Brown Advisory
260
Brown Advisory
Maryland
$12.4M +$113K +656 +0.9%
NIM
261
NXG Investment Management
Texas
$12.4M -$18.4M -107,000 -59%
GC
262
Guggenheim Capital
Illinois
$12.2M -$558K -3,242 -4%
II
263
IFM Investors
Australia
$12.2M +$867K +5,037 +8%
HIMC
264
Heritage Investors Management Corp
Maryland
$12.1M -$536K -3,114 -4%
TI
265
Trexquant Investment
Connecticut
$11.9M -$8M -46,479 -40%
X
266
Xponance
Pennsylvania
$11.9M +$7.4K +43 +0.1%
BMCM
267
Bryn Mawr Capital Management
Pennsylvania
$11.8M -$111K -643 -0.9%
SCM
268
Sterling Capital Management
North Carolina
$11.8M +$217K +1,259 +2%
NAMI
269
Nomura Asset Management International
Pennsylvania
$11.8M +$747K +4,342 +7%
VWA
270
Visionary Wealth Advisors
Illinois
$11.8M -$689 -4 -0%
AB
271
Amalgamated Bank
New York
$11.8M -$2.37M -13,772 -16%
IG
272
ING Group
Netherlands
$11.8M +$3.03M +17,631 +34%
Pathstone Holdings
273
Pathstone Holdings
New Jersey
$11.6M +$476K +2,766 +4%
XT
274
XTX Topco
Cayman Islands
$11.5M +$7.73M +44,934 +196%
Calamos Advisors
275
Calamos Advisors
Illinois
$11.5M -$738K -4,286 -6%
9 10
11
12 13

PSX Hedge Fund Activity: Q2 2026 in Review

2,095 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q2 2026, worth a combined $53.4B — down 6.2% from $57B a quarter earlier.

Sellers outnumbered buyers: 161 funds closed out of PSX and 159 opened new positions — a net loss of 2 holders — while 734 trimmed existing stakes and 805 added.

The largest buyer was BlackRock, adding an estimated $359M. The largest seller was Harris Associates, cutting an estimated $1.27B.

  • 2,095 institutional investors held Phillips 66 (PSX) as of Q2 2026, down from 2,128 in Q1 2026.
  • Funds reported $53.4B of Phillips 66 stock for Q2 2026, down 6.2% quarter-over-quarter.
  • 159 funds opened new Phillips 66 positions in Q2 2026 and 161 closed out, a net change of -2 holders.
  • The largest Phillips 66 buyer in Q2 2026 was BlackRock, an estimated $359M added.
  • The largest Phillips 66 seller in Q2 2026 was Harris Associates, an estimated $1.27B sold.

Based on aggregated 13F filings for Q2 2026.