Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PSX held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Employees Provident Fund Board | 285K | $9.46B | — | 0.071% | 0.01% |
| 2 | BlackRock, Inc. | 32.0M | $5.83B | +3.6% | 7.987% | 0.10% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 26.1M | $4.76B | — | 6.512% | 0.12% |
| 4 | STATE STREET CORP | 25.8M | $4.70B | +9.3% | 6.428% | 0.16% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 22.1M | $4.03B | — | 5.512% | 0.21% |
| 6 | Elliott Investment Management L.P. | 19.3M | $3.51B | 0.0% | 4.801% | 22.01% |
| 7 | WELLS FARGO & COMPANY/MN | 13.8M | $2.51B | -2.6% | 3.439% | 0.55% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 10.7M | $1.93B | +2.4% | 2.658% | 0.12% |
| 9 | HARRIS ASSOCIATES L P | 9.1M | $1.66B | -34.6% | 2.278% | 2.22% |
| 10 | MORGAN STANLEY | 7.1M | $1.29B | +4.5% | 1.771% | 0.08% |
| 11 | Bank of New York Mellon Corp | 6.9M | $1.25B | -3.2% | 1.716% | 0.23% |
| 12 | GOLDMAN SACHS GROUP INC | 5.8M | $1.05B | +155.4% | 1.435% | 0.12% |
| 13 | FMR LLC | 4.3M | $788.3M | -3.1% | 1.079% | 0.04% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.0M | $723.0M | +0.6% | 0.990% | 0.11% |
| 15 | Invesco Ltd. | 4.0M | $721.6M | +2.3% | 0.988% | 0.11% |
| 16 | NORTHERN TRUST CORP | 3.7M | $669.7M | -1.1% | 0.917% | 0.09% |
| 17 | Amundi | 3.7M | $668.1M | +62.0% | 0.915% | 0.18% |
| 18 | AQR CAPITAL MANAGEMENT LLC | 3.4M | $616.4M | +3.7% | 0.844% | 0.28% |
| 19 | UBS Group AG | 3.3M | $601.7M | +1.6% | 0.824% | 0.09% |
| 20 | BANK OF AMERICA CORP /DE/ | 3.0M | $541.3M | +1.2% | 0.741% | 0.04% |
| 21 | DIMENSIONAL FUND ADVISORS LP | 2.8M | $517.4M | +1.5% | 0.708% | 0.11% |
| 22 | UBS ASSET MANAGEMENT AMERICAS INC | 2.3M | $423.0M | -2.9% | 0.579% | 0.09% |
| 23 | VANGUARD FIDUCIARY TRUST CO | 2.3M | $413.5M | — | 0.566% | 0.11% |
| 24 | Legal & General Group Plc | 2.0M | $362.9M | -3.1% | 0.497% | 0.08% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.7M | $313.0M | +8.5% | 0.428% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in PSX — a direct measure of their conviction.
Filings activity in PSX during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,076 | +12% | 89.34% | +34.59 pp | $64.28B | +63% |
| Q4 2025 | 1,857 | +3.8% | 54.75% | 4.59 pp | $39.39B | 7.7% |
| Q3 2025 | 1,789 | +3.5% | 59.34% | +9.78 pp | $42.70B | +20% |
| Q2 2025 | 1,729 | 0.2% | 49.56% | +0.16 pp | $35.66B | +0.3% |
| Q1 2025 | 1,732 | +0.9% | 49.40% | +5.37 pp | $35.54B | +12% |
| Q4 2024 | 1,716 | 0.1% | 44.03% | 60.60 pp | $31.68B | 58% |
| Q3 2024 | 1,717 | 0.9% | 104.63% | +41.33 pp | $75.28B | +65% |
| Q2 2024 | 1,733 | — | 63.30% | — | $45.54B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PSX stock.
Based on Q1 2026 13F filings, institutional ownership of Phillips 66 stands at 89.3%, held across 2,076 reporting institutions.
Employees Provident Fund Board is the largest reported institutional holder of PSX, with approximately 284,511 shares worth $9.46B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of PSX, including SUSQUEHANNA INTERNATIONAL GROUP, LLP.
Our composite Smart Money Score for PSX is 73 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
378 institutions opened new positions in PSX during Q1 2026, while 159 fully exited. 1,576 added to existing positions and 113 trimmed.
PSX institutional ownership rose by 34.59 percentage points quarter-over-quarter, with a net change of +219 holders.
The top 10 institutions account for 61.7% of all reported 13F value in PSX, and the top 25 account for 76.8%.
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