PSX in the 13F filings

Phillips 66 · CUSIP 718546104

Sector · Energy Theme · Energy and power infrastructure· L3VLUP-defined Theme · Oil and gas

Quarter

Q3 2026 · early filers Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023

Quarter end: 30 Jun 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 3 Aug 2026
Managers listing it: 38; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q1 2026 and Q2 2026; 23 listed it in both
Shares listed: 48,679,118; combined, among listed positions
Reported value: $8.2bn; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 19 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -5,620,609.

Managers listing PSX in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

38 of 38 holders

				Action		Filing
Elliott Investment Management LP	19,251,000	$3.3bn	14.36%	Held	0	14 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC	4,489,507	$759m	0.26%	Added	+1,105,984	14 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	3,795,912	$642m	0.06%	Trimmed	-980,418	14 Aug 2026 (the filing on sec.gov)
Invesco Ltd	3,741,815	$633m	0.05%	Trimmed	-219,033	14 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	3,728,108	$630m	under 0.1%	Trimmed	-599,023	13 Aug 2026 (the filing on sec.gov)
Harris Associates LP	1,757,891	$297m	0.39%	Trimmed	-7,376,537	14 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	1,547,269	$262m	0.17%	Added	+123,163	27 Oct 2026 (the filing on sec.gov)
Citadel Advisors LLC	1,363,770	$231m	under 0.1%	Added	+839,800	2 Sep 2026 (the filing on sec.gov)
Arrowstreet Capital LP	1,193,125	$202m	0.09%	Added	+396,620	13 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP	1,178,961	$199m	under 0.1%	Added	+274,147	14 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP	1,086,732	$184m	0.15%	Added	+314,719	13 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP	632,300	$107m	0.12%	New	new	14 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP	570,173	$104m	under 0.1%	Added	+14,750	14 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP	550,361	$93m	0.07%	Added	+547,361	14 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC	542,563	$92m	0.10%	Trimmed	-19,622	14 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC	517,595	$87m	under 0.1%	Added	+490,403	14 Aug 2026 (the filing on sec.gov)
Acadian Asset Management LLC	502,791	$85m	0.10%	Trimmed	-200,450	13 Aug 2026 (the filing on sec.gov)
Millennium Management LLC	462,062	$78m	under 0.1%	Trimmed	-731,981	14 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC	312,437	$53m	0.19%	Added	+289,387	3 Aug 2026 (the filing on sec.gov)
MFS Investment Management	274,797	$46m	under 0.1%	Trimmed	-166,141	3 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp	236,629	$40m	0.06%	New	new	14 Aug 2026 (the filing on sec.gov)
Freestone Grove Partners LP	168,126	$28m	0.18%	Trimmed	-329,901	14 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP	158,838	$27m	under 0.1%	Added	+73,864	14 Aug 2026 (the filing on sec.gov)
Bridgewater Associates LP	125,491	$21m	0.09%	Trimmed	-27,763	14 Aug 2026 (the filing on sec.gov)
Woodline Partners LP	87,512	$15m	under 0.1%	Added	+8,593	14 Aug 2026 (the filing on sec.gov)

Page 1 of 2

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.

Gregory Goff's letter to Phillips 66 shareholders, filed by Elliott9 Apr 2025 · Activist letter · Subject of the letter · Elliott Investment Management LP’s 13F
Before the letter
31 Mar 2025 (Q1 2025 13F): 15,725,000 shares, reported at $1.9bn.
After the letter
30 Jun 2025 (Q2 2025 13F): 19,251,000 shares, reported at $2.3bn.
3,526,000 more shares listed at 30 Jun 2025 than at 31 Mar 2025.
Elliott's letter to Phillips 66 shareholders on the Streamline 66 plan and board change3 Apr 2025 · Activist letter · Subject of the letter · Elliott Investment Management LP’s 13F
Before the letter
31 Mar 2025 (Q1 2025 13F): 15,725,000 shares, reported at $1.9bn.
After the letter
30 Jun 2025 (Q2 2025 13F): 19,251,000 shares, reported at $2.3bn.
3,526,000 more shares listed at 30 Jun 2025 than at 31 Mar 2025.

Every letter beside its positions →

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

AQR Capital Management LLCexisting position · 4,489,507 shares now+1,105,984
Citadel Advisors LLCexisting position · 1,363,770 shares now+839,800
Point72 Asset Management LPnew position · 632,300 shares now+632,300
Two Sigma Investments LPexisting position · 550,361 shares now+547,361
Jane Street Group LLCexisting position · 517,595 shares now+490,403

Reductions

Harris Associates LPexisting position · 1,757,891 shares now-7,376,537
T. Rowe Price Associates Incexisting position · 3,795,912 shares now-980,418
Millennium Management LLCexisting position · 462,062 shares now-731,981
Fidelity (FMR LLC)existing position · 3,728,108 shares now-599,023
Freestone Grove Partners LPexisting position · 168,126 shares now-329,901

New positions and exits

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

New (5)

Exited (2)

Holocene Advisors LPwas $70m
D. E. Shaw & Co.was $5.4m

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.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

PSX by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q2 2013	25	$5.0bn	n.a.	n.a.
Q3 2013	24	$4.6bn	n.a.	n.a.
Q4 2013	24	$6.3bn	n.a.	n.a.
Q1 2014	23	$5.3bn	n.a.	n.a.
Q2 2014	23	$5.4bn	n.a.	n.a.
Q3 2014	21	$5.3bn	n.a.	n.a.
Q4 2014	22	$3.8bn	n.a.	n.a.
Q1 2015	23	$4.2bn	n.a.	n.a.
Q2 2015	17	$6.1bn	n.a.	n.a.
Q3 2015	15	$7.7bn	n.a.	n.a.
Q4 2015	22	$7.8bn	n.a.	n.a.
Q1 2016	15	$8.8bn	n.a.	n.a.
Q2 2016	16	$8.3bn	n.a.	n.a.
Q3 2016	15	$8.7bn	n.a.	n.a.
Q4 2016	16	$9.4bn	n.a.	n.a.
Q1 2017	17	$8.3bn	n.a.	n.a.
Q2 2017	14	$8.9bn	n.a.	n.a.
Q3 2017	23	$10.5bn	n.a.	n.a.
Q4 2017	17	$11.7bn	n.a.	n.a.
Q1 2018	24	$7.6bn	n.a.	n.a.
Q2 2018	29	$8.5bn	n.a.	n.a.
Q3 2018	34	$6.6bn	n.a.	n.a.
Q4 2018	29	$4.0bn	n.a.	n.a.
Q1 2019	26	$3.4bn	n.a.	n.a.
Q2 2019	19	$2.7bn	n.a.	n.a.
Q3 2019	22	$2.9bn	n.a.	n.a.
Q4 2019	28	$2.8bn	n.a.	n.a.
Q1 2020	21	$906m	n.a.	n.a.
Q2 2020	15	$1.3bn	n.a.	n.a.
Q3 2020	10	$747m	n.a.	n.a.
Q4 2020	6	$1.4bn	n.a.	n.a.
Q1 2021	9	$2.0bn	n.a.	n.a.
Q2 2021	10	$2.1bn	n.a.	n.a.
Q3 2021	15	$1.4bn	n.a.	n.a.
Q4 2021	17	$1.7bn	n.a.	n.a.
Q1 2022	21	$2.9bn	n.a.	n.a.
Q2 2022	19	$2.7bn	n.a.	n.a.
Q3 2022	19	$2.6bn	n.a.	n.a.
Q4 2022	18	$3.1bn	n.a.	n.a.
Q1 2023	20	$3.2bn	n.a.	n.a.
Q2 2023	16	$2.6bn	n.a.	n.a.
Q3 2023	20	$3.4bn	n.a.	n.a.
Q4 2023	18	$4.9bn	10	8
Q1 2024	15	$6.7bn	7	7
Q2 2024	15	$5.4bn	7	7
Q3 2024	20	$3.5bn	14	4
Q4 2024	15	$3.1bn	11	2
Q1 2025	12	$6.0bn	8	4
Q2 2025	10	$6.0bn	5	4
Q3 2025	18	$7.3bn	12	4
Q4 2025	18	$7.1bn	21	16
Q1 2026	24	$9.7bn	22	13
Q2 2026	28	$8.0bn	19	19

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 →

Provided for information purposes only, not financial advice. The holdings shown here and anything drawn from them are illustrative, produced from assumptions you control, and must not be relied on for any investment, financial or business decision. Read the full notice

Not advice, and not a recommendation. Everything L3VLUP publishes is provided for information purposes only. Nothing here is financial, investment, legal, tax or accounting advice, a personal recommendation, or an offer or solicitation to buy or sell any security or financial instrument. It takes no account of anyone’s objectives, financial situation or needs.

Not a regulated adviser. L3VLUP does not provide regulated financial services. Speak to a suitably qualified and regulated professional before acting on anything you read here.

Illustrative figures. Default values are plausible starting points chosen so a model has somewhere to begin. They are not data, not a view on any company, and not calibrated to anything. Outputs move with whatever you type in.

Third-party data. Where live figures appear they come from third parties, including public filings and market feeds. They may be delayed, incomplete, restated, mis-tagged at source or simply wrong, and their providers do not endorse or verify this page. Every figure links to where it came from. Check it there before relying on it. Past performance is not a guide to future performance.

Company names and logos. Names, tickers and logos are the trademarks of their owners and appear only to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, none of them took part in preparing the exercise, and nothing here is a statement by or about any of them. See third-party names and marks.

No warranty, and limited liability. This page is provided “as is” without warranty of any kind. To the fullest extent permitted by law, L3VLUP accepts no liability for any loss or damage arising from use of, or reliance on, anything on it. Nothing in this notice limits any liability that cannot lawfully be limited.

Full terms: Information Purposes and No Advice · Terms