Question 1

Which hedge funds and institutional investors hold PSX?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for PSX shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for PSX whale holdings?

Accepted Answer

Conviction level reflects how significant PSX is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to PSX, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for PSX?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about PSX?

Accepted Answer

QoQ changes for PSX show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	25.8M	$4.7B	0.2%	$2896.4B
Elliott Management	19.3M	$3.5B	17.4%	$20.1B
Harris (Oakmark)	8.8M	$1.6B	2.1%	$75.0B
AQR Capital	3.3M	$598.3M	0.3%	$218.4B
Geode Capital	1.3M	$235.5M	0.0%	$1607.5B
Millennium	1.2M	$217.5M	0.1%	$240.3B
Arrowstreet	796.5K	$145.1M	0.1%	$184.8B
Adage Capital	781.0K	$142.3M	0.2%	$64.8B
American Century	684.5K	$124.7M	0.1%	$194.3B
Citadel	512.4K	$93.3M	0.0%	$618.5B
Citadel	261.1K	$47.6M	0.0%	$618.5B
Citadel	232.4K	$42.3M	0.0%	$618.5B
Bridgewater	153.3K	$27.9M	0.1%	$22.4B
DFA	142.5K	$26.0M	0.0%	$481.4B
Gabelli	128.9K	$23.5M	0.2%	$14.8B
WorldQuant	127.6K	$23.3M	0.1%	$25.9B
ExodusPoint	102.1K	$18.6M	0.2%	$12.4B
Gotham Asset	74.3K	$13.5M	0.0%	$32.7B
Millennium	70.3K	$12.8M	0.0%	$240.3B
Marshall Wace	64.4K	$11.7M	0.0%	$100.4B
Wellington	49.9K	$9.1M	0.0%	$535.5B
Neuberger Berman (Eisman)	38.5K	$7.0M	0.0%	$131.4B
Tudor	32.7K	$6.0M	0.0%	$53.9B
DE Shaw	29.4K	$5.4M	0.0%	$166.3B
BlackRock	22.5K	$4.1M	0.0%	$5723.5B
Man Group	22.1K	$4.0M	0.0%	$55.1B
Balyasny	15.1K	$2.7M	0.0%	$77.1B
Balyasny	13.7K	$2.5M	0.0%	$77.1B
Tweedy Browne	12.4K	$2.3M	0.2%	$1.3B
Millennium	12.1K	$2.2M	0.0%	$240.3B
Fisher Investments	10.3K	$1.9M	0.0%	$294.9B
Two Sigma	9.6K	$1.7M	0.0%	$123.9B
Tudor	8.7K	$1.6M	0.0%	$53.9B
Two Sigma	7.0K	$1.3M	0.0%	$123.9B
GMO	5.8K	$1.1M	0.0%	$39.1B
Fidelity (FMR)	5.8K	$1.1M	0.0%	$1898.4B
ClearBridge	4.2K	$765K	0.0%	$114.9B
Schonfeld	3.9K	$715K	0.0%	$14.2B
Point72	3.8K	$692K	0.0%	$78.1B
Point72	3.5K	$638K	0.0%	$78.1B
Two Sigma	3.0K	$547K	0.0%	$123.9B
Balyasny	2.7K	$492K	0.0%	$77.1B
Northern Trust	2.7K	$486K	0.0%	$756.6B
Dodge & Cox	2.6K	$474K	0.0%	$182.0B
Caxton	2.6K	$467K	0.0%	$4.4B
William Blair	1.3K	$231K	0.0%	$30.3B
Brevan Howard	1.1K	$200K	0.0%	$11.3B
Kayne Anderson	992	$181K	0.0%	$34.0B
Franklin Templeton	795	$145K	—	$408.3B
LSV	790.6K	$144K	0.3%	$46.4M
Acadian	703.2K	$128K	0.2%	$70.5M
Invesco	65	$12K	—	$653.3B

PSX

Who Holds PSX