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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
LA
276
LBP AM
France
$11M +$644K +4,112 +7%
IMPI
277
Ilmarinen Mutual Pension Insurance
Finland
$10.9M +$9.4M +60,000 New
AAM
278
Advisors Asset Management
Colorado
$10.8M +$984K +6,278 +12%
TWC
279
TD Waterhouse Canada
Ontario, Canada
$10.5M +$274K +1,747 +3%
CCG
280
Cypress Capital Group
Florida
$10.5M -$59.1K -377 -0.6%
NIM
281
NEOS Investment Management
Connecticut
$10.5M +$478K +3,053 +6%
ALMGDA
282
AG2R La Mondiale Gestion d'Actifs
France
$10.4M +$118K +753 +1%
TCM
283
Telos Capital Management
California
$10.3M -$159K -1,012 -2%
MCM
284
MAI Capital Management
Ohio
$10.3M +$470K +3,002 +6%
NYLIM
285
New York Life Investment Management
New York
$10.2M +$113K +724 +1%
BCIM
286
British Columbia Investment Management
British Columbia, Canada
$10.1M -$2.52M -16,059 -22%
Macquarie Group
287
Macquarie Group
Australia
$10.1M +$81.3K +519 +0.9%
FFIC
288
First Fiduciary Investment Counsel
Ohio
$10.1M -$87.8K -560 -1%
UIM
289
USS Investment Management
United Kingdom
$10M
VLKIM
290
Van Lanschot Kempen Investment Management
Netherlands
$9.8M -$558K -3,564 -6%
IA
291
Icon Advisers
Colorado
$9.73M
GAM
292
Generali Asset Management
Italy
$9.71M -$523K -3,340 -6%
N
293
Natixis
France
$9.55M -$59M -376,733 -88%
CIA
294
CCM Investment Advisers
South Carolina
$9.51M -$6.64M -42,397 -45%
CB
295
Commerce Bank
Missouri
$9.47M +$891K +5,687 +12%
IG
296
ING Group
Netherlands
$9.47M +$923K +5,893 +13%
TRSOTSOK
297
Teachers Retirement System of the State of Kentucky
Kentucky
$9.47M +$3.08M +19,659 +61%
YCM
298
Yousif Capital Management
Michigan
$9.46M -$268K -1,708 -3%
SMDAM
299
Sumitomo Mitsui DS Asset Management
Japan
$9.45M +$161K +1,030 +2%
NAM
300
Nissay Asset Management
Japan
$9.41M +$89.6K +572 +1%

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.