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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
EF
176
Empowered Funds
Pennsylvania
$22.3M +$19.2M +122,663 New
Wealth Enhancement Advisory Services
177
Wealth Enhancement Advisory Services
Minnesota
$21.9M -$1.04M -6,645 -4%
Rafferty Asset Management
178
Rafferty Asset Management
New York
$21.7M +$1.22M +7,756 +7%
Toronto Dominion Bank
179
Toronto Dominion Bank
Ontario, Canada
$21.7M -$2.61M -16,627 -12%
KPWS
180
Kestra Private Wealth Services
Texas
$21.5M +$185K +1,180 +1%
TI
181
Trexquant Investment
Connecticut
$21.3M +$12M +76,368 +188%
HTI
182
Hikari Tsushin Inc
Japan
$21.3M -$212K -1,354 -1%
Public Sector Pension Investment Board (PSP Investments)
183
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$20.9M +$1.88M +11,996 +12%
ZIG
184
Zurich Insurance Group
Switzerland
$20.7M +$17.8M +113,704 New
VV
185
Verity & Verity
South Carolina
$20.5M +$569K +3,629 +3%
ASRS
186
Arizona State Retirement System
Arizona
$20.1M -$458K -2,925 -3%
CNB
187
Czech National Bank
Czech Republic
$20M +$547K +3,489 +3%
RCYC
188
Richard C. Young & Co
Rhode Island
$19.9M +$2.28M +14,537 +16%
BG
189
Bollard Group
Massachusetts
$19.9M -$64.9K -414 -0.4%
GFM
190
GF Fund Management
China
$19.7M +$2.06M +13,169 +14%
Alyeska Investment Group
191
Alyeska Investment Group
Illinois
$19.2M -$59.6M -380,074 -78%
SOMRS
192
State of Michigan Retirement System
Michigan
$19.2M -$47K -300 -0.3%
Cambridge Investment Research Advisors
193
Cambridge Investment Research Advisors
Iowa
$18.6M -$573K -3,654 -3%
ECM
194
ExodusPoint Capital Management
New York
$18.6M +$6.04M +38,529 +61%
PHAM
195
Pacific Heights Asset Management
California
$18.2M
HCPC
196
Hamilton Capital Partners (Canada)
$18.2M +$988K +6,307 +7%
Jones Financial Companies
197
Jones Financial Companies
Missouri
$17.9M +$2.73M +17,429 +22%
OCA
198
OpenArc Corporate Advisory
Georgia
$17.8M -$78.7K -502 -0.5%
DADC
199
D.A. Davidson & Co
Montana
$17.8M -$121K -774 -0.8%
ABC
200
Associated Banc-Corp
Wisconsin
$17.7M +$74.7K +477 +0.5%

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.