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:
- Q1 2026 SEC 13F filings show notable institutional position changes in PSX.
- Torray Fund, Sequoia Financial Advisors, Tweedy, Browne Co All Funds (US), Cullen Value Fund, and Mairs & Power Growth Fund were among firms reporting significant share count changes.
- Institutional ownership trends can help investors monitor hedge fund sentiment and long-term conviction in PSX stock.
Related PSX Insights:
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q4 2014 | Third Point | Buy | 5,000,000 | 5,000,000 | $358,500 |
| Q4 2014 | Berkshire Hathaway | Buy | 365,200 | 6,567,600 | $470,897 |
| Q3 2014 | Mairs & Power Growth Fund | Buy | 1,067 | 28,827 | $2,344 |
| Q3 2014 | Sequoia Financial Advisors | Sell | -3 | 3,199 | $260 |
| Q3 2014 | Dodge & Cox Stock Fund | Buy | 4,390 | 8,590 | $698 |
| Q3 2014 | Renaissance Technologies LLC | Sell | -591,691 | 139,209 | $11,319 |
| Q3 2014 | Tweedy, Browne Co All Funds (US) | Sell | -1,579 | 402,732 | $32,746 |
| Q3 2014 | First Eagle U.S. Value | Buy | 849,794 | 1,156,280 | $94,017 |
| Q3 2014 | Berkshire Hathaway | Sell | -293,400 | 6,202,400 | $504,317 |
| Q2 2014 | Mairs & Power Growth Fund | Sell | -225 | 27,760 | $2,233 |
| Q2 2014 | Sequoia Financial Advisors | Buy | 444 | 3,202 | $258 |
| Q2 2014 | Dodge & Cox Stock Fund | Sell | -400 | 4,200 | $338 |
| Q2 2014 | Tweedy, Browne Co All Funds (US) | Sell | -1,590 | 404,311 | $32,519 |
| Q2 2014 | Berkshire Hathaway | Sell | -3,245,503 | 6,495,800 | $522,457 |
| Q1 2014 | Mairs & Power Growth Fund | Sell | -3,926 | 27,985 | $2,157 |
| Q1 2014 | Sequoia Financial Advisors | Buy | 116 | 2,758 | $213 |
| Q1 2014 | Tweedy, Browne Co All Funds (US) | Sell | -6,045 | 405,901 | $31,279 |
| Q1 2014 | Berkshire Hathaway | Sell | -17,422,615 | 9,741,303 | $750,664 |
| Q4 2013 | Gardner Russo & Quinn | Buy | 2,720 | 2,720 | $210 |
| Q4 2013 | Mairs & Power Growth Fund | Sell | -1,623 | 31,911 | $2,461 |
| Q4 2013 | Sequoia Financial Advisors | Buy | 2,642 | 2,642 | $204 |
| Q4 2013 | Dodge & Cox Stock Fund | Sell | -500 | 4,600 | $355 |
| Q4 2013 | Tweedy, Browne Co All Funds (US) | Sell | -11,814 | 411,946 | $31,773 |
| Q3 2013 | Mairs & Power Growth Fund | Buy | 859 | 33,534 | $1,939 |
| Q3 2013 | First Eagle U.S. Value | Buy | 306,486 | 306,486 | $17,721 |
| Q3 2013 | Tweedy, Browne Co All Funds (US) | Sell | -302,356 | 423,760 | $24,502 |
| Q3 2013 | Renaissance Technologies LLC | Buy | 730,900 | 730,900 | $42,261 |
| Q2 2013 | Mairs & Power Growth Fund | Buy | 32,675 | 32,675 | $1,925 |
| Q2 2013 | Dodge & Cox Stock Fund | Buy | 5,100 | 5,100 | $300 |
| Q2 2013 | Tweedy, Browne Co All Funds (US) | Buy | 726,116 | 726,116 | $42,775 |
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.