Follow-The-Filings

Security

PSX

Phillips 66 · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

21 owners 1 new max 17.4% (Paul Singer - Elliott Inv...)

grid → activity → earnings →
owners 21
rank #126
master % 0.19%
max % 17.4%
tracked value $13.8B
qoq N 1 A 8 R 8

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Paul Singer - Elliott Investment Management L.P. 2026 Q1 17.4% — 19,251,000 $3.5B hist
Torray Investment Partners LLC 2026 Q2 stale 2.7% Reduce -1.08 pp 117,795 $20M hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 2.2% Reduce -0.06 pp 9,134,428 $1.7B hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.3% Add +0.06 pp 3,383,523 $616M hist
Tweedy, Browne Co. LLC 2026 Q1 0.2% Reduce +0.05 pp 12,367 $2M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.14 pp 772,013 $141M hist
Ancora Advisors LLC 2026 Q1 0.1% Reduce +0.04 pp 36,331 $7M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.1% Add +0.10 pp 153,254 $28M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add -0.01 pp 51,930,038 $6.7B hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +0.08 pp 1,194,043 $218M hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.07 pp 4,961,297 $640M hist
Kentucky Trust Co. 2026 Q2 stale 0.1% Add -0.01 pp 706 $119M hist
Natixis Advisors, LLC 2026 Q1 0.1% Reduce +0.01 pp 178,216 $32M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce +0.01 pp 74,274 $14M hist
Christopher Bloomstran - Semper Augustus Investments Group LLC 2026 Q1 0.0% New 0.0% 1,472 $268 hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 523,970 $95M hist
Mairs & Power Inc. 2026 Q1 0.0% — 6,604 $1M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 29,386 $5M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add 0.00 pp 15,075 $3M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 10,286 $2M hist
Dodge & Cox 2026 Q1 0.0% — 2,600 $474 hist

21 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 FORM 4 Filing Doc
4/A FORM 4/A Filing Doc
4 FORM 4 Filing Doc
8-K 5.07 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
4 FORM 4 Filing Doc
DEFA14A DEFA14A Filing Doc
4 FORM 4 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
8-K 5.02 Filing Doc
4 FORM 4 Filing Doc
10-K 10-K Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc

Updated 10 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $147.4B $143.15B $132.38B
Gross profit * $19.31B $13.19B $16.28B
Gross margin * 13.1% 9.2% 12.3%
Net income $7.02B $2.12B $4.4B
Net margin * 4.8% 1.5% 3.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $19.94B $17.91B $17.27B
Total non-current assets * $55.56B $54.67B $56.41B
Total assets $75.5B $72.58B $73.68B
Total current liabilities $15.86B $15.09B $13.33B
Total non-current liabilities * $28B $29.03B $30.11B
Total equity $30.58B $27.41B $29.09B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $7.03B $4.19B $4.96B
Cash from investing -$1.79B -$2.46B -$2.1B
Cash from financing -$8.09B -$3.3B -$3.54B
Net change in cash -$2.81B -$1.58B -$622M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders