Stocklore

PHILLIPS 66 (PSX)

Energy · US stock

What changed in recent filings

  • Institutions — 4 new · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding PHILLIPS 66

How many of the institutions we track reported holding this stock, quarter by quarter.

max 7
2019 Q1 · 42019 Q2 · 32019 Q3 · 42019 Q4 · 42020 Q1 · 22020 Q2 · 22020 Q3 · 22020 Q4 · 12021 Q1 · 12021 Q2 · 22021 Q3 · 32021 Q4 · 32022 Q1 · 32022 Q2 · 32022 Q3 · 22022 Q4 · 22023 Q1 · 52023 Q2 · 62023 Q3 · 32023 Q4 · 22024 Q1 · 22024 Q2 · 42024 Q3 · 22024 Q4 · 32025 Q1 · 22025 Q2 · 22025 Q3 · 32025 Q4 · 42026 Q1 · 32026 Q2 · 7
19 Q122 Q326 Q2

2019 Q1: 4 → 2026 Q2: 7 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold PHILLIPS 66

Institutions we track that reported holding this stock in their most recent 13F.

  • Dodge & Coxunder 0.01% of portfolio · held as of 2019 Q1 or earlier
  • Elliott Management14.36% of portfolio · since 2023 Q2
  • Bridgewater Associates0.09% of portfolio · since 2025 Q3
  • Tudor Investment CorpNew this quarter0.06% of portfolio · since 2026 Q2
  • Point72 Asset ManagementNew this quarter0.12% of portfolio · since 2026 Q2
  • Harris Associates (Oakmark)0.39% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.08% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

Phillips 66 is an independent refiner that owns or holds interest in 10 refineries with a total crude throughput capacity of 2.0 million barrels per day, or mmb/d, at the end of 2025. The midstream segment comprises extensive transportation and NGL processing assets. It includes 70,000 miles of crude oil, refined petroleum product, NGL and natural gas pipeline systems, and a comprehensive set of refined petroleum product, NGL and crude oil terminals, gathering and processing plants and fractionation facilities and various other storage and loading facilities. Its CPChem chemical joint venture operates facilities primarily in the United States and the Middle East and produces olefins and polyolefins.

What is the Energy sector?

Crude oil, natural gas, and refining. Sensitive to oil prices and the dollar.

PHILLIPS 66 is classified under the Energy sector. See peers below.

ETFs holding PHILLIPS 66

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLEState Street(R) Energy Select Sector SPDR(R) ETF
4.07%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.30%
VTVVANGUARD VALUE INDEX FUND
0.25%
RSPInvesco S&P 500 Equal Weight ETF
0.20%
SPY
0.11%
VOOVANGUARD 500 INDEX FUND
0.11%
IVViShares Core S&P 500 ETF
0.10%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.09%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.09%

PSX on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Energy average
See full PSX analysis →

Peers · Energy

PSX FAQ

What is PHILLIPS 66 (PSX)?

Phillips 66 is an independent refiner that owns or holds interest in 10 refineries with a total crude throughput capacity of 2.0 million barrels per day, or mmb/d, at the end of 2025. The midstream segment comprises extensive transportation and NGL processing assets. It includes 70,000 miles of crude oil, refined petroleum product, NGL and natural gas pipeline systems, and a comprehensive set of refined petroleum product, NGL and crude oil terminals, gathering and processing plants and fractionation facilities and various other storage and loading facilities. Its CPChem chemical joint venture operates facilities primarily in the United States and the Middle East and produces olefins and polyolefins.

What sector is PHILLIPS 66 in?

PHILLIPS 66 is classified under Energy. Crude oil, natural gas, and refining. Sensitive to oil prices and the dollar.

Where can I analyze PHILLIPS 66 (PSX) stock?

On Stocklore you can see PSX's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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