PHILLIPS 66 (PSX) Institutional Ownership Changes & 13F Activity
PHILLIPS 66 (PSX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Citadel Advisors Llc, Envestnet Asset Management Inc, Corient Private Wealth Llc, and California State Teachers Retirement System.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cx Institutional | Buy | +651 | +11.1% | 6,490 | $1.66K | Q3 2026 | Oct 02, 2026 |
| Versant Capital Management, Inc | Sell | -1 | -0.0% | 2,771 | $707.46K | Q3 2026 | Oct 02, 2026 |
| Montecito Bank & Trust | Sell | -335 | -6.6% | 4,749 | $1.21M | Q3 2026 | Oct 01, 2026 |
| First Financial Bank - Trust Division | Sell | -175 | -7.9% | 2,030 | $518.28K | Q3 2026 | Oct 01, 2026 |
| Coastline Trust Co | Sell | -53 | -3.7% | 1,369 | $349.52K | Q3 2026 | Oct 01, 2026 |
| Noble Wealth Management Pbc | Buy | +7 | +13.7% | 58 | $14.81K | Q3 2026 | Oct 01, 2026 |
| Burkett Financial Services, Llc | Buy | +1 | +0.6% | 155 | $39.69K | Q3 2026 | Oct 01, 2026 |
| Roxbury Financial Llc | Buy | +1 | +0.9% | 111 | $28.30K | Q3 2026 | Oct 01, 2026 |
| Envestnet Asset Management Inc | Sell | -1,008,833 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Sell | -55,595 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -16,403 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 23, 2026 |
| State Street Corp | Sell | -26,044,694 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 22, 2026 |
| Security National Bank Of Sioux City Iowa | Sell | -250 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 18, 2026 |
| Security National Bank Of So Dak | Sell | -124 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 18, 2026 |
| Anchor Investment Management, Llc | Sell | -2,094 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -1,629 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 15, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -262,251 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Sell | -21,352 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -7,017 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Sell | -1,363,770 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Sell | -192,815 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Second Line Capital, Llc | Sell | -3,415 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -780 | -100.0% | 0 | $0.00 | Q3 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Sell | -390 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -628,169 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -627,773 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Strategic Financial Services, Inc. | Sell | -5,857 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Cyber Hornet Etfs Llc | Sell | -1,089 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Sell | -231,785 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 21, 2026 |
| Clifford Swan Investment Counsel Llc | Sell | -17,152 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 20, 2026 |
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.
Related PSX Institutional Insights
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