PHILLIPS 66 (PSX) Institutional Ownership
PSX is currently held by 7 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $36.96M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Torray Fund, which reported ownership valued at approximately $25.69M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Torray Fund's PSX position is now estimated to be worth approximately $24.21M, representing an estimated loss of -5.78% since the filing period.
Major shareholders tracked on this page include Torray Fund, Sequoia Financial Advisors, Tweedy, Browne Co All Funds (US), and other prominent asset managers. Collectively, these investors account for approximately 98% of the total disclosed value among the investors covered in this analysis.
This page tracks smart money ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward PHILLIPS 66 (PSX).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 7 | $36,963,442 | 202,896 |
| Q4 2025 | 6 | $34,417,368 | 266,552 |
| Q3 2025 | 8 | $47,782,075 | 351,323 |
| Q2 2025 | 5 | $30,420,230 | 254,989 |
| Q1 2025 | 6 | $23,879,534 | 193,388 |
| Q4 2024 | 5 | $21,366,082 | 187,537 |
| Q3 2024 | 7 | $62,962,262 | 478,982 |
| Q2 2024 | 7 | $25,605,091 | 181,377 |
| Q1 2024 | 7 | $29,243,402 | 70,909 |
| Q4 2023 | 6 | $33,954,145 | 255,026 |
| Q3 2023 | 6 | $30,757,671 | 797,231 |
| Q2 2023 | 6 | $23,825,161 | 282,030 |
Related PSX Institutional Insights:
- PSX Institutional Ownership & Insiders Activity
- PSX Institutional Ownership & 13F Activity
- PSX Top Institutional Shareholders
- PSX Institutional Buying Activity
- PSX Institutional Selling Activity
- Energy Sector Institutional Ownership
- Energy Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Energy Stocks By Institutional Investors
- Most Sold Energy Stocks By Institutional Investors
- PSX Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings