Phillips 66
PSX- Exchange
- NYSE
- Industry
- Petroleum Refining
- SEC CIK
- 0001534701
In the last 90 days, Phillips 66 insiders filed 0 open-market purchases and 7 sales; 2,109 institutions reported holding it in 13F filings for Q2 2026, worth $53.5B in total; 3 superinvestors hold it, including Elliott Investment Management and Harris Associates (Oakmark).
13F holders, Q2 2021
Institutional positions in Phillips 66 as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,327
- +66 vs. Q1 2021
- Shares held
- 306.7M
- +2.90M (+1.0%) vs. Q1 2021
- Total value
- $26.3B
- +$1.56B (+6.3%) vs. Q1 2021
- New holders
- 137
- 500 more added
- Sold out
- 71
- 458 more reduced
11 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PSX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,109 | $53.5B |
| Q1 2026 | 2,132 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,796 | $37.9B |
| Q4 2024 | 1,782 | $34.9B |
| Q3 2024 | 1,775 | $39.8B |
| Q2 2024 | 1,787 | $44.2B |
| Q1 2024 | 1,879 | $52.2B |
| Q4 2023 | 1,793 | $43.7B |
| Q3 2023 | 1,664 | $38.5B |
| Q2 2023 | 1,542 | $30.9B |
| Q1 2023 | 1,573 | $33.4B |
| Q4 2022 | 1,575 | $35.1B |
| Q3 2022 | 1,419 | $27.4B |
| Q2 2022 | 1,445 | $28.3B |
| Q1 2022 | 1,451 | $29.1B |
| Q4 2021 | 1,358 | $22.2B |
| Q3 2021 | 1,239 | $21.2B |
| Q2 2021 | 1,327 | $26.3B |
| Q1 2021 | 1,272 | $25.0B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 43,181,322 | $3.71B | 0.09% | +231,139+0.5% | Added |
| BlackRock Inc. | 34,064,275 | $2.92B | 0.08% | +649,223+1.9% | Added |
| State Street Corp | 29,583,596 | $2.54B | 0.13% | +501,467+1.7% | Added |
| Wells Fargo & Company | 14,937,672 | $1.28B | 0.29% | −764,568−4.9% | Reduced |
| Wellington Management Group LLP | 10,332,648 | $886.7M | 0.15% | −298,274−2.8% | Reduced |
| FMR LLC | 8,588,249 | $737.0M | 0.06% | −317,340−3.6% | Reduced |
| Aristotle Capital Management, LLC | 8,540,451 | $732.9M | 1.40% | +246,369+3.0% | Added |
| Geode Capital Management, LLC | 7,459,489 | $638.3M | 0.09% | +1,109,917+17.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 7,223,859 | $620.0M | 1.99% | −1,444,007−16.7% | Reduced |
| Bank of America Corp | 7,101,197 | $609.4M | 0.07% | +536,126+8.2% | Added |
| JPMorgan Chase & Co | 6,055,599 | $519.7M | 0.07% | +804,048+15.3% | Added |
| Northern Trust Corp | 5,095,774 | $437.3M | 0.08% | −48,670−0.9% | Reduced |
| Norges Bank | 4,352,646 | $373.5M | 0.08% | −140,173−3.1% | Reduced |
| Bank of New York Mellon Corp | 4,335,006 | $372.0M | 0.07% | +255,687+6.3% | Added |
| UBS Group AG | 4,095,010 | $351.4M | 0.15% | +179,540+4.6% | Added |
| Nuveen Asset Management, LLC | 3,810,277 | $327.0M | 0.10% | +217,575+6.1% | Added |
| Morgan Stanley | 3,431,904 | $294.5M | 0.04% | −958,222−21.8% | Reduced |
| Legal & General Group Plc | 3,314,264 | $284.4M | 0.10% | +91,381+2.8% | Added |
| Dimensional Fund Advisors LP | 3,284,978 | $281.9M | 0.09% | +6,902+0.2% | Added |
| Invesco Ltd. | 3,007,857 | $258.1M | 0.06% | +424,923+16.5% | Added |
| Ameriprise Financial Inc | 2,950,004 | $253.0M | 0.08% | +34,092+1.2% | Added |
| Parametric Portfolio Associates LLC | 2,890,661 | $248.1M | 0.14% | −12,365−0.4% | Reduced |
| Charles Schwab Investment Management Inc | 2,759,341 | $236.8M | 0.08% | +160,119+6.2% | Added |
| Amundi | 2,439,230 | $209.3M | 0.15% | +2,439,230 | New |
| LSV Asset Management | 2,269,194 | $194.7M | 0.33% | −781,668−25.6% | Reduced |
| Eaton Vance Management | 2,253,364 | $193.4M | 0.26% | −4,156−0.2% | Reduced |
| Bank of Montreal | 2,222,289 | $189.2M | 0.10% | +143,839+6.9% | Added |
| UBS Asset Management Americas Inc | 2,171,601 | $186.4M | 0.08% | +22,269+1.0% | Added |
| Swiss National Bank | 1,781,567 | $152.9M | 0.09% | +102,937+6.1% | Added |
| Neuberger Berman Group LLC | 1,515,150 | $128.8M | 0.11% | +444,585+41.5% | Added |
| Deutsche Bank AG | 1,449,849 | $124.4M | 0.06% | +203,538+16.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,331,842 | $114.3M | 0.07% | −80,328−5.7% | Reduced |
| Goldman Sachs Group Inc | 1,271,061 | $109.1M | 0.03% | +225,572+21.6% | Added |
| Citigroup Inc | 1,235,655 | $106.0M | 0.09% | +180,609+17.1% | Added |
| Epoch Investment Partners, Inc. | 1,135,748 | $97.5M | 0.52% | −183,155−13.9% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 1,120,571 | $96.2M | 1.63% | +400,800+55.7% | Added |
| D. E. Shaw & Co., Inc. | 1,093,729 | $93.9M | 0.11% | −52,056−4.5% | Reduced |
| Public Employees Retirement Association of Colorado | 1,045,458 | $89.7M | 0.39% | −4,099−0.4% | Reduced |
| Bahl & Gaynor Inc | 1,033,668 | $88.7M | 0.54% | −10,050−1.0% | Reduced |
| Royal Bank of Canada | 1,027,920 | $88.2M | 0.02% | −90,352−8.1% | Reduced |
| California Public Employees Retirement System | 971,356 | $83.4M | 0.06% | −28,979−2.9% | Reduced |
| Envestnet Asset Management Inc | 950,932 | $81.6M | 0.05% | −82,811−8.0% | Reduced |
| Alliancebernstein L.P. | 883,667 | $75.8M | 0.03% | +17,426+2.0% | Added |
| Rhumbline Advisers | 831,854 | $71.4M | 0.09% | −76,074−8.4% | Reduced |
| California State Teachers Retirement System | 810,564 | $69.6M | 0.09% | +18,813+2.4% | Added |
| Credit Suisse AG | 796,127 | $67.8M | 0.05% | −93,511−10.5% | Reduced |
| The PNC Financial Services Group, Inc. | 782,771 | $67.2M | 0.06% | −1,900−0.2% | Reduced |
| Old Republic International Corporation | 722,500 | $62.0M | 1.20% | +350,000+94.0% | Added |
| Victory Capital Management Inc | 716,913 | $61.5M | 0.06% | −195,605−21.4% | Reduced |
| Price T Rowe Associates Inc | 702,406 | $60.3M | 0.01% | −1450.0% | Reduced |
| Principal Financial Group Inc | 674,496 | $57.9M | 0.04% | +29,866+4.6% | Added |
| Barclays PLC | 661,827 | $56.8M | 0.05% | +104,445+18.7% | Added |
| HSBC Holdings PLC | 646,105 | $55.3M | 0.07% | −214,872−25.0% | Reduced |
| Raymond James & Associates | 620,750 | $53.3M | 0.05% | −23,864−3.7% | Reduced |
| National Pension Service | 601,941 | $51.7M | 0.10% | +3,435+0.6% | Added |
| Macquarie Group Ltd | 600,629 | $51.5M | 0.04% | +510,748+568.2% | Added |
| State Board of Administration of Florida Retirement System | 598,638 | $51.4M | 0.10% | −7,768−1.3% | Reduced |
| Millennium Management LLC | 595,026 | $51.1M | 0.07% | +525,752+758.9% | Added |
| M&T Bank Corp | 558,490 | $47.9M | 0.21% | −4,681−0.8% | Reduced |
| Fayez Sarofim & Co | 553,989 | $47.5M | 0.16% | −12,174−2.2% | Reduced |
| Avalon Investment & Advisory | 553,977 | $47.5M | 1.05% | +19,427+3.6% | Added |
| Adage Capital Partners GP, L.L.C. | 553,301 | $47.5M | 0.09% | +63,600+13.0% | Added |
| KBC Group NV | 541,017 | $46.4M | 0.17% | −75,673−12.3% | Reduced |
| Zacks Investment Management | 537,957 | $46.2M | 0.75% | +26,894+5.3% | Added |
| DekaBank Deutsche Girozentrale | 528,634 | $44.6M | 0.13% | −207,066−28.1% | Reduced |
| Manufacturers Life Insurance Company, The | 517,491 | $44.4M | 0.04% | −13,797−2.6% | Reduced |
| Boston Partners | 505,365 | $43.4M | 0.06% | +16,059+3.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 479,257 | $41.1M | 0.08% | +34,579+7.8% | Added |
| CIBC World Markets Corp | 473,718 | $40.7M | 0.28% | −11,239−2.3% | Reduced |
| New York State Teachers Retirement System | 469,260 | $40.3M | 0.08% | −41,787−8.2% | Reduced |
| Kayne Anderson Capital Advisors LP | 455,613 | $39.1M | 1.15% | +89,100+24.3% | Added |
| Standard Life Aberdeen plc | 452,828 | $38.9M | 0.09% | −33,290−6.8% | Reduced |
| Toronto Dominion Bank | 440,859 | $37.8M | 0.06% | +193,491+78.2% | Added |
| RNC Capital Management LLC | 432,388 | $37.1M | 1.96% | +75,886+21.3% | Added |
| Prudential Financial Inc | 427,955 | $36.7M | 0.05% | +15,819+3.8% | Added |
| New York State Common Retirement Fund | 426,214 | $36.6M | 0.04% | −317,527−42.7% | Reduced |
| Russell Investments Group, Ltd. | 424,396 | $36.4M | 0.06% | −273,697−39.2% | Reduced |
| Truist Financial Corp | 404,938 | $34.8M | 0.06% | −336,515−45.4% | Reduced |
| Brandywine Global Investment Management, LLC | 373,080 | $32.0M | 0.24% | −15,013−3.9% | Reduced |
| Davis R M Inc | 371,187 | $31.9M | 0.80% | +25,475+7.4% | Added |
| GW Henssler & Associates Ltd | 369,069 | $31.7M | 2.08% | +9,987+2.8% | Added |
| Franklin Resources Inc | 368,342 | $31.6M | 0.01% | +29,731+8.8% | Added |
| BNP Paribas Arbitrage, SA | 360,363 | $30.9M | 0.06% | +217,577+152.4% | Added |
| Rafferty Asset Management, LLC | 358,175 | $30.7M | 0.19% | +125,864+54.2% | Added |
| Stifel Financial Corp | 348,226 | $29.9M | 0.04% | +36,133+11.6% | Added |
| Mariner, LLC | 346,079 | $29.7M | 0.18% | +48,629+16.3% | Added |
| Susquehanna International Group, LLP | 342,833 | $29.4M | 0.03% | +14,689+4.5% | Added |
| First Republic Investment Management, Inc. | 329,156 | $28.2M | 0.07% | +70,106+27.1% | Added |
| State of Wisconsin Investment Board | 325,178 | $27.9M | 0.06% | −20,294−5.9% | Reduced |
| AMF Pensionsforsakring AB | 317,731 | $27.3M | 0.19% | −56,683−15.1% | Reduced |
| Advisory Resource Group | 317,305 | $27.2M | 10.89% | +562+0.2% | Added |
| Voya Investment Management LLC | 289,489 | $24.8M | 0.05% | −22,636−7.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 283,042 | $24.3M | 0.08% | −13,015−4.4% | Reduced |
| Todd Asset Management LLC | 274,297 | $23.5M | 0.53% | +61,439+28.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 273,164 | $23.4M | 0.05% | −36,618−11.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 320,429 | $23.2M | 0.18% | +320,429 | New |
| Advisor Group Holdings, Inc. | 269,722 | $23.2M | 0.05% | +21,904+8.8% | Added |
| SEI Investments Co | 264,216 | $22.7M | 0.05% | +17,787+7.2% | Added |
| LPL Financial LLC | 262,598 | $22.5M | 0.02% | +17,598+7.2% | Added |
| State of New Jersey Common Pension Fund D | 260,142 | $22.3M | 0.07% | −6,598−2.5% | Reduced |