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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
ACM
2001
Aster Capital Management
United Arab Emirates
$24.1K -$456K -2,907 -94%
AFC
2002
Ares Financial Consulting
California
$24.1K +$17.2K +110 +407%
HWA
2003
Heritage Wealth Advisors
Virginia
$23.9K
TFIAP
2004
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$23.7K
EC
2005
Elequin Capital
New York
$23.5K +$20.2K +129 New
FPF
2006
First Pacific Financial
Washington
$23.4K +$157 +1 +0.8%
STB
2007
S&T Bank
Pennsylvania
$23.1K +$7.68K +49 +63%
S
2008
Sachetta
Massachusetts
$22.6K +$4.23K +27 +28%
BWL
2009
Bogart Wealth LLC
Virginia
$22.4K +$157 +1 +0.8%
3FI
2010
3 Factor Indexing
California
$22.4K +$19.3K +123 New
OW
2011
Olistico Wealth
Oklahoma
$21.7K
RCM
2012
Richardson Capital Management
Wisconsin
$21K
MCA
2013
Midwest Capital Advisors
Michigan
$20.8K
LFA
2014
LGT Financial Advisors
Texas
$20.3K +$157 +1 +0.9%
FCT
2015
First Community Trust
Iowa
$20.2K
JGCM
2016
Joseph Group Capital Management
Ohio
$20.2K +$7.21K +46 +71%
RF
2017
Roxbury Financial
New Jersey
$19.9K
HNW
2018
High Note Wealth
Minnesota
$18.9K -$2.66K -17 -14%
BP
2019
BNP Paribas
France
$18.3K -$1.81M -11,551 -99%
CAM
2020
Costello Asset Management
Pennsylvania
$18.2K
CCMI
2021
Creative Capital Management Investments
California
$18.2K
WAG
2022
Wilkerson Advisory Group
Missouri
$18.2K +$6.89K +44 +79%
BC
2023
Barrett & Company
Rhode Island
$18.2K
MAFA
2024
MJT & Associates Financial Advisory
Minnesota
$18K
AFG
2025
Albion Financial Group
Utah
$17.9K -$2.04K -13 -12%

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.