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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Harris Associates L P, M&T Bank Corp, Amundi, Wells Fargo & Company/Mn, and Ccm Investment Advisers Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Op Asset Management LtdSell-2,052-6.5%29,286$5.34MQ1 2026Sep 28, 2026
M&T Bank CorpSell-2,250,048-82.5%477,840$87.05MQ1 2026Sep 04, 2026
Cornerstone Financial Management LlcBuy+16+10.7%166$30.24KQ1 2026Aug 28, 2026
Dakota Wealth ManagementSell-10,919-23.4%35,747$6.51MQ1 2026Aug 26, 2026
Ensign Peak Advisors, IncBuy+12,468+18.4%80,357$14.64MQ1 2026Aug 18, 2026
Mirae Asset Global Investments Co., Ltd.Buy+12,416+17.7%82,755$15.08MQ1 2026Aug 12, 2026
Brighton Jones LlcBuy+21,109—21,109$3.85MQ1 2026Aug 07, 2026
Verus Capital Partners, LlcSell-1,994-100.0%0$0.00Q1 2026Jul 09, 2026
Wells Fargo & Company/MnSell-364,865-2.6%13,788,007$2.51BQ1 2026Jul 08, 2026
Kerr Financial Planning CorpSell-296-85.1%52$8.50KQ1 2026Jul 01, 2026
Ccm Investment Advisers LlcSell-42,397-44.8%52,177$9.51MQ1 2026May 20, 2026
Soa Wealth Advisors, Llc.Buy+1+1.1%90$16.33KQ1 2026May 20, 2026
Kentucky Retirement SystemsBuy+23,905+93.4%49,499$3.82MQ1 2026May 19, 2026
Western Wealth Management, LlcBuy+10,826+247.4%15,202$2.77MQ1 2026May 19, 2026
Royal Fund Management, LlcSell-7,589-14.1%46,312$8.44MQ1 2026May 19, 2026
Paragon Private Wealth Management, LlcBuy+1,400—1,400$255.03KQ1 2026May 19, 2026
Mcilrath & Eck, LlcSell-189-16.7%945$172.21KQ1 2026May 19, 2026
AmundiBuy+1,403,493+62.0%3,667,451$668.14MQ1 2026May 18, 2026
Bank Of America CorpBuy+35,167+1.2%2,971,036$541.26MQ1 2026May 18, 2026
California State Teachers Retirement SystemSell-15,380-3.2%467,419$85.15MQ1 2026May 18, 2026
Encore Global Management, LpBuy+11,000—11,000$2.00MQ1 2026May 18, 2026
Bull Harbor Capital LlcBuy+10,428—10,428$1.90MQ1 2026May 18, 2026
Arkadios Wealth AdvisorsSell-1,721-4.0%41,439$7.55MQ1 2026May 18, 2026
Ariadne Wealth Management, LpBuy+1,224—1,224$222.99KQ1 2026May 18, 2026
Sunbelt Securities, Inc.Sell-143-2.6%5,384$980.87KQ1 2026May 18, 2026
Strait & Sound Wealth Management LlcSell-25-1.5%1,680$306.06KQ1 2026May 18, 2026
Centaurus Financial, Inc.Sell-10-0.6%1,564$285.00KQ1 2026May 18, 2026
Ashton Thomas Securities, LlcBuy+4+0.2%2,034$370.64KQ1 2026May 18, 2026
Graney & King, LlcBuy+2+0.8%256$46.67KQ1 2026May 18, 2026
Harris Associates L PSell-4,844,064-34.7%9,134,428$1.66BQ1 2026May 15, 2026
Showing 30 of 1,846

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.