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Phillips 66
PSX

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: 9 → 25 (+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: 1,903 → 2,128 (+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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$548M
2
State Street
State Street
Massachusetts
+$342M
3
Amundi
Amundi
France
+$220M
4
BlackRock
BlackRock
New York
+$173M
5
Millennium Management
Millennium Management
New York
+$149M

Top Sellers

Rank Fund Capital Flow
1
Harris Associates
Harris Associates
Illinois
-$759M
2
Holocene Advisors
Holocene Advisors
New York
-$155M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$146M
4
Citadel Advisors
Citadel Advisors
Florida
-$117M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$116M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nuveen
26
Nuveen
North Carolina
$311M +$56.4M +359,887 +27%
Boston Partners
27
Boston Partners
Massachusetts
$301M +$41.9M +267,472 +19%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$271M -$17M -108,373 -7%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$260M -$4.84M -30,901 -2%
Raymond James Financial
30
Raymond James Financial
Florida
$254M -$18.2M -116,450 -8%
Deutsche Bank
31
Deutsche Bank
Germany
$241M +$42.6M +271,764 +26%
Mariner
32
Mariner
Kansas
$223M +$6.73M +42,939 +4%
Los Angeles Capital Management
33
Los Angeles Capital Management
California
$220M +$65.5M +417,751 +53%
Millennium Management
34
Millennium Management
New York
$218M +$149M +952,144 +394%
Swiss National Bank
35
Swiss National Bank
Switzerland
$215M +$11.8M +75,100 +7%
Jacobs Levy Equity Management
36
Jacobs Levy Equity Management
New Jersey
$188M -$28.8M -183,844 -15%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$187M -$44.4M -283,055 -22%
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$182M +$59.6M +380,173 +61%
Barrow, Hanley, Mewhinney & Strauss
39
Barrow, Hanley, Mewhinney & Strauss
Texas
$179M -$5.62M -35,888 -4%
Mitsubishi UFJ Asset Management
40
Mitsubishi UFJ Asset Management
Japan
$167M +$11.1M +70,908 +8%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$165M +$78.5M +501,161 +124%
Vanguard Global Advisers
42
Vanguard Global Advisers
Pennsylvania
$164M +$141M +899,110 New
LPL Financial
43
LPL Financial
California
$162M -$1.04M -6,646 -0.7%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$161M +$3.67M +23,448 +3%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$157M -$7.05M -44,989 -5%
NA
46
NewEdge Advisors
Louisiana
$150M -$27M -172,591 -17%
Arrowstreet Capital
47
Arrowstreet Capital
Massachusetts
$145M +$125M +796,505 New
LSV Asset Management
48
LSV Asset Management
Illinois
$144M -$7.33M -46,750 -6%
Adage Capital Partners
49
Adage Capital Partners
Massachusetts
$142M +$6.61M +42,200 +6%
Marshall Wace
50
Marshall Wace
United Kingdom
$141M +$116M +738,745 +2,221%
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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.