13F Insight
DOSSIER · 13F Holders · Q1 2026Energy · Petroleum RefiningCheap mega-capRe-rated
PSX

PHILLIPS 66

2,226 institutions still hold PHILLIPS 66 as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 718546104·Petroleum Refining·2,226 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 1.9%
vs prior quarter
13F value held
$38.4B
55.0% inst. owned
of float
Holders
2,226
+124 QoQ
filers reporting
Activity
+25 / −41
+947 added · −717 reduced
this quarter
Concentration
15.20%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

2,226 institutions reported PSX in Q1 2026. BlackRock, Inc. leads at 15.2% of the visible book. +124 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$5.8B32.0M0.10%Q1 202602
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$4.8B26.1M0.12%Q1 202603
STATE STREET CORP
CIK 0000093751
$4.7B25.8M0.16%Q1 202604
Vanguard Portfolio Management
CIK 0002100121
$4.0B22.1M0.21%Q1 202605
Elliott Investment Management L.P.
CIK 0001791786
$3.5B19.3M17.44%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2.5B13.8M0.47%Q1 202607
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$1.9B10.7M0.12%Q1 202608
HARRIS ASSOCIATES L P
CIK 0000813917
$1.7B9.1M2.22%Q1 202609
MORGAN STANLEY
CIK 0000895421
$1.3B7.1M0.08%Q1 202610
Bank of New York Mellon Corp
CIK 0001390777
$1.3B6.9M0.23%Q1 202611
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1.0B5.8M0.12%Q1 202612
FMR LLC
CIK 0000315066
$788M4.3M0.04%Q1 202613
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$723M4.0M0.11%Q1 202614
Invesco Ltd.
CIK 0000914208
$722M4.0M0.11%Q1 202615
NORTHERN TRUST CORP
CIK 0000073124· Index
$670M3.7M0.09%Q1 202616
Amundi
CIK 0001330387
$668M3.7M0.18%Q1 202617
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$616M3.4M0.28%Q1 202618
UBS Group AG
CIK 0001610520
$602M3.3M0.09%Q1 202619
BANK OF AMERICA CORP /DE/
CIK 0000070858
$541M3.0M0.04%Q1 202620
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$517M2.8M0.11%Q1 2026
Page 1 of 112
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