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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
BHWM
2051
Bay Harbor Wealth Management
Maryland
$11.8K +$3.76K +24 +59%
LHEI
2052
Leo H. Evart Inc
California
$11.6K +$10K +64 New
LWMI
2053
Legacy Wealth Management (Idaho)
Idaho
$11.5K +$9.87K +63 New
VWA
2054
Valued Wealth Advisors
Utah
$11.2K +$5.8K +37 +154%
PP
2055
Pacifica Partners
Canada
$10.9K -$491K -3,132 -98%
AEPWM
2056
Atlantic Edge Private Wealth Management
Florida
$10.9K
MSWM
2057
Mowery & Schoenfeld Wealth Management
Illinois
$10.4K -$2.04K -13 -19%
CFFP
2058
Center for Financial Planning
Michigan
$10.4K
ACM
2059
Accent Capital Management
Ohio
$10.4K
OSNBOA
2060
Old Second National Bank of Aurora
Illinois
$10K
EF
2061
Entrust Financial
Pennsylvania
$9.97K
TWM
2062
TopTier Wealth Management
Wisconsin
$9.84K +$8.46K +54 New
ACM
2063
Anfield Capital Management
California
$9.66K
PS
2064
PayPay Securities
Japan
$9.64K +$7.52K +48 +436%
NWMP
2065
Noble Wealth Management PBC
Colorado
$9.29K
AF
2066
Align Financial
Minnesota
$9.11K -$2.1M -13,370 -100%
MFP
2067
Meramec Financial Planners
Missouri
$9.03K
RWM
2068
RMG Wealth Management
Wisconsin
$8.94K
KFP
2069
Kerr Financial Planning
California
$8.5K -$46.4K -296 -85%
MAM
2070
Marquette Asset Management
Minnesota
$8.38K -$1.1K -7 -13%
FNWA
2071
Financial Network Wealth Advisors
Utah
$7.65K
ECA
2072
Elevated Capital Advisors
Utah
$7.32K +$2.19K +14 +54%
UFPG
2073
United Financial Planning Group
New York
$7.11K +$6.11K +39 New
OCM
2074
Osbon Capital Management
Massachusetts
$7K
DPW
2075
DiNuzzo Private Wealth
Pennsylvania
$6.74K

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.