Phillips 66 (PSX) shareholders
PSXNYSEPetroleum RefiningFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 28, 2026Score 17/3029% below fair value
$264.90+1.99 (+0.76%)
Close on Nov 13, 2026Market cap $103.33BP/E 8.5Yield 1.79%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
81.6%
318M of 390M shares
Institutional holders
2,100
160 new, 162 sold out
Net institutional buying
5M
In Q2 2026
Insider trades, 12 months
2 buys · 28 sales
Net sold $7.49B
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 | 8.75% | $5.77B | +2,088,264 | 0.09% |
| Vanguard Capital Management LLC | 26,183,335 | 6.71% | $4.43B | +75,351 | 0.09% |
| State Street Corp | 26,044,694 | 6.68% | $4.40B | +271,841 | 0.13% |
| Vanguard Portfolio Management LLC | 22,214,319 | 5.69% | $3.76B | +113,627 | 0.17% |
| Elliott Investment Management L.P. | 19,251,000 | 4.94% | $3.25B | – | 14.36% |
| Wells Fargo & Company/Mn | 12,479,393 | 3.20% | $2.11B | −1,308,614 | 0.34% |
| Geode Capital Management, LLC | 11,122,010 | 2.85% | $1.87B | +463,835 | 0.10% |
| Morgan Stanley | 7,206,592 | 1.85% | $1.22B | +106,463 | 0.06% |
| Bank of New York Mellon Corp | 6,466,764 | 1.66% | $1.09B | −412,449 | 0.18% |
| Goldman Sachs Group Inc | 5,613,271 | 1.44% | $948.92M | −110,620 | 0.08% |
| Aqr Capital Management LLC | 4,489,507 | 1.15% | $758.95M | +1,105,984 | 0.26% |
| Norges Bank | 4,164,661 | 1.07% | $704.04M | New | 0.07% |
| Charles Schwab Investment Management Inc | 4,088,240 | 1.05% | $691.12M | +119,678 | 0.09% |
| Price T Rowe Associates Inc /Md/ | 3,795,912 | 0.97% | $641.70M | −980,418 | 0.06% |
| Invesco Ltd. | 3,741,815 | 0.96% | $632.55M | −219,033 | 0.05% |
| FMR LLC | 3,728,108 | 0.96% | $630.24M | −599,023 | 0.03% |
| Northern Trust Corp | 3,584,780 | 0.92% | $606.01M | −91,294 | 0.07% |
| Dimensional Fund Advisors LP | 3,106,122 | 0.80% | $525.22M | +266,844 | 0.10% |
| Amundi | 2,958,255 | 0.76% | $500.09M | −709,196 | 0.12% |
| Bank Of America Corp /De/ | 2,780,067 | 0.71% | $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 | 81.6% | 160 / 809 | 733 / 162 | 26M | 21M |
| Q1 2026 | 2,131 | 313M | 80.3% | 353 / 687 | 747 / 95 | 77M | 22M |
| Q4 2025 | 1,903 | 311M | 79.7% | 224 / 703 | 627 / 125 | 22M | 18M |
| Q3 2025 | 1,838 | 308M | 79.0% | 209 / 636 | 638 / 111 | 17M | 25M |
| Q2 2025 | 1,765 | 316M | 81.0% | 141 / 623 | 688 / 147 | 30M | 21M |
| Q1 2025 | 1,794 | 308M | 79.0% | 177 / 642 | 665 / 134 | 33M | 31M |
| Q4 2024 | 1,782 | 307M | 78.8% | 220 / 617 | 645 / 184 | 31M | 30M |
| Q3 2024 | 1,774 | 309M | 79.2% | 135 / 608 | 684 / 123 | 52M | 29M |
| Q2 2024 | 1,784 | 318M | 81.4% | 111 / 646 | 694 / 180 | 14M | 34M |
| Q1 2024 | 1,877 | 339M | 86.9% | 207 / 616 | 756 / 101 | 31M | 30M |
| Q4 2023 | 1,792 | 339M | 86.8% | 259 / 569 | 678 / 102 | 38M | 19M |
| Q3 2023 | 1,663 | 321M | 82.3% | 216 / 565 | 596 / 74 | 18M | 21M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
926 funds held PSX in Q2 2026, 65% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of PSX | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 12,727,916 | 3.26% | $2.15B | 0.09% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 10,389,152 | 2.66% | $1.76B | 0.11% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 8,687,425 | 2.23% | $1.47B | 0.66% | Jun 30, 2026 |
| State Street(R) Energy Select Sector SPDR(R) ETF | 8,594,901 | 2.20% | $1.45B | 4.07% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 5,514,926 | 1.41% | $932.30M | 0.10% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 5,156,185 | 1.32% | $906.87M | 0.11% | May 31, 2026 |
| Vanguard Value Index Fund | 3,820,188 | 0.98% | $645.80M | 0.25% | Jun 30, 2026 |
| Vanguard Mid-Cap Value Index Fund | 2,575,144 | 0.66% | $435.33M | 1.17% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 2,268,474 | 0.58% | $480.19M | 0.37% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 2,176,629 | 0.56% | $367.96M | 0.11% | Jun 30, 2026 |
| Vanguard Energy Index Fund | 1,990,278 | 0.51% | $350.05M | 2.97% | May 31, 2026 |
| iShares Russell Mid-Cap ETF | 1,648,007 | 0.42% | $278.60M | 0.49% | Jun 30, 2026 |
| Vanguard High Dividend Yield Index Fund | 1,614,046 | 0.41% | $341.66M | 0.34% | Jul 31, 2026 |
| Fidelity Mid Cap Index Fund | 1,519,161 | 0.39% | $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 | 0.02% | 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
1.90%
7M shares short
Days to cover
2.8
At 3M shares a day
Change since last report
+8.8%
From 7M shares
Short volume, 20 days
56.1%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Phillips 66's stock actually held short. Settlement fails (shares not delivered on time) peaked at 14,015 shares on Sep 28, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Brian Mandell Officer | Sep 16, 2026 | 23,400 | $6.20M | Sep 16, 2026 | Stock Option |
| Richard G. Harbison Officer | Aug 12, 2026 | 52,100 | $11.66M | Aug 12, 2026 | Stock Option |
| Brian Mandell Officer | Aug 11, 2026 | 3,300 | $706.27K | Aug 10, 2026 | Stock Option |
| Brian Mandell Officer | Aug 11, 2026 | 30,000 | $6.45M | Aug 11, 2026 | Stock Option |
| The Davis Revocable Trust Director | Aug 10, 2026 | 1,515 | $314.71K | Aug 10, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Ann M. Kluppel Officer | Aug 10, 2026 | 6,034 | $1.28M | Aug 10, 2026 | Stock Option |
| Ann M. Kluppel Officer | Aug 7, 2026 | 1,800 | $368.94K | Aug 7, 2026 | Stock Option |
| Vanessa Allen Sutherland Officer | Jul 22, 2026 | 3,523 | $743.40K | Jul 21, 2026 | Stock Bonus |
| Vanessa Allen Sutherland Officer | Jul 20, 2026 | 563 | $118.78K | Jul 20, 2026 | Stock Bonus |
| Kevin J. Mitchell Officer | Jul 9, 2026 | 11,021 | $2.09M | Jul 9, 2026 | Stock Option |
| Kevin J. Mitchell Officer | May 11, 2026 | 600 | $102.91K | May 11, 2026 | Stock Option |
| Kevin J. Mitchell Officer | May 8, 2026 | 29,400 | $5.00M | May 8, 2026 | Stock Option |
| Kevin J. Mitchell Officer | Mar 30, 2026 | 15,629 | $2.97M | Mar 30, 2026 | Stock Option |
| Lisa Ann Davis Director | Mar 13, 2026 | 3,800 | $662.62K | Mar 13, 2026 | Restricted stock vesting under a registered plan |
| Brian Mandell Officer | Mar 12, 2026 | 42,800 | $7.25M | Mar 12, 2026 | Stock Option |
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