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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
CIA
2201
Cape Investment Advisory
Georgia
-$19.4K -150 Closed
KFA
2202
Kelleher Financial Advisors
New York
-$18.6K -144 Closed
CM
2203
Capula Management
Cayman Islands
-$20.5K -131 Closed
CP
2204
Camelot Portfolios
Ohio
-$16K -124 Closed
AW
2205
Ankerstar Wealth
Texas
-$14.4K -111 Closed
VWWMG
2206
Vermillion & White Wealth Management Group
Pennsylvania
-$14.2K -110 Closed
GAMC
2207
Garner Asset Management Corp
Texas
-$13.2K -102 Closed
BCM
2208
Blume Capital Management
California
-$11.7K -91 Closed
HHMI
2209
Howard Hughes Medical Institute
Maryland
-$11.2K -87 Closed
T. Rowe Price Investment Management
2210
T. Rowe Price Investment Management
Maryland
-$11K -80 Closed
CA
2211
Cresta Advisors
Texas
-$9.03K -70 Closed
LB
2212
Legacy Bridge
Iowa
-$9.03K -70 Closed
JWM
2213
Jessup Wealth Management
Ohio
-$6.45K -50 Closed
FVIM
2214
Fort Vancouver Investment Management
Washington
-$6.32K -49 Closed
GWM
2215
Greenline Wealth Management
Florida
-$6.32K -49 Closed
FW
2216
Fairway Wealth
Ohio
-$3.48K -27 Closed
GCM
2217
Gunpowder Capital Management
Maryland
-$3.1K -24 Closed
DAM
2218
Delta Asset Management
Tennessee
-$2.19K -17 Closed
MGI
2219
Miller Global Investments
Texas
-$1.94K -15 Closed
TPBG
2220
Turning Point Benefit Group
Maryland
-$1.55K -12 Closed
LIA
2221
Luken Investment Analytics
Tennessee
-$387 -3 Closed
DWM
2222
Darwin Wealth Management
Florida
-$258 -2 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.