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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
BlackRock
1
BlackRock
New York
$5.83B +$173M +1,105,250 +4%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$4.76B +$4.09B +26,107,984 New
State Street
3
State Street
Massachusetts
$4.7B +$342M +2,183,303 +9%
Vanguard Portfolio Management
4
Vanguard Portfolio Management
Pennsylvania
$4.03B +$3.46B +22,100,692 New
EIM
5
Elliott Investment Management
Florida
$3.51B
Wells Fargo
6
Wells Fargo
California
$2.51B -$57.2M -364,865 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.93B +$38.3M +244,351 +2%
Harris Associates
8
Harris Associates
Illinois
$1.66B -$759M -4,844,064 -35%
Morgan Stanley
9
Morgan Stanley
New York
$1.29B +$48.4M +308,705 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.25B -$35.2M -224,344 -3%
Goldman Sachs
11
Goldman Sachs
New York
$1.04B +$548M +3,499,667 +157%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$870M +$86.4M +551,516 +13%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$788M -$21.4M -136,701 -3%
Charles Schwab
14
Charles Schwab
California
$723M +$3.76M +24,001 +0.6%
Invesco
15
Invesco
Georgia
$722M +$14.2M +90,450 +2%
Northern Trust
16
Northern Trust
Illinois
$670M -$6.34M -40,466 -1%
Amundi
17
Amundi
France
$668M +$220M +1,403,493 +62%
AQR Capital Management
18
AQR Capital Management
Connecticut
$616M +$19M +121,041 +4%
UBS Group
19
UBS Group
Switzerland
$574M +$10.3M +65,818 +2%
Bank of America
20
Bank of America
North Carolina
$541M +$5.51M +35,167 +1%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$517M +$6.69M +42,671 +2%
UBS AM
22
UBS AM
Illinois
$423M -$10.8M -68,779 -3%
JP Morgan Chase
23
JP Morgan Chase
New York
$414M +$118M +751,884 +51%
Vanguard Fiduciary Trust
24
Vanguard Fiduciary Trust
Pennsylvania
$414M +$356M +2,269,903 New
Legal & General Group
25
Legal & General Group
United Kingdom
$363M -$10.1M -64,552 -3%

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.