Phillips 66
PSX
2,132 hedge funds and large institutions have $57B invested in Phillips 66 in 2026 Q1 according to their latest regulatory filings, with 353 funds opening new positions, 688 increasing their positions, 744 reducing their positions, and 96 closing their positions.
268% more first-time investments, than exits
New positions opened: 353 | Existing positions closed: 96
178% more funds holding in top 10
Funds holding in top 10: 9 → 25 (+16)
43% more capital invested
Capital invested by funds: $39.9B → $57B (+$17.1B)
21% more call options, than puts
Call options by funds: $626M | Put options by funds: $519M
12% more funds holding
Funds holding: 1,905 → 2,132 (+227)
1.42% more ownership
Funds ownership: 76.71% → 78.13% (+1.4%)
8% less repeat investments, than reductions
Existing positions increased: 688 | Existing positions reduced: 744
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$548M |
| 2 |
State Street
Boston,
Massachusetts
|
+$342M |
| 3 |
Amundi
Paris,
France
|
+$220M |
| 4 |
BlackRock
New York
|
+$173M |
| 5 |
Millennium Management
New York
|
+$149M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$759M |
| 2 |
Holocene Advisors
New York
|
-$155M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$146M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$117M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$107M |
PSX Hedge Fund Activity: Q1 2026 in Review
2,132 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in Phillips 66 (PSX) for Q1 2026, worth a combined $57B — up 43% from $39.9B a quarter earlier.
Buyers outnumbered sellers: 353 funds opened new PSX positions and 96 closed out — a net gain of 257 holders — while 688 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.
- 2,132 institutional investors held Phillips 66 (PSX) as of Q1 2026, up from 1,905 in Q4 2025.
- Funds reported $57B of Phillips 66 stock for Q1 2026, up 43% quarter-over-quarter.
- 353 funds opened new Phillips 66 positions in Q1 2026 and 96 closed out, a net change of +257 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.