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, Q3 2021
Institutional positions in Phillips 66 as of Sep 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
- 1,239
- −70 vs. Q2 2021
- Shares held
- 303.1M
- −3.13M (−1.0%) vs. Q2 2021
- Total value
- $21.2B
- −$5.03B (−19.1%) vs. Q2 2021
- New holders
- 87
- 469 more added
- Sold out
- 157
- 465 more reduced
18 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 43,179,853 | $3.02B | 0.08% | −1,4690.0% | Reduced |
| BlackRock Inc. | 32,971,011 | $2.31B | 0.07% | −1,093,264−3.2% | Reduced |
| State Street Corp | 29,897,872 | $2.09B | 0.11% | +314,276+1.1% | Added |
| Wells Fargo & Company | 15,384,730 | $1.08B | 0.24% | +447,058+3.0% | Added |
| Aristotle Capital Management, LLC | 8,765,210 | $613.8M | 1.16% | +224,759+2.6% | Added |
| Geode Capital Management, LLC | 7,654,777 | $534.6M | 0.07% | +195,288+2.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 7,626,638 | $534.1M | 1.77% | +402,779+5.6% | Added |
| Bank of America Corp | 7,257,261 | $508.2M | 0.06% | +156,064+2.2% | Added |
| FMR LLC | 7,214,019 | $505.2M | 0.04% | −1,374,230−16.0% | Reduced |
| Northern Trust Corp | 4,927,449 | $345.1M | 0.06% | −168,325−3.3% | Reduced |
| JPMorgan Chase & Co | 4,501,994 | $315.3M | 0.04% | −1,553,605−25.7% | Reduced |
| Barclays PLC | 4,443,094 | $311.1M | 0.22% | +3,781,267+571.3% | Added |
| Wellington Management Group LLP | 4,362,585 | $305.5M | 0.05% | −5,970,063−57.8% | Reduced |
| Bank of New York Mellon Corp | 4,284,798 | $300.1M | 0.06% | −50,208−1.2% | Reduced |
| Morgan Stanley | 3,877,915 | $271.6M | 0.04% | +446,011+13.0% | Added |
| Norges Bank | 3,853,794 | $269.9M | 0.06% | −498,852−11.5% | Reduced |
| Legal & General Group Plc | 3,494,129 | $244.7M | 0.08% | +179,865+5.4% | Added |
| Dimensional Fund Advisors LP | 3,322,508 | $232.7M | 0.07% | +37,530+1.1% | Added |
| UBS Group AG | 3,294,876 | $230.7M | 0.10% | −800,134−19.5% | Reduced |
| Invesco Ltd. | 3,286,147 | $230.1M | 0.06% | +278,290+9.3% | Added |
| Nuveen Asset Management, LLC | 3,202,522 | $224.3M | 0.07% | −607,755−16.0% | Reduced |
| Charles Schwab Investment Management Inc | 2,819,557 | $197.5M | 0.06% | +60,216+2.2% | Added |
| Ameriprise Financial Inc | 2,806,971 | $196.6M | 0.06% | −143,033−4.8% | Reduced |
| Amundi | 2,422,191 | $169.6M | 0.12% | −17,039−0.7% | Reduced |
| UBS Asset Management Americas Inc | 2,190,510 | $153.4M | 0.06% | +18,909+0.9% | Added |
| Bank of Montreal | 2,122,141 | $148.7M | 0.07% | −100,148−4.5% | Reduced |
| LSV Asset Management | 2,084,294 | $146.0M | 0.26% | −184,900−8.1% | Reduced |
| D. E. Shaw & Co., Inc. | 1,981,811 | $138.8M | 0.18% | +888,082+81.2% | Added |
| Deutsche Bank AG | 1,868,208 | $130.8M | 0.06% | +418,359+28.9% | Added |
| Parametric Portfolio Associates LLC | 1,858,474 | $130.1M | 0.07% | −1,032,187−35.7% | Reduced |
| Swiss National Bank | 1,733,567 | $121.4M | 0.08% | −48,000−2.7% | Reduced |
| Standard Life Aberdeen plc | 1,595,491 | $112.4M | 0.25% | +1,142,663+252.3% | Added |
| Eaton Vance Management | 1,347,845 | $93.9M | 0.13% | −905,519−40.2% | Reduced |
| Millennium Management LLC | 1,289,214 | $90.3M | 0.12% | +694,188+116.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,256,927 | $88.0M | 0.05% | −74,915−5.6% | Reduced |
| Allianz Asset Management GmbH | 1,217,411 | $85.3M | 0.07% | +1,184,455+3,594.0% | Added |
| Citigroup Inc | 1,124,147 | $78.7M | 0.08% | −111,508−9.0% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 1,120,571 | $78.5M | 1.31% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,103,914 | $77.3M | 0.02% | −167,147−13.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,072,142 | $75.1M | 0.51% | +1,053,851+5,761.6% | Added |
| Public Employees Retirement Association of Colorado | 1,030,844 | $72.2M | 0.32% | −14,614−1.4% | Reduced |
| Bahl & Gaynor Inc | 1,025,179 | $71.8M | 0.44% | −8,489−0.8% | Reduced |
| California Public Employees Retirement System | 978,058 | $68.5M | 0.05% | +6,702+0.7% | Added |
| Royal Bank of Canada | 936,786 | $65.6M | 0.02% | −91,134−8.9% | Reduced |
| Epoch Investment Partners, Inc. | 930,218 | $65.1M | 0.36% | −205,530−18.1% | Reduced |
| Envestnet Asset Management Inc | 830,100 | $58.1M | 0.03% | −120,832−12.7% | Reduced |
| Credit Suisse AG | 809,853 | $56.7M | 0.05% | +13,726+1.7% | Added |
| California State Teachers Retirement System | 803,278 | $56.3M | 0.07% | −7,286−0.9% | Reduced |
| The PNC Financial Services Group, Inc. | 796,119 | $55.8M | 0.05% | +13,348+1.7% | Added |
| Fort Washington Investment Advisors Inc | 793,659 | $55.6M | 0.36% | +637,946+409.7% | Added |
| HSBC Holdings PLC | 729,536 | $51.1M | 0.06% | +83,431+12.9% | Added |
| Old Republic International Corporation | 722,500 | $50.6M | 1.06% | 00.0% | Unchanged |
| RNC Capital Management LLC | 703,703 | $49.3M | 2.62% | +271,315+62.7% | Added |
| Rhumbline Advisers | 701,434 | $49.1M | 0.07% | −130,420−15.7% | Reduced |
| Principal Financial Group Inc | 700,605 | $49.1M | 0.03% | +26,109+3.9% | Added |
| Two Sigma Investments, LP | 699,456 | $49.0M | 0.13% | +676,756+2,981.3% | Added |
| Price T Rowe Associates Inc | 689,909 | $48.3M | 0.00% | −12,497−1.8% | Reduced |
| Renaissance Technologies LLC | 679,600 | $47.6M | 0.06% | +679,600 | New |
| Alliancebernstein L.P. | 664,355 | $46.5M | 0.02% | −219,312−24.8% | Reduced |
| Raymond James & Associates | 659,382 | $46.2M | 0.04% | +38,632+6.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 610,039 | $42.7M | 0.09% | +130,782+27.3% | Added |
| National Pension Service | 600,241 | $42.0M | 0.08% | −1,700−0.3% | Reduced |
| Susquehanna International Group, LLP | 591,129 | $41.4M | 0.05% | +248,296+72.4% | Added |
| Macquarie Group Ltd | 582,499 | $40.8M | 0.03% | −18,130−3.0% | Reduced |
| State Board of Administration of Florida Retirement System | 567,896 | $39.8M | 0.08% | −30,742−5.1% | Reduced |
| Fayez Sarofim & Co | 566,030 | $39.6M | 0.13% | +12,041+2.2% | Added |
| M&T Bank Corp | 558,407 | $39.1M | 0.18% | −830.0% | Reduced |
| Avalon Investment & Advisory | 549,138 | $38.5M | 0.89% | −4,839−0.9% | Reduced |
| Kayne Anderson Capital Advisors LP | 544,613 | $38.1M | 1.16% | +89,000+19.5% | Added |
| Boston Partners | 521,305 | $36.5M | 0.05% | +15,940+3.2% | Added |
| Victory Capital Management Inc | 514,567 | $36.0M | 0.04% | −202,346−28.2% | Reduced |
| Manufacturers Life Insurance Company, The | 500,251 | $35.0M | 0.03% | −17,240−3.3% | Reduced |
| CIBC World Markets Corp | 468,007 | $32.8M | 0.22% | −5,711−1.2% | Reduced |
| New York State Teachers Retirement System | 467,035 | $32.7M | 0.07% | −2,225−0.5% | Reduced |
| Canada Pension Plan Investment Board | 466,713 | $32.7M | 0.04% | +419,906+897.1% | Added |
| Capital Fund Management S.A. | 436,922 | $30.6M | 0.81% | +303,848+228.3% | Added |
| Russell Investments Group, Ltd. | 429,779 | $30.1M | 0.05% | +5,383+1.3% | Added |
| Prudential Financial Inc | 444,086 | $29.9M | 0.04% | +16,131+3.8% | Added |
| New York State Common Retirement Fund | 425,212 | $29.8M | 0.03% | −1,002−0.2% | Reduced |
| Mariner, LLC | 399,153 | $28.0M | 0.15% | +53,074+15.3% | Added |
| Stifel Financial Corp | 393,378 | $27.5M | 0.04% | +45,152+13.0% | Added |
| AMF Pensionsforsakring AB | 375,064 | $26.3M | 0.19% | +57,333+18.0% | Added |
| Neuberger Berman Group LLC | 387,534 | $26.2M | 0.02% | −1,127,616−74.4% | Reduced |
| Voloridge Investment Management, LLC | 369,915 | $25.9M | 0.17% | +355,750+2,511.5% | Added |
| Davis R M Inc | 369,181 | $25.9M | 0.64% | −2,006−0.5% | Reduced |
| Brandywine Global Investment Management, LLC | 349,921 | $24.5M | 0.19% | −23,159−6.2% | Reduced |
| Advisory Resource Group | 349,765 | $24.5M | 9.03% | +32,460+10.2% | Added |
| Franklin Resources Inc | 335,427 | $23.5M | 0.01% | −32,915−8.9% | Reduced |
| State of Wisconsin Investment Board | 333,154 | $23.3M | 0.05% | +7,976+2.5% | Added |
| PFS Investments Inc. | 295,606 | $23.1M | 0.48% | +138,821+88.5% | Added |
| Pictet Asset Management SA | 327,157 | $22.9M | 0.03% | +327,157 | New |
| Truist Financial Corp | 318,290 | $22.3M | 0.04% | −86,648−21.4% | Reduced |
| Toronto Dominion Bank | 312,095 | $21.9M | 0.03% | −128,764−29.2% | Reduced |
| Rafferty Asset Management, LLC | 300,507 | $21.0M | 0.14% | −57,668−16.1% | Reduced |
| Voya Investment Management LLC | 286,924 | $20.1M | 0.04% | −2,565−0.9% | Reduced |
| Citadel Advisors LLC | 282,718 | $19.8M | 0.02% | +27,641+10.8% | Added |
| SEI Investments Co | 281,139 | $19.7M | 0.04% | +16,923+6.4% | Added |
| Adage Capital Partners GP, L.L.C. | 281,501 | $19.7M | 0.04% | −271,800−49.1% | Reduced |
| Advisor Group Holdings, Inc. | 277,208 | $19.4M | 0.04% | +7,486+2.8% | Added |
| Todd Asset Management LLC | 272,539 | $19.1M | 0.44% | −1,758−0.6% | Reduced |