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 |
|---|---|---|---|---|---|
| ZWJ Investment Counsel Inc | 185,108 | $15.9M | 0.92% | +13,207+7.7% | Added |
| TD Asset Management Inc | 222,493 | $16.3M | 0.02% | −229,679−50.8% | Reduced |
| Putnam Investments LLC | 198,896 | $17.1M | 0.03% | +790.0% | Added |
| Nisa Investment Advisors, LLC | 198,968 | $17.1M | 0.11% | −17,141−7.9% | Reduced |
| Asset Management One Co.,Ltd. | 201,804 | $17.3M | 0.06% | −5,347−2.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 202,000 | $17.3M | 0.04% | +200,638+14,731.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 202,675 | $17.4M | 0.06% | −15,586−7.1% | Reduced |
| Gabelli Funds LLC | 207,200 | $17.8M | 0.11% | +25,500+14.0% | Added |
| Pictet Asset Management Ltd | 207,817 | $17.8M | 0.02% | −6,627−3.1% | Reduced |
| Commonwealth Equity Services, LLC | 209,379 | $18.0M | 0.05% | +10,492+5.3% | Added |
| InterOcean Capital Group, LLC | 213,493 | $18.3M | 0.94% | +13,602+6.8% | Added |
| Teachers Retirement System of the State of Kentucky | 215,351 | $18.5M | 0.17% | +40,000+22.8% | Added |
| Bridgeway Capital Management, LLC | 216,768 | $18.6M | 0.33% | −7,400−3.3% | Reduced |
| Stack Financial Management, Inc | 218,939 | $18.8M | 1.61% | +1,799+0.8% | Added |
| Associated Banc-Corp | 221,584 | $19.0M | 0.75% | −7,866−3.4% | Reduced |
| Federated Hermes, Inc. | 221,583 | $19.0M | 0.04% | −1,872−0.8% | Reduced |
| Ninety One UK Ltd | 224,695 | $19.3M | 0.05% | +4,008+1.8% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 228,860 | $19.6M | 1.48% | −601−0.3% | Reduced |
| Employees Retirement System of Texas | 233,046 | $20.0M | 0.24% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 242,302 | $20.8M | 0.29% | +8,390+3.6% | Added |
| US Bancorp | 242,816 | $20.8M | 0.04% | −1,727−0.7% | Reduced |
| Gateway Investment Advisers LLC | 243,348 | $20.9M | 0.21% | −343−0.1% | Reduced |
| Great West Life Assurance Co | 252,360 | $21.6M | 0.05% | −10,544−4.0% | Reduced |
| Rothschild & Co Asset Management US Inc. | 253,236 | $21.7M | 0.26% | +1,439+0.6% | Added |
| Public Employees Retirement System of Ohio | 253,957 | $21.8M | 0.08% | −25,748−9.2% | Reduced |
| Citadel Advisors LLC | 255,077 | $21.9M | 0.02% | +141,802+125.2% | Added |
| State of New Jersey Common Pension Fund D | 260,142 | $22.3M | 0.07% | −6,598−2.5% | Reduced |
| LPL Financial LLC | 262,598 | $22.5M | 0.02% | +17,598+7.2% | Added |
| SEI Investments Co | 264,216 | $22.7M | 0.05% | +17,787+7.2% | Added |
| Advisor Group Holdings, Inc. | 269,722 | $23.2M | 0.05% | +21,904+8.8% | Added |
| Mn Services Vermogensbeheer B.V. | 320,429 | $23.2M | 0.18% | +320,429 | New |
| Mitsubishi UFJ Trust & Banking Corp | 273,164 | $23.4M | 0.05% | −36,618−11.8% | Reduced |
| Todd Asset Management LLC | 274,297 | $23.5M | 0.53% | +61,439+28.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 283,042 | $24.3M | 0.08% | −13,015−4.4% | Reduced |
| Voya Investment Management LLC | 289,489 | $24.8M | 0.05% | −22,636−7.3% | Reduced |
| Advisory Resource Group | 317,305 | $27.2M | 10.89% | +562+0.2% | Added |
| AMF Pensionsforsakring AB | 317,731 | $27.3M | 0.19% | −56,683−15.1% | Reduced |
| State of Wisconsin Investment Board | 325,178 | $27.9M | 0.06% | −20,294−5.9% | Reduced |
| First Republic Investment Management, Inc. | 329,156 | $28.2M | 0.07% | +70,106+27.1% | Added |
| Susquehanna International Group, LLP | 342,833 | $29.4M | 0.03% | +14,689+4.5% | Added |
| Mariner, LLC | 346,079 | $29.7M | 0.18% | +48,629+16.3% | Added |
| Stifel Financial Corp | 348,226 | $29.9M | 0.04% | +36,133+11.6% | Added |
| Rafferty Asset Management, LLC | 358,175 | $30.7M | 0.19% | +125,864+54.2% | Added |
| BNP Paribas Arbitrage, SA | 360,363 | $30.9M | 0.06% | +217,577+152.4% | Added |
| Franklin Resources Inc | 368,342 | $31.6M | 0.01% | +29,731+8.8% | Added |
| GW Henssler & Associates Ltd | 369,069 | $31.7M | 2.08% | +9,987+2.8% | Added |
| Davis R M Inc | 371,187 | $31.9M | 0.80% | +25,475+7.4% | Added |
| Brandywine Global Investment Management, LLC | 373,080 | $32.0M | 0.24% | −15,013−3.9% | Reduced |
| Truist Financial Corp | 404,938 | $34.8M | 0.06% | −336,515−45.4% | Reduced |
| Russell Investments Group, Ltd. | 424,396 | $36.4M | 0.06% | −273,697−39.2% | Reduced |
| New York State Common Retirement Fund | 426,214 | $36.6M | 0.04% | −317,527−42.7% | Reduced |
| Prudential Financial Inc | 427,955 | $36.7M | 0.05% | +15,819+3.8% | Added |
| RNC Capital Management LLC | 432,388 | $37.1M | 1.96% | +75,886+21.3% | Added |
| Toronto Dominion Bank | 440,859 | $37.8M | 0.06% | +193,491+78.2% | Added |
| Standard Life Aberdeen plc | 452,828 | $38.9M | 0.09% | −33,290−6.8% | Reduced |
| Kayne Anderson Capital Advisors LP | 455,613 | $39.1M | 1.15% | +89,100+24.3% | Added |
| New York State Teachers Retirement System | 469,260 | $40.3M | 0.08% | −41,787−8.2% | Reduced |
| CIBC World Markets Corp | 473,718 | $40.7M | 0.28% | −11,239−2.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 479,257 | $41.1M | 0.08% | +34,579+7.8% | Added |
| Boston Partners | 505,365 | $43.4M | 0.06% | +16,059+3.3% | Added |
| Manufacturers Life Insurance Company, The | 517,491 | $44.4M | 0.04% | −13,797−2.6% | Reduced |
| DekaBank Deutsche Girozentrale | 528,634 | $44.6M | 0.13% | −207,066−28.1% | Reduced |
| Zacks Investment Management | 537,957 | $46.2M | 0.75% | +26,894+5.3% | Added |
| KBC Group NV | 541,017 | $46.4M | 0.17% | −75,673−12.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 553,301 | $47.5M | 0.09% | +63,600+13.0% | Added |
| Avalon Investment & Advisory | 553,977 | $47.5M | 1.05% | +19,427+3.6% | Added |
| Fayez Sarofim & Co | 553,989 | $47.5M | 0.16% | −12,174−2.2% | Reduced |
| M&T Bank Corp | 558,490 | $47.9M | 0.21% | −4,681−0.8% | Reduced |
| Millennium Management LLC | 595,026 | $51.1M | 0.07% | +525,752+758.9% | Added |
| State Board of Administration of Florida Retirement System | 598,638 | $51.4M | 0.10% | −7,768−1.3% | Reduced |
| Macquarie Group Ltd | 600,629 | $51.5M | 0.04% | +510,748+568.2% | Added |
| National Pension Service | 601,941 | $51.7M | 0.10% | +3,435+0.6% | Added |
| Raymond James & Associates | 620,750 | $53.3M | 0.05% | −23,864−3.7% | Reduced |
| HSBC Holdings PLC | 646,105 | $55.3M | 0.07% | −214,872−25.0% | Reduced |
| Barclays PLC | 661,827 | $56.8M | 0.05% | +104,445+18.7% | Added |
| Principal Financial Group Inc | 674,496 | $57.9M | 0.04% | +29,866+4.6% | Added |
| Price T Rowe Associates Inc | 702,406 | $60.3M | 0.01% | −1450.0% | Reduced |
| Victory Capital Management Inc | 716,913 | $61.5M | 0.06% | −195,605−21.4% | Reduced |
| Old Republic International Corporation | 722,500 | $62.0M | 1.20% | +350,000+94.0% | Added |
| The PNC Financial Services Group, Inc. | 782,771 | $67.2M | 0.06% | −1,900−0.2% | Reduced |
| Credit Suisse AG | 796,127 | $67.8M | 0.05% | −93,511−10.5% | Reduced |
| California State Teachers Retirement System | 810,564 | $69.6M | 0.09% | +18,813+2.4% | Added |
| Rhumbline Advisers | 831,854 | $71.4M | 0.09% | −76,074−8.4% | Reduced |
| Alliancebernstein L.P. | 883,667 | $75.8M | 0.03% | +17,426+2.0% | Added |
| Envestnet Asset Management Inc | 950,932 | $81.6M | 0.05% | −82,811−8.0% | Reduced |
| California Public Employees Retirement System | 971,356 | $83.4M | 0.06% | −28,979−2.9% | Reduced |
| Royal Bank of Canada | 1,027,920 | $88.2M | 0.02% | −90,352−8.1% | Reduced |
| Bahl & Gaynor Inc | 1,033,668 | $88.7M | 0.54% | −10,050−1.0% | Reduced |
| Public Employees Retirement Association of Colorado | 1,045,458 | $89.7M | 0.39% | −4,099−0.4% | Reduced |
| D. E. Shaw & Co., Inc. | 1,093,729 | $93.9M | 0.11% | −52,056−4.5% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 1,120,571 | $96.2M | 1.63% | +400,800+55.7% | Added |
| Epoch Investment Partners, Inc. | 1,135,748 | $97.5M | 0.52% | −183,155−13.9% | Reduced |
| Citigroup Inc | 1,235,655 | $106.0M | 0.09% | +180,609+17.1% | Added |
| Goldman Sachs Group Inc | 1,271,061 | $109.1M | 0.03% | +225,572+21.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,331,842 | $114.3M | 0.07% | −80,328−5.7% | Reduced |
| Deutsche Bank AG | 1,449,849 | $124.4M | 0.06% | +203,538+16.3% | Added |
| Neuberger Berman Group LLC | 1,515,150 | $128.8M | 0.11% | +444,585+41.5% | Added |
| Swiss National Bank | 1,781,567 | $152.9M | 0.09% | +102,937+6.1% | Added |
| UBS Asset Management Americas Inc | 2,171,601 | $186.4M | 0.08% | +22,269+1.0% | Added |
| Bank of Montreal | 2,222,289 | $189.2M | 0.10% | +143,839+6.9% | Added |