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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
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$85.2M -$2.41M -15,380 -3%
BG
77
Bahl & Gaynor
Ohio
$82.6M -$18.7M -119,121 -21%
Massachusetts Financial Services
78
Massachusetts Financial Services
Massachusetts
$80.3M -$146M -930,866 -68%
RIA
79
Recurrent Investment Advisors
Texas
$75.4M -$6.37M -40,677 -9%
AllianceBernstein
80
AllianceBernstein
Tennessee
$71.7M -$11.2M -71,746 -11%
Citigroup
81
Citigroup
New York
$69.8M -$13.6M -87,058 -19%
Holocene Advisors
82
Holocene Advisors
New York
$69.6M -$155M -991,550 -72%
Aviva
83
Aviva
United Kingdom
$69.3M +$2.11M +13,486 +4%
Victory Capital Management
84
Victory Capital Management
Texas
$68.1M -$107M -683,790 -65%
Teacher Retirement System of Texas
85
Teacher Retirement System of Texas
Texas
$65.4M +$42M +268,006 +295%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$64.8M -$1.34M -8,570 -2%
Federated Hermes
87
Federated Hermes
Pennsylvania
$62.5M +$38.4M +245,134 +251%
Korea Investment Corp
88
Korea Investment Corp
South Korea
$62.1M +$4.22M +26,947 +9%
HighTower Advisors
89
HighTower Advisors
Illinois
$61.3M -$5.18M -33,077 -9%
New York State Teachers Retirement System (NYSTRS)
90
New York State Teachers Retirement System (NYSTRS)
New York
$60.3M +$3.9M +24,899 +8%
TD Asset Management
91
TD Asset Management
Ontario, Canada
$58.7M -$666K -4,250 -1%
RMDI
92
R.M. Davis Inc
Maine
$58M -$824K -5,259 -2%
RCM
93
RNC Capital Management
California
$57.5M -$2.43M -15,533 -5%
Creative Planning
94
Creative Planning
Kansas
$55.9M +$4.14M +26,403 +9%
VanEck Associates
95
VanEck Associates
New York
$55.8M +$14.3M +91,325 +42%
SEI Investments
96
SEI Investments
Pennsylvania
$55.6M -$11.2M -71,417 -19%
ECA
97
Encompass Capital Advisors
New York
$55.5M +$47.7M +304,700 New
ZIC
98
ZWJ Investment Counsel
Georgia
$53.7M +$1.07M +6,836 +2%
QCM
99
Quantinno Capital Management
New York
$53.7M +$4.14M +26,428 +10%
MHI
100
Miller Howard Investments
New York
$53.6M +$534K +3,410 +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.