We are live on ! Find out more
PSX icon

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
William Blair & Company
126
William Blair & Company
Illinois
$37.7M +$603K +3,850 +2%
DekaBank Deutsche Girozentrale
127
DekaBank Deutsche Girozentrale
Germany
$37.6M
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$37.3M +$2.46M +15,701 +8%
Cerity Partners
129
Cerity Partners
New York
$37.2M -$23.9M -152,753 -43%
TH
130
TCTC Holdings
Texas
$36.9M -$854K -5,452 -3%
Chevy Chase Trust
131
Chevy Chase Trust
Maryland
$36.6M -$943K -6,016 -3%
HP
132
Hikari Power
Japan
$34.7M
TCM
133
Tran Capital Management
California
$34.6M +$29.8M +189,901 New
CBU
134
CIBC Bancorp USA
Illinois
$34.4M +$29.6M +188,736 New
Vanguard Investments Australia
135
Vanguard Investments Australia
Australia
$34.2M +$29.4M +187,708 New
NIG
136
NFJ Investment Group
Texas
$34M +$19.4M +123,990 +198%
Allianz Asset Management
137
Allianz Asset Management
Germany
$33.1M -$34.8M -222,238 -55%
NIM
138
NXG Investment Management
Texas
$32.8M -$1.69M -10,800 -6%
Natixis Advisors
139
Natixis Advisors
Massachusetts
$32.5M -$1.36M -8,699 -5%
Nisa Investment Advisors
140
Nisa Investment Advisors
Missouri
$32.4M -$82.7K -528 -0.3%
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$32.3M +$27.8M +177,529 New
Allspring Global Investments
142
Allspring Global Investments
North Carolina
$31.9M +$6.65M +42,454 +31%
Treasurer of the State of North Carolina
143
Treasurer of the State of North Carolina
North Carolina
$31.4M +$576K +3,676 +2%
Royal London Asset Management
144
Royal London Asset Management
United Kingdom
$31.2M -$1.89M -12,073 -7%
ORIO
145
Old Republic International (ORI)
Illinois
$31M -$17.3M -110,500 -39%
Mitsubishi UFJ Trust & Banking
146
Mitsubishi UFJ Trust & Banking
Japan
$30.8M -$2.29M -14,612 -8%
Asset Management One
147
Asset Management One
Japan
$30.5M -$2.09M -13,322 -7%
New York State Common Retirement Fund
148
New York State Common Retirement Fund
New York
$29.8M
MML Investors Services
149
MML Investors Services
Massachusetts
$28.9M -$4.15M -26,504 -14%
ANRF
150
Adams Natural Resources Fund
Maryland
$28.3M

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.