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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
CCM
2151
Campbell Capital Management
Florida
-$903K -7,000 Closed
HWMO
2152
Heritage Wealth Management (Ohio)
Ohio
-$847K -6,561 Closed
SC
2153
SummitTX Capital
Texas
-$667K -5,168 Closed
WFAG
2154
Worth Financial Advisory Group
North Carolina
-$656K -5,084 Closed
CC
2155
Centiva Capital
New York
-$645K -5,000 Closed
QT
2156
Quantbot Technologies
New York
-$567K -4,396 Closed
BFM
2157
Boothbay Fund Management
New York
-$545K -4,225 Closed
A
2158
AlphaQuest
New York
-$545K -4,220 Closed
Simplex Trading
2159
Simplex Trading
Illinois
-$651K -4,155 Closed
MNA
2160
Manning & Napier Advisors
New York
-$528K -4,079 Closed
FA
2161
Faithward Advisors
Pennsylvania
-$419K -3,245 Closed
SC
2162
Scotia Capital
Ontario, Canada
-$390K -3,025 Closed
IA
2163
IFG Advisory
Georgia
-$379K -2,938 Closed
SGI
2164
Summit Global Investments
Utah
-$376K -2,918 Closed
YIH
2165
Y-Intercept (HK)
Hong Kong
-$336K -2,601 Closed
LIA
2166
Limestone Investment Advisors
New York
-$316K -2,450 Closed
MF
2167
Magnetar Financial
Illinois
-$309K -2,395 Closed
PCP
2168
Perbak Capital Partners
United Kingdom
-$296K -2,292 Closed
CAGAS
2169
Capital Advisory Group Advisory Services
Minnesota
-$284K -2,201 Closed
CA
2170
Calton & Associates
Florida
-$280K -2,168 Closed
LWP
2171
LeClair Wealth Partners
Ohio
-$257K -1,992 Closed
OC
2172
Opal Capital
Florida
-$313K -1,985 Closed
BW
2173
BIP Wealth
Georgia
-$249K -1,932 Closed
CPCM
2174
Cardinal Point Capital Management
Ontario, Canada
-$239K -1,854 Closed
HC
2175
Hourglass Capital
Texas
-$228K -1,770 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.