Which funds own PSX
Phillips 66 in the Q2 2026 filings. 13 of the 94 managers on file reported a position, worth $5.2bn between them. Few of the managers on file hold it, so a position here is closer to a view than to a default. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 13
- of 94 on file
- Combined value
- $5.2bn
- as reported
- Opened
- 3
- new this quarter
- Added to
- 4
- already held
- Trimmed or sold out
- 7
- 2 sold out entirely
Every manager on file with a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Elliott Investment Management LP Activist · $22.7bn book | $3.3bn | 14% | 19,251,000 | -$253m0 | Held |
| AQR Capital Management LLC Quantitative · $287bn book | $759m | 0.3% | 4,489,507 | +$143m+1,105,984 | Added |
| Harris Associates LP Activist · $75.4bn book | $297m | 0.4% | 1,757,891 | -$1.4bn-7,376,537 | Trimmed |
| Neuberger Berman Group LLC Long-only · $150bn book | $262m | 0.2% | 1,547,269 | +$2.5m+123,163 | Added |
| Marshall Wace LLP Quantitative · $127bn book | $184m | 0.1% | 1,086,732 | +$43m+314,719 | Added |
| Point72 Asset Management LP Multi-strategy · $90.7bn book | $107m | 0.1% | 632,300 | opened632,300 | New |
| Squarepoint Ops LLC Multi-strategy · $90.5bn book | $92m | 0.1% | 542,563 | -$11m-19,622 | Trimmed |
| Acadian Asset Management LLC Quantitative · $84.2bn book | $85m | 0.1% | 502,791 | -$43m-200,450 | Trimmed |
| Walleye Capital LLC Multi-strategy · $28.0bn book | $53m | 0.2% | 312,437 | +$49m+289,387 | Added |
| Freestone Grove Partners LP Multi-strategy · $15.6bn book | $28m | 0.2% | 168,126 | -$62m-329,901 | Trimmed |
| Bridgewater Associates LP Macro · $24.4bn book | $21m | 0.1% | 125,491 | -$6.7m-27,763 | Trimmed |
| Winton Group Ltd Quantitative · $3.1bn book | $8.9m | 0.3% | 52,543 | opened52,543 | New |
| Quantbot Technologies LP Quantitative · $2.5bn book | $4.4m | 0.2% | 26,093 | opened26,093 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Holocene Advisors LP · Long/short equity$70m held before
- D. E. Shaw & Co. · Quantitative$5.4m held before
What PSX is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around PSX →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
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