This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PSX/capital-change-brief"
Use Arkolith's capital_change_brief for PSX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $5.8B | 32.0M | ▲+3.6% Added · +1.1M sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $4.8B | 26.1M | ▲New +26.1M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $4.7B | 25.8M | ▲+9.3% Added · +2.2M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $4.0B | 22.1M | ▲New +22.1M sh | Q1 2026 | |
| 5 | Elliott Investment Management L.P. | $3.5B | 19.3M | —Held | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $2.5B | 13.8M | ▼−2.6% Reduced · −365K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $1.9B | 10.7M | ▲+2.3% Added · +244K sh | Q1 2026 | |
| 8 | HARRIS ASSOCIATES L P | $1.7B | 9.1M | ▼−35% Reduced · −4.8M sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $1.3B | 7.1M | ▲+4.5% Added · +309K sh | Q1 2026 | |
| 10 | Bank of New York Mellon Corp | $1.3B | 6.9M | ▼−3.1% Reduced · −224K sh | Q1 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $1.0B | 5.7M | ▲+157% Added · +3.5M sh | Q1 2026 | |
| 12 | NORGES BANK | $640.2M | 5.0M | ▲+13% Added · +571K sh | Q4 2025 | |
| 13 | PRICE T ROWE ASSOCIATES INC /MD/ | $870.2M | 4.8M | ▲+13% Added · +552K sh | Q1 2026 | |
| 14 | FMR LLC | $788.3M | 4.3M | ▼−3.1% Reduced · −137K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $723.0M | 4.0M | ▲+0.6% Added · +24K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $669.7M | 3.7M | ▼−1.1% Reduced · −40K sh | Q1 2026 | |
| 17 | Amundi | $668.1M | 3.7M | ▲+62% Added · +1.4M sh | Q1 2026 | |
| 18 | AQR CAPITAL MANAGEMENT LLC | $616.4M | 3.4M | ▲+3.7% Added · +121K sh | Q1 2026 | |
| 19 | UBS Group AG | $573.8M | 3.1M | ▲+2.1% Added · +66K sh | Q1 2026 | |
| 20 | BANK OF AMERICA CORP /DE/ | $541.3M | 3.0M | ▲+1.2% Added · +35K sh | Q1 2026 | |
| 21 | DIMENSIONAL FUND ADVISORS LP | $517.4M | 2.8M | ▲+1.5% Added · +43K sh | Q1 2026 | |
| 22 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $423.0M | 2.3M | ▼−2.9% Reduced · −69K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $413.5M | 2.3M | ▲New +2.3M sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $413.9M | 2.2M | ▲+51% Added · +752K sh | Q1 2026 | |
| 25 | Legal & General Group Plc | $362.9M | 2.0M | ▼−3.1% Reduced · −65K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 9, 2026 | Mitchell Kevin J | Exec. VP and CFO | Option exercise (M) | 11K | $1.0M |
| Jul 9, 2026 | Mitchell Kevin J | Exec. VP and CFO | Sell (S) | 11K | $2.1M |
| Jul 9, 2026 | Mitchell Kevin J | Exec. VP and CFO | Option exercise (M) | 11K | $0 |
| May 11, 2026 | Mitchell Kevin J | Exec. VP and CFO | Option exercise (M) | 600 | $57K |
| May 11, 2026 | Mitchell Kevin J | Exec. VP and CFO | Sell (S) | 600 | $103K |
| May 11, 2026 | Mitchell Kevin J | Exec. VP and CFO | Option exercise (M) | 600 | $0 |
| May 8, 2026 | Mitchell Kevin J | Exec. VP and CFO | Option exercise (M) | 5K | $512K |
| May 8, 2026 | Mitchell Kevin J | Exec. VP and CFO | Option exercise (M) | 24K | $2.3M |
| May 8, 2026 | Mitchell Kevin J | Exec. VP and CFO | Sell (S) | 29K | $5.0M |
| May 8, 2026 | Mitchell Kevin J | Exec. VP and CFO | Option exercise (M) | 5K | $0 |
| May 8, 2026 | Mitchell Kevin J | Exec. VP and CFO | Option exercise (M) | 24K | $0 |
| May 6, 2026 | Meyers Kevin Omar | Director | Buy (P) | 175 | $30K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 522 funds | $310.0B |
| NVIDIA CORPNVDA | 519 funds | $411.1B |
| BROADCOM INCAVGO | 515 funds | $161.2B |
| META PLATFORMS INC-CLASS AMETA | 515 funds | $126.1B |
| APPLE INCAAPL | 514 funds | $327.0B |
| AMAZON.COM INCAMZN | 514 funds | $229.4B |
| JPMORGAN CHASE & COJPM | 513 funds | $84.1B |
| ALPHABET INC-CL AGOOGL | 509 funds | $200.7B |
| CHEVRON CORPCVX | 508 funds | $43.3B |
| ELI LILLY & COLLY | 505 funds | $81.1B |
| VISA INC-CLASS A SHARESV | 504 funds | $66.9B |
| COSTCO WHOLESALE CORPCOST | 502 funds | $47.9B |
Ranked by how many of PSX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PSX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.