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 quarterInstitutional holdersTotal reported valueTotal shares
Q1 20267$36,963,442202,896
Q4 20256$34,417,368266,552
Q3 20258$47,782,075351,323
Q2 20255$30,420,230254,989
Q1 20256$23,879,534193,388
Q4 20245$21,366,082187,537
Q3 20247$62,962,262478,982
Q2 20247$25,605,091181,377
Q1 20247$29,243,40270,909
Q4 20236$33,954,145255,026
Q3 20236$30,757,671797,231
Q2 20236$23,825,161282,030