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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
JSAM
1976
J. Safra Asset Management
New York
$32.4K
BAM
1977
Byrne Asset Management
New Jersey
$31.5K
HPWM
1978
High Point Wealth Management
New Jersey
$31.4K +$157 +1 +0.6%
NWM
1979
Nova Wealth Management
Florida
$31.2K
TC
1980
Truvestments Capital
Florida
$31.2K
WA
1981
Walsh & Associates
Florida
$31K
WG
1982
Wellington Group
Indiana
$30.6K
CFM
1983
Cornerstone Financial Management
Massachusetts
$30.2K +$2.51K +16 +11%
FUBT
1984
First United Bank & Trust
Maryland
$30.1K
ATC
1985
Advantage Trust Company
Kansas
$29.5K
BBPWM
1986
Blue Bell Private Wealth Management
Pennsylvania
$29.1K -$940 -6 -4%
FF
1987
Friedenthal Financial
New Jersey
$28.6K -$1.16M -7,432 -98%
KAS
1988
Kemnay Advisory Services
New York
$28.2K -$784 -5 -3%
SIS
1989
Strategic Investment Solutions
Illinois
$28.2K -$313 -2 -1%
C
1990
Covestor
United Kingdom
$28K -$9.09K -58 -27%
BFS
1991
Burkett Financial Services
South Carolina
$28K +$157 +1 +0.7%
AIM
1992
Axiom Investment Management
New York
$27.3K +$23.5K +150 New
FC
1993
Fairscale Capital
New Hampshire
$27.1K +$157 +1 +0.7%
NFSG
1994
Newbridge Financial Services Group
Florida
$26.6K +$11.8K +75 +106%
OWA
1995
Opal Wealth Advisors
New York
$26.2K +$22.6K +144 New
RBC
1996
Roble Belko & Company
Pennsylvania
$26K -$3.13K -20 -12%
TGY2IT
1997
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$25.9K +$22.3K +142 New
BFS
1998
Beacon Financial Strategies
North Carolina
$25.1K
DWM
1999
Dogwood Wealth Management
Kansas
$25.1K +$15.5K +99 +254%
PF
2000
PlanVest Financial
Maryland
$25K +$21.5K +137 New

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.