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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
Harris Associates
26
Harris Associates
Illinois
$297M -$1.27B -7,376,537 -81%
Nuveen
27
Nuveen
North Carolina
$293M +$5.23M +30,355 +2%
Boston Partners
28
Boston Partners
Massachusetts
$286M +$6.74M +39,152 +2%
Deutsche Bank
29
Deutsche Bank
Germany
$271M +$48.6M +282,297 +21%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$262M +$21.2M +123,163 +9%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$241M -$10.8M -62,988 -4%
Mackenzie Financial
32
Mackenzie Financial
Ontario, Canada
$238M +$132M +765,404 +119%
Raymond James Financial
33
Raymond James Financial
Florida
$234M -$1.13M -6,558 -0.5%
Citadel Advisors
34
Citadel Advisors
Florida
$231M +$145M +839,800 +160%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$228M +$78.3M +454,706 +51%
Mariner
36
Mariner
Kansas
$222M +$15.4M +89,513 +7%
Los Angeles Capital Management
37
Los Angeles Capital Management
California
$211M +$7.31M +42,484 +4%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$202M +$68.3M +396,620 +50%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$199M +$47.2M +274,147 +30%
Swiss National Bank
40
Swiss National Bank
Switzerland
$191M -$8.87M -51,500 -4%
Victory Capital Management
41
Victory Capital Management
Texas
$187M +$126M +729,594 +195%
Marshall Wace
42
Marshall Wace
United Kingdom
$184M +$54.2M +314,719 +41%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$171M -$3.16M -18,377 -2%
Mitsubishi UFJ Asset Management
44
Mitsubishi UFJ Asset Management
Japan
$166M +$11.3M +65,933 +7%
MIM
45
Merewether Investment Management
Texas
$164M +$152M +885,051 +1,075%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$160M -$14.6M -84,540 -8%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$159M +$53.1M +308,243 +49%
Vanguard Global Advisers
48
Vanguard Global Advisers
Pennsylvania
$151M -$1.38M -7,997 -0.9%
LPL Financial
49
LPL Financial
California
$148M -$1.99M -11,535 -1%
Vanguard Asset Management
50
Vanguard Asset Management
$146M +$18.4M +106,925 +14%
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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.