PSX
PSX 13F Holders & Ownership Data (2132 Funds)
Phillips 66
+$15.3B
Net Activity
Institutions Holding
2132
Popularity Rank
#115
Avg Weight
0.21%
Total Value
$57.7B
Ownership Trend
2132 institutions currently hold PSX, with 1019 net buyers and 844 net sellers this quarter.
Institutional Moves
Institutional Moves (Q1 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
844
Net Buying Institutions
1019
Key Holders
Key Holders
Top 5 by Value
Across its top 20 institutional holders, PSX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 20/100).
Quarterly Activity
Recent Activity
+$29.5B
Total Buy Value
$15.4B
Total Sell Value
New buy325
Trim745
Add694
Sold out99
1019
Net Buyers
844
Net Sellers
Game Theory Scenarios
Neutral— Wait & Watch
Mixed signals from institutions and insiders leave PSX neutral
Signal Basis
Institutional net inflows of $15.3B with more buyers (1,019) than sellers (844) indicate accumulation, but insiders sold $7.44B over the past 30 days with zero buys, creating a clear divergence.
Confirmation
A continuation of institutional buying paired with a reduction in insider selling would strengthen the bullish case.
Invalidation Risk
Further large-scale insider selling could offset institutional support and pressure the stock.
AI-assisted, sourced directly from institutional holders' SEC EDGAR Form 13F filings, covering historical data only. Should not be the sole basis for any trade.
See the institutional 13F filings behind this signalSmart Money Convergence
PSX does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
Terms of Use for AI
AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/PSX
Insider Trading (Form 4)
90d confidence
0
unique buyers
—
buy value
data as of 2026-07-24
12-Month Buy/Sell Activity
May 25
Aug 25
Dec 25
Mar 26
BuySell
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Vanessa Allen Sutherland | 2026-07-21 | $744K |
| Sell | Vanessa Allen Sutherland | 2026-07-21 | $7435.23M |
| Sell | Vanessa Allen Sutherland | 2026-07-20 | $119K |
| Sell | Kevin J Mitchell | 2026-07-09 | $2.09M |
| Buy | Meyers Kevin Omar | 2026-03-17 | $30K |
| Sell | Davis Lisa Ann | 2026-03-13 | $663K |
| Sell | Mandell Brian | 2026-03-12 | $7.26M |
| Sell | Kevin J Mitchell | 2026-03-05 | $2.84M |
Form 144 Pre-Sale Notices
3
Filings (90d)
$2.96M
Total Est. Value
15K shares
Planned Shares
Last Filed 2026-07-22
| Filer | Filing Date | Est. Value |
|---|---|---|
| Vanessa Sutherland | 2026-07-22 | $743K |
| Vanessa Sutherland | 2026-07-20 | $119K |
| Kevin Mitchell | 2026-07-09 | $2.09M |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
Beneficial Ownership (13D/13G)
No Schedule 13D/13G filings for this ticker
Material Events (8-K)
No Form 8-K filings for this ticker
CUSIP
718546104, 71854610 , 718546904, 718546954
FAQ
Who are the top institutional investors holding PHILLIPS 66 (PSX)?
Major stakeholders currently include BlackRock, Inc. ($5.8B), Vanguard Capital Management LLC ($4.8B), State Street CORP ($4.7B). Based on the latest 13F filings, there are a total of 2132 tracked investment funds and institutions maintaining positions in PSX.
What is the overall institutional sentiment toward PSX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $15.3B, driven by 1019 managers accumulating shares while 844 reduced their exposure.
Which institutions have been selling or reducing their PSX positions?
In the latest period, 745 funds trimmed their holdings, and 99 managers completely exited their positions. The aggregate reported sell value was $15.4B.
Are there any notable investors adding PSX to their portfolios?
Yes, buying activity remains notable. 325 institutions opened new positions in {ticker}, and 694 existing holders added to their shares. The total reported buy value for the quarter amounted to $29.5B.
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Developer Access
Access PSX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/PSXCLI
npx alphasmo stocks get PSX