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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
National Bank of Canada
101
National Bank of Canada
Quebec, Canada
$53.1M -$11.4M -72,763 -20%
Assenagon Asset Management
102
Assenagon Asset Management
Luxembourg
$50.8M +$39.5M +252,363 +960%
IC
103
IEQ Capital
California
$50.6M +$2.09M +13,348 +5%
First Trust Advisors
104
First Trust Advisors
Illinois
$50.5M +$12.4M +79,349 +40%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50.1M -$4.82M -30,773 -10%
CCM
106
Chickasaw Capital Management
Tennessee
$49.2M +$19.8M +126,451 +88%
SO
107
STRS Ohio
Ohio
$48.4M +$1.89M +12,086 +5%
Robeco Institutional Asset Management
108
Robeco Institutional Asset Management
Netherlands
$47.9M +$11.4M +72,535 +38%
P
109
&Partners
Tennessee
$47.9M -$2.88M -18,367 -7%
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$47M +$3.18M +20,322 +9%
Stifel Financial
111
Stifel Financial
Missouri
$46.2M -$24.6M -156,744 -38%
FWIA
112
Fort Washington Investment Advisors
Ohio
$46.1M +$1.63M +10,384 +4%
CIBC World Market
113
CIBC World Market
Ontario, Canada
$45.8M -$2.25M -14,379 -5%
Pictet Asset Management
114
Pictet Asset Management
Switzerland
$43.9M +$4.2M +26,794 +13%
ECP
115
Empyrean Capital Partners
California
$43M -$4.48M -28,600 -11%
Canada Life
116
Canada Life
Manitoba, Canada
$43M +$1.42M +9,045 +4%
Universal-Beteiligungs- und Servicegesellschaft
117
Universal-Beteiligungs- und Servicegesellschaft
Germany
$42.4M +$895K +5,713 +3%
US Bancorp
118
US Bancorp
Minnesota
$42M -$895K -5,712 -2%
OIAM
119
OFI Invest Asset Management
France
$42M +$12M +76,578 +41%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$41.9M +$1.2M +7,688 +3%
State of Wisconsin Investment Board
121
State of Wisconsin Investment Board
Wisconsin
$41M -$4.85M -30,977 -12%
SFM
122
Stack Financial Management
Montana
$39.6M -$29.5K -188 -0.1%
Osaic Holdings
123
Osaic Holdings
Arizona
$39.4M +$90.4K +577 +0.3%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$38.3M -$286K -1,825 -0.9%
ARG
125
Advisory Resource Group
Oklahoma
$37.9M -$4.73M -30,171 -13%

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.