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Security record · archived quarter

PSX

Phillips 66 · Energy · Oil & Gas Refining & Marketing

242.24 +2.3% mkt cap $97.12B quote delayed (FMP) · as of Aug 26 20:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
169Tracked holders
+5Δ holders
249.44MShares held
$45.41BReported value
+8New positions
−4Exits
Rising Conviction score 41/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.0% · share flow +2.3% · net new positions +2.4%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
2 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
3 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
4 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
5 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
6 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
7 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
8 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
9 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
10 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
11 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
12 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
13 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
14 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
15 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
16 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
17 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
18 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
19 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
20 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
21 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
22 BlackRock (passive) 32.02M +3.6% $5.83B 0.1% ▲ Add 4 SEC ↗
23 Vanguard Capital Management Llc 26.11M $4.76B 0.1% n/c 1 SEC ↗
24 State Street Global Advisors (passive) 25.77M +9.3% $4.70B 0.2% ▲ Add 6 SEC ↗
25 Elliott Investment Management 19.25M 0.0% $3.51B 22.1% Held 8 SEC ↗
26 Wells Fargo & Company/Mn 13.79M -2.6% $2.51B 0.5% ▼ Trim 2 SEC ↗
27 Wells Fargo & Company/Mn 13.79M -2.6% $2.51B 0.5% ▼ Trim 2 SEC ↗
28 Wells Fargo & Company/Mn 13.79M -2.6% $2.51B 0.5% ▼ Trim 2 SEC ↗
29 Wells Fargo & Company/Mn 13.79M -2.6% $2.51B 0.5% ▼ Trim 2 SEC ↗
30 Geode Capital Management (passive) 10.66M +2.4% $1.93B 0.1% ▲ Add 8 SEC ↗
31 Geode Capital Management (passive) 10.66M +2.4% $1.93B 0.1% ▲ Add 8 SEC ↗
32 Harris Associates (Oakmark) 9.13M -34.6% $1.66B 2.2% ▼ Trim 8 SEC ↗
33 Harris Associates (Oakmark) 9.13M -34.6% $1.66B 2.2% ▼ Trim 8 SEC ↗
34 Morgan Stanley 7.10M +4.5% $1.29B 0.1% ▲ Add 3 SEC ↗
35 Morgan Stanley 7.10M +4.5% $1.29B 0.1% ▲ Add 3 SEC ↗
36 Morgan Stanley 7.10M +4.5% $1.29B 0.1% ▲ Add 3 SEC ↗
37 Morgan Stanley 7.10M +4.5% $1.29B 0.1% ▲ Add 3 SEC ↗
38 Morgan Stanley 7.10M +4.5% $1.29B 0.1% ▲ Add 3 SEC ↗
39 Morgan Stanley 7.10M +4.5% $1.29B 0.1% ▲ Add 3 SEC ↗
40 Morgan Stanley 7.10M +4.5% $1.29B 0.1% ▲ Add 3 SEC ↗
41 Morgan Stanley 7.10M +4.5% $1.29B 0.1% ▲ Add 3 SEC ↗
42 Morgan Stanley 7.10M +4.5% $1.29B 0.1% ▲ Add 3 SEC ↗
43 Morgan Stanley 7.10M +4.5% $1.29B 0.1% ▲ Add 3 SEC ↗
44 Morgan Stanley 7.10M +4.5% $1.29B 0.1% ▲ Add 3 SEC ↗
45 Morgan Stanley 7.10M +4.5% $1.29B 0.1% ▲ Add 3 SEC ↗
46 Morgan Stanley 7.10M +4.5% $1.29B 0.1% ▲ Add 3 SEC ↗
47 Morgan Stanley 7.10M +4.5% $1.29B 0.1% ▲ Add 3 SEC ↗
48 Morgan Stanley 7.10M +4.5% $1.29B 0.1% ▲ Add 3 SEC ↗
49 Morgan Stanley 7.10M +4.5% $1.29B 0.1% ▲ Add 3 SEC ↗
50 Morgan Stanley 7.10M +4.5% $1.29B 0.1% ▲ Add 3 SEC ↗
51 Morgan Stanley 7.10M +4.5% $1.29B 0.1% ▲ Add 3 SEC ↗
52 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
53 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
54 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
55 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
56 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
57 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
58 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
59 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
60 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
61 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
62 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
63 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
64 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
65 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
66 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
67 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
68 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
69 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
70 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
71 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
72 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
73 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
74 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
75 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
76 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
77 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
78 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
79 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
80 Bank of New York Mellon Corp 6.88M -3.2% $1.25B 0.2% ▼ Trim 2 SEC ↗
81 Goldman Sachs Group 5.72M +157.3% $1.04B 0.1% ▲ Add 3 SEC ↗
82 Goldman Sachs Group 5.72M +157.3% $1.04B 0.1% ▲ Add 3 SEC ↗
83 Goldman Sachs Group 5.72M +157.3% $1.04B 0.1% ▲ Add 3 SEC ↗
84 Goldman Sachs Group 5.72M +157.3% $1.04B 0.1% ▲ Add 3 SEC ↗
85 Goldman Sachs Group 5.72M +157.3% $1.04B 0.1% ▲ Add 3 SEC ↗
86 Goldman Sachs Group 5.72M +157.3% $1.04B 0.1% ▲ Add 3 SEC ↗
87 Goldman Sachs Group 5.72M +157.3% $1.04B 0.1% ▲ Add 3 SEC ↗
88 T. Rowe Price 4.78M +13.1% $870.15M 0.1% ▲ Add 8 SEC ↗
89 T. Rowe Price 4.78M +13.1% $870.15M 0.1% ▲ Add 8 SEC ↗
90 T. Rowe Price 4.78M +13.1% $870.15M 0.1% ▲ Add 8 SEC ↗
91 Fidelity (FMR) 4.33M -3.1% $788.32M 0.0% ▼ Trim 4 SEC ↗
92 Fidelity (FMR) 4.33M -3.1% $788.32M 0.0% ▼ Trim 4 SEC ↗
93 Fidelity (FMR) 4.33M -3.1% $788.32M 0.0% ▼ Trim 4 SEC ↗
94 Fidelity (FMR) 4.33M -3.1% $788.32M 0.0% ▼ Trim 4 SEC ↗
95 Fidelity (FMR) 4.33M -3.1% $788.32M 0.0% ▼ Trim 4 SEC ↗
96 Charles Schwab Investment… 3.97M +0.6% $722.99M 0.1% ▲ Add 2 SEC ↗
97 Invesco Ltd. 3.96M +2.3% $721.59M 0.1% ▲ Add 2 SEC ↗
98 Invesco Ltd. 3.96M +2.3% $721.59M 0.1% ▲ Add 2 SEC ↗
99 Invesco Ltd. 3.96M +2.3% $721.59M 0.1% ▲ Add 2 SEC ↗
100 Invesco Ltd. 3.96M +2.3% $721.59M 0.1% ▲ Add 2 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

Norges Bank $640.21M was 0.1%
Connor, Clark & Lunn… $18.62M was 0.0%
Walleye Trading LLC $7.62M was 0.1%
Simplex Trading, Llc $536,161 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: Q1 2026 · Methodology · Get this via the API