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Security record · archived quarter

PSX

Phillips 66 · Energy · Oil & Gas Refining & Marketing

242.46 +2.3% mkt cap $97.21B quote delayed (FMP) · as of Aug 26 18:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
163Tracked holders
-1Δ holders
274.47MShares held
$35.41BReported value
+2New positions
−2Exits
Stable Conviction score 53/100 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -0.6% · share flow -0.3% · net new positions 0.0%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group (passive) 51.93M +0.4% $6.70B 0.1% ▲ Add 3 SEC ↗
2 The Vanguard Group (passive) 51.93M +0.4% $6.70B 0.1% ▲ Add 3 SEC ↗
3 The Vanguard Group (passive) 51.93M +0.4% $6.70B 0.1% ▲ Add 3 SEC ↗
4 The Vanguard Group (passive) 51.93M +0.4% $6.70B 0.1% ▲ Add 3 SEC ↗
5 The Vanguard Group (passive) 51.93M +0.4% $6.70B 0.1% ▲ Add 3 SEC ↗
6 The Vanguard Group (passive) 51.93M +0.4% $6.70B 0.1% ▲ Add 3 SEC ↗
7 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
8 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
9 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
10 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
11 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
12 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
13 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
14 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
15 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
16 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
17 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
18 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
19 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
20 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
21 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
22 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
23 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
24 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
25 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
26 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
27 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
28 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
29 BlackRock (passive) 30.92M +2.3% $3.99B 0.1% ▲ Add 3 SEC ↗
30 State Street Global Advisors (passive) 23.59M +0.8% $3.04B 0.1% ▲ Add 5 SEC ↗
31 Elliott Investment Management 19.25M 0.0% $2.48B 17.1% Held 7 SEC ↗
32 Wells Fargo & Company/Mn 14.15M $1.83B 0.4% n/c 1 SEC ↗
33 Wells Fargo & Company/Mn 14.15M $1.83B 0.4% n/c 1 SEC ↗
34 Wells Fargo & Company/Mn 14.15M $1.83B 0.4% n/c 1 SEC ↗
35 Wells Fargo & Company/Mn 14.15M $1.83B 0.4% n/c 1 SEC ↗
36 Harris Associates (Oakmark) 13.98M +2.5% $1.80B 2.3% ▲ Add 7 SEC ↗
37 Harris Associates (Oakmark) 13.98M +2.5% $1.80B 2.3% ▲ Add 7 SEC ↗
38 Geode Capital Management (passive) 10.41M +0.4% $1.34B 0.1% ▲ Add 7 SEC ↗
39 Geode Capital Management (passive) 10.41M +0.4% $1.34B 0.1% ▲ Add 7 SEC ↗
40 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
41 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
42 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
43 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
44 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
45 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
46 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
47 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
48 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
49 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
50 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
51 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
52 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
53 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
54 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
55 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
56 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
57 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
58 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
59 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
60 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
61 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
62 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
63 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
64 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
65 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
66 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
67 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
68 Bank of New York Mellon Corp 7.10M $916.64M 0.2% n/c 1 SEC ↗
69 Morgan Stanley 6.79M -1.7% $876.37M 0.1% ▼ Trim 2 SEC ↗
70 Morgan Stanley 6.79M -1.7% $876.37M 0.1% ▼ Trim 2 SEC ↗
71 Morgan Stanley 6.79M -1.7% $876.37M 0.1% ▼ Trim 2 SEC ↗
72 Morgan Stanley 6.79M -1.7% $876.37M 0.1% ▼ Trim 2 SEC ↗
73 Morgan Stanley 6.79M -1.7% $876.37M 0.1% ▼ Trim 2 SEC ↗
74 Morgan Stanley 6.79M -1.7% $876.37M 0.1% ▼ Trim 2 SEC ↗
75 Morgan Stanley 6.79M -1.7% $876.37M 0.1% ▼ Trim 2 SEC ↗
76 Morgan Stanley 6.79M -1.7% $876.37M 0.1% ▼ Trim 2 SEC ↗
77 Morgan Stanley 6.79M -1.7% $876.37M 0.1% ▼ Trim 2 SEC ↗
78 Morgan Stanley 6.79M -1.7% $876.37M 0.1% ▼ Trim 2 SEC ↗
79 Morgan Stanley 6.79M -1.7% $876.37M 0.1% ▼ Trim 2 SEC ↗
80 Morgan Stanley 6.79M -1.7% $876.37M 0.1% ▼ Trim 2 SEC ↗
81 Morgan Stanley 6.79M -1.7% $876.37M 0.1% ▼ Trim 2 SEC ↗
82 Morgan Stanley 6.79M -1.7% $876.37M 0.1% ▼ Trim 2 SEC ↗
83 Morgan Stanley 6.79M -1.7% $876.37M 0.1% ▼ Trim 2 SEC ↗
84 Morgan Stanley 6.79M -1.7% $876.37M 0.1% ▼ Trim 2 SEC ↗
85 Morgan Stanley 6.79M -1.7% $876.37M 0.1% ▼ Trim 2 SEC ↗
86 Norges Bank (passive) 4.96M New $640.21M 0.1% New 1 SEC ↗
87 Fidelity (FMR) 4.46M +21.6% $576.01M 0.0% ▲ Add 3 SEC ↗
88 Fidelity (FMR) 4.46M +21.6% $576.01M 0.0% ▲ Add 3 SEC ↗
89 Fidelity (FMR) 4.46M +21.6% $576.01M 0.0% ▲ Add 3 SEC ↗
90 Fidelity (FMR) 4.46M +21.6% $576.01M 0.0% ▲ Add 3 SEC ↗
91 T. Rowe Price 4.22M -22.5% $545.17M 0.1% ▼ Trim 7 SEC ↗
92 T. Rowe Price 4.22M -22.5% $545.17M 0.1% ▼ Trim 7 SEC ↗
93 T. Rowe Price 4.22M -22.5% $545.17M 0.1% ▼ Trim 7 SEC ↗
94 Charles Schwab Investment… 3.94M $509.01M 0.1% n/c 1 SEC ↗
95 Invesco Ltd. 3.87M $499.44M 0.0% n/c 1 SEC ↗
96 Invesco Ltd. 3.87M $499.44M 0.0% n/c 1 SEC ↗
97 Invesco Ltd. 3.87M $499.44M 0.0% n/c 1 SEC ↗
98 Invesco Ltd. 3.87M $499.44M 0.0% n/c 1 SEC ↗
99 Invesco Ltd. 3.87M $499.44M 0.0% n/c 1 SEC ↗
100 Invesco Ltd. 3.87M $499.44M 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

Norges Bank $640.21M 0.1%

Exited

Renaissance Technologies $11.83M was 0.0%
Arrowstreet Capital $4.59M was 0.0%

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.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

No open-market insider purchases in our coverage window.

Open-market sales (S)

Aug 12 Harbison Richard G

Officer · 52.10K sh · $11.66M

Aug 11 Mandell Brian

Officer · 30.00K sh · $6.45M

Aug 10 Mandell Brian

Officer · 3.30K sh · $706,266

Aug 10 Kluppel Ann M

Officer · 1.97K sh · $422,905

Aug 10 Davis Lisa Ann

Director · 1.00K sh · $207,209

Aug 10 Davis Lisa Ann

Director · 200 sh · $41,673

Aug 10 Davis Lisa Ann

Director · 315 sh · $65,831

Aug 10 Kluppel Ann M

Officer · 2.10K sh · $442,327

Aug 10 Kluppel Ann M

Officer · 1.97K sh · $417,004

Aug 07 Kluppel Ann M

Officer · 1.80K sh · $369,000

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API