Who owns PSX (PSX)
Which tracked institutional funds hold PSX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PSX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PSX is one-sided between 2025-Q4 and 2026-Q1: 921 added or opened and 115 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PSX’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes PSX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PSX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 2107 tracked filers holding PSX, 1031 increased or opened the position and 878 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PSX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 73
- VANGUARD CAPITAL MANAGEMENT LLC$4.8B
- VANGUARD PORTFOLIO MANAGEMENT LLC$4.0B
- VANGUARD FIDUCIARY TRUST CO$414M
- Vanguard Global Advisers, LLC$164M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$145M
- VANGUARD ASSET MANAGEMENT, Ltd$138M
Full exits 48
- VANGUARD GROUP INC$6.7B
- NewEdge Advisors, LLC$129M
- RNC CAPITAL MANAGEMENT LLC$43M
- Brandywine Global Investment Management, LLC$36M
- Connor, Clark & Lunn Investment Management Ltd.$19M
- CIBC Private Wealth Group LLC$16M
Largest adds
- STATE STREET CORP$1.7B
- BlackRock, Inc.$1.1B
- Elliott Investment Management L.P.$1.0B
- GOLDMAN SACHS GROUP INC$756M
- WELLS FARGO & COMPANY/MN$686M
- GEODE CAPITAL MANAGEMENT, LLC$596M
Largest trims
- M&T Bank Corp$370M
- HARRIS ASSOCIATES L P$140M
- Holocene Advisors, LP$108M
- NORGES BANK$107M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$97M
- CITADEL ADVISORS LLC$69M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 28,190,842 | $5.1B | 9.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 26,107,984 | $4.8B | 8.4% | 2026-Q1 |
| STATE STREET CORP added | 25,772,853 | $4.7B | 8.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 22,100,692 | $4.0B | 7.1% | 2026-Q1 |
| Elliott Investment Management L.P. | 19,251,000 | $3.5B | 6.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 13,788,007 | $2.5B | 4.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 10,658,175 | $1.9B | 3.4% | 2026-Q1 |
| HARRIS ASSOCIATES L P trimmed | 9,134,428 | $1.7B | 2.9% | 2026-Q1 |
| MORGAN STANLEY added | 7,100,129 | $1.3B | 2.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 6,879,213 | $1.3B | 2.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 5,723,891 | $1.0B | 1.8% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 4,776,330 | $870M | 1.5% | 2026-Q1 |
| FMR LLC trimmed | 4,321,367 | $787M | 1.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,968,562 | $723M | 1.3% | 2026-Q1 |
| Invesco Ltd. added | 3,906,139 | $712M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 3,676,074 | $670M | 1.2% | 2026-Q1 |
| Amundi added | 3,667,451 | $668M | 1.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 3,382,515 | $616M | 1.1% | 2026-Q1 |
| UBS Group AG added | 3,149,505 | $574M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,971,036 | $541M | 1.0% | 2026-Q1 |
| NORGES BANK trimmed | 4,314,125 | $533M | 0.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,839,278 | $517M | 0.9% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 2,321,649 | $423M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 2,239,805 | $414M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,269,903 | $414M | 0.7% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,991,832 | $363M | 0.6% | 2026-Q1 |
| Nuveen, LLC added | 1,705,721 | $311M | 0.5% | 2026-Q1 |
| Boston Partners added | 1,651,820 | $301M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,489,962 | $271M | 0.5% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 1,424,106 | $260M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,392,167 | $254M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,321,535 | $241M | 0.4% | 2026-Q1 |
| Mariner, LLC added | 1,222,327 | $223M | 0.4% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 1,205,785 | $220M | 0.4% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,194,043 | $218M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 1,182,450 | $215M | 0.4% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 1,029,791 | $188M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,027,210 | $187M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 999,314 | $182M | 0.3% | 2026-Q1 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 981,432 | $179M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 916,943 | $167M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 899,110 | $164M | 0.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 897,331 | $163M | 0.3% | 2026-Q1 |
| LPL Financial LLC trimmed | 887,797 | $162M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 883,907 | $161M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 862,141 | $157M | 0.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 796,505 | $145M | 0.3% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 790,599 | $144M | 0.3% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 781,001 | $142M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 772,013 | $141M | 0.2% | 2026-Q1 |
| BARCLAYS PLC added | 759,668 | $138M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 756,628 | $138M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 754,343 | $137M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 749,243 | $136M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 726,489 | $132M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 706,748 | $129M | 0.2% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 703,241 | $128M | 0.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 698,272 | $127M | 0.2% | 2026-Q1 |
| National Pension Service added | 698,069 | $127M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 687,713 | $125M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 684,461 | $125M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 666,040 | $121M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 649,692 | $119M | 0.2% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 644,710 | $117M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 634,790 | $116M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 585,034 | $107M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 565,575 | $103M | 0.2% | 2026-Q1 |
| Squarepoint Ops LLC added | 562,185 | $102M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 538,005 | $98M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 523,970 | $95M | 0.2% | 2026-Q1 |
| Freestone Grove Partners LP added | 498,027 | $91M | 0.2% | 2026-Q1 |
| M&T Bank Corp trimmed | 476,207 | $87M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 473,785 | $86M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 470,073 | $86M | 0.2% | 2026-Q1 |
| Fayez Sarofim & Co trimmed | 469,734 | $86M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 467,419 | $85M | 0.2% | 2026-Q1 |
| BAHL & GAYNOR INC trimmed | 453,222 | $83M | 0.1% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 440,938 | $80M | 0.1% | 2026-Q1 |
| Recurrent Investment Advisors LLC trimmed | 414,064 | $75M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 555,423 | $72M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 383,134 | $70M | 0.1% | 2026-Q1 |
| Holocene Advisors, LP trimmed | 382,100 | $70M | 0.1% | 2026-Q1 |
| AVIVA PLC added | 380,306 | $69M | 0.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 373,722 | $68M | 0.1% | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 358,832 | $65M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 355,551 | $65M | 0.1% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 342,845 | $62M | 0.1% | 2026-Q1 |
| Korea Investment CORP added | 340,674 | $62M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 336,509 | $61M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM added | 331,005 | $60M | 0.1% | 2026-Q1 |
| TD Asset Management Inc trimmed | 322,067 | $59M | 0.1% | 2026-Q1 |
| DAVIS R M INC trimmed | 318,620 | $58M | 0.1% | 2026-Q1 |
| Creative Planning added | 307,033 | $56M | 0.1% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 306,507 | $56M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 304,954 | $56M | 0.1% | 2026-Q1 |
| Encompass Capital Advisors LLC trimmed | 304,700 | $56M | 0.1% | 2026-Q1 |
| ZWJ INVESTMENT COUNSEL INC added | 295,031 | $54M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 51,927,184 | $6.7B | 11.8% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 996,955 | $129M | 0.2% | 2025-Q4 stale |
| Stonegate Investment Group, LLC trimmed | 883,634 | $120M | 0.2% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.