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: 31 Mar 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 12 May 2026
Managers listing it: 35; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 17 listed it in both
Shares listed: 54,299,727; combined, among listed positions
Reported value: $9.9bn; 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: 22 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -3,144,967.

Managers listing PSX in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, 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

35 of 35 holders

				Action		Filing
Elliott Investment Management LP	19,251,000	$3.5bn	17.44%	Held	0	15 May 2026 (the filing on sec.gov)
Harris Associates LP	9,134,428	$1.7bn	2.22%	Trimmed	-4,844,064	15 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	4,776,330	$870m	0.10%	Added	+551,516	15 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	4,327,131	$788m	under 0.1%	Trimmed	-136,701	15 May 2026 (the filing on sec.gov)
Invesco Ltd	3,960,848	$722m	0.07%	Added	+90,450	12 May 2026 (the filing on sec.gov)
AQR Capital Management LLC	3,383,523	$616m	0.28%	Added	+121,041	15 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	1,424,106	$260m	0.20%	Trimmed	-30,901	27 Oct 2026 (the filing on sec.gov)
Millennium Management LLC	1,194,043	$218m	0.09%	Added	+952,144	15 May 2026 (the filing on sec.gov)
Wellington Management Group LLP	904,814	$165m	under 0.1%	Added	+501,161	15 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP	796,505	$145m	0.08%	New	new	14 May 2026 (the filing on sec.gov)
Marshall Wace LLP	772,013	$141m	0.14%	Added	+738,745	15 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC	703,241	$128m	0.18%	Added	+396,946	13 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC	562,185	$102m	0.12%	Added	+293,141	15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	523,970	$95m	under 0.1%	Trimmed	-749,074	15 May 2026 (the filing on sec.gov)
Freestone Grove Partners LP	498,027	$91m	0.64%	Added	+147,547	15 May 2026 (the filing on sec.gov)
MFS Investment Management	440,938	$80m	under 0.1%	Trimmed	-930,866	14 May 2026 (the filing on sec.gov)
AllianceBernstein LP	555,423	$72m	under 0.1%	Trimmed	-71,746	15 May 2026 (the filing on sec.gov)
Holocene Advisors LP	382,100	$70m	0.17%	Trimmed	-991,550	15 May 2026 (the filing on sec.gov)
Bridgewater Associates LP	153,254	$28m	0.12%	Added	+95,737	15 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP	102,115	$19m	0.15%	Added	+38,529	14 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	84,974	$15m	under 0.1%	Trimmed	-189,392	15 May 2026 (the filing on sec.gov)
Woodline Partners LP	78,919	$14m	0.05%	Added	+10,151	15 May 2026 (the filing on sec.gov)
Man Group PLC	60,749	$11m	under 0.1%	Added	+7,504	15 May 2026 (the filing on sec.gov)
Verition Fund Management LLC	44,101	$8.0m	0.05%	Added	+36,639	15 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	39,267	$7.2m	under 0.1%	Added	+16,414	18 May 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

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Millennium Management LLCexisting position · 1,194,043 shares now+952,144
Arrowstreet Capital LPnew position · 796,505 shares now+796,505
Marshall Wace LLPexisting position · 772,013 shares now+738,745
T. Rowe Price Associates Incexisting position · 4,776,330 shares now+551,516
Wellington Management Group LLPexisting position · 904,814 shares now+501,161

Reductions

Harris Associates LPexisting position · 9,134,428 shares now-4,844,064
Holocene Advisors LPexisting position · 382,100 shares now-991,550
MFS Investment Managementexisting position · 440,938 shares now-930,866
Citadel Advisors LLCexisting position · 523,970 shares now-749,074
Susquehanna International Group LLPexisting position · 84,974 shares now-189,392

New positions and exits

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

New (2)

Arrowstreet Capital LP$145m
Two Sigma Investments LP$547k

Exited (2)

Moore Capital Management LPwas $5.2m
Quantbot Technologies LPwas $567k

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 →

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