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5%+ stakes · Schedule 13D and 13G

Phillips 66: 5%+ holders

Before you sign with, sell to or invest in Phillips 66

MentionFox check on Phillips 66: no red flags found in 7 sources; 1 item to note (checked 6 November 2026). mentionfox.com/c/stakes/phillips-66

  • Note: Layoff notice filed Jul 2026 (about 5 employees in CA) (state notice)

New since last check: Layoff notice filed Jul 2026 (about 5 employees in CA) (state notice, first seen 4 November 2026).

Check Phillips 66 before you sign, sell or invest Free, no sign-up: every record on file, each linked to its source.

What do you want to do about Phillips 66?

Who has reported owning 5% or more of Phillips 66, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 6, 2026, 3 holders' latest Schedule 13D or 13G filings report owning 5% or more of Phillips 66. The largest reported stake is Link Co's, at 10%. 6 filings are on record since July 29, 2025 (Schedule 13D, April 3, 2026).

Link Co also filed stake reports on 1 other company ↓

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Key facts

  • · Reporting person: Vanguard Capital Management · Sole voting: 4,040,354 · Shared voting: 0 · Sole dispositive: 30,148,338 · Shared dispositive: 0 · SCHEDULE 13G, 2026-04-30
  • · Reporting person: Vanguard Portfolio Management · Sole voting: 72,995 · Shared voting: 0 · Sole dispositive: 22,173,687 · Shared dispositive: 0 · SCHEDULE 13G, 2026-04-29
  • · Reporting person: Link Co · Sole voting: 1 · Shared voting: 0 · Sole dispositive: 1 · Shared dispositive: 0 · SCHEDULE 13D, 2026-04-03
  • · Reporting person: The Vanguard Group · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-03-27
  • · Holder: The Vanguard Group · Percent: 12.79% · SCHEDULE 13G/A
At 5% or more3
Filings6
Latest filing2026-04-30

Phillips 66 has 6 Schedule 13D or 13G filings on record since 2025-07-29. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Link Co10%1SCHEDULE 13D, 2026-04-032015-09-04
Vanguard Capital Management7.52%30,148,338SCHEDULE 13G, 2026-04-302026-03-31
Vanguard Portfolio Management5.53%22,173,687SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13

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More on Phillips 66 and the records around it.

Phillips 66 elsewhere on the record

Companies that share a holder

Want the whole picture on Phillips 66?

Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC

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What the Full Report on Phillips 66 covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

  6. Who Pays Them, And Who They Are Up Against

  7. Warning Bells

  8. Sources

    8 cited sources found

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First screen of a real sample Full Report on EchoStar: the verdict, 17 sections, 63 cited sources, built 2026-10-21A real finished report, first screen. Opens in a new tab.

Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Link Co1010SCHEDULE 13D, 2026-04-03
Vanguard Capital Management4,040,354030,148,3380SCHEDULE 13G, 2026-04-30
Vanguard Portfolio Management72,995022,173,6870SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Phillips 66 by CUSIP 718546104 and gives its principal executive office as 2331 Citywest Blvd, Houston, TX 77042 (SCHEDULE 13G, 2026-04-30).

Source of funds (Item 3)

The reporting owner acquired a 10% beneficial ownership interest in the Issuer, Phillips 66, through established institutional administrative authority and equity reconciliation. The estimated value of the underlying assets and equity entitlements for the period of 2015-2026 is $4,000,000,000.00. No funds were borrowed from any financial institution for the purpose of this transaction.Link Co, SCHEDULE 13D, 2026-04-03

Purpose of Transaction (Item 4)

Link Co

This filing is made to formally record the Reporting Owners 10 percent interest and to facilitate the Institutional Repatriation and asset reconciliation of equity entitlements. The Reporting Owner intends to maintain this position for long-term administrative and investment purposes. The Reporting Owner has no current plans for an extraordinary corporate transaction, such as a merger or liquidation, but reserves the right to engage in future discussions with management.Item 4 of the SCHEDULE 13D filed 2026-04-03

Timeline

FiledHolderPercentFiling
2025-07-29The Vanguard Group11.37%SCHEDULE 13G/A
2025-10-30The Vanguard Group12.79%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-03Link Co10%SCHEDULE 13D
2026-04-29Vanguard Portfolio Management5.53%SCHEDULE 13G
2026-04-30Vanguard Capital Management7.52%SCHEDULE 13G

Questions about who owns Phillips 66

Who owns Phillips 66?

On this page, 3 holders' latest ownership filings report 5% or more of Phillips 66: Link Co (10%, Schedule 13D, filed 2026-04-03), Vanguard Capital Management (7.52%, Schedule 13G, filed 2026-04-30) and Vanguard Portfolio Management (5.53%, Schedule 13G, filed 2026-04-29).

Who are the largest shareholders of Phillips 66?

By the share each holder's latest filing reports, the largest holders of Phillips 66 on this page are Link Co (10%), Vanguard Capital Management (7.52%) and Vanguard Portfolio Management (5.53%).

When did Link Co buy into Phillips 66?

The filings give report dates, not purchase dates. The earliest filing from Link Co on this page is the Schedule 13D, filed 2026-04-03, reporting 10%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 6 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Also on the record for Phillips 66

DateRecordFigureOur pageSource
October 5, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/phillips-66
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4 · California WARN file
Who owns 5% or more of Phillips 66? 3 holders at 5% or more, largest Link Co 10%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/phillips-66