Guru Ownership Trend
Guru Analysis for Phillips 66 (PSX)
Phillips 66 (PSX), a key player in the Energy sector, continues to attract institutional attention.
As of Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $642.24 M.
Top institutional holders include Cliff Asness and Ray Dalio.
Institutional sentiment is currently Bullish. This is evidenced by a $29.02 M net inflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 166.5%. Conversely, Jefferies Group reduced exposure by 78.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Phillips 66 (PSX)
Major holders include Cliff Asness ($616.41 M), Ray Dalio ($27.92 M), Joel Greenblatt ($13.53 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 3.7 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $29.02 M, with 3 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 2 fully exited PSX. The total reported sell value was $11.53 M.
Yes, 1 managers opened new positions in PSX, and 2 increased their existing holdings. The total reported buy value was $40.55 M.
