PSX
Phillips 66 · Energy · Oil & Gas Refining & Marketing
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 167 | 0 | 250.71M | $42.40B | +5 | −4 |
| Q1 2026 | 169 | +5 | 249.44M | $45.41B | +8 | −4 |
| Q4 2025 | 163 | -1 | 274.47M | $35.41B | +2 | −2 |
| Q3 2025 | 25 | +3 | 176.34M | $23.98B | +3 | −1 |
| Q2 2025 | 20 | -2 | 164.84M | $19.66B | — | −2 |
| Q1 2025 | 19 | 0 | 76.77M | $9.47B | — | — |
| Q4 2024 | 19 | -1 | 59.73M | $6.80B | +1 | −2 |
| Q3 2024 | 19 | +1 | 31.94M | $4.19B | +2 | −1 |
| Q2 2024 | 18 | — | 38.79M | $5.47B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 12.80M | — | $1.81B | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Wellington Management ✦ | 12.80M | — | $1.81B | 0.3% | n/c | 1 | SEC ↗ |
| 3 | Wellington Management ✦ | 12.80M | — | $1.81B | 0.3% | n/c | 1 | SEC ↗ |
| 4 | Wellington Management ✦ | 12.80M | — | $1.81B | 0.3% | n/c | 1 | SEC ↗ |
| 5 | Wellington Management ✦ | 12.80M | — | $1.81B | 0.3% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 8.48M | — | $1.19B | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 8.48M | — | $1.19B | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Harris Associates (Oakmark) ✦ | 8.45M | — | $1.19B | 2.0% | n/c | 1 | SEC ↗ |
| 9 | Harris Associates (Oakmark) ✦ | 8.45M | — | $1.19B | 2.0% | n/c | 1 | SEC ↗ |
| 10 | Norges Bank ✦ (passive) | 4.16M | — | $587.79M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 1.53M | — | $216.67M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 1.53M | — | $216.67M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 1.53M | — | $216.67M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Arrowstreet Capital ✦ | 1.30M | — | $183.39M | 0.2% | n/c | 1 | SEC ↗ |
| 15 | Elliott Investment Management ✦ | 775.00K | — | $109.41M | 1.1% | n/c | 1 | SEC ↗ |
| 16 | Millennium Management ✦ | 440.80K | — | $62.23M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 372.99K | — | $52.10M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 372.99K | — | $52.10M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 372.99K | — | $52.10M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Adage Capital Partners ✦ | 356.70K | — | $50.36M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 44.05K | — | $6.22M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 32.19K | — | $4.54M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Tweedy, Browne ✦ | 30.23K | — | $4.27M | 0.2% | n/c | 1 | SEC ↗ |
| 24 | Fisher Asset Management ✦ | 5.65K | — | $797,181 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | GAMCO Investors ✦ | 4.28K | — | $604,631 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Bridgewater Associates ✦ | 3.03K | — | $427,463 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Dodge & Cox ✦ | 2.60K | — | $367,042 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 2.36K | — | $333,302 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 24.90K shares, $4,536 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 52.10K sh · $11.66M
Officer · 30.00K sh · $6.45M
Officer · 3.30K sh · $706,266
Officer · 1.97K sh · $422,905
Director · 1.00K sh · $207,209
Director · 200 sh · $41,673
Director · 315 sh · $65,831
Officer · 2.10K sh · $442,327
Officer · 1.97K sh · $417,004
Officer · 1.80K sh · $369,000
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology