| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 22.2M | $3.76B | +0.5% | 5.541% | 0.17% |
| 5 | Elliott Investment Management L.P. | 19.3M | $3.25B | 0.0% | 4.801% | 14.36% |
| 6 | WELLS FARGO & COMPANY/MN | 12.5M | $2.11B | -9.5% | 3.113% | 0.34% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 11.1M | $1.87B | +4.3% | 2.774% | 0.10% |
| 8 | MORGAN STANLEY | 7.2M | $1.22B | +1.5% | 1.797% | 0.06% |
| 9 | Bank of New York Mellon Corp | 6.5M | $1.09B | -6.0% | 1.613% | 0.18% |
| 10 | GOLDMAN SACHS GROUP INC | 5.6M | $948.9M | -2.4% | 1.400% | 0.08% |
| 11 | AQR CAPITAL MANAGEMENT LLC | 4.5M | $759.0M | +32.7% | 1.120% | 0.26% |
| 12 | NORGES BANK | 4.2M | $704.0M | β | 1.039% | 0.07% |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.1M | $691.1M | +3.0% | 1.020% | 0.09% |
| 14 | Invesco Ltd. | 3.7M | $632.6M | -5.5% | 0.933% | 0.05% |
| 15 | FMR LLC | 3.7M | $630.2M | -13.8% | 0.930% | 0.03% |
| 16 | NORTHERN TRUST CORP | 3.6M | $606.0M | -2.5% | 0.894% | 0.07% |
| 17 | DIMENSIONAL FUND ADVISORS LP | 3.1M | $525.2M | +9.4% | 0.775% | 0.10% |
| 18 | Amundi | 3.0M | $500.1M | -19.3% | 0.738% | 0.12% |
| 19 | BANK OF AMERICA CORP /DE/ | 2.8M | $470.0M | -6.4% | 0.693% | 0.03% |
| 20 | UBS Group AG | 2.4M | $411.6M | -26.3% | 0.607% | 0.05% |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 2.4M | $399.2M | +1.7% | 0.589% | 0.07% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 2.3M | $381.1M | -0.7% | 0.562% | 0.08% |
| 23 | CITADEL ADVISORS LLC | 2.2M | $367.4M | +70.0% | 0.542% | 0.02% |
| 24 | JPMORGAN CHASE & CO | 1.9M | $336.6M | -13.7% | 0.482% | 0.02% |
| 25 | Legal & General Group Plc | 1.8M | $303.6M | -9.8% | 0.448% | 0.06% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in PSX β a direct measure of their conviction.
| 75.79% |
| +0.97 pp |
| $35.54B |
| +12% |
| Q4 2024 | 1,716 | 0.1% | 74.82% | 68.02 pp | $31.68B | 58% |
| Q3 2024 | 1,717 | β | 142.84% | β | $75.28B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
PSX institutional ownership rose by 1.18 percentage points quarter-over-quarter, with a net change of -3 holders.
The top 10 institutions account for 54.7% of all reported 13F value in PSX, and the top 25 account for 69.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Phillips 66 (PSX) Institutional Ownership