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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 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 8 Feb 2024
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 14 listed it in both
Shares listed
36,507,655
combined, among listed positions
Reported value
$4.9bn
combined, at the quarter end

Among the 93 comparable managers: 10 buyers (opened or added shares) and 8 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 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
Wellington Management Group LLP10,903,130$1.5bn0.27%Added+1,842,22612 Feb 2024 (the filing on sec.gov)
Harris Associates LP6,904,249$919m1.58%Added+4,998,77114 Feb 2024 (the filing on sec.gov)
Invesco Ltd5,432,155$723m0.17%Trimmed-295,11713 Feb 2024 (the filing on sec.gov)
Fidelity (FMR LLC)5,053,201$673m0.05%Added+1,256,6845 Nov 2026 (the filing on sec.gov)
AllianceBernstein LP1,546,071$206m0.08%Added+152,59314 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc1,454,649$194munder 0.1%Addedn.a.16 Feb 2024 (the filing on sec.gov)
MFS Investment Management1,207,741$161m0.05%Trimmed-6,9978 Feb 2024 (the filing on sec.gov)
Citadel Advisors LLC1,080,278$144munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
Elliott Investment Management LP775,000$103m0.55%Held014 Feb 2024 (the filing on sec.gov)
AQR Capital Management LLC572,028$76m0.14%Trimmed-191,66414 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC519,224$69m0.27%Trimmed-76,73814 Feb 2024 (the filing on sec.gov)
Acadian Asset Management LLC400,493$53m0.21%Trimmed-71,71513 Feb 2024 (the filing on sec.gov)
Neuberger Berman Group LLC335,580$45munder 0.1%Trimmed-17,19514 Nov 2024 (the filing on sec.gov)
Holocene Advisors LP297,441$40m0.15%Newnew14 Feb 2024 (the filing on sec.gov)
Eisler Capital Management Ltd11,045$1.5munder 0.1%Added+1,18313 Feb 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP8,164$1.1munder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)
Caxton Associates LLP4,606$613kunder 0.1%Added+1,94014 Feb 2024 (the filing on sec.gov)
Dodge & Cox2,600$346kunder 0.1%Held022 Feb 2024 (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 2023 to Q4 2023, 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 (2)

Exited (2)

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 →