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PSX in the 13F filings

Phillips 66 · CUSIP 718546104

Sector · EnergyTheme · Energy and power infrastructure· L3VLUP-definedTheme · Oil and gas
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2024
the date the book describes
Filed
28 Apr 2025
latest of these filings; the earliest 12 Feb 2025
Managers listing it
15
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 13 listed it in both
Shares listed
27,025,895
combined, among listed positions
Reported value
$3.1bn
combined, at the quarter end

Among the 94 comparable managers: 11 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing PSX in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

15 of 15 holders

ActionFiling
Harris Associates LP11,689,072$1.3bn1.75%Added+1,894,51014 Feb 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc6,026,649$687m0.08%Added+4,455,22014 Feb 2025 (the filing on sec.gov)
Invesco Ltd4,112,618$469m0.09%Added+347,90513 Feb 2025 (the filing on sec.gov)
MFS Investment Management1,107,397$126munder 0.1%Added+43,23812 Feb 2025 (the filing on sec.gov)
AllianceBernstein LP1,062,016$121munder 0.1%Added+12,54412 Feb 2025 (the filing on sec.gov)
Elliott Investment Management LP775,000$88m0.53%Held028 Apr 2025 (the filing on sec.gov)
Holocene Advisors LP534,293$61m0.19%Added+485,70814 Feb 2025 (the filing on sec.gov)
Voloridge Investment Management LLC459,938$52m0.19%Trimmed-24,46914 Feb 2025 (the filing on sec.gov)
Balyasny Asset Management LLC450,167$51m0.08%Trimmed-1,060,94014 Feb 2025 (the filing on sec.gov)
Janus Henderson Group Ltd275,569$31munder 0.1%Added+47,40414 Feb 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP211,037$24m0.16%Added+64,28712 Feb 2025 (the filing on sec.gov)
Tudor Investment Corp165,439$19m0.07%Newnew14 Feb 2025 (the filing on sec.gov)
Walleye Capital LLC115,931$13munder 0.1%Addedn.a.13 Feb 2025 (the filing on sec.gov)
Eisler Capital Management Ltd38,169$4.4munder 0.1%Added+27,80314 Feb 2025 (the filing on sec.gov)
Dodge & Cox2,600$296kunder 0.1%Held013 Feb 2025 (the filing on sec.gov)

What managers have written about PSX

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

Every letter beside its positions →

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
20 in Q3 2024 to 28 in Q2 2026

Tracked managers listing it, at least.

0102030402014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
PSX by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201325$5.0bnn.a.n.a.
Q3 201324$4.6bnn.a.n.a.
Q4 201324$6.3bnn.a.n.a.
Q1 201423$5.3bnn.a.n.a.
Q2 201423$5.4bnn.a.n.a.
Q3 201421$5.3bnn.a.n.a.
Q4 201422$3.8bnn.a.n.a.
Q1 201523$4.2bnn.a.n.a.
Q2 201517$6.1bnn.a.n.a.
Q3 201515$7.7bnn.a.n.a.
Q4 201522$7.8bnn.a.n.a.
Q1 201615$8.8bnn.a.n.a.
Q2 201616$8.3bnn.a.n.a.
Q3 201615$8.7bnn.a.n.a.
Q4 201616$9.4bnn.a.n.a.
Q1 201717$8.3bnn.a.n.a.
Q2 201714$8.9bnn.a.n.a.
Q3 201723$10.5bnn.a.n.a.
Q4 201717$11.7bnn.a.n.a.
Q1 201824$7.6bnn.a.n.a.
Q2 201829$8.5bnn.a.n.a.
Q3 201834$6.6bnn.a.n.a.
Q4 201829$4.0bnn.a.n.a.
Q1 201926$3.4bnn.a.n.a.
Q2 201919$2.7bnn.a.n.a.
Q3 201922$2.9bnn.a.n.a.
Q4 201928$2.8bnn.a.n.a.
Q1 202021$906mn.a.n.a.
Q2 202015$1.3bnn.a.n.a.
Q3 202010$747mn.a.n.a.
Q4 20206$1.4bnn.a.n.a.
Q1 20219$2.0bnn.a.n.a.
Q2 202110$2.1bnn.a.n.a.
Q3 202115$1.4bnn.a.n.a.
Q4 202117$1.7bnn.a.n.a.
Q1 202221$2.9bnn.a.n.a.
Q2 202219$2.7bnn.a.n.a.
Q3 202219$2.6bnn.a.n.a.
Q4 202218$3.1bnn.a.n.a.
Q1 202320$3.2bnn.a.n.a.
Q2 202316$2.6bnn.a.n.a.
Q3 202320$3.4bnn.a.n.a.
Q4 202318$4.9bn108
Q1 202415$6.7bn77
Q2 202415$5.4bn77
Q3 202420$3.5bn144
Q4 202415$3.1bn112
Q1 202512$6.0bn84
Q2 202510$6.0bn54
Q3 202518$7.3bn124
Q4 202518$7.1bn2116
Q1 202624$9.7bn2213
Q2 202628$8.0bn1919

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

PSX and GEV →PSX and XOM →PSX and CVX →Choose a stock to compare with PSX →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own PSX, latest filings →Back to the 13F Explorer →