$PSX is held by 42 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.15%, with an average of 0.20% of portfolio. Largest holder: Vista Investment Partners LLC at 2.15%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
PHILLIPS 66
13F holders
2,069
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 2,069 · Source: 13F-HR01
State Farm Mutual Automobile Insurance Co.
—
—
02
Gates Foundation Trust
—
—
03
Harris Associates L P
—
—
04
Axa S.a.
—
—
05
State Street
—
—
06
Colton Groome Financial Advisors, LLC
—
—
07
First Financial Corp.
—
—
08
Brightline Capital Management, LLC
—
—
09
Generation Investment Management LLP
—
—
10
Banyan Capital Management, Inc.
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
42 holders · Q1 202601
Vista Investment Partners LLC
2.15% ↑ +0.6pp
α +10.8pts
02
Cypress Capital Group
1.18% ↑ +1.0pp
α +12.6pts
03
Fruth Investment Management
0.55% held
α +79.5pts
04
Corsicana & Co.
0.55% held
α +20.0pts
05
Venture Visionary Partners LLC
0.49% NEW
α +10.3pts
06
Delta Financial Advisors LLC
0.47% NEW
α +18.1pts
07
Aigen Investment Management, LP
0.42% NEW
α +50.5pts
08
Independent Solutions Wealth Management, LLC
0.41% NEW
α +19.1pts
09
Endeavor Private Wealth, Inc.
0.31% held
α +13.5pts
10
Merrion Investment Management Co, LLC
0.28% held
α +16.0pts
11
Intrinsic Value Partners, LLC
0.27% held
α +13.8pts
12
Scopia Capital Management LP
0.19% NEW
α +10.2pts
13
Oxford Asset Management LLP
0.17% NEW
α +10.3pts
14
New Age Alpha Advisors, LLC
0.15% held
α +10.8pts
15
Nisa Investment Advisors, LLC
0.12% NEW
α +16.6pts
16
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.09% held
α +27.5pts
17
Impact Partnership Wealth, LLC
0.07% held
α +10.3pts
18
Retirement Investment Advisors, Inc.
0.07% held
α +16.2pts
19
Citigroup Inc.
0.06% held
α +26.3pts
20
Fiduciary Alliance LLC
0.06% held
α +16.8pts
21
Linscomb Wealth, Inc.
0.05% held
α +32.6pts
22
RFG Advisory, LLC
0.05% held
α +16.2pts
23
Tributary Capital Management, LLC
0.04% held
α +40.6pts
24
Courier Capital LLC
0.03% held
α +14.9pts
25
Principal Securities, Inc.
0.03% held
α +21.3pts
26
Semper Augustus Investments Group LLC
0.03% held
α +11.6pts
27
Svb Wealth LLC
0.03% held
α +29.6pts
28
Wellington Management Group LLP
0.03% held
α +10.5pts
29
LM Advisors LLC
0.03% held
α +15.5pts
30
Fulton Bank, N.a.
0.03% held
α +23.8pts
31
Quarry LP
0.02% held
α +10.6pts
32
Nikko Asset Management Americas, Inc.
0.02% held
α +22.1pts
33
JTC Employer Solutions Trustee Ltd
0.02% held
α +22.6pts
34
Shufro Rose & Co. LLC
0.02% held
α +32.3pts
35
Bradley Foster & Sargent INC
0.02% held
α +11.1pts
36
GM Advisory Group, LLC
0.02% held
α +16.5pts
37
Erste Asset Management GmbH
0.02% held
α +33.4pts
38
Level Financial Advisors
0.01% held
α +30.9pts
39
Costello Asset Management, INC
0.01% held
α +14.3pts
40
Choate Investment Advisors
0.01% held
α +13.8pts
41
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
42
Pittenger & Anderson Inc.
0.00% held
α +21.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
14 transactions · 7 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
6 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $PSX lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $PSX — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 12:58 UTC.