Phillips 66 hedge fund holdings
PSXNYSE$264.58+0.35 (+0.13%)as of Oct 2, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
PSX · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+96.1%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 414 | 483 | $3.29B | $2.38B | 1,675 | Aug 14, 2025 |
| Q3 2025 | 465 | 392 | $2.09B | $2.46B | 1,763 | Nov 14, 2025 |
| Q4 2025 | 455 | 370 | $1.78B | $1.95B | 1,823 | Feb 14, 2026 |
| Q1 2026 | 661 | 444 | $3.89B | $2.9B | 2,048 | May 15, 2026 |
| Q2 2026 | 511 | 447 | $3.24B | $3.22B | 2,005 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
2,005 filersNew position
113$378M+2.24M sh
Increased
398$2.86B+16.9M sh
Reduced
302-$3.05B-18M sh
Out / sold
145-$178M-1.05M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Harris Associates L P | Reduce 80.76% | -$1.25B | $297M | 0.39% | Aug 14, 2026 |
| Merewether Investment Management, LP | Added 1075.40% | +$150M | $164M | 3.08% | Aug 14, 2026 |
| Holocene Advisors, LP | Sell 100% | -$69.6M | $0 | 0.00% | Aug 14, 2026 |
| Empower Advisory Group, LLC | Added 24708.20% | +$56.6M | $56.8M | 0.14% | Aug 12, 2026 |
| Freestone Grove Partners LP | Reduce 66.24% | -$55.8M | $28.4M | 0.18% | Aug 14, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Added 1299.53% | +$55.6M | $59.9M | 0.08% | Aug 13, 2026 |
| Capitolis Liquid Global Markets LLC | New Buy | +$53.6M | $53.6M | 0.23% | Aug 13, 2026 |
| Wellington Management Group LLP | Added 30.30% | +$46.3M | $199M | 0.03% | Aug 14, 2026 |
| Canada Pension Plan Investment Board | Reduce 23.92% | -$40.4M | $129M | 0.07% | Aug 14, 2026 |
| Van Eck Associates Corp | Reduce 70.33% | -$36.4M | $15.4M | 0.01% | Aug 14, 2026 |
| Adage Capital Partners GP, L.L.C. | Reduce 26.72% | -$35.3M | $96.7M | 0.14% | Aug 14, 2026 |
| Maryland State Retirement & Pension System | Added 1002.32% | +$34.1M | $37.6M | 0.64% | Jul 30, 2026 |
| Encompass Capital Advisors LLC | Reduce 59.03% | -$30.4M | $21.1M | 0.75% | Aug 14, 2026 |
| Zurich Insurance Group Ltd | Added 154.18% | +$29.6M | $48.9M | 0.34% | Aug 14, 2026 |
| Massachusetts Financial Services Co | Reduce 37.68% | -$28.1M | $46.5M | 0.01% | Aug 3, 2026 |
| SIR Capital Management, L.P. | Sell 100% | -$27.2M | $0 | 0.00% | Aug 14, 2026 |
| Arbejdsmarkedets Tillaegspension | New Buy | +$25.5M | $25.5M | 0.55% | Jul 17, 2026 |
| AustralianSuper Pty Ltd | New Buy | +$20.8M | $20.8M | 0.09% | Aug 12, 2026 |
| Artemis Investment Management LLP | Added 305.28% | +$20.6M | $27.3M | 0.24% | Jul 23, 2026 |
| Ofi Invest Asset Management | Reduce 50.14% | -$19.8M | $19.7M | 0.20% | Jul 17, 2026 |
| Korea Investment CORP | Reduce 32.63% | -$18.8M | $38.8M | 0.07% | Aug 12, 2026 |
| Ceredex Value Advisors LLC | New Buy | +$18.2M | $18.2M | 0.51% | Aug 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 14.13% | +$18.1M | $146M | 0.10% | Aug 13, 2026 |
| Sagefield Capital LP | New Buy | +$12.7M | $12.7M | 0.94% | Aug 14, 2026 |
| Meitav Investment House Ltd | New Buy | +$11.4M | $11.4M | 0.08% | Jul 20, 2026 |
| Worldquant Millennium Advisors LLC | Reduce 52.58% | -$11.3M | $10.2M | 0.04% | Aug 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Added 7.19% | +$11.1M | $166M | 0.09% | Aug 7, 2026 |
| Horizon Investments, LLC | Reduce 80.24% | -$10.4M | $2.55M | 0.03% | Aug 13, 2026 |
| Jain Global LLC | Added 166.94% | +$10.3M | $16.5M | 0.06% | Aug 14, 2026 |
| Edgestream Partners, L.P. | New Buy | +$9.65M | $9.65M | 0.29% | Aug 11, 2026 |
| Empowered Funds, LLC | Added 46.43% | +$9.63M | $30.4M | 0.16% | Aug 17, 2026 |
| Quantinno Capital Management LP | Added 17.85% | +$8.89M | $58.7M | 0.07% | Aug 13, 2026 |
| Lighthouse Investment Partners, LLC | Reduce 77.63% | -$8.86M | $2.55M | 0.07% | Aug 14, 2026 |
| Mattern Capital Management, LLC | Reduce 58.35% | -$8.74M | $6.24M | 0.73% | Jul 24, 2026 |
| Campbell & CO Investment Adviser LLC | Reduce 77.83% | -$8.51M | $2.43M | 0.13% | Aug 3, 2026 |
| Providence Capital Advisors, LLC | Sell 100% | -$8.47M | $0 | 0.00% | Aug 11, 2026 |
| Carlson Capital, L.P. | Added 371.00% | +$7.37M | $9.36M | 1.89% | Aug 12, 2026 |
| HITE Hedge Asset Management LLC | New Buy | +$7.29M | $7.29M | 0.40% | Aug 14, 2026 |
| Energy Income Partners, LLC | Added 56.19% | +$6.97M | $19.4M | 0.30% | Aug 7, 2026 |
| Fayez Sarofim & Co | Reduce 8.50% | -$6.75M | $72.7M | 0.17% | Aug 17, 2026 |
| Qsemble Capital Management, LP | Added 978.43% | +$6.43M | $7.09M | 0.91% | Aug 3, 2026 |
| Zacks Investment Management | Added 52.34% | +$6.43M | $18.7M | 0.13% | Aug 13, 2026 |
| Graham Capital Management, L.P. | Added 414.10% | +$6.32M | $7.85M | 0.14% | Aug 14, 2026 |
| iA Global Asset Management Inc. | Sell 100% | -$6.23M | $0 | 0.00% | Jul 29, 2026 |
| First Trust Advisors LP | Added 12.98% | +$6.09M | $53M | 0.03% | Aug 11, 2026 |
| Readystate Asset Management LP | Sell 100% | -$5.9M | $0 | 0.00% | Aug 14, 2026 |
| National Pension Service | Added 4.98% | +$5.87M | $124M | 0.08% | Aug 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | Added 20.00% | +$5.72M | $34.3M | 0.08% | Aug 6, 2026 |
| Mizuho Securities USA LLC | Added 128.87% | +$5.49M | $9.74M | 0.09% | Jul 28, 2026 |
| MML Investors Services, LLC | Added 19.93% | +$5.34M | $32.2M | 0.07% | Aug 7, 2026 |
| Cibc World Market Inc. | Reduce 12.39% | -$5.27M | $37.2M | 0.06% | Aug 13, 2026 |
| FIL Ltd | Added 1048.07% | +$5.22M | $5.72M | 0.00% | Aug 13, 2026 |
| Skba Capital Management LLC | Reduce 36.51% | -$5.14M | $8.93M | 1.47% | Aug 11, 2026 |
| San Luis Wealth Advisors LLC | Reduce 80.07% | -$5.06M | $1.26M | 0.19% | Jul 16, 2026 |
| Old National Bancorp | Reduce 77.64% | -$4.93M | $1.42M | 0.03% | Jul 15, 2026 |
| Nomura Holdings Inc | Added 188.11% | +$4.84M | $7.41M | 0.01% | Aug 14, 2026 |
| CCM Investment Advisers LLC | Reduce 54.57% | -$4.81M | $4.01M | 0.31% | Aug 12, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | Added 485.37% | +$4.75M | $5.73M | 0.01% | Aug 13, 2026 |
| Bridgewater Associates, LP | Reduce 18.12% | -$4.69M | $21.2M | 0.09% | Aug 14, 2026 |
| Mcdonald Partners LLC | Reduce 59.94% | -$4.57M | $3.05M | 0.74% | Jul 28, 2026 |
| Fulcrum Asset Management LLP | Reduce 93.50% | -$4.5M | $313K | 0.03% | Aug 18, 2026 |
| Schroder Investment Management Group | Reduce 50.71% | -$4.35M | $4.23M | 0.00% | Aug 13, 2026 |
| Chickasaw Capital Management LLC | Added 8.80% | +$4.02M | $49.7M | 1.79% | Jul 14, 2026 |
| Torray Investment Partners LLC | Reduce 16.48% | -$3.93M | $19.9M | 2.69% | Jul 30, 2026 |
| Natixis Advisors, LLC | Added 13.04% | +$3.93M | $34.1M | 0.04% | Aug 14, 2026 |
| KMG Fiduciary Partners, LLC | Sell 100% | -$3.9M | $0 | 0.00% | Jul 9, 2026 |
| Unison Advisors LLC | New Buy | +$3.89M | $3.89M | 0.27% | Jul 22, 2026 |
| Ticino Wealth | Reduce 68.95% | -$3.87M | $1.74M | 0.55% | Jul 20, 2026 |
| Alps Advisors Inc | Added 784.67% | +$3.81M | $4.29M | 0.02% | Jul 29, 2026 |
| Rafferty Asset Management, LLC | Reduce 18.65% | -$3.76M | $16.4M | 0.04% | Aug 14, 2026 |
| Eurizon Capital SGR S.p.A. | Added 34.22% | +$3.69M | $14.5M | 0.04% | Jul 29, 2026 |
| Q3 Asset Management | Sell 100% | -$3.63M | $0 | 0.00% | Aug 14, 2026 |
| Stratos Investment Management, LLC | Reduce 67.43% | -$3.61M | $1.74M | 0.06% | Aug 11, 2026 |
| &Partners | Added 7.89% | +$3.51M | $48M | 0.20% | Aug 14, 2026 |
| Navellier & Associates Inc | Added 48.91% | +$3.33M | $10.1M | 0.80% | Aug 4, 2026 |
| J. Goldman & Co LP | New Buy | +$3.32M | $3.32M | 0.09% | Aug 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added 24.18% | +$3.25M | $16.7M | 0.01% | Aug 14, 2026 |
| MUFG Securities EMEA plc | Added 116.09% | +$3.24M | $6.03M | 0.06% | Aug 12, 2026 |
| Red Cedar Investment Management, LLC | Added 163.51% | +$3.19M | $5.14M | 0.49% | Aug 12, 2026 |
| Machina Capital S.A.S. | Sell 100% | -$3.15M | $0 | 0.00% | Aug 10, 2026 |
| Huntleigh Advisors, Inc. | Reduce 88.88% | -$3.13M | $392K | 0.05% | Aug 4, 2026 |
| PFW Advisors LLC | Sell 100% | -$3.06M | $0 | 0.00% | Jul 13, 2026 |
| ING Groep NV | Added 33.93% | +$2.98M | $11.8M | 0.06% | Aug 13, 2026 |
| Farringdon Capital, Ltd. | Reduce 89.47% | -$2.95M | $348K | 0.17% | Aug 12, 2026 |
| Agman Capital LLC | Added 832.06% | +$2.83M | $3.17M | 2.00% | Jul 27, 2026 |
| Bokf, NA | Added 19.63% | +$2.7M | $16.4M | 0.23% | Aug 10, 2026 |
| Polymer Capital Management (US) LLC | Added 290.06% | +$2.66M | $3.58M | 0.47% | Aug 14, 2026 |
| Scissortail Wealth Management, LLC | Reduce 33.92% | -$2.65M | $5.16M | 0.99% | Aug 5, 2026 |
| Robeco Institutional Asset Management B.V. | Reduce 5.84% | -$2.6M | $41.9M | 0.05% | Jul 21, 2026 |
| Partners Capital Investment Group, LLP | New Buy | +$2.6M | $2.6M | 0.09% | Aug 13, 2026 |
| Mesirow Financial Investment Management, Inc. | Reduce 49.82% | -$2.59M | $2.61M | 0.04% | Jul 22, 2026 |
| Concurrent Investment Advisors, LLC | Added 23.52% | +$2.56M | $13.5M | 0.11% | Jul 27, 2026 |
| LSV Asset Management | Reduce 1.89% | -$2.53M | $131M | 0.24% | Aug 6, 2026 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | Reduce 11.91% | -$2.49M | $18.4M | 0.02% | Aug 13, 2026 |
| Advisory Resource Group | Reduce 6.99% | -$2.46M | $32.7M | 4.92% | Jul 14, 2026 |
| Sienna Gestion | Reduce 19.41% | -$2.43M | $10.1M | 0.59% | Aug 13, 2026 |
| Adams Natural Resources Fund, Inc. | Reduce 9.00% | -$2.37M | $23.9M | 3.13% | Jul 22, 2026 |
| Oak Thistle LLC | New Buy | +$2.36M | $2.36M | 0.23% | Jul 21, 2026 |
| Nicholson Wealth Management Group, LLC | Sell 100% | -$2.35M | $0 | 0.00% | Jul 29, 2026 |
| Genus Capital Management Inc. | Sell 100% | -$2.32M | $0 | 0.00% | Jul 29, 2026 |