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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
MWP
2176
Moller Wealth Partners
-$226K -1,748 Closed
MM
2177
MQS Management
New York
-$224K -1,736 Closed
AIA
2178
Allied Investment Advisors
Montana
-$213K -1,654 Closed
BWM
2179
BNC Wealth Management
Oregon
-$213K -1,651 Closed
FSA
2180
Franklin Street Advisors
North Carolina
-$205K -1,591 Closed
FNBOH
2181
First National Bank of Hutchinson
Kansas
-$200K -1,550 Closed
IP
2182
Ignite Planners
California
-$213K -1,481 Closed
SIM
2183
Sentry Investment Management
Wisconsin
-$125K -970 Closed
MPW
2184
MASECO Private Wealth
-$88.8K -688 Closed
IIM
2185
Intact Investment Management
Quebec, Canada
-$77.4K -600 Closed
IIM
2186
IFC & Insurance Marketing
California
-$68K -527 Closed
EW
2187
Elyxium Wealth
California
-$67.1K -520 Closed
CCA
2188
Catalyst Capital Advisors
New York
-$65.2K -505 Closed
QA
2189
Quattro Advisors
Pennsylvania
-$65.1K -504 Closed
CA
2190
Centerpoint Advisors
Massachusetts
-$39K -300 Closed
LAMC
2191
Longview Asset Management (California)
California
-$36.9K -286 Closed
WW
2192
Winnow Wealth
Texas
-$36.3K -279 Closed
CFS
2193
Compass Financial Services
Iowa
-$35.8K -277 Closed
WWA
2194
Wealth Watch Advisors
Colorado
-$32.6K -253 Closed
EBA
2195
Eagle Bay Advisors
New York
-$27.1K -210 Closed
SC
2196
Swan Capital
Florida
-$26.8K -208 Closed
BOTPPF
2197
Board of the Pension Protection Fund
United Kingdom
-$25.8K -200 Closed
CWP
2198
Concord Wealth Partners
Virginia
-$22.2K -172 Closed
CRI
2199
Commonwealth Retirement Investments
Virginia
-$22.1K -171 Closed
GAFA
2200
Garton & Associates Financial Advisors
Kentucky
-$21.2K -164 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.