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Phillips 66

2,128 hedge funds and large institutions have $57B invested in Phillips 66 in 2026 Q1 according to their latest regulatory filings, with 352 funds opening new positions, 686 increasing their positions, 744 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 352 | Existing positions closed: 96

178% more funds holding in top 10

Funds holding in top 10: 925 (+16)

42% more capital invested

Capital invested by funds: $40B → $57B (+$17B)

21% more call options, than puts

Call options by funds: $626M | Put options by funds: $519M

12% more funds holding

Funds holding: 1,9032,128 (+225)

1.23% more ownership

Funds ownership: 76.89%78.13% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 686 | Existing positions reduced: 744

Holders
2,128
Holders Change
+225
Holders Change %
+11.82%
% of All Funds
26.04%
Holding in Top 10
25
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+177.78%
% of All Funds
0.31%
New
352
Increased
686
Reduced
744
Closed
96
Calls
$626M
Puts
$519M
Net Calls
+$108M
Net Calls Change
+$168M
Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
251
Calamos Advisors
Illinois
$13.1M +$474K +3,024 +4%
Vanguard Personalized Indexing Management
252
Vanguard Personalized Indexing Management
California
$13.1M +$970K +6,189 +9%
Wealthfront Advisers
253
Wealthfront Advisers
California
$13M +$153K +977 +1%
BMCM
254
Bryn Mawr Capital Management
Pennsylvania
$12.9M -$517K -3,301 -4%
X
255
Xponance
Pennsylvania
$12.8M +$1.45M +9,262 +15%
VWA
256
Visionary Wealth Advisors
Illinois
$12.7M -$544K -3,470 -5%
QC
257
Quadrature Capital
United Kingdom
$12.5M +$9.17M +58,520 +567%
SCM
258
Sterling Capital Management
North Carolina
$12.5M -$627K -4,000 -6%
SLAM
259
Swiss Life Asset Management
$12.5M +$1.16M +7,413 +12%
LIP
260
Lighthouse Investment Partners
Florida
$12.3M -$140K -894 -1%
II
261
IFM Investors
Australia
$12.2M +$744K +4,750 +8%
OPCM
262
Osborne Partners Capital Management
California
$12.1M -$225K -1,435 -2%
Pathstone Holdings
263
Pathstone Holdings
New Jersey
$12M -$164K -1,049 -2%
NAMI
264
Nomura Asset Management International
Pennsylvania
$11.9M -$13.6M -86,921 -57%
URS
265
Utah Retirement Systems
Utah
$11.9M -$252K -1,610 -2%
CCIA
266
Campbell & Co Investment Adviser
Maryland
$11.8M +$9.2M +58,707 +977%
CIA
267
Concurrent Investment Advisors
Florida
$11.7M +$1.23M +7,833 +14%
ECSS
268
Eurizon Capital SGR SpA
$11.6M -$170K -1,085 -2%
First Manhattan
269
First Manhattan
New York
$11.6M +$1.29M +8,206 +15%
PFSRSONJ
270
Police & Firemen's Retirement System of New Jersey
New Jersey
$11.3M +$121K +771 +1%
AF
271
Allworth Financial
California
$11.3M +$27.3K +174 +0.3%
FRM
272
Foundation Resource Management
Arkansas
$11.3M -$155K -987 -2%
NA
273
Nordwand Advisors
Pennsylvania
$11.2M +$465K +2,970 +5%
Man Group
274
Man Group
United Kingdom
$11.1M +$1.18M +7,504 +14%
RIM
275
Rakuten Investment Management
Japan
$11.1M +$1.06M +6,743 +13%

PSX Hedge Fund Activity: Q1 2026 in Review

2,128 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q1 2026, worth a combined $57B — up 42% from $40B a quarter earlier.

Buyers outnumbered sellers: 352 funds opened new PSX positions and 96 closed out — a net gain of 256 holders — while 686 added to existing stakes and 744 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $548M. The largest seller was Harris Associates, cutting an estimated $759M.

  • 2,128 institutional investors held Phillips 66 (PSX) as of Q1 2026, up from 1,903 in Q4 2025.
  • Funds reported $57B of Phillips 66 stock for Q1 2026, up 42% quarter-over-quarter.
  • 352 funds opened new Phillips 66 positions in Q1 2026 and 96 closed out, a net change of +256 holders.
  • The largest Phillips 66 buyer in Q1 2026 was Goldman Sachs, an estimated $548M added.
  • The largest Phillips 66 seller in Q1 2026 was Harris Associates, an estimated $759M sold.

Based on aggregated 13F filings for Q1 2026.