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Phillips 66

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: 2,1282,095 (-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: 2511 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
76
Jane Street
New York
$87.5M +$84.4M +490,403 +1,803%
Acadian Asset Management
77
Acadian Asset Management
Massachusetts
$85M -$34.5M -200,450 -29%
M&T Bank
78
M&T Bank
New York
$79.6M -$927K -5,383 -1%
SG Americas Securities
79
SG Americas Securities
New York
$79.3M +$73.3M +425,771 +978%
Millennium Management
80
Millennium Management
New York
$78.1M -$126M -731,981 -61%
Principal Financial Group
81
Principal Financial Group
Iowa
$77M -$2.48M -14,428 -3%
American Century Companies
82
American Century Companies
Missouri
$76.6M -$39.8M -231,067 -34%
BG
83
Bahl & Gaynor
Ohio
$75.9M -$741K -4,303 -0.9%
Fayez Sarofim & Co
84
Fayez Sarofim & Co
Texas
$72.7M -$6.88M -39,950 -9%
Federated Hermes
85
Federated Hermes
Pennsylvania
$71.9M +$14.2M +82,256 +24%
RIA
86
Recurrent Investment Advisors
Texas
$68.1M -$1.9M -11,048 -3%
TD Asset Management
87
TD Asset Management
Ontario, Canada
$67.6M +$13.4M +77,673 +24%
Aviva
88
Aviva
United Kingdom
$66.3M +$2.01M +11,691 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
89
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$59.9M +$56.6M +328,860 +1,300%
QCM
90
Quantinno Capital Management
New York
$58.7M +$9.05M +52,589 +18%
Alyeska Investment Group
91
Alyeska Investment Group
Illinois
$58.3M +$41.2M +239,612 +227%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$58.2M -$1.96M -11,415 -3%
HighTower Advisors
93
HighTower Advisors
Illinois
$57M +$160K +932 +0.3%
Empower Advisory Group
94
Empower Advisory Group
Colorado
$56.8M +$57.6M +334,549 +24,708%
Creative Planning
95
Creative Planning
Kansas
$56.5M +$4.72M +27,425 +9%
CLGM
96
Capitolis Liquid Global Markets
New York
$53.6M +$54.6M +317,000 New
RCM
97
RNC Capital Management
California
$53.4M +$62.7K +364 +0.1%
RMDI
98
R.M. Davis Inc
Maine
$53M -$828K -4,808 -2%
First Trust Advisors
99
First Trust Advisors
Illinois
$53M +$6.2M +36,014 +13%
Walleye Capital
100
Walleye Capital
New York
$52.8M +$49.8M +289,387 +1,255%

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.