We are live on ! Find out more
PSX icon

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
CIBC Asset Management
201
CIBC Asset Management
Ontario, Canada
$17.7M +$223K +1,423 +1%
OAM
202
Oppenheimer Asset Management
New York
$17.6M +$266K +1,696 +2%
MIM
203
MetLife Investment Management
New Jersey
$17.4M -$396K -2,530 -3%
Bank of Nova Scotia
204
Bank of Nova Scotia
Ontario, Canada
$17.3M -$8.11M -51,775 -35%
COPPSERS
205
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$17.1M +$21.3K +136 +0.1%
DnB Asset Management
206
DnB Asset Management
Norway
$16.9M +$1.24M +7,937 +9%
ERP
207
Eldred Rock Partners
Texas
$16.7M +$281K +1,793 +2%
SBCM
208
Schwerin Boyle Capital Management
Massachusetts
$16.7M -$459K -2,928 -3%
GLA
209
Great Lakes Advisors
Illinois
$16.5M +$6.75M +43,087 +91%
VOYA Investment Management
210
VOYA Investment Management
Georgia
$16.4M -$856K -5,463 -6%
MCM
211
Mattern Capital Management
Colorado
$16.1M -$290K -1,850 -2%
KAS
212
Kestra Advisory Services
Texas
$15.9M -$172K -1,098 -1%
PAM
213
Panagora Asset Management
Massachusetts
$15.9M +$12.7M +80,743 +1,283%
Daiwa Securities Group
214
Daiwa Securities Group
Japan
$15.8M -$8.15K -52 -0.1%
DWP
215
Daymark Wealth Partners
Ohio
$15.8M -$31.2K -199 -0.2%
LKIM
216
Lawson Kroeker Investment Management
Nebraska
$15.8M -$2.56M -16,365 -16%
Retirement Systems of Alabama
217
Retirement Systems of Alabama
Alabama
$15.6M -$23.7K -151 -0.2%
VFM
218
Viking Fund Management
North Dakota
$15.5M -$313K -2,000 -2%
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
$15.5M -$29.7M -189,392 -69%
AB
220
Amalgamated Bank
New York
$15.2M +$282K +1,802 +2%
SCM
221
SKBA Capital Management
California
$15.2M
HIP
222
HUB Investment Partners
Texas
$15.1M -$1.32M -8,422 -9%
Mirae Asset Global Investments
223
Mirae Asset Global Investments
South Korea
$15.1M +$1.95M +12,416 +18%
MIM
224
Merewether Investment Management
Texas
$15M +$12.9M +82,300 New
SA
225
Sanctuary Advisors
Indiana
$14.9M -$136K -868 -1%

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.