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PSX
Phillips 66EnergyOil & Gas Refining & MarketingLatest close $1826 of 27 marquee funds currently hold1 CUSIP mapped
Current holders
6
27 funds tracked
Ever held
12
Current + past
New this quarter
1
Exited this quarter
0
Marquee-fund ownership over time
Aug 13, 2013Nov 13, 2015May 12, 2023May 15, 2026
Now
6
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q3 2013 | 52Q | $38 | $182 | +386% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $128 | $182 | +42% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $128 | $182 | +42% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $128 | $182 | +42% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $128 | $182 | +42% |
| Two Sigma Investments re-entered | Q1 2025(8Q snapshot) | 5Q | $122 | $182 | +50% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Renaissance Technologies 2× in & out | Q4 2025 | Q1 2026 | → $154 | +13% |
| Maverick Capital 2× in & out | Q3 2023 | Q4 2023 | → $105 | +1% |
| Duquesne Family Office 3× in & out | Q1 2023 | Q3 2023 | → $103 | +8% |
| Berkshire Hathaway 2× in & out | Q4 2015 | Q2 2020 | → $56 | -9% |
| Glenview Capital | Q3 2013 | Q4 2015 | → $62 | +64% |
| Third Point | Q1 2015 | Q4 2015 | → $60 | +19% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Phillips 66. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
Filings · last 30d
2
Filings · last 90d
17
Total on file
521
Recent SEC buffer
Most recent
May 12, 2026
30d / 90d windows measured from May 12, 2026 — the most recent Form 4 on file — not from today.
- Form 40001663211-26-000012May 12, 2026
- Form 40001464559-26-000005May 7, 2026
- Form 40001453186-26-000010Apr 3, 2026
- Form 40001663211-26-000010Apr 1, 2026
- Form 40001514396-26-000002Mar 17, 2026
- Form 40001464559-26-000003Mar 17, 2026
- Form 40001706496-26-000006Mar 16, 2026
- Form 40001641265-26-000008Mar 16, 2026
- Form 40001663211-26-000008Mar 6, 2026
- Form 40001453186-26-000008Feb 19, 2026
- Form 40002021896-26-000006Feb 12, 2026
- Form 40001932551-26-000006Feb 12, 2026
- Form 40001853212-26-000008Feb 12, 2026
- Form 40001663211-26-000006Feb 12, 2026
- Form 40001772603-26-000010Feb 12, 2026
Showing 15 of 521 recent Form 4 filings. Browse all on EDGAR ↗
Fundamentals
XBRL · Phillips 66Annual figures sourced directly from Phillips 66's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Revenue
$132.38B
FY2025-8% YoY
Net income
$4.4B
FY2025+108% YoY
EPS (diluted)
$10.79
FY2025+116% YoY
Free cash flow(?)
$4.96B
FY2025+18% YoY
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for Phillips 66 — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KMaterial eventMay 14, 2026
- 10-QQuarterly reportApr 29, 2026
- 8-KMaterial eventApr 29, 2026
- 8-KMaterial eventApr 6, 2026
- DEF 14AProxy statementApr 2, 2026
- 8-KMaterial eventMar 18, 2026
- 8-KMaterial eventMar 9, 2026
- 10-KAnnual reportFeb 20, 2026
- 8-KMaterial eventFeb 4, 2026
- 10-QQuarterly reportOct 29, 2025
- 8-KMaterial eventOct 29, 2025
- 8-KMaterial eventSep 30, 2025
- 8-KMaterial eventSep 18, 2025
- 8-KMaterial eventSep 9, 2025
- 8-KMaterial eventAug 6, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Two Sigma Investments | Q2 2026 | open | $175 | $180 | +3% |
| D.E. Shaw | Q1 2026 | open | $156 | $180 | +15% |
| Renaissance Technologies | Q4 2025 | Q1 2026 | $136 | $154 | +13% |
| Bridgewater Associates | Q4 2025 | open | $136 | $182 | +34% |
| Two Sigma Investments | Q1 2025 | Q3 2025 | $122 | $119 | -2% |
| Renaissance Technologies | Q4 2024 | Q1 2025 | $122 | $119 | -3% |
| Bridgewater Associates | Q3 2024 | Q4 2024 | $128 | $122 | -5% |
| Citadel Advisors | Q3 2024 | open | $128 | $180 | +40% |
| D.E. Shaw | Q3 2024 | Q3 2025 | $128 | $119 | -8% |
| AQR Capital Management | Q3 2024 | open | $128 | $180 | +40% |
| Millennium Management | Q3 2024 | open | $128 | $180 | +40% |
| Maverick Capital | Q3 2023 | Q4 2023 | $103 | $105 | +1% |
| Bridgewater Associates | Q2 2023 | Q4 2023 | $83 | $104 | +25% |
| Duquesne Family Office | Q1 2023 | Q3 2023 | $95 | $103 | +8% |
| Bridgewater Associates | Q3 2022 | Q4 2022 | $77 | $93 | +22% |
| Duquesne Family Office | Q2 2022 | Q4 2022 | $83 | $97 | +16% |
| Maverick Capital | Q4 2021 | Q1 2022 | $66 | $77 | +16% |
| Bridgewater Associates | Q2 2018 | Q1 2020 | $86 | $69 | -19% |
| Berkshire Hathaway | Q4 2015 | Q2 2020 | $62 | $56 | -9% |
| Third Point | Q1 2015 | Q4 2015 | $51 | $60 | +19% |
| Bridgewater Associates | Q1 2015 | Q4 2016 | $49 | $57 | +17% |
| Duquesne Family Office | Q3 2014 | Q4 2014 | $55 | $47 | -14% |
| Bridgewater Associates | Q3 2014 | Q4 2014 | $54 | $48 | -10% |
| Bridgewater Associates | Q1 2014 | Q2 2014 | $47 | $54 | +14% |
| Berkshire Hathaway | Q3 2013 | Q3 2015 | $36 | $55 | +51% |
| Glenview Capital | Q3 2013 | Q4 2015 | $38 | $62 | +64% |
| Bridgewater Associates | Q3 2013 | Q4 2013 | $38 | $42 | +13% |
Caveats
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.