PHILLIPS 66 PSX
$176.42
+1.1% 52w: $118.77 – $186.92
Latest 13F among current holders filed 5 days ago (Aug 28, 2026)
Price — last 12 months
research preview data118.77152.85186.92
Aug 18, 2025 Jul 2, 2026
Institutional holders
2.1K
+229 QoQ
13F value
$56.98B
+42.0% QoQ
Smart-money holders
193
signal tier ≥ 2
New smart buyers
31
Q1 2026
Options barometer
0.9×
$461.1M calls / $514.1M puts
Institutional value by quarter
Number of holders
Who owns PSX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 32.0M | $5.83B | 0.1% | +3.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 26.1M | $4.76B | — | — |
| STATE STREET CORP | Index provider | 25.8M | $4.70B | 0.2% | +9.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 22.1M | $4.03B | — | — |
| Elliott Investment Management L.P. ★3 | Activist | 19.3M | $3.51B | — | Held |
| WELLS FARGO & COMPANY/MN | Bank broker | 13.8M | $2.51B | 0.5% | -2.6% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 10.7M | $1.93B | — | +2.3% |
| HARRIS ASSOCIATES L P | Other | 9.1M | $1.66B | 2.2% | -34.7% |
| MORGAN STANLEY | Bank broker | 7.1M | $1.29B | 0.1% | +4.5% |
| Bank of New York Mellon Corp | Diversified mechanical | 6.9M | $1.25B | 0.2% | -3.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 5.7M | $1.04B | 0.1% | +157.3% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 4.8M | $870.2M | 0.1% | +13.1% |
| FMR LLC | Long only active | 4.3M | $788.3M | 0.0% | -3.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 4.0M | $723.0M | — | +0.6% |
| Invesco Ltd. | Index provider | 4.0M | $721.6M | 0.1% | +2.3% |
| NORTHERN TRUST CORP | Index provider | 3.7M | $669.7M | 0.1% | -1.1% |
| Amundi | Diversified mechanical | 3.7M | $668.1M | 0.2% | +62.0% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 3.4M | $616.4M | 0.3% | +3.7% |
| UBS Group AG | Bank broker | 3.1M | $573.8M | 0.1% | +2.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.0M | $541.3M | 0.0% | +1.2% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 2.8M | $517.4M | — | +1.5% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 2.3M | $423.0M | 0.1% | -2.9% |
| JPMORGAN CHASE & CO | Bank broker | 2.2M | $413.9M | 0.0% | +50.5% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 2.3M | $413.5M | — | — |
| Legal & General Group Plc | Diversified mechanical | 2.0M | $362.9M | 0.1% | -3.1% |
| Nuveen, LLC | Diversified mechanical | 1.7M | $310.7M | 0.1% | +26.7% |
| Boston Partners | Other | 1.7M | $301.3M | 0.3% | +19.3% |
| ROYAL BANK OF CANADA | Bank broker | 1.5M | $271.4M | 0.1% | -6.8% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 1.4M | $259.6M | 0.2% | -2.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.4M | $253.6M | 0.1% | -7.7% |
| DEUTSCHE BANK AG\ | Bank broker | 1.3M | $240.8M | 0.1% | +25.9% |
| Mariner, LLC | Diversified mechanical | 1.2M | $222.7M | 0.3% | +3.6% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.2M | $219.7M | — | +53.0% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 1.2M | $217.5M | 0.2% | +393.6% |
| Swiss National Bank | Index provider | 1.2M | $215.4M | — | +6.8% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Other | 1.0M | $187.6M | 0.8% | -15.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.0M | $187.1M | 0.1% | -21.6% |
| CANADA PENSION PLAN INVESTMENT BOARD | Pension sovereign | 999.3K | $182.1M | 0.1% | +61.4% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Other | 981.4K | $178.8M | — | -3.5% |
| Mitsubishi UFJ Asset Management Co., Ltd. | Diversified mechanical | 916.9K | $167.0M | — | +8.4% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 904.8K | $164.8M | 0.0% | +124.2% |
| Vanguard Global Advisers, LLC | Diversified mechanical | 899.1K | $163.8M | — | — |
| LPL Financial LLC | Bank broker | 887.8K | $161.7M | 0.0% | -0.7% |
| HSBC HOLDINGS PLC | Bank broker | 883.9K | $161.0M | 0.1% | -48.6% |
| Sumitomo Mitsui Trust Group, Inc. | Diversified mechanical | 862.1K | $157.1M | — | -5.0% |
| NewEdge Advisors, LLC | Diversified mechanical | 824.4K | $150.2M | 0.5% | -17.3% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Quant stat arb | 796.5K | $145.1M | 0.1% | New |
| LSV ASSET MANAGEMENT | Other | 790.6K | $144.0M | — | -5.6% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Other | 781.0K | $142.3M | — | +5.7% |
| MARSHALL WACE, LLP | Quant stat arb | 772.0K | $140.6M | — | +2220.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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