PHILLIPS 66 (PSX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 317,064,328 shares against 399,020,916 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $5.8B | 34,112,861 | 0.09% | 8q | +6.5%+$353.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.4B | 26,183,335 | 0.09% | 2q | HELD |
| STATE STREET CORP | $4.4B | 26,044,694 | 0.13% | 31q | +1.1%+$46.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.8B | 22,214,319 | 0.17% | 2q | +0.5%+$19.2M |
| Elliott Investment Management L.P. | $3.3B | 19,251,000 | 14.36% | 13q | HELD |
| WELLS FARGO & COMPANY/MN | $2.1B | 12,479,393 | 0.34% | 31q | -9.5%-$221.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.9B | 11,122,010 | 0.10% | 31q | +4.4%+$78.1M |
| MORGAN STANLEY | $1.2B | 7,206,592 | 0.06% | 35q | +1.5%+$18.0M |
| Bank of New York Mellon Corp | $1.1B | 6,466,764 | 0.18% | 31q | -6.0%-$69.7M |
| GOLDMAN SACHS GROUP INC | $948.9M | 5,613,271 | 0.08% | 31q | -1.9%-$18.7M |
| AQR CAPITAL MANAGEMENT LLC | $759.0M | 4,489,507 | 0.26% | 31q | +32.7%+$187.0M |
| NORGES BANK | $704.0M | 4,164,661 | 0.07% | 32q | -16.1%-$134.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $691.1M | 4,088,240 | 0.09% | 31q | +3.0%+$20.2M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $641.7M | 3,795,912 | 0.06% | 31q | -20.5%-$165.7M |
| Invesco Ltd. | $632.6M | 3,741,815 | 0.05% | 31q | -5.5%-$37.0M |
| FMR LLC | $630.2M | 3,728,108 | 0.03% | 31q | -13.8%-$101.3M |
| NORTHERN TRUST CORP | $606.0M | 3,584,780 | 0.07% | 31q | -2.5%-$15.4M |
| DIMENSIONAL FUND ADVISORS LP | $525.2M | 3,106,122 | 0.10% | 31q | +9.4%+$45.1M |
| Amundi | $500.1M | 2,958,255 | 0.12% | 21q | -19.3%-$119.9M |
| BANK OF AMERICA CORP /DE/ | $470.0M | 2,780,067 | 0.03% | 31q | -6.4%-$32.3M |
| UBS Group AG | $411.6M incl. $5.8M options CALL+PUT | 2,400,725 | 0.05% | 31q | -23.8%-$128.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $399.2M | 2,361,396 | 0.07% | 31q | +1.7%+$6.7M |
| VANGUARD FIDUCIARY TRUST CO | $381.1M | 2,254,520 | 0.08% | 2q | -0.7%-$2.6M |
| CITADEL ADVISORS LLC | $367.4M incl. $136.8M options CALL+PUT | 1,363,770 | 0.04% | 31q | +160.3%+$226.2M |
| JPMORGAN CHASE & CO | $353.1M incl. $16.4M options CALL+PUT | 1,934,094 | 0.02% | 31q | -13.6%-$55.8M |
| Legal & General Group Plc | $303.6M | 1,796,203 | 0.06% | 31q | -9.8%-$33.1M |
| HARRIS ASSOCIATES L P | $297.2M | 1,757,891 | 0.39% | 12q | -80.8%-$1.2B |
| Nuveen, LLC | $293.5M | 1,736,076 | 0.07% | 6q | +1.8%+$5.1M |
| Boston Partners | $286.1M | 1,690,972 | 0.25% | 31q | +2.4%+$6.6M |
| DEUTSCHE BANK AG\ | $271.1M | 1,603,832 | 0.08% | 34q | +21.4%+$47.7M |
| NEUBERGER BERMAN GROUP LLC | $262.1M | 1,547,269 | 0.17% | 31q | +8.6%+$20.9M |
| HSBC HOLDINGS PLC | $261.7M incl. $33.8M options CALL+PUT | 1,338,613 | 0.11% | 31q | +51.4%+$88.9M |
| ROYAL BANK OF CANADA | $241.2M | 1,426,974 | 0.04% | 31q | -4.2%-$10.6M |
| MACKENZIE FINANCIAL CORP | $238.4M | 1,410,114 | 0.24% | 31q | +118.7%+$129.4M |
| RAYMOND JAMES FINANCIAL INC | $234.2M | 1,385,609 | 0.06% | 7q | HELD |
| Mariner, LLC | $221.8M | 1,311,840 | 0.23% | 31q | +7.3%+$15.1M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $211.0M | 1,248,269 | 0.78% | 19q | +3.5%+$7.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $210.1M incl. $183.3M options CALL+PUT | 158,838 | 0.02% | 31q | +86.9%+$97.7M |
| JANE STREET GROUP, LLC | $204.6M incl. $117.1M options CALL+PUT | 517,595 | 0.02% | 31q | +1803.5%+$193.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $201.7M | 1,193,125 | 0.09% | 2q | +49.8%+$67.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $199.3M | 1,178,961 | 0.03% | 31q | +30.3%+$46.3M |
| Swiss National Bank | $191.2M | 1,130,950 | 0.10% | 31q | -4.4%-$8.7M |
| VICTORY CAPITAL MANAGEMENT INC | $186.5M | 1,103,316 | 0.10% | 31q | +195.2%+$123.3M |
| MARSHALL WACE, LLP | $183.7M | 1,086,732 | 0.15% | 8q | +40.8%+$53.2M |
| CITIGROUP INC | $170.6M incl. $64.7M options CALL+PUT | 626,219 | 0.06% | 31q | +63.4%+$66.2M |
| ENVESTNET ASSET MANAGEMENT INC | $170.5M | 1,008,833 | 0.04% | 31q | -1.8%-$3.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $166.2M | 982,876 | 0.09% | 31q | +7.2%+$11.1M |
| BNP PARIBAS FINANCIAL MARKETS | $163.7M incl. $24.7M options CALL+PUT | 821,974 | 0.06% | 31q | +40.5%+$47.2M |
| Merewether Investment Management, LP | $163.5M | 967,351 | 3.08% | 2q | +1075.4%+$149.6M |
| Qube Research & Technologies Ltd | $163.1M incl. $3.7M options CALL+PUT | 943,033 | 0.15% | 15q | +48.6%+$53.3M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $159.8M | 945,251 | 0.57% | 21q | -8.2%-$14.3M |
| Vanguard Global Advisers, LLC | $150.6M | 891,113 | 0.07% | 2q | -0.9%-$1.4M |
| LPL Financial LLC | $148.1M | 876,262 | 0.03% | 31q | -1.3%-$1.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | $146.0M | 863,553 | 0.10% | 2q | +14.1%+$18.1M |
| Sumitomo Mitsui Trust Group, Inc. | $144.3M | 853,719 | 0.08% | 31q | -1.0%-$1.4M |
| AMERIPRISE FINANCIAL INC | $140.2M | 829,621 | 0.03% | 31q | +46.7%+$44.6M |
| NewEdge Advisors, LLC | $139.2M | 823,275 | 0.41% | 31q | HELD |
| LSV ASSET MANAGEMENT | $131.1M | 775,649 | 0.24% | 31q | -1.9%-$2.5M |
| CANADA PENSION PLAN INVESTMENT BOARD | $128.5M | 760,293 | 0.07% | 31q | -23.9%-$40.4M |
| PNC Financial Services Group, Inc. | $125.2M | 740,879 | 0.06% | 31q | -1.8%-$2.3M |
| RHUMBLINE ADVISERS | $124.5M | 736,736 | 0.09% | 31q | -1.7%-$2.1M |
| TRUIST FINANCIAL CORP | $123.9M | 733,069 | 0.15% | 31q | +5.0%+$5.9M |
| National Pension Service | $123.9M | 732,811 | 0.08% | 31q | +5.0%+$5.9M |
| California Public Employees Retirement System | $122.7M | 725,889 | 0.07% | 31q | +5.6%+$6.5M |
| Point72 Asset Management, L.P. | $120.1M incl. $13.2M options CALL+PUT | 632,300 | 0.13% | 14q | HELD |
| BANK OF MONTREAL /CAN/ | $119.1M incl. $2.4M options CALL+PUT | 690,089 | 0.04% | 31q | -5.0%-$6.3M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $111.0M | 656,397 | 0.34% | 31q | -33.1%-$54.9M |
| FRANKLIN RESOURCES INC | $109.2M | 645,982 | 0.02% | 31q | -3.0%-$3.4M |
| Corient Private Wealth LP | $106.2M | 628,169 | 0.15% | 15q | -11.1%-$13.3M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $106.1M | 627,773 | 0.10% | 31q | +34.3%+$27.1M |
| TWO SIGMA INVESTMENTS, LP | $105.6M incl. $12.6M options CALL+PUT | 550,361 | 0.08% | 4q | +18245.4%+$105.0M |
| ALLIANCEBERNSTEIN L.P. | $103.9M | 570,173 | 0.03% | 31q | +2.7%+$2.7M |
| NATIONAL BANK OF CANADA /FI/ | $103.4M | 611,599 | 0.07% | 19q | +109.9%+$54.1M |
| Russell Investments Group, Ltd. | $101.6M | 600,166 | 0.09% | 31q | -7.6%-$8.4M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $96.7M | 572,301 | 0.14% | 31q | -26.7%-$35.3M |
| Focus Partners Wealth | $95.8M | 566,960 | 0.10% | 11q | +5.4%+$4.9M |
| Squarepoint Ops LLC | $94.2M incl. $2.5M options CALL+PUT | 542,563 | 0.10% | 16q | -3.5%-$3.4M |
| IMC-Chicago, LLC | $94.1M incl. $93.2M options CALL+PUT | 5,384 | 0.02% | 16q | HELD |
| MILLENNIUM MANAGEMENT LLC | $93.5M incl. $15.4M options CALL+PUT | 462,062 | 0.03% | 31q | -61.3%-$148.1M |
| BARCLAYS PLC | $87.7M | 518,620 | 0.02% | 31q | -31.7%-$40.7M |
| ACADIAN ASSET MANAGEMENT LLC | $85.0M | 502,791 | 0.10% | 4q | -28.5%-$33.9M |
| SG Americas Securities, LLC | $81.1M incl. $1.8M options CALL | 469,325 | 0.05% | 31q | +977.6%+$73.6M |
| M&T Bank Corp | $79.6M | 470,824 | 0.23% | 31q | -1.5%-$1.2M |
| Assenagon Asset Management S.A. | $78.4M | 463,570 | 0.05% | 20q | +66.4%+$31.3M |
| PRINCIPAL FINANCIAL GROUP INC | $77.0M | 455,645 | 0.04% | 31q | -3.1%-$2.4M |
| AMERICAN CENTURY COMPANIES INC | $76.6M | 453,394 | 0.03% | 31q | -33.8%-$39.1M |
| Bahl & Gaynor LLC | $75.9M | 448,919 | 0.35% | 31q | -0.9%-$727.4K |
| Fayez Sarofim & Co | $72.7M | 429,784 | 0.17% | 31q | -8.5%-$6.8M |
| FEDERATED HERMES, INC. | $71.9M | 425,101 | 0.10% | 31q | +24.0%+$13.9M |
| Recurrent Investment Advisors LLC | $68.1M | 403,016 | 4.23% | 27q | -2.7%-$1.9M |
| TD Asset Management Inc | $67.6M | 399,740 | 0.06% | 31q | +24.1%+$13.1M |
| AVIVA PLC | $66.3M | 391,997 | 0.10% | 31q | +3.1%+$2.0M |
| Walleye Capital LLC | $63.5M incl. $10.6M options CALL+PUT | 312,437 | 0.23% | 13q | +1255.5%+$58.8M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $59.9M | 354,166 | 0.08% | 11q | +1299.5%+$55.6M |
| Quantinno Capital Management LP | $58.7M | 347,169 | 0.07% | 17q | +17.9%+$8.9M |
| Alyeska Investment Group, L.P. | $58.3M | 345,112 | 0.15% | 8q | +227.1%+$40.5M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $58.2M | 344,136 | 0.10% | 31q | -3.2%-$1.9M |
| HighTower Advisors, LLC | $57.0M | 337,441 | 0.05% | 31q | HELD |
| Empower Advisory Group, LLC | $56.8M | 335,903 | 0.14% | 2q | +24708.2%+$56.6M |
| Creative Planning | $56.5M | 334,458 | 0.03% | 31q | +8.9%+$4.6M |
Showing the largest 100 of 2,124 reported holders. The count of 2,123 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Q2 2026 in brief
In Q2 2026, 2,123 managers that file Form 13F reported holding Phillips 66 (PSX), $54.6B in all, or about 79% of the shares outstanding. 163 managers opened a position and 186 sold out completely, against 2,146 holders the quarter before. Largest holders: Blackrock, Inc., Vanguard Capital Management Llc and State Street Corp. Largest new positions: Capitolis Liquid Global Markets Llc ($53.6M), Arbejdsmarkedets Tillaegspension ($25.5M) and Cohen & Steers, Inc. ($22.0M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-05 | 2026-09-29 | Directors or officers departed or appointed | filing |
| 2026-08-21 | 2026-08-20 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-12 | Harbison Richard G | EVP, Refining | Sold | 52,100 | $11.7M |
| 2026-08-11 | Mandell Brian | Executive Vice President | Sold | 30,000 | $6.5M |
| 2026-09-16 | Mandell Brian | Executive Vice President | Sold | 23,400 | $6.2M |
| 2026-05-08 | Mitchell Kevin J | Exec. VP and CFO | Sold | 29,400 | $5.0M |
| 2026-07-09 | Mitchell Kevin J | Exec. VP and CFO | Sold | 11,021 | $2.1M |
| 2026-08-10 | Kluppel Ann M | SVP and Controller | Sold | 6,034 | $1.3M ×3 |
| 2026-07-21 | Sutherland Vanessa Allen | EVP, GC and Secretary | Sold | 3,523 | $743.5K |
| 2026-08-10 | Mandell Brian | Executive Vice President | Sold | 3,300 | $706.3K |
| 2026-08-07 | Kluppel Ann M | SVP and Controller | Sold | 1,800 | $369.0K |
| 2026-08-10 | Davis Lisa Ann | Director | Sold | 1,515 | $314.7K ×3 |
| 2026-07-20 | Sutherland Vanessa Allen | EVP, GC and Secretary | Sold | 563 | $118.8K |
| 2026-05-11 | Mitchell Kevin J | Exec. VP and CFO | Sold | 600 | $102.9K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 987 | $3.0B | 11,869,581 | 195 | 250 | 284 | 0.1% |
| Q2 2026 | 2,123 | $54.6B | 317,064,328 | 137 | 722 | 667 | 1.8% |
| Q1 2026 | 2,146 | $58.1B | 313,136,318 | 326 | 612 | 684 | 2.0% |
| Q4 2025 | 1,920 | $41.0B | 310,910,053 | 125 | 618 | 555 | 2.2% |
| Q3 2025 | 1,860 | $42.9B | 308,027,127 | 193 | 549 | 589 | 2.3% |
| Q2 2025 | 1,783 | $38.5B | 314,538,074 | 118 | 564 | 650 | 2.4% |
| Q1 2025 | 1,808 | $38.6B | 307,771,198 | 161 | 570 | 613 | 1.9% |
| Q4 2024 | 1,791 | $35.6B | 306,965,225 | 89 | 546 | 580 | 1.7% |
| Q3 2024 | 1,786 | $41.0B | 306,265,758 | 109 | 539 | 640 | 1.8% |
| Q2 2024 | 1,801 | $45.7B | 317,480,148 | 90 | 583 | 628 | 2.0% |
| Q1 2024 | 1,896 | $56.4B | 338,359,528 | 183 | 544 | 717 | 2.2% |
| Q4 2023 | 1,813 | $46.6B | 338,602,973 | 151 | 491 | 629 | 3.2% |
| Q3 2023 | 1,679 | $39.6B | 321,113,562 | 195 | 485 | 550 | 2.7% |
| Q2 2023 | 1,551 | $31.7B | 323,956,522 | 82 | 497 | 566 | 2.4% |
| Q1 2023 | 1,577 | $35.1B | 338,561,234 | 110 | 490 | 529 | 2.4% |
| Q4 2022 | 1,588 | $36.7B | 342,053,879 | 191 | 467 | 521 | 3.0% |
| Q3 2022 | 1,403 | $91.1B | 1,117,234,347 | 84 | 528 | 416 | 0.9% |
| Q2 2022 | 1,436 | $103.7B | 1,254,131,465 | 114 | 530 | 430 | 0.9% |
| Q1 2022 | 1,442 | $62.6B | 716,902,814 | 186 | 568 | 388 | 1.2% |
| Q4 2021 | 1,350 | $44.5B | 599,847,021 | 116 | 425 | 430 | 2.2% |
| Q3 2021 | 1,226 | $39.8B | 558,472,882 | 70 | 435 | 429 | 1.7% |
| Q2 2021 | 1,326 | $48.3B | 556,061,400 | 115 | 443 | 422 | 1.2% |
| Q1 2021 | 1,269 | $45.9B | 555,504,259 | 120 | 396 | 468 | 1.4% |
| Q4 2020 | 1,235 | $37.0B | 687,789,444 | 140 | 334 | 490 | 2.2% |
| Q3 2020 | 1,128 | $37.4B | 947,877,508 | 57 | 316 | 515 | 0.9% |
| Q2 2020 | 1,269 | $54.3B | 1,037,444,516 | 162 | 372 | 528 | 0.7% |
| Q1 2020 | 1,222 | $52.0B | 1,536,670,715 | 79 | 400 | 556 | 0.5% |
| Q4 2019 | 1,540 | $95.7B | 1,626,089,163 | 114 | 472 | 520 | 0.7% |
| Q3 2019 | 1,387 | $93.5B | 1,391,441,054 | 99 | 474 | 488 | 0.5% |
| Q2 2019 | 1,359 | $59.7B | 1,045,347,333 | 71 | 473 | 473 | 1.4% |
| Q1 2019 | 1,401 | $74.4B | 958,265,381 | 102 | 509 | 463 | 0.6% |
| Q4 2018 | 1,360 | $57.9B | 1,085,598,606 | 11 | 25 | 21 | 0.8% |