PSX
Phillips 66 · Energy · Oil & Gas Refining & Marketing
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 404.06K | $102.41M | n/a | n/a |
| 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 | n/a | −2 |
| Q1 2025 | 19 | 0 | 76.77M | $9.47B | n/a | n/a |
| Q4 2024 | 19 | -1 | 59.73M | $6.80B | +1 | −2 |
| Q3 2024 | 19 | +1 | 31.94M | $4.19B | +2 | −1 |
| Q2 2024 | 18 | n/a | 38.79M | $5.47B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | 170.72K | -63.2% | $43.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | Wealth Enhancement Advisory… | 174.76K | +5.7% | $43.34M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 3 | TD Waterhouse Canada Inc. | 58.57K | -1.6% | $15.49M | 0.0% | ▼ Trim | 4 | 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): 2,102 holders, 309.41M shares, $54.46B 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 · 23.40K sh · $6.20M
Officer · 52.10K sh · $11.66M
Officer · 30.00K sh · $6.45M
Officer · 3.30K sh · $706,266
Director · 315 sh · $65,831
Director · 200 sh · $41,673
Director · 1.00K sh · $207,209
Officer · 2.10K sh · $442,327
Officer · 1.97K sh · $417,004
Officer · 1.97K sh · $422,905
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology