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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
EWP
2076
Elevation Wealth Partners
California
$6.56K +$1.72K +11 +44%
PMIM
2077
Prudent Man Investment Management
Colorado
$6.45K
WA
2078
Westfuller Advisors
New York
$6.39K
FAI
2079
Fiduciary Advisors Inc
Missouri
$6.38K
TCM
2080
Tradewinds Capital Management
Washington
$6.2K
HCM
2081
Horrell Capital Management
Arkansas
$6.19K
HWM
2082
HighMark Wealth Management
Minnesota
$6.19K +$5.33K +34 New
T
2083
Tidemark
California
$6.01K +$313 +2 +6%
SFS
2084
Sunrise Financial Services
Washington
$6.01K +$2.66K +17 +106%
PCM
2085
Penserra Capital Management
California
$6K
MS
2086
Monetary Solutions
Ohio
$5.65K
TIM
2087
Thompson Investment Management
Wisconsin
$5.46K
KG
2088
Kilter Group
New York
$5.28K +$2.98K +19 +190%
CFS
2089
CGC Financial Services
Oregon
$5.1K
VWM
2090
Vermillion Wealth Management
Minnesota
$4.92K +$4.23K +27 New
SAS
2091
Spurstone Advisory Services
Connecticut
$4.55K
W
2092
WealthCollab
Washington
$4.37K
CWA
2093
Carolina Wealth Advisors
South Carolina
$4.19K +$3.6K +23 New
TM
2094
Torren Management
California
$4.07K -$91.2K -582 -96%
DF
2095
Dunhill Financial
United Kingdom
$3.78K -$157 -1 -5%
BL
2096
BFSG LLC
California
$3.64K -$2.35K -15 -43%
AG
2097
AmeriFlex Group
Nevada
$3.64K
QAM
2098
Q3 Asset Management
Michigan
$3.63K +$3.08M +19,648 New
RWS
2099
Retirement Wealth Solutions
Wisconsin
$3.46K +$2.98K +19 New
NSG
2100
Nalls Sherbakoff Group
Tennessee
$3.1K

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.