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Of the 20 tracked institutions holding PSX, 13 have a 3-year clone track record — 9 of them beat the S&P. Average holder's clone alpha: +2.1pt. It's a gauge of who owns the name, not just how many.
Among the 20 tracked institutional investors we monitor, PSX (PHILLIPS 66) is held with a combined value of $23.21B across 149,588,152 shares. The largest holder is VANGUARD GROUP INC with a position worth $6.70B (0.10% of their portfolio). 2 funds opened new positions in the most recent quarter. 9 funds increased their holdings. 7 funds reduced their position.
Total Institutional Value
$23.21B
Total Shares Held
149,588,152
Institutional Holders
20
% of Shares Outstanding
37.5%
of 399.02M shares · SEC 2026-06-30
Days to Cover
1.7-33.0%
4.95M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 37.5% of PSX's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-06-30), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
12
$7.46B
Total Transactions
12
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Aug 12, 2026 | Richard G Harbison | S | Sale | 52,100 | $11.66M |
| Aug 11, 2026 | Brian Mandell | S | Sale | 30,000 | $6.45M |
| Aug 10, 2026 | Lisa Ann Davis | S | Sale | 1,000 | $207.21K |
| Aug 10, 2026 | Ann M Kluppel | S | Sale | 1,967 | $417.00K |
| Aug 10, 2026 | Lisa Ann Davis | S | Sale | 315 | $65.83K |
| Aug 10, 2026 | Ann M Kluppel | S | Sale | 1,967 | $422.90K |
| Aug 10, 2026 | Ann M Kluppel | S | Sale | 2,100 | $442.33K |
| Aug 10, 2026 | Lisa Ann Davis | S | Sale | 200 | $41.67K |
| Aug 10, 2026 | Brian Mandell | S | Sale | 3,300 | $706.27K |
| Aug 7, 2026 | Ann M Kluppel | S | Sale | 1,800 | $369.00K |
Showing 10 of 12 transactions
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $6.70B | 0.10% | +0.4% |
| 2 | BlackRock, Inc. | $5.77B | 0.09% | +6.5% |
| 3 | STATE STREET CORP | $4.40B | 0.13% | +1.1% |
| 4 | Elliott Investment Management L.P. | $3.25B | 22.77% | - |
| 5 | AQR CAPITAL MANAGEMENT LLC | $758.95M | 0.26% | +32.7% |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | $641.70M | 0.06% | -20.5% |
| 7 | FMR LLC | $630.24M | 0.03% | -13.8% |
| 8 | HARRIS ASSOCIATES L P | $297.17M | 0.40% | -80.8% |
| 9 | CITADEL ADVISORS LLC | $230.55M | 0.13% | +160.3% |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | $199.30M | 0.03% | +30.3% |
| Member | Type | Date |
|---|---|---|
| Alan Armstrong | Sell | Mar 27, 2026 |
| Jefferson Shreve | Sell | May 12, 2025 |
| Jefferson Shreve | Buy | Apr 7, 2025 |
| Shelley M Capito | Sell |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of PSX with a position worth $6.70B, representing 0.10% of their portfolio. In total, 20 institutional investors hold PSX with a combined value of $23.21B.
In the most recent quarter, 2 funds opened a new position in PSX. Additionally, 9 increased their holdings and 7 reduced their positions.
Institutional investors hold $23.21B worth of PSX stock across 20 positions. The largest institutional holder is VANGUARD GROUP INC with $6.70B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For PSX, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their PSX positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Jan 17, 2025 |
| Greg Landsman | Sell | Oct 15, 2024 |
| William Cassidy | Buy | Mar 9, 2020 |
| Shelley M Capito | Buy | Apr 24, 2018 |
| Shelley M Capito | Buy | Apr 5, 2018 |
Showing 8 of 10. STOCK Act disclosures lag up to 45 days.
Last Close
$260.78
2026-09-09
YTD
+99.7%
100% of 52-week range
