Phillips 66: which funds bought and sold

Institutions that bought and sold Phillips 66 shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 937 institutions that filed 13F reports for both quarters added to or opened positions in Phillips 66, and 893 cut or closed them. Together they sold a net 291K shares, −0.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 5.0M shares (−8.2%); index fund managers were net buyers of 3.0M shares (+2.4%). 133 opened a new position and 162 sold out entirely.

Bought, Q2 2026 937 institutions, 133 of them new holders Sold, Q2 2026 893 institutions, 162 of them sold out

Net change, all compared −291K shares (−0.1%)

Net change, active managers −5.0M shares (−8.2%), 48 bought, 43 sold

Buyers versus sellers

institutions compared, 2,227

937 bought 397 893 sold

Active managers and hedge funds 48 bought · 43 sold · −5.0M

Index fund managers 8 bought · 4 sold · +3.0M

Other institutions 881 bought · 846 sold · +1.8M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+2.1M +6.5%	34.1M	$5.8B
AQR Capital Management LLC Hedge fund	+1.1M +32.7%	4.5M	$759M
Merewether Investment Management, LP	+885K +1075.4%	967K	$164M
Citadel Advisors LLC Hedge fund	+840K +160.3%	1.4M	$231M
Mackenzie Financial Corp	+765K +118.7%	1.4M	$238M
Victory Capital Management Inc Active manager	+730K +195.2%	1.1M	$187M
Point72 Asset Management, L.P. Hedge fund	+632K New position	632K	$107M
Two Sigma Investments, LP Hedge fund	+547K +18245.4%	550K	$93M
Jane Street Group, LLC	+490K +1803.5%	518K	$87.5M
Geode Capital Management, LLC Index funds	+464K +4.4%	11.1M	$1.9B
HSBC Holdings PLC	+455K +51.4%	1.3M	$228M
SG Americas Securities, LLC	+426K +977.6%	469K	$79.3M
Arrowstreet Capital, Limited Partnership Hedge fund	+397K +49.8%	1.2M	$202M
Empower Advisory Group, LLC	+335K +24708.2%	336K	$56.8M
Healthcare Of Ontario Pension Plan Trust Fund	+329K +1299.5%	354K	$59.9M
National Bank Of Canada	+320K +109.9%	612K	$103M
Capitolis Liquid Global Markets LLC	+317K New position	317K	$53.6M
Marshall Wace, LLP Hedge fund	+315K +40.8%	1.1M	$184M
Qube Research & Technologies Ltd Hedge fund	+308K +48.6%	943K	$159M
Walleye Capital LLC Hedge fund	+289K +1255.5%	312K	$52.8M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
AQR Capital Management LLC Hedge fund	+1.1M +32.7%	4.5M	$759M
Citadel Advisors LLC Hedge fund	+840K +160.3%	1.4M	$231M
Victory Capital Management Inc Active manager	+730K +195.2%	1.1M	$187M
Point72 Asset Management, L.P. Hedge fund	+632K New position	632K	$107M
Two Sigma Investments, LP Hedge fund	+547K +18245.4%	550K	$93M
Arrowstreet Capital, Limited Partnership Hedge fund	+397K +49.8%	1.2M	$202M
Marshall Wace, LLP Hedge fund	+315K +40.8%	1.1M	$184M
Qube Research & Technologies Ltd Hedge fund	+308K +48.6%	943K	$159M
Walleye Capital LLC Hedge fund	+289K +1255.5%	312K	$52.8M
Wellington Management Group LLP Active manager	+274K +30.3%	1.2M	$199M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Harris Associates L P Active manager	−7.4M −80.8%	1.8M	$297M
Wells Fargo & Company	−1.3M −9.5%	12.5M	$2.1B
Price T Rowe Associates Inc Active manager	−980K −20.5%	3.8M	$642M
UBS Group AG	−749K −23.8%	2.4M	$406M
Millennium Management LLC Hedge fund	−732K −61.3%	462K	$78.1M
Amundi	−709K −19.3%	3.0M	$500M
FMR LLC Active manager	−599K −13.8%	3.7M	$630M
Bank Of New York Mellon Corp	−412K −6.0%	6.5M	$1.1B
Holocene Advisors, LP Hedge fund	−382K Sold out	0	—
Freestone Grove Partners LP Hedge fund	−330K −66.2%	168K	$28.4M
Barrow Hanley Mewhinney & Strauss LLC Active manager	−325K −33.1%	656K	$111M
Jpmorgan Chase & Co	−306K −13.6%	1.9M	$337M
Barclays PLC	−241K −31.7%	519K	$87.7M
Canada Pension Plan Investment Board	−239K −23.9%	760K	$129M
American Century Companies Inc Active manager	−231K −33.8%	453K	$76.6M
Invesco Ltd.	−219K −5.5%	3.7M	$633M
Van Eck Associates Corp	−216K −70.3%	91K	$15.4M
Adage Capital Partners Gp, L.L.C. Hedge fund	−209K −26.7%	572K	$96.7M
Acadian Asset Management LLC Active manager	−200K −28.5%	503K	$85M
Legal & General Group PLC	−196K −9.8%	1.8M	$304M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Harris Associates L P Active manager	−7.4M −80.8%	1.8M	$297M
Price T Rowe Associates Inc Active manager	−980K −20.5%	3.8M	$642M
Millennium Management LLC Hedge fund	−732K −61.3%	462K	$78.1M
FMR LLC Active manager	−599K −13.8%	3.7M	$630M
Holocene Advisors, LP Hedge fund	−382K Sold out	0	—
Freestone Grove Partners LP Hedge fund	−330K −66.2%	168K	$28.4M
Barrow Hanley Mewhinney & Strauss LLC Active manager	−325K −33.1%	656K	$111M
American Century Companies Inc Active manager	−231K −33.8%	453K	$76.6M
Adage Capital Partners Gp, L.L.C. Hedge fund	−209K −26.7%	572K	$96.7M
Acadian Asset Management LLC Active manager	−200K −28.5%	503K	$85M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Point72 Asset Management, L.P.Hedge fund	632K	$107M
Capitolis Liquid Global Markets LLC	317K	$53.6M
Tudor Investment Corp Et AlHedge fund	237K	$40M
Arbejdsmarkedets Tillaegspension	151K	$25.5M
Cohen & Steers, Inc.	130K	$22M
Australiansuper Pty Ltd	123K	$20.8M
Ceredex Value Advisors LLC	108K	$18.2M
Sagefield Capital LP	75K	$12.7M
Meitav Investment House Ltd	48K	$11.4M
Hudson Bay Capital Management LPHedge fund	57K	$9.7M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Holocene Advisors, LPHedge fund	382K	$69.6M
Sir Capital Management, L.P.	149K	$27.2M
Natixis	52K	$9.6M
Providence Capital Advisors, LLC	47K	$8.5M
Ia Global Asset Management Inc.	34K	$6.2M
Readystate Asset Management LP	32K	$5.9M
D. E. Shaw & Co., Inc.Hedge fund	29K	$5.4M
Jump Financial, LLC	25K	$4.6M
Kmg Fiduciary Partners, LLC	21K	$3.9M
Q3 Asset Management	20K	$3.6M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 2,097
Ten largest holders: 53.9%
Index fund managers: 41.2%
Active managers and hedge funds: 17.9%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	48	43	10	4	−5.0M	−8.2%
Index fund managers	8	4	0	0	+3.0M	+2.4%
Other institutions	881	846	123	158	+1.8M	+1.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Phillips 66.

Only managers that filed a holdings report for both quarters are compared (2,227 here). 64 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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