PSX Institutional Ownership
Phillips 66
1W: -7.8%
1M: +5.8%
3M: +29.8%
YTD: +107.2%
1Y: +100.5%
3Y: +155.6%
5Y: +280.9%
$268.53
-20.32 (-7.03%)
Weekly Expected Move ±4.0%
$260
$272
$283
$295
$306
Credit Risk of going bust: lower than 72% of companies Debt: 16.0% of company value Bonds: $405.7M held by 339 funds, 72 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $3.80 (down 99%), Phillips 66 would be worth roughly what it owes.
Total debt $20.57B against a stock market value of $107.66B.
Distance to default 8.03 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $11.18B (short-term plus half of long-term), stock volatility 32.3%; Altman Z'' 3.41. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $3.80 (down 99%), Phillips 66 would be worth roughly what it owes.
Total debt $20.57B against a stock market value of $107.66B.
Distance to default 8.03 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $11.18B (short-term plus half of long-term), stock volatility 32.3%; Altman Z'' 3.41. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — PSX
2,281
Institutional Holders
+41 vs prior quarter
0.0%
Ownership
+0.00pp
$53B
Total Invested
166
New Positions
808
Increased
897
Reduced
158
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2363 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 34,112,861 | $9.2B | +2,088,264 | +6.5% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 26,183,335 | $7.0B | +75,351 | +0.3% | 2Q | SEC ↗ |
| 3 | STATE STREET CORP | 26,044,694 | $7.0B | +271,841 | +1.1% | 46Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 22,214,319 | $6.0B | +113,627 | +0.5% | 2Q | SEC ↗ |
| 5 | Elliott Investment Management L.P. | 19,251,000 | $5.2B | — | +0.0% | 13Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 12,479,393 | $3.4B | -1,308,614 | -9.5% | 57Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 11,122,010 | $3.0B | +463,835 | +4.4% | 57Q | SEC ↗ |
| 8 | MORGAN STANLEY | 7,206,592 | $1.9B | +106,463 | +1.5% | 57Q | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 6,466,764 | $1.7B | -412,449 | -6.0% | 57Q | SEC ↗ |
| 10 | GOLDMAN SACHS GROUP INC | 5,613,271 | $1.5B | -110,620 | -1.9% | 15Q | SEC ↗ |
| 11 | AQR CAPITAL MANAGEMENT LLC | 4,489,507 | $1.2B | +1,105,984 | +32.7% | 57Q | SEC ↗ |
| 12 | NORGES BANK NEW | 4,164,661 | $1.1B | — | +0.0% | 1Q | SEC ↗ |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 4,088,240 | $1.1B | +119,678 | +3.0% | 15Q | SEC ↗ |
| 14 | Sixth Street Partners Management Compa NEW | 4,088,240 | $1.1B | — | +0.0% | 1Q | SEC ↗ |
| 15 | PRICE T ROWE ASSOCIATES INC /MD | 3,795,912 | $1.0B | -980,418 | -20.5% | 16Q | SEC ↗ |
| 16 | Invesco Ltd. | 3,741,815 | $1.0B | -219,033 | -5.5% | 57Q | SEC ↗ |
| 17 | FMR LLC | 3,728,108 | $1.0B | -599,023 | -13.8% | 57Q | SEC ↗ |
| 18 | NORTHERN TRUST CORP | 3,584,780 | $963M | -91,294 | -2.5% | 57Q | SEC ↗ |
| 19 | DIMENSIONAL FUND ADVISORS LP | 3,106,122 | $834M | +266,844 | +9.4% | 57Q | SEC ↗ |
| 20 | Amundi | 2,958,255 | $794M | -709,196 | -19.3% | 21Q | SEC ↗ |
| 21 | BANK OF AMERICA CORP /DE | 2,780,067 | $747M | -190,969 | -6.4% | 15Q | SEC ↗ |
| 22 | UBS Group AG | 2,400,725 | $645M | -748,780 | -23.8% | 47Q | SEC ↗ |
| 23 | UBS AM, a distinct business unit of UB | 2,361,396 | $634M | +39,747 | +1.7% | 57Q | SEC ↗ |
| 24 | VANGUARD FIDUCIARY TRUST CO | 2,254,520 | $605M | -15,383 | -0.7% | 2Q | SEC ↗ |
| 25 | JPMORGAN CHASE & CO | 1,934,094 | $519M | -305,711 | -13.6% | 57Q | SEC ↗ |
| 26 | Legal & General Group Plc | 1,796,203 | $482M | -195,629 | -9.8% | 27Q | SEC ↗ |
| 27 | HARRIS ASSOCIATES L P | 1,757,891 | $472M | -7,376,537 | -80.8% | 12Q | SEC ↗ |
| 28 | Nuveen, LLC | 1,736,076 | $466M | +30,355 | +1.8% | 6Q | SEC ↗ |
| 29 | Boston Partners | 1,690,972 | $454M | +39,152 | +2.4% | 57Q | SEC ↗ |
| 30 | DEUTSCHE BANK AG | 1,603,832 | $431M | +282,297 | +21.4% | 52Q | SEC ↗ |
| 31 | NEUBERGER BERMAN GROUP LLC | 1,547,269 | $415M | +123,163 | +8.6% | 57Q | SEC ↗ |
| 32 | ROYAL BANK OF CANADA | 1,426,974 | $383M | -62,988 | -4.2% | 57Q | SEC ↗ |
| 33 | MACKENZIE FINANCIAL CORP | 1,410,114 | $379M | +765,404 | +118.7% | 35Q | SEC ↗ |
| 34 | RAYMOND JAMES FINANCIAL INC | 1,385,609 | $372M | -6,558 | -0.5% | 7Q | SEC ↗ |
| 35 | CITADEL ADVISORS LLC | 1,363,770 | $366M | +839,800 | +160.3% | 48Q | SEC ↗ |
| 36 | HSBC HOLDINGS PLC | 1,338,613 | $359M | +454,706 | +51.4% | 57Q | SEC ↗ |
| 37 | Mariner, LLC | 1,311,840 | $352M | +89,513 | +7.3% | 54Q | SEC ↗ |
| 38 | LOS ANGELES CAPITAL MANAGEMENT LLC | 1,248,269 | $335M | +42,484 | +3.5% | 23Q | SEC ↗ |
| 39 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 1,193,125 | $320M | +396,620 | +49.8% | 2Q | SEC ↗ |
| 40 | WELLINGTON MANAGEMENT GROUP LLP | 1,178,961 | $317M | +274,147 | +30.3% | 57Q | SEC ↗ |
| 41 | Swiss National Bank | 1,130,950 | $304M | -51,500 | -4.4% | 53Q | SEC ↗ |
| 42 | VICTORY CAPITAL MANAGEMENT INC | 1,103,316 | $296M | +729,594 | +195.2% | 47Q | SEC ↗ |
| 43 | MARSHALL WACE, LLP | 1,086,732 | $292M | +314,719 | +40.8% | 8Q | SEC ↗ |
| 44 | VESTOR CAPITAL, LLC | 1,067,208 | $287M | +1,064,886 | +45860.7% | 24Q | SEC ↗ |
| 45 | ENVESTNET ASSET MANAGEMENT INC | 1,008,833 | $271M | -18,377 | -1.8% | 57Q | SEC ↗ |
| 46 | Mitsubishi UFJ Asset Management Co., L | 982,876 | $264M | +65,933 | +7.2% | 57Q | SEC ↗ |
| 47 | Merewether Investment Management, LP | 967,351 | $260M | +885,051 | +1075.4% | 2Q | SEC ↗ |
| 48 | JACOBS LEVY EQUITY MANAGEMENT, INC | 945,251 | $254M | -84,540 | -8.2% | 15Q | SEC ↗ |
| 49 | Qube Research & Technologies Ltd | 943,033 | $253M | +308,243 | +48.6% | 2Q | SEC ↗ |
| 50 | Vanguard Global Advisers, LLC | 891,113 | $239M | -7,997 | -0.9% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 4,164,661 | $1.1B |
| Sixth Street Partners Management Co | 4,088,240 | $1.1B |
| Point72 Asset Management, L.P. | 632,300 | $170M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 317,000 | $85M |
| TUDOR INVESTMENT CORP ET AL | 236,629 | $64M |
| Arbejdsmarkedets Tillaegspension | 150,800 | $40M |
| Nykredit A/S | 142,614 | $38M |
| COHEN & STEERS, INC. | 130,387 | $35M |
| AustralianSuper Pty Ltd | 122,998 | $33M |
| Ceredex Value Advisors LLC | 107,700 | $29M |
| Sagefield Capital LP | 74,852 | $20M |
| Hudson Bay Capital Management LP | 57,418 | $15M |
| Edgestream Partners, L.P. | 57,055 | $15M |
| WINTON GROUP Ltd | 52,543 | $14M |
| J.W. COLE ADVISORS, INC. | 52,353 | $14M |
| MEITAV INVESTMENT HOUSE LTD | 47,721 | $13M |
| HITE Hedge Asset Management LLC | 43,113 | $12M |
| BARINGS LLC | 41,977 | $11M |
| Jupiter Topco LLC | 38,743 | $10M |
| Y-Intercept (Hong Kong) Ltd | 32,400 | $9M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Holocene Advisors, LP | 382,100 | $103M |
| SIR Capital Management, L.P. | 149,104 | $40M |
| Connor, Clark & Lunn Investment Man | 144,330 | $39M |
| Weiss Asset Management LP | 79,684 | $21M |
| STRATEGIC PLANNING GROUP, LLC | 58,540 | $16M |
| NATIXIS | 52,438 | $14M |
| Providence Capital Advisors, LLC | 46,500 | $12M |
| River Road Asset Management, LLC | 45,786 | $12M |
| Fiera Capital Corp | 41,953 | $11M |
| MOORE CAPITAL MANAGEMENT, LP | 40,000 | $11M |
| Thomist Capital Management, LP | 38,900 | $10M |
| NEXPOINT ASSET MANAGEMENT, L.P. | 36,475 | $10M |
| iA Global Asset Management Inc. | 34,170 | $9M |
| READYSTATE ASSET MANAGEMENT LP | 32,406 | $9M |
| D. E. Shaw & Co., Inc. | 29,386 | $8M |
| Jump Financial, LLC | 25,013 | $7M |
| KMG FIDUCIARY PARTNERS, LLC | 21,413 | $6M |
| Riverview Capital Advisers, LLC | 21,282 | $6M |
| Q3 Asset Management | 19,648 | $5M |
| Machina Capital S.A.S. | 17,282 | $5M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +2,088,264 | +6.5% | 34,112,861 |
| AQR CAPITAL MANAGEMENT LLC | +1,105,984 | +32.7% | 4,489,507 |
| VESTOR CAPITAL, LLC | +1,064,886 | +45860.7% | 1,067,208 |
| Merewether Investment Management, L | +885,051 | +1075.4% | 967,351 |
| CITADEL ADVISORS LLC | +839,800 | +160.3% | 1,363,770 |
| MACKENZIE FINANCIAL CORP | +765,404 | +118.7% | 1,410,114 |
| VICTORY CAPITAL MANAGEMENT INC | +729,594 | +195.2% | 1,103,316 |
| TWO SIGMA INVESTMENTS, LP | +547,361 | +18245.4% | 550,361 |
| JANE STREET GROUP, LLC | +490,403 | +1803.5% | 517,595 |
| GEODE CAPITAL MANAGEMENT, LLC | +463,835 | +4.4% | 11,122,010 |
| HSBC HOLDINGS PLC | +454,706 | +51.4% | 1,338,613 |
| SG Americas Securities, LLC | +425,771 | +977.6% | 469,325 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +396,620 | +49.8% | 1,193,125 |
| Empower Advisory Group, LLC | +334,549 | +24708.2% | 335,903 |
| HEALTHCARE OF ONTARIO PENSION PLAN | +328,860 | +1299.5% | 354,166 |
| NATIONAL BANK OF CANADA /FI | +320,241 | +109.9% | 611,599 |
| MARSHALL WACE, LLP | +314,719 | +40.8% | 1,086,732 |
| Qube Research & Technologies Ltd | +308,243 | +48.6% | 943,033 |
| Walleye Capital LLC | +289,387 | +1255.5% | 312,437 |
| DEUTSCHE BANK AG | +282,297 | +21.4% | 1,603,832 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| HARRIS ASSOCIATES L P | -7,376,537 | -80.8% | 1,757,891 |
| WELLS FARGO & COMPANY/MN | -1,308,614 | -9.5% | 12,479,393 |
| PRICE T ROWE ASSOCIATES INC /MD | -980,418 | -20.5% | 3,795,912 |
| UBS Group AG | -748,780 | -23.8% | 2,400,725 |
| MILLENNIUM MANAGEMENT LLC | -731,981 | -61.3% | 462,062 |
| Amundi | -709,196 | -19.3% | 2,958,255 |
| FMR LLC | -599,023 | -13.8% | 3,728,108 |
| Bank of New York Mellon Corp | -412,449 | -6.0% | 6,466,764 |
| Freestone Grove Partners LP | -329,901 | -66.2% | 168,126 |
| BARROW HANLEY MEWHINNEY & STRAUSS L | -325,035 | -33.1% | 656,397 |
| JPMORGAN CHASE & CO | -305,711 | -13.6% | 1,934,094 |
| BARCLAYS PLC | -241,048 | -31.7% | 518,620 |
| CANADA PENSION PLAN INVESTMENT BOAR | -239,021 | -23.9% | 760,293 |
| AMERICAN CENTURY COMPANIES INC | -231,067 | -33.8% | 453,394 |
| Invesco Ltd. | -219,033 | -5.5% | 3,741,815 |
| VAN ECK ASSOCIATES CORP | -215,581 | -70.3% | 90,926 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | -208,700 | -26.7% | 572,301 |
| ACADIAN ASSET MANAGEMENT LLC | -200,450 | -28.5% | 502,791 |
| Legal & General Group Plc | -195,629 | -9.8% | 1,796,203 |
| BANK OF AMERICA CORP /DE | -190,969 | -6.4% | 2,780,067 |