PSXNYSEPetroleum RefiningFiscal year ends December 31
Phillips 66
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$290.55−2.62 (-0.89%)
Close on Oct 19, 2026
- Market cap
- $116.98B
- P/E (TTM)
- 16.6
- Dividend yield
- 1.63%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
79.7%
318M of 399M shares
Institutional holders
2,100
160 new, 162 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
2 buys · 29 sales
Net sold $7.50B
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 34,996,228 | 8.00% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 30,148,338 | 7.52% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 22,173,687 | 5.53% | 13G (passive) | Mar 31, 2026 |
| Link Co | 1 | 10.00% | 13D (active) | Sep 4, 2015 |
| State Street Corporation | – | 6.68% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PSX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 34,112,861 | 8.55% | $5.77B | +2,088,264 | 0.09% |
| Vanguard Capital Management LLC | 26,183,335 | 6.56% | $4.43B | +75,351 | 0.09% |
| State Street Corp | 26,044,694 | 6.53% | $4.40B | +271,841 | 0.13% |
| Vanguard Portfolio Management LLC | 22,214,319 | 5.57% | $3.76B | +113,627 | 0.17% |
| Elliott Investment Management L.P. | 19,251,000 | 4.82% | $3.25B | – | 14.36% |
| Wells Fargo & Company/Mn | 12,479,393 | 3.13% | $2.11B | −1,308,614 | 0.34% |
| Geode Capital Management, LLC | 11,122,010 | 2.79% | $1.87B | +463,835 | 0.10% |
| Morgan Stanley | 7,206,592 | 1.81% | $1.22B | +106,463 | 0.06% |
| Bank of New York Mellon Corp | 6,466,764 | 1.62% | $1.09B | −412,449 | 0.18% |
| Goldman Sachs Group Inc | 5,613,271 | 1.41% | $948.92M | −110,620 | 0.08% |
| Aqr Capital Management LLC | 4,489,507 | 1.13% | $758.95M | +1,105,984 | 0.26% |
| Norges Bank | 4,164,661 | 1.04% | $704.04M | New | 0.07% |
| Charles Schwab Investment Management Inc | 4,088,240 | 1.02% | $691.12M | +119,678 | 0.09% |
| Price T Rowe Associates Inc /Md/ | 3,795,912 | 0.95% | $641.70K | −980,418 | 0.06% |
| Invesco Ltd. | 3,741,815 | 0.94% | $632.55M | −219,033 | 0.05% |
| FMR LLC | 3,728,108 | 0.93% | $630.24M | −599,023 | 0.03% |
| Northern Trust Corp | 3,584,780 | 0.90% | $606.01M | −91,294 | 0.07% |
| Dimensional Fund Advisors LP | 3,106,122 | 0.78% | $525.22M | +266,844 | 0.10% |
| Amundi | 2,958,255 | 0.74% | $500.09M | −709,196 | 0.12% |
| Bank Of America Corp /De/ | 2,780,067 | 0.70% | $469.97M | −190,969 | 0.03% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,100 | 318M | 79.7% | 160 / 809 | 733 / 162 | 26M | 21M |
| Q1 2026 | 2,131 | 313M | 78.5% | 353 / 687 | 747 / 95 | 77M | 22M |
| Q4 2025 | 1,903 | 311M | 77.9% | 224 / 703 | 627 / 125 | 22M | 18M |
| Q3 2025 | 1,838 | 308M | 77.2% | 209 / 636 | 638 / 111 | 17M | 25M |
| Q2 2025 | 1,765 | 316M | 79.2% | 141 / 623 | 688 / 147 | 30M | 21M |
| Q1 2025 | 1,794 | 308M | 77.3% | 177 / 642 | 665 / 134 | 33M | 31M |
| Q4 2024 | 1,782 | 307M | 77.0% | 220 / 617 | 645 / 184 | 31M | 30M |
| Q3 2024 | 1,774 | 309M | 77.4% | 135 / 608 | 684 / 123 | 52M | 29M |
| Q2 2024 | 1,784 | 318M | 79.6% | 111 / 646 | 694 / 180 | 14M | 34M |
| Q1 2024 | 1,877 | 339M | 85.0% | 207 / 616 | 756 / 101 | 31M | 30M |
| Q4 2023 | 1,792 | 339M | 84.9% | 259 / 569 | 678 / 102 | 38M | 19M |
| Q3 2023 | 1,663 | 321M | 80.4% | 216 / 565 | 596 / 74 | 18M | 21M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PSX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 12,727,916 | 3.19% | $2.15B | 0.09% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 10,389,152 | 2.60% | $1.76B | 0.11% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 8,687,425 | 2.18% | $1.47B | 0.66% | Jun 30, 2026 |
| State Street(R) Energy Select Sector SPDR(R) ETF | 8,594,901 | 2.15% | $1.45B | 4.07% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 5,514,926 | 1.38% | $932.30M | 0.10% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 5,156,185 | 1.29% | $906.87M | 0.11% | May 31, 2026 |
| Vanguard Value Index Fund | 3,820,188 | 0.96% | $645.80M | 0.25% | Jun 30, 2026 |
| Vanguard Mid-Cap Value Index Fund | 2,575,144 | 0.65% | $435.33M | 1.17% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 2,268,474 | 0.57% | $480.19M | 0.37% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 2,176,629 | 0.55% | $367.96M | 0.11% | Jun 30, 2026 |
| Vanguard Energy Index Fund | 1,990,278 | 0.50% | $350.05M | 2.97% | May 31, 2026 |
| iShares Russell Mid-Cap ETF | 1,648,007 | 0.41% | $278.60M | 0.49% | Jun 30, 2026 |
| Vanguard High Dividend Yield Index Fund | 1,614,046 | 0.40% | $341.66M | 0.34% | Jul 31, 2026 |
| Fidelity Mid Cap Index Fund | 1,519,161 | 0.38% | $321.58M | 0.62% | Jul 31, 2026 |
| T. Rowe Price Mid-Cap Value Fund, Inc. | 1,150,616 | 0.29% | $194.51M | 1.19% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mark E. Lashier | Chairman and CEO, Director | 141,788 | 0.04% | Feb 12, 2026 |
| Brian Mandell | Executive Vice President | 61,595 | 0.02% | Sep 17, 2026 |
| Ann M. Kluppel | SVP & Controller | 28,999 | 0.01% | Sep 14, 2026 |
| Richard G. Harbison | EVP, Refining | 59,750 | 0.01% | Aug 13, 2026 |
| Vanessa Allen Sutherland | EVP, GC and Secretary | 27,537 | 0.01% | Jul 21, 2026 |
| Kevin J. Mitchell | Exec. VP and CFO | 109,698 | 0.03% | Jul 13, 2026 |
| Don Baldridge | Executive Vice President | 32,603 | 0.01% | Apr 3, 2026 |
| Zhanna Golodryga | Executive Vice President | 31,049 | 0.01% | Feb 13, 2025 |
| Lisa Ann Davis | Director | 7,196 | 0.00% | Aug 11, 2026 |
| Kevin Omar Meyers | Director | 16,799 | 0.00% | May 7, 2026 |
| Howard I. Ungerleider | Director | 949 | 0.00% | Mar 17, 2026 |
| Gregory Hayes | Director | 31,420 | 0.01% | Jan 20, 2026 |
| Charles M. Holley | Director | 18,419 | 0.00% | Jan 20, 2026 |
| Glenn F. Tilton | Director | 74,437 | 0.02% | Jan 20, 2026 |
| Denise R. Singleton | Director | 10,985 | 0.00% | Jan 20, 2026 |
| Marna C. Whittington | Director | 54,799 | 0.01% | Jan 20, 2026 |
| Sigmund L. Cornelius | Director | 22,985 | 0.01% | Jan 20, 2026 |
| Michael A. Heim | Director | 13,485 | 0.00% | Jan 20, 2026 |
| Julie L. Bushman | Director | 14,841 | 0.00% | Jan 20, 2026 |
| Douglas T. Terreson | Director | 10,985 | 0.00% | Jan 20, 2026 |
| Andrew Nigel Hearne | Director | 2,518 | 0.00% | Jan 20, 2026 |
| Robert W. Pease | Director | 5,599 | 0.00% | Jan 20, 2026 |
| Grace Puma Whiteford | Director | 3,456 | 0.00% | Jan 20, 2026 |
| Gary Kramer Adams | Director | 21,095 | 0.01% | Jan 17, 2025 |
| John E. Lowe | Director | 83,475 | 0.02% | Jan 17, 2025 |
| Denise L. Ramos | Director | 22,835 | 0.01% | Jan 17, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Brian Mandell Executive Vice President | Sep 16, 2026 | Sale | −23,400 | $265.06 | $6.20M | 61,595 |
| Brian Mandell Executive Vice President | Sep 16, 2026 | Option exercise | +23,400 | $74.70 | $1.75M | 84,995 |
| Ann M. Kluppel SVP & Controller | Sep 10, 2026 | Gift | −40 | – | – | 25,361 |
| Richard G. Harbison EVP, Refining | Aug 12, 2026 | Option exercise | +13,500 | $74.70 | $1.01M | 52,594 |
| Richard G. Harbison EVP, Refining | Aug 12, 2026 | Sale | −52,100 | $223.76 | $11.66M | 39,094 |
| Richard G. Harbison EVP, Refining | Aug 12, 2026 | Option exercise | +14,800 | $89.05 | $1.32M | 67,394 |
| Richard G. Harbison EVP, Refining | Aug 12, 2026 | Option exercise | +23,800 | $100.44 | $2.39M | 91,194 |
| Brian Mandell Executive Vice President | Aug 11, 2026 | Sale | −30,000 | $215.00 | $6.45M | 61,595 |
| Brian Mandell Executive Vice President | Aug 11, 2026 | Option exercise | +30,000 | $74.70 | $2.24M | 91,595 |
| Brian Mandell Executive Vice President | Aug 10, 2026 | Option exercise | +3,300 | $74.70 | $246.51K | 64,895 |
| Brian Mandell Executive Vice President | Aug 10, 2026 | Sale | −3,300 | $214.02 | $706.27K | 61,595 |
| Lisa Ann Davis Director | Aug 10, 2026 | Sale | −315 | $208.99 | $65.83K | 5,752 |
| Lisa Ann Davis Director | Aug 10, 2026 | Sale | −200 | $208.37 | $41.67K | 6,067 |
| Lisa Ann Davis Director | Aug 10, 2026 | Sale | −1,000 | $207.21 | $207.21K | 6,267 |
| Ann M. Kluppel SVP and Controller | Aug 10, 2026 | Sale | −2,100 | $210.63 | $442.32K | 29,335 |
| Ann M. Kluppel SVP and Controller | Aug 10, 2026 | Option exercise | +3,934 | $89.05 | $350.32K | 31,435 |
| Ann M. Kluppel SVP and Controller | Aug 10, 2026 | Option exercise | +2,100 | $100.44 | $210.92K | 27,501 |
| Ann M. Kluppel SVP and Controller | Aug 10, 2026 | Sale | −1,967 | $215.00 | $422.91K | 25,401 |
| Ann M. Kluppel SVP and Controller | Aug 10, 2026 | Sale | −1,967 | $212.00 | $417.00K | 27,368 |
| Ann M. Kluppel SVP and Controller | Aug 7, 2026 | Sale | −1,800 | $205.00 | $369.00K | 25,401 |
| Ann M. Kluppel SVP and Controller | Aug 7, 2026 | Option exercise | +1,800 | $100.44 | $180.79K | 27,201 |
| Vanessa Allen Sutherland EVP, GC and Secretary | Jul 21, 2026 | Sale(10b5-1 plan) | −3,523 | $2110482.00 | $7.44B | 27,537 |
| Vanessa Allen Sutherland EVP, GC and Secretary | Jul 21, 2026 | Sale(10b5-1 plan) | −3,523 | $211.05 | $743.53K | 27,537 |
| Vanessa Allen Sutherland EVP, GC and Secretary | Jul 20, 2026 | Sale(10b5-1 plan) | −563 | $211.01 | $118.80K | 31,060 |
| Kevin J. Mitchell Exec. VP and CFO | Jul 9, 2026 | Option exercise | +11,021 | $94.97 | $1.05M | 108,397 |
| Kevin J. Mitchell Exec. VP and CFO | Jul 9, 2026 | Sale(10b5-1 plan) | −11,021 | $190.03 | $2.09M | 97,376 |
| Kevin J. Mitchell Exec. VP and CFO | May 11, 2026 | Option exercise | +600 | $94.97 | $56.98K | 97,976 |
| Kevin J. Mitchell Exec. VP and CFO | May 11, 2026 | Sale | −600 | $171.56 | $102.94K | 97,376 |
| Kevin J. Mitchell Exec. VP and CFO | May 8, 2026 | Option exercise | +5,400 | $94.85 | $512.19K | 102,776 |
| Kevin J. Mitchell Exec. VP and CFO | May 8, 2026 | Sale | −29,400 | $170.01 | $5.00M | 97,376 |
| Kevin J. Mitchell Exec. VP and CFO | May 8, 2026 | Option exercise | +24,000 | $94.97 | $2.28M | 126,776 |
| Kevin Omar Meyers Director | May 6, 2026 | Buy | +175 | $173.13 | $30.30K | 16,799 |
| Don Baldridge Executive Vice President | Apr 1, 2026 | Tax withholding | −5,885 | $177.21 | $1.04M | 32,603 |
| Kevin J. Mitchell Exec. VP and CFO | Mar 30, 2026 | Sale(10b5-1 plan) | −15,629 | $190.07 | $2.97M | 97,376 |
| Kevin J. Mitchell Exec. VP and CFO | Mar 30, 2026 | Option exercise | +15,629 | $94.97 | $1.48M | 113,005 |
| Kevin Omar Meyers Director | Mar 17, 2026 | Buy | +175 | $173.20 | $30.31K | 16,624 |
| Howard I. Ungerleider Director | Mar 16, 2026 | Award | +949 | $172.84 | $164.03K | 949 |
| Kevin Omar Meyers Director | Mar 16, 2026 | Award | +949 | $172.84 | $164.03K | 16,449 |
| Lisa Ann Davis Director | Mar 13, 2026 | Sale | −3,800 | $174.37 | $662.61K | 8,701 |
| Brian Mandell Executive Vice President | Mar 12, 2026 | Sale | −42,800 | $169.53 | $7.26M | 61,595 |
| Brian Mandell Executive Vice President | Mar 12, 2026 | Option exercise | +42,800 | $89.57 | $3.83M | 104,395 |
| Kevin J. Mitchell Exec. VP and CFO | Mar 5, 2026 | Sale(10b5-1 plan) | −16,856 | $168.22 | $2.84M | 97,376 |
| Kevin J. Mitchell Exec. VP and CFO | Mar 5, 2026 | Option exercise | +16,856 | $94.85 | $1.60M | 114,232 |
| Kevin J. Mitchell Exec. VP and CFO | Mar 4, 2026 | Sale(10b5-1 plan) | −4,944 | $165.03 | $815.91K | 97,376 |
| Kevin J. Mitchell Exec. VP and CFO | Mar 4, 2026 | Option exercise | +4,944 | $94.85 | $468.94K | 102,320 |
| Don Baldridge Executive Vice President | Feb 17, 2026 | Sale | −7,500 | $160.00 | $1.20M | 38,488 |
| Mark E. Lashier Chairman and CEO, Director | Feb 10, 2026 | Award | +29,148 | $156.70 | $4.57M | 110,532 |
| Kevin J. Mitchell Exec. VP and CFO | Feb 10, 2026 | Award | +11,411 | $156.70 | $1.79M | 97,376 |
| Ann M. Kluppel Vice President and Controller | Feb 10, 2026 | Award | +1,991 | $156.70 | $311.99K | 25,401 |
| Don Baldridge Executive Vice President | Feb 10, 2026 | Award | +7,139 | $156.70 | $1.12M | 45,988 |
| Richard G. Harbison EVP, Refining | Feb 10, 2026 | Award | +8,171 | $156.70 | $1.28M | 39,094 |
| Vanessa Allen Sutherland EVP, GC and Secretary | Feb 10, 2026 | Award | +7,478 | $156.70 | $1.17M | 31,623 |
| Brian Mandell Executive Vice President | Feb 10, 2026 | Award | +7,244 | $156.70 | $1.14M | 61,595 |
| Don Baldridge Executive Vice President | Feb 7, 2026 | Tax withholding | −604 | $156.93 | $94.79K | 38,849 |
| Kevin J. Mitchell Exec. VP and CFO | Feb 7, 2026 | Tax withholding | −3,361 | $156.93 | $527.44K | 85,965 |
| Vanessa Allen Sutherland EVP, GC and Secretary | Feb 7, 2026 | Tax withholding | −1,654 | $156.93 | $259.56K | 24,145 |
| Richard G. Harbison EVP, Refining | Feb 7, 2026 | Tax withholding | −1,378 | $156.93 | $216.25K | 30,923 |
| Mark E. Lashier Chairman and CEO, Director | Feb 7, 2026 | Tax withholding | −9,686 | $156.93 | $1.52M | 81,384 |
| Ann M. Kluppel Vice President and Controller | Feb 7, 2026 | Tax withholding | −228 | $156.93 | $35.78K | 23,410 |
| Brian Mandell Executive Vice President | Feb 7, 2026 | Tax withholding | −2,188 | $156.93 | $343.36K | 54,351 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Mandell Brian Officer | Sep 16, 2026 | 23,400 | $6.20M | Sep 16, 2026 | Stock Option |
| G. Harbison Richard Officer | Aug 12, 2026 | 52,100 | $11.66M | Aug 12, 2026 | Stock Option |
| Mandell Brian Officer | Aug 11, 2026 | 3,300 | $706.27K | Aug 10, 2026 | Stock Option |
| Mandell Brian Officer | Aug 11, 2026 | 30,000 | $6.45M | Aug 11, 2026 | Stock Option |
| Davis Revocable Trust The Director | Aug 10, 2026 | 1,515 | $314.71K | Aug 10, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Kluppel Ann Officer | Aug 10, 2026 | 6,034 | $1.28M | Aug 10, 2026 | Stock Option |
| Kluppel Ann Officer | Aug 7, 2026 | 1,800 | $368.94K | Aug 7, 2026 | Stock Option |
| Sutherland Vanessa Officer | Jul 22, 2026 | 3,523 | $743.40K | Jul 21, 2026 | Stock Bonus |
| Sutherland Vanessa Officer | Jul 20, 2026 | 563 | $118.78K | Jul 20, 2026 | Stock Bonus |
| Mitchell Kevin Officer | Jul 9, 2026 | 11,021 | $2.09M | Jul 9, 2026 | Stock Option |
| Mitchell Kevin Officer | May 11, 2026 | 600 | $102.91K | May 11, 2026 | Stock Option |
| Mitchell Kevin Officer | May 8, 2026 | 29,400 | $5.00M | May 8, 2026 | Stock Option |
| Mitchell Kevin Officer | Mar 30, 2026 | 15,629 | $2.97M | Mar 30, 2026 | Stock Option |
| A. Davis Lisa Director | Mar 13, 2026 | 3,800 | $662.62K | Mar 13, 2026 | Restricted stock vesting under a registered plan |
| Mandell Brian Officer | Mar 12, 2026 | 42,800 | $7.25M | Mar 12, 2026 | Stock Option |