The cluster shows conviction from active managers adding to Phillips 66, but the 45-day reporting lag means positions may have changed. Monitor upcoming 13F filings and Q4 earnings for confirmation of continued accumulation.
Executive Summary
Four asset managers added to their Phillips 66 positions in Q3 2026, with aggregate buying of $38.7M, while one manager trimmed but still increased its dollar value. The cluster is modestly bullish, driven by active value-oriented managers adding to mid-cap energy exposure.
Key Financial Metrics
Institutional Positions
Net institutional flow: $38.7M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Artemis Investment Management | ADD | +30.1% | $53.7M | $26.4M |
| Hb Wealth Management | ADD | +25.7% | $13.2M | $6.2M |
| Abn Amro Investment Solutions | ADD | +25% | $10.5M | $4.9M |
| Assetmark | ADD | +33.9% | $2.3M | $1.2M |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | TRIM | -26.3% | $39.2M | $4.4M |
Key Facts
- 4 buyers added $38.7M in net new holdings, bringing total buyer holdings to $79.7M
- Artemis Investment Management led with a $26.4M increase (+30.1% shares)
- Only 1 seller (Assenagon) trimmed 26.3% of shares but its dollar value still rose $4.4M
- All buyers are active asset managers, not passive/index funds
- 13F data is as of 2026-Q3 end, approximately 45 days stale
Financial Impact
4 institutions accumulated $38.7M in new Phillips 66 positions while 1 reduced holdings by $4.4M (value increased due to price appreciation)
Risk Factors
- 13F data is stale by ~45 days; the cluster may have been unwound
- Only 4 buyers — cluster size is small and may not signal a broad institutional thesis
- Energy sector volatility could reverse the thesis
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-PSX-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | Institutional Cluster | $283.18 $288.85 | ▲ +2.00% | ▲ +1.29% | — |
Oct 20, 2026 7d ago | Court Ruling | $290.07 $284.63 | ▼ −1.88% | ▼ −0.69% | — |
Oct 5, 2026 22d ago | 8-K | $269.72 $269.79 | ▲ +0.03% | ▼ −0.52% | — |
Aug 31, 2026 8w ago | Court Ruling | $252.02 $256.09 | ▲ +1.61% | ▲ +1.17% | — |
Aug 13, 2026 10w ago | Insider Cluster | $233.61 $240.55 | ▲ +2.97% | ▲ +3.44% | — |
Aug 12, 2026 10w ago | Insider Cluster | $232.61 $233.61 | ▲ +0.43% | ▲ +0.63% | — |
Aug 11, 2026 11w ago | Insider Cluster | $225.58 $232.61 | ▲ +3.12% | ▲ +2.42% | — |
Aug 5, 2026 11w ago | 8-K | $202.55 $205.52 | ▲ +1.47% | ▲ +1.63% | — |
May 20, 2026 22w ago | Court Ruling | $174.05 $177.69 | ▲ +2.09% | ▲ +1.70% | — |
May 20, 2026 22w ago | Court Ruling | $174.05 $177.69 | ▲ +2.09% | ▲ +1.70% | — |
US Market Status
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