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Composite Score (0–100)
Insider (25%)
34.4
1 Insider, 61K $ Volumen
Institutionell (22,5%)
67.9
100 neu, 439 erhöht, -1554319K $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | Phillips 66 |
|---|---|
| Ticker | PSX |
| CIK | 0001534701 |
Branche
| SIC-Code | 2911 |
|---|---|
| Beschreibung | Petroleum Refining |
Wertpapier
| CUSIP | 718546104 |
|---|---|
| ISIN | US7185461040 |
| Typ | Common Stock |
| Titel | Phillips 66 |
Status
| Zuletzt geprüft | 2026-03-20 22:22:12.658104 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 51,930,038 | 51,724,558 | 205,480 | 6,701,052,104 | Aufgestockt | +0,4% | |
| BlackRock, Inc. | 30,919,347 | 30,216,278 | 703,069 | 3,989,832,531 | Aufgestockt | +2,3% | |
| STATE STREET CORP | 23,589,550 | 23,413,934 | 175,616 | 3,043,995,532 | Aufgestockt | +0,8% | |
| Elliott Investment Management L.P. | 19,251,000 | 19,251,000 | 0 | 2,484,149,040 | Unverändert | 0,0% | |
| WELLS FARGO & COMPANY/MN | 14,152,872 | 15,103,967 | -951,095 | 1,826,286,438 | Reduziert | -6,3% | |
| HARRIS ASSOCIATES L P | 13,978,492 | 13,640,378 | 338,114 | 1,803,784,642 | Aufgestockt | +2,5% | |
| GEODE CAPITAL MANAGEMENT, LLC | 10,413,824 | 10,368,484 | 45,340 | 1,338,596,115 | Aufgestockt | +0,4% | |
| MORGAN STANLEY | 6,791,424 | 6,907,123 | -115,699 | 876,365,560 | Reduziert | -1,7% | |
| NORGES BANK | 4,961,297 | 4,390,231 | 571,066 | 640,205,765 | Aufgestockt | +13,0% | |
| FMR LLC | 4,463,832 | 3,669,613 | 794,219 | 576,012,877 | Aufgestockt | +21,6% | |
| Invesco Ltd. | 3,870,398 | 4,056,066 | -185,668 | 499,436,104 | Reduziert | -4,6% | |
| NORTHERN TRUST CORP | 3,716,540 | 3,834,138 | -117,598 | 479,582,322 | Reduziert | -3,1% | |
| UBS Group AG | 3,250,387 | 4,599,295 | -1,348,908 | 419,429,939 | Reduziert | -29,3% | |
| BANK OF AMERICA CORP /DE/ | 2,935,869 | 2,736,087 | 199,782 | 378,844,595 | Aufgestockt | +7,3% | |
| DIMENSIONAL FUND ADVISORS LP | 2,796,607 | 2,830,397 | -33,790 | 360,883,845 | Reduziert | -1,2% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2,390,428 | 0 | 2,390,428 | 308,460,829 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 2,253,025 | 2,853,582 | -600,557 | 290,730,440 | Reduziert | -21,0% | |
| Legal & General Group Plc | 2,056,384 | 2,276,036 | -219,652 | 265,355,791 | Reduziert | -9,7% | |
| AQR CAPITAL MANAGEMENT LLC | 1,893,195 | 0 | 1,893,195 | 257,512,298 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,583,066 | 1,933,263 | -350,197 | 204,278,836 | Reduziert | -18,1% | |
| JPMORGAN CHASE & CO | 1,577,421 | 1,949,310 | -371,889 | 203,550,581 | Reduziert | -19,1% | |
| RAYMOND JAMES FINANCIAL INC | 1,508,617 | 1,534,830 | -26,213 | 194,671,937 | Reduziert | -1,7% | |
| Neuberger Berman Group LLC | 1,455,007 | 976,664 | 478,343 | 187,783,183 | Aufgestockt | +49,0% | |
| Boston Partners | 1,384,348 | 1,417,900 | -33,552 | 178,690,381 | Reduziert | -2,4% | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,371,804 | 1,172,158 | 199,646 | 177,017,587 | Aufgestockt | +17,0% | |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 1,213,635 | 1,422,236 | -208,601 | 156,607,460 | Reduziert | -14,7% | |
| Swiss National Bank | 1,107,350 | 1,174,450 | -67,100 | 142,892,444 | Reduziert | -5,7% | |
| CITIGROUP INC | 1,074,492 | 445,185 | 629,307 | 138,652,447 | Aufgestockt | +141,4% | |
| VICTORY CAPITAL MANAGEMENT INC | 1,057,512 | 770,824 | 286,688 | 136,461,349 | Aufgestockt | +37,2% | |
| DEUTSCHE BANK AG\ | 1,049,771 | 974,042 | 75,729 | 135,462,450 | Aufgestockt | +7,8% | |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1,017,320 | 3,149,198 | -2,131,878 | 131,274,973 | Reduziert | -67,7% | |
| LPL Financial LLC | 894,443 | 894,814 | -371 | 115,418,886 | Reduziert | 0,0% | |
| HSBC HOLDINGS PLC | 860,459 | 1,029,108 | -168,649 | 110,831,571 | Reduziert | -16,4% | |
| JANE STREET GROUP, LLC | 841,776 | 767,753 | 74,023 | 108,622,775 | Aufgestockt | +9,6% | |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 788,034 | 702,348 | 85,686 | 108,015,822 | Aufgestockt | +12,2% | |
| BNP PARIBAS FINANCIAL MARKETS | 660,320 | 450,174 | 210,146 | 101,636,291 | Aufgestockt | +46,7% | |
| BARCLAYS PLC | 780,738 | 6,993,604 | -6,212,866 | 100,746,435 | Reduziert | -88,8% | |
| RHUMBLINE ADVISERS | 766,445 | 788,845 | -22,400 | 98,901,944 | Reduziert | -2,8% | |
| Corient Private Wealth LLC | 724,532 | 0 | 724,532 | 93,504,327 | Neu | +100,0% | |
| BANK OF MONTREAL /CAN/ | 720,126 | 666,446 | 53,680 | 92,924,972 | Aufgestockt | +8,1% | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 702,341 | 722,469 | -20,128 | 90,630,083 | Reduziert | -2,8% | |
| TRUIST FINANCIAL CORP | 675,084 | 664,499 | 10,585 | 87,112,900 | Aufgestockt | +1,6% | |
| ALLIANCEBERNSTEIN L.P. | 627,169 | 760,034 | -132,865 | 80,929,888 | Reduziert | -17,5% | |
| National Pension Service | 614,059 | 602,099 | 11,960 | 79,238,173 | Aufgestockt | +2,0% | |
| BAHL & GAYNOR INC | 572,343 | 585,652 | -13,309 | 73,855,141 | Reduziert | -2,3% | |
| Focus Partners Wealth | 515,909 | 427,858 | 88,051 | 67,921,457 | Aufgestockt | +20,6% | |
| PRINCIPAL FINANCIAL GROUP INC | 519,383 | 516,725 | 2,658 | 67,021,181 | Aufgestockt | +0,5% | |
| Yaupon Capital Management LP | 512,500 | 0 | 512,500 | 66,133,000 | Neu | +100,0% | |
| Allianz Asset Management GmbH | 484,217 | 686,797 | -202,580 | 62,483,361 | Reduziert | -29,5% | |
| PRUDENTIAL FINANCIAL INC | 483,539 | 424,347 | 59,192 | 62,395,873 | Aufgestockt | +13,9% |
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-03-17 | Meyers Kevin Omar | Director | Open Market Purchase | 175 | 173.20 | 30,310.00 | +1,8% | |
| 2026-03-17 | Meyers Kevin Omar | Director | Open Market Purchase | 175 | 173.20 | 30,310.00 | +1,8% | |
| 2026-03-13 | Davis Lisa Ann | Director | Open Market Sale | -3,800 | 174.37 | -662,617.40 | -38,6% | |
| 2026-03-12 | Mandell Brian | Officer, Executive Vice President | Open Market Sale | -42,800 | 169.53 | -7,255,755.60 | -422,7% | |
| 2026-03-12 | Mandell Brian | Officer, Executive Vice President | Open Market Sale | -42,800 | 169.53 | -7,255,755.60 | -422,7% | |
| 2026-03-05 | Mitchell Kevin J | Officer, Exec. VP and CFO | Open Market Sale | -16,856 | 168.22 | -2,835,568.57 | -165,2% | |
| 2026-03-04 | Mitchell Kevin J | Officer, Exec. VP and CFO | Open Market Sale | -4,944 | 165.03 | -815,898.93 | -47,5% | |
| 2026-02-17 | Baldridge Don | Officer, Executive Vice President | Open Market Sale | -7,500 | 160.00 | -1,200,000.00 | -69,9% | |
| 2026-02-04 | Sutherland Vanessa Allen | Officer, EVP, GC and Secretary | Open Market Sale | -4,394 | 150.00 | -659,100.00 | -38,4% | |
| 2026-01-09 | Sutherland Vanessa Allen | Officer, EVP, GC and Secretary | Open Market Sale | -4,394 | 145.00 | -637,130.00 | -37,1% | |
| 2025-12-01 | Mandell Brian | Officer, Executive Vice President | Open Market Sale | -25,500 | 140.04 | -3,571,020.00 | -208,0% | |
| 2025-12-01 | Mandell Brian | Officer, Executive Vice President | Open Market Sale | -25,500 | 140.04 | -3,571,020.00 | -208,0% | |
| 2025-11-18 | Mandell Brian | Officer, Executive Vice President | Open Market Sale | -14,100 | 137.40 | -1,937,365.38 | -112,9% | |
| 2025-11-18 | Mandell Brian | Officer, Executive Vice President | Open Market Sale | -12,100 | 138.00 | -1,669,800.00 | -97,3% | |
| 2025-11-18 | Mandell Brian | Officer, Executive Vice President | Open Market Sale | -14,100 | 137.40 | -1,937,365.38 | -112,9% | |
| 2025-11-18 | Mandell Brian | Officer, Executive Vice President | Open Market Sale | -12,100 | 138.00 | -1,669,800.00 | -97,3% | |
| 2025-11-07 | Mitchell Kevin J | Officer, Exec. VP and CFO | Open Market Sale | -30,000 | 138.00 | -4,140,000.00 | -241,2% | |
| 2025-09-26 | Sutherland Vanessa Allen | Officer, EVP, GC and Secretary | Open Market Sale | -4,393 | 140.00 | -615,020.00 | -35,8% | |
| 2025-09-09 | Sutherland Vanessa Allen | Officer, EVP, GC and Secretary | Open Market Sale | -4,393 | 135.00 | -593,055.00 | -34,5% | |
| 2025-08-14 | HAYES GREGORY | Director | Open Market Purchase | 8,350 | 119.90 | 1,001,165.00 | +58,3% | |
| 2025-08-14 | HAYES GREGORY | Director | Open Market Purchase | 8,350 | 119.90 | 1,001,165.00 | +58,3% | |
| 2025-07-31 | CORNELIUS SIGMUND L | Director | Open Market Purchase | 500 | 123.55 | 61,775.00 | +3,6% | |
| 2025-07-30 | Heim Michael A | Director | Open Market Purchase | 1,000 | 125.97 | 125,970.00 | +7,3% | |
| 2025-07-08 | Sutherland Vanessa Allen | Officer, EVP, GC and Secretary | Open Market Sale | -4,393 | 130.00 | -571,090.00 | -33,3% | |
| 2025-06-18 | Mandell Brian | Officer, Executive Vice President | Open Market Sale | -9,800 | 125.00 | -1,225,000.00 | -71,4% | |
| 2025-06-18 | Mandell Brian | Officer, Executive Vice President | Open Market Sale | -9,800 | 125.00 | -1,225,000.00 | -71,4% | |
| 2025-05-22 | Pease Robert W | Director | Open Market Purchase | 439 | 113.85 | 49,979.75 | +2,9% |
Fail-to-Deliver (6 Monate)
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-02-23 | 3.215 | 155,75 | 500.736 |
| 2026-02-17 | 32.894 | 159,77 | 5.255.474 |
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| VANGUARD GROUP INC | 51,930,038 | 6,701,052,104 | 20.20 |
| BlackRock, Inc. | 30,919,347 | 3,989,832,531 | 12.03 |
| STATE STREET CORP | 23,589,550 | 3,043,995,532 | 9.18 |
| Elliott Investment Management L.P. | 19,251,000 | 2,484,149,040 | 7.49 |
| WELLS FARGO & COMPANY/MN | 14,152,872 | 1,826,286,438 | 5.51 |
| HARRIS ASSOCIATES L P | 13,978,492 | 1,803,784,642 | 5.44 |
| GEODE CAPITAL MANAGEMENT, LLC | 10,413,824 | 1,338,596,115 | 4.04 |
| MORGAN STANLEY | 6,791,424 | 876,365,560 | 2.64 |
| NORGES BANK | 4,961,297 | 640,205,765 | 1.93 |
| FMR LLC | 4,463,832 | 576,012,877 | 1.74 |
| Invesco Ltd. | 3,870,398 | 499,436,104 | 1.51 |
| NORTHERN TRUST CORP | 3,716,540 | 479,582,322 | 1.45 |
| UBS Group AG | 3,250,387 | 419,429,939 | 1.26 |
| BANK OF AMERICA CORP /DE/ | 2,935,869 | 378,844,595 | 1.14 |
| DIMENSIONAL FUND ADVISORS LP | 2,796,607 | 360,883,845 | 1.09 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2,390,428 | 308,460,829 | 0.93 |
| GOLDMAN SACHS GROUP INC | 2,253,025 | 290,730,440 | 0.88 |
| Legal & General Group Plc | 2,056,384 | 265,355,791 | 0.80 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,583,066 | 204,278,836 | 0.62 |
| JPMORGAN CHASE & CO | 1,577,421 | 203,550,581 | 0.61 |