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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
AP
2126
Atwood & Palmer
Missouri
$183
SJIM
2127
St. Johns Investment Management
Florida
$182
Norges Bank
2128
Norges Bank
Norway
-$640M -4,961,297 Closed
Connor, Clark & Lunn Investment Management (CC&L)
2129
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$18.6M -144,330 Closed
WAM
2130
Weiss Asset Management
Massachusetts
-$10.3M -79,684 Closed
CIM
2131
Cambria Investment Management
California
-$7.99M -61,950 Closed
Walleye Trading
2132
Walleye Trading
New York
-$9.25M -59,057 Closed
SPG
2133
Strategic Planning Group
Utah
-$7.55M -58,540 Closed
JWCA
2134
J.W. Cole Advisors
Florida
-$6.73M -52,715 Closed
AAM
2135
Alphadyne Asset Management
New York
-$7.3M -46,598 Closed
RRAM
2136
River Road Asset Management
Kentucky
-$5.91M -45,786 Closed
Fiera Capital (Canada)
2137
Fiera Capital (Canada)
Quebec, Canada
-$5.41M -41,953 Closed
MCM
2138
Moore Capital Management
New York
-$5.16M -40,000 Closed
TCM
2139
Thomist Capital Management
Texas
-$5.04M -38,900 Closed
NAM
2140
Nexpoint Asset Management
Texas
-$4.71M -36,475 Closed
RCA
2141
Riverview Capital Advisers
Massachusetts
-$2.75M -21,282 Closed
HP
2142
Havemeyer Place
Connecticut
-$1.87M -14,518 Closed
AC
2143
AXQ Capital
New Jersey
-$1.83M -14,210 Closed
LCM
2144
Logan Capital Management
Pennsylvania
-$2.15M -13,715 Closed
CLGM
2145
Capitolis Liquid Global Markets
New York
-$1.74M -13,463 Closed
VI
2146
Versor Investments
New York
-$1.5M -11,600 Closed
HF
2147
HRT Financial
New York
-$1.71M -10,896 Closed
OTL
2148
Oak Thistle LLC
New York
-$1.12M -8,659 Closed
SM
2149
Sciencast Management
New Jersey
-$1.09M -8,423 Closed
DAS
2150
Diversify Advisory Services
Utah
-$1.01M -7,340 Closed

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.