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