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PSX — PHILLIPS 66

Reported value held$31.48B
Funds holding (latest)52
SectorEnergy

Index member: S&P 500

Funds holding (Q2 2026)44
Institutional value$24.75B · 150.24M sh
New / Add / Cut / Exit1 / 17 / 23 / 2
Top-5 / Top-10 concentration57.5% / 74.4%
Institutional holdings change Reducing -1.8% (-2.73M sh)
Institutional value change Down -8.3%

As of Q2 2026, 44 SEC-registered investment managers reported holding PSX (PHILLIPS 66) in their latest 13F filings, with a combined reported value of $24.75B across 150.24M shares. That is -1.8% by share count (-2.73M shares) versus the previous quarter, while reported value moved -8.3%. Ownership is concentrated: the five largest holders account for 57.5% of reported value and the top ten for 74.4%.

Compared with the prior quarter, 1 opened new positions, 17 added to existing stakes, 23 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

PSX is a constituent of the S&P 500 and is classified in the Energy sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 51.93M $6.70B 0.10% Hold
BlackRock Inc history Q2 2026 34.11M $5.77B 0.09% Add
Elliott Investment Management history Q2 2026 19.25M $3.25B 14.36% Hold
Wells Fargo & Co history Q2 2026 12.48M $2.11B 0.36% Reduce
Geode Capital Management history Q2 2026 11.12M $1.87B 0.10% Add
Morgan Stanley history Q2 2026 7.21M $1.22B 0.07% Add
BNY Mellon history Q2 2026 6.47M $1.09B 0.18% Reduce
Goldman Sachs Group history Q2 2026 5.61M $948.92M 0.09% Reduce
AQR Capital Management history Q2 2026 4.49M $758.95M 0.27% Add
Norges Bank Investment Management history Q2 2026 4.16M $704.04M 0.07% Reduce
Charles Schwab Investment Management history Q2 2026 4.09M $691.12M 0.09% Add
Invesco Ltd history Q2 2026 3.74M $632.55M 0.05% Reduce
Fidelity Management & Research (FMR) history Q2 2026 3.73M $630.24M 0.03% Reduce
Northern Trust Corp history Q2 2026 3.58M $606.01M 0.07% Reduce
Amundi US history Q2 2026 2.96M $500.09M 0.12% Reduce
Bank of America Corp history Q2 2026 2.78M $469.97M 0.03% Reduce
UBS Group AG history Q2 2026 2.43M $411.62M 0.06% Reduce
Citadel Advisors history Q2 2026 2.17M $367.39M 0.04% Add
Legal & General Investment Management America history Q2 2026 1.80M $303.65M 0.06% Reduce
Harris Associates (Oakmark) history Q2 2026 1.76M $297.17M 0.39% Reduce

View all 52 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 31.09M 30.53M 29.91M 31.88M 30.22M 30.92M 32.02M 34.11M
Elliott Investment Management — — — — — — — 775.00K 775.00K 775.00K 775.00K 775.00K 775.00K 775.00K 15.72M 19.25M 19.25M 19.25M 19.25M 19.25M
Wells Fargo & Co 15.38M 100 16.76M 17.02M 16.70M 16.80M 17.02M 17.12M 17.12M 17.02M 16.78M 16.62M 16.15M 16.03M 15.95M 15.71M 15.10M 14.15M 13.79M 12.48M
Geode Capital Management 7.65M 8.19M 9.10M 9.55M 9.86M 9.76M 9.71M 9.75M 9.73M 9.83M 10.00M 8.48M 8.45M 8.53M 8.79M 10.33M 10.37M 10.41M 10.66M 11.12M
Morgan Stanley 3.88M 3.88M 4.36M 5.88M 5.99M 6.96M 6.80M 6.63M 6.77M 7.04M 6.80M 6.75M 6.79M 6.68M 6.75M 6.87M 6.91M 6.79M 7.10M 7.21M
BNY Mellon 4.28M 4.40M 5.02M 4.89M 4.36M 4.57M 4.32M 4.07M 4.57M 5.81M 8.02M 8.42M 8.71M 9.34M 8.86M 9.39M 8.51M 7.10M 6.88M 6.47M
Goldman Sachs Group 1.15M 1.03M 1.19M 1.39M 1.77M 1.76M 2.68M 2.45M 1.97M 2.40M 2.77M 2.77M 2.11M 3.40M 3.78M 2.99M 2.85M 2.25M 5.75M 5.61M
AQR Capital Management 8.11K 13.65K 301.49K 888.09K 1.10M 819.04K 892.49K 504.17K 763.69K 572.03K 350.46K 372.99K 88.40K 121.99K 302.48K 360.81K 1.89M 3.26M 3.38M 4.49M
Norges Bank Investment Management — — — — — 3.50M — — — 4.20M — 4.16M — 4.37M — 4.39M — 4.96M — 4.16M
Charles Schwab Investment Management 2.82M 2.93M 3.21M 3.21M 3.18M 3.06M 3.01M 2.97M 2.90M 2.92M 2.91M 2.88M 2.90M 3.00M 3.10M 3.27M 3.85M 3.94M 3.97M 4.09M
Invesco Ltd 3.29M 2.92M 3.50M 4.06M 3.82M 4.64M 6.06M 5.84M 5.73M 5.43M 4.30M 4.46M 3.76M 4.11M 4.77M 4.70M 4.06M 3.87M 3.96M 3.74M
Fidelity Management & Research (FMR) 7.21M 8.38M 8.63M 10.26M 9.24M 10.02M 8.07M 4.09M 3.80M 5.05M 5.77M 5.61M 3.21M 3.10M 4.17M 3.86M 3.67M 4.46M 4.33M 3.73M
Northern Trust Corp 4.93M 4.82M 5.01M 5.08M 5.01M 4.92M 4.86M 4.60M 4.88M 4.62M 4.37M 4.29M 4.15M 4.59M 4.44M 4.01M 3.83M 3.72M 3.68M 3.58M
Amundi US 2.42M 2.33M 2.17M 2.41M 2.46M 3.02M 2.65M 2.89M 3.23M 2.64M 2.25M 2.22M 2.93M 3.68M 2.28M 2.33M 2.40M 2.26M 3.67M 2.96M
Bank of America Corp 7.85M 6.51M 6.59M 6.56M 6.37M 6.49M 6.86M 6.20M 6.48M 5.19M 5.32M 5.03M 5.13M 4.34M 4.13M 3.28M 2.74M 2.94M 2.97M 2.78M
UBS Group AG 3.35M 3.15M 5.43M 4.12M 3.79M 4.09M 3.72M 4.03M 3.67M 3.21M 3.85M 3.80M 3.76M 9.19M 4.71M 4.39M 4.60M 3.25M 3.30M 2.43M
Citadel Advisors 1.82M 2.39M 2.44M 2.23M 4.18M 3.84M 2.60M 1.74M 2.33M 2.07M 1.74M 956.39K 1.66M 800.14K 806.48K 879.35K 2.28M 2.26M 1.28M 2.17M
Legal & General Investment Management America 3.49M 3.24M 3.43M 3.84M 3.78M 3.51M 3.46M 3.41M 3.27M 3.86M 3.67M 3.70M 3.37M 2.30M 2.31M 2.24M 2.28M 2.06M 1.99M 1.80M
Harris Associates (Oakmark) — — — — — — — — 1.91M 6.90M 7.53M 8.45M 9.79M 11.69M 13.83M 13.45M 13.64M 13.98M 9.13M 1.76M
Deutsche Bank AG 1.87M 1.37M 2.60M 2.39M 2.06M 1.95M 1.78M 2.74M 1.27M 1.81M 1.07M 923.53K 2.35M 2.58M 1.18M 891.11K 974.04K 1.05M 1.32M 1.60M

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