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Phillips 66
PSX

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: 9 → 25 (+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: 1,903 → 2,128 (+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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$548M
2
State Street
State Street
Massachusetts
+$342M
3
Amundi
Amundi
France
+$220M
4
BlackRock
BlackRock
New York
+$173M
5
Millennium Management
Millennium Management
New York
+$149M

Top Sellers

Rank Fund Capital Flow
1
Harris Associates
Harris Associates
Illinois
-$759M
2
Holocene Advisors
Holocene Advisors
New York
-$155M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$146M
4
Citadel Advisors
Citadel Advisors
Florida
-$117M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$116M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
2101
Washington Trust Advisors
Massachusetts
$2.92K +$2.51K +16 New
DFA
2102
DHJJ Financial Advisors
Illinois
$2.55K – – –
1CP
2103
1015 Capital Partners
Pennsylvania
$2.37K – – –
CJ
2104
Caitlin John
Michigan
$2.37K – – –
HIA
2105
HFM Investment Advisors
New Jersey
$2.37K – – –
HFS
2106
Hughes Financial Services
Virginia
$2.19K +$940 +6 +100%
AIS
2107
Advocate Investing Services
Maryland
$2K – – –
IAS
2108
IMA Advisory Services
Colorado
$2K +$940 +6 +120%
AP
2109
Aspect Partners
Virginia
$1.82K – – –
RFS
2110
Richardson Financial Services
Massachusetts
$1.82K +$1.57K +10 New
LA
2111
LM Advisors
California
$1.74K +$14.4K +92 +41%
SIM
2112
Synergy Investment Management
Florida
$1.64K +$1.41K +9 New
PCFFS
2113
Pacific Center for Financial Services
California
$1.46K -$35.3K -225 -97%
MWM
2114
Mascoma Wealth Management
New Hampshire
$1.27K +$157 +1 +17%
KFG
2115
Kingdom Financial Group
Arizona
$1.27K +$1.1K +7 New
LAS
2116
Lloyd Advisory Services
Georgia
$1.27K +$1.1K +7 New
SGFG
2117
Silver Grove Financial Group
New York
$1.27K +$1.1K +7 New
SA
2118
Seneschal Advisors
Washington
$1.09K +$470 +3 +100%
AF
2119
Alerus Financial
North Dakota
$911 – – –
CW
2120
Curio Wealth
Maryland
$911 +$784 +5 New
BIM
2121
Breakwater Investment Management
Washington
$729 – – –
DCM
2122
Davis Capital Management
Florida
$547 – – –
APW
2123
Atlantic Private Wealth
North Carolina
$367 – – –
NWS
2124
Nvest Wealth Strategies
Ohio
$365 +$313 +2 New
AIM
2125
Arcadia Investment Management
Michigan
$183 – – –
83 84
85
86 87

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.