PSX Institutional Ownership Changes & 13F Activity


PHILLIPS 66 (PSX) institutional ownership data tracks hedge funds, asset managers, pension funds, and institutional investors holding Amazon shares based on recent SEC 13F filings (Q1 2026). Recent filings show notable position changes from firms including Torray Fund, Sequoia Financial Advisors, Tweedy, Browne Co All Funds (US), Cullen Value Fund, and Mairs & Power Growth Fund. This page analyzes institutional buying and selling activity, increased and reduced positions, new holdings, and sold-out positions to help investors understand institutional sentiment, portfolio allocation trends, and hedge fund conviction in PHILLIPS 66 stock.


Key Insights:

Related PSX Insights:

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Torray FundSell-67,819141,031$25,693,028
Q1 2026Cullen Value FundBuy51,640$298,692
Q1 2026Tweedy, Browne Co All Funds (US)Sell-13512,367$2,253,020
Q1 2026Sequoia Financial AdvisorsBuy6,50637,182$6,773,748
Q4 2025Cullen Value FundBuy51,635$232,452
Q4 2025Mairs & Power Growth FundSell-396,604$852,180
Q3 2025Torray FundBuy6,096208,850$28,407,777
Q3 2025Cullen Value FundSell-341,630$216,858
Q3 2025Mairs & Power Growth FundSell-136,643$903,581
Q3 2025Tweedy, Browne Co All Funds (US)Sell-37212,502$1,700,522
Q3 2025Sequoia Financial AdvisorsBuy57130,676$4,172,525
Q3 2025Renaissance Technologies LLCSell-197,00086,950$11,826,939
Q2 2025Torray FundBuy67,901202,754$24,188,552
Q2 2025Mairs & Power Growth FundSell-3,6316,656$794,061
Q2 2025Tweedy, Browne Co All Funds (US)Sell-22712,874$1,535,868
Q2 2025Sequoia Financial AdvisorsSell-77830,105$3,591,569
Q1 2025Torray FundBuy1,035134,853$16,651,648
Q1 2025Cullen Value FundSell-81,664$205,452
Q1 2025Mairs & Power Growth FundBuy2,17110,287$1,270,239
Q1 2025Tweedy, Browne Co All Funds (US)Sell-37013,101$1,617,711
Q1 2025Sequoia Financial AdvisorsBuy1,35130,883$3,813,436
Q4 2024Torray FundBuy8,132133,818$15,245,885
Q4 2024Mairs & Power Growth FundBuy1,5668,116$924,656
Q4 2024Tweedy, Browne Co All Funds (US)Sell-16,75713,471$1,534,751
Q4 2024Sequoia Financial AdvisorsBuy1,23629,532$3,364,572
Q3 2024Torray FundBuy7,861125,686$16,521,483
Q3 2024Cullen Value FundBuy61,672$219,742
Q3 2024Mairs & Power Growth FundSell-8506,550$860,998
Q3 2024Sequoia Financial AdvisorsBuy8,11028,296$3,719,570
Q3 2024Renaissance Technologies LLCSell-257,829283,950$37,325,228

Frequently asked questions about PSX activity

  • Which institutional owners are buying PSX?

    Institutional owners buying PSX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PSX activity?

    "Buy" means an investor increased their reported position in PSX compared to the prior reporting period. This reflects growing exposure to PHILLIPS 66 (PSX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PSX increasing?

    Institutional interest in PSX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.