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DIMENSIONAL FUND ADVISORS LP

Position in PSX — Phillips 66

CIK 354204 AUSTIN, TX

Position in PSX

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$525,089,922
+$7,830,258 QoQ
Shares Held
3,106,122
+9.4% QoQ
Ownership
0.778%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#18
of 2,097 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 84% Shared 8% None 8%

Common Shares in PSX Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

DIMENSIONAL FUND ADVISORS LP holds $3,188,702,619 across 11 Oil & Gas Refining & Marketing names. PSX ranks #4 (16.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 PSX
Phillips 66
This page
3,106,122 $525,089,922

All Filings in PSX

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $525,089,922 3,106,122
2026-03-31 $517,259,664 2,839,278
2025-12-31 $360,874,165 2,796,607
2025-09-30 $384,990,598 2,830,397
2025-06-30 $342,670,041 2,872,339
2025-03-31 $460,118,829 3,726,262
2024-12-31 $457,327,892 4,014,113
2024-09-30 $480,634,828 3,656,408
2024-06-30 $514,319,578 3,643,264
2024-03-31 $576,917,368 3,532,003
2023-12-31 $492,982,002 3,702,734
2023-09-30 $406,929,424 3,386,845
2023-06-30 $308,800,282 3,237,579
2023-03-31 $317,286,449 3,129,675
2022-12-31 $334,086,805 3,209,904
2022-09-30 $258,119,391 3,197,713
2022-06-30 $281,391,234 3,432,019
2022-03-31 $293,155,048 3,393,391
2021-12-31 $240,634,877 3,320,934
2021-09-30 $232,675,235 3,322,508
2021-06-30 $281,916,811 3,284,978
2021-03-31 $267,294,317 3,278,076
2020-12-31 $223,857,657 3,200,710
2020-09-30 $164,917,036 3,181,270
2020-06-30 $230,887,508 3,211,231
2020-03-31 $186,571,362 3,477,565