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 |
|---|---|---|---|---|---|
| Kornitzer Capital Management Inc | 66,258 | $4.64M | 0.07% | −922−1.4% | Reduced |
| Foundation Resource Management Inc | 66,967 | $4.69M | 1.06% | −260.0% | Reduced |
| Mackay Shields LLC | 67,060 | $4.70M | 0.04% | −1,937−2.8% | Reduced |
| Texas Permanent School Fund | 67,663 | $4.74M | 0.06% | −5,079−7.0% | Reduced |
| Aristotle Atlantic Partners, LLC | 67,823 | $4.75M | 0.31% | +2,966+4.6% | Added |
| Atlantic Union Bankshares Corp | 68,420 | $4.79M | 0.45% | +3,802+5.9% | Added |
| DT Investment Partners, LLC | 69,171 | $4.84M | 0.65% | +2,156+3.2% | Added |
| Quadrature Capital Ltd | 69,302 | $4.85M | 0.18% | +33,265+92.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 70,499 | $4.94M | 0.03% | −3,888−5.2% | Reduced |
| Adams Asset Advisors, LLC | 71,152 | $4.98M | 1.00% | +3,252+4.8% | Added |
| Quantbot Technologies LP | 73,002 | $5.11M | 0.37% | +73,002 | New |
| Public Sector Pension Investment Board | 73,945 | $5.18M | 0.03% | +5,310+7.7% | Added |
| State of Tennessee, Treasury Department | 73,984 | $5.18M | 0.02% | −4,008−5.1% | Reduced |
| Great Lakes Advisors, LLC | 74,527 | $5.22M | 0.08% | −1,105−1.5% | Reduced |
| AXA S.A. | 74,795 | $5.24M | 0.01% | −86,192−53.5% | Reduced |
| Bridge Creek Capital Management LLC | 26,784 | $5.24M | 1.95% | −433−1.6% | Reduced |
| Bryn Mawr Trust Co | 75,489 | $5.29M | 0.20% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 75,838 | $5.31M | 0.01% | −22,124−22.6% | Reduced |
| Cohen & Steers, Inc. | 76,037 | $5.33M | 0.01% | +32,377+74.2% | Added |
| PEAK6 Investments LLC | 76,284 | $5.34M | 0.11% | −16,642−17.9% | Reduced |
| Squarepoint Ops LLC | 76,386 | $5.35M | 0.04% | −24,375−24.2% | Reduced |
| Utah Retirement Systems | 79,167 | $5.54M | 0.07% | −4,200−5.0% | Reduced |
| British Columbia Investment Management Corp | 80,870 | $5.66M | 0.03% | +90.0% | Added |
| Arrowstreet Capital, Limited Partnership | 81,300 | $5.69M | 0.01% | +81,300 | New |
| Cinctive Capital Management LP | 83,111 | $5.82M | 0.32% | −97,388−54.0% | Reduced |
| Hendley & Co Inc | 83,127 | $5.82M | 2.03% | −215−0.3% | Reduced |
| M&G Investment Management Ltd | 83,365 | $5.84M | 0.03% | −10,466−11.2% | Reduced |
| Greenwood Capital Associates LLC | 84,136 | $5.89M | 0.91% | +12,481+17.4% | Added |
| Calamos Advisors LLC | 84,213 | $5.90M | 0.03% | +7,430+9.7% | Added |
| Hi-Line Capital Management, LLC | 84,238 | $5.90M | 2.11% | +2,477+3.0% | Added |
| Ninety One UK Ltd | 85,226 | $5.97M | 0.02% | −139,469−62.1% | Reduced |
| Federated Hermes, Inc. | 86,597 | $6.06M | 0.01% | −134,986−60.9% | Reduced |
| Bollard Group LLC | 88,336 | $6.19M | 0.20% | +2,188+2.5% | Added |
| Gulf International Bank (UK) Ltd | 88,671 | $6.21M | 0.08% | −991−1.1% | Reduced |
| Spirit of America Management Corp | 88,832 | $6.22M | 1.34% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 89,953 | $6.30M | 0.03% | +5,502+6.5% | Added |
| Raymond James Trust N.A. | 90,123 | $6.31M | 0.21% | +1,720+1.9% | Added |
| Richard C. Young & CO., LTD. | 90,304 | $6.32M | 0.87% | +2,209+2.5% | Added |
| Heritage Investors Management Corp | 93,994 | $6.58M | 0.28% | −411−0.4% | Reduced |
| Bank of Nova Scotia | 94,063 | $6.59M | 0.01% | +25,119+36.4% | Added |
| Geneos Wealth Management Inc. | 91,014 | $6.61M | 0.25% | +3,023+3.4% | Added |
| Creative Planning | 94,619 | $6.63M | 0.01% | −16,453−14.8% | Reduced |
| Nomura Asset Management Co Ltd | 94,851 | $6.64M | 0.04% | −11,560−10.9% | Reduced |
| Skba Capital Management LLC | 95,660 | $6.70M | 1.34% | −48,150−33.5% | Reduced |
| Zacks Investment Management | 96,006 | $6.72M | 0.11% | −441,951−82.2% | Reduced |
| Mattern Capital Management, LLC | 96,082 | $6.73M | 1.33% | +2,874+3.1% | Added |
| Teacher Retirement System of Texas | 97,675 | $6.84M | 0.04% | +16,528+20.4% | Added |
| AMP Capital Investors Ltd | 98,120 | $6.87M | 0.04% | −10,068−9.3% | Reduced |
| MetLife Investment Management | 98,924 | $6.93M | 0.06% | −2,592−2.6% | Reduced |
| Stockman Wealth Management, Inc. | 99,872 | $6.99M | 1.56% | +17,020+20.5% | Added |
| NN Investment Partners Holdings N.V. | 100,719 | $7.05M | 0.04% | −5,059−4.8% | Reduced |
| First Republic Investment Management, Inc. | 101,754 | $7.13M | 0.02% | −227,402−69.1% | Reduced |
| DekaBank Deutsche Girozentrale | 103,608 | $7.23M | 0.02% | −425,026−80.4% | Reduced |
| Janus Henderson Group PLC | 103,718 | $7.26M | 0.00% | −43,483−29.5% | Reduced |
| Wesbanco Bank Inc | 104,668 | $7.33M | 0.28% | −3,373−3.1% | Reduced |
| Comerica Bank | 89,324 | $7.40M | 0.04% | −22,091−19.8% | Reduced |
| Eastern Bank | 107,105 | $7.50M | 0.36% | −40.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 108,073 | $7.57M | 0.04% | −13,830−11.3% | Reduced |
| Advisors Asset Management, Inc. | 108,354 | $7.59M | 0.12% | −4,598−4.1% | Reduced |
| Mercer Global Advisors Inc | 108,626 | $7.61M | 0.05% | +1,144+1.1% | Added |
| Wallington Asset Management, LLC | 109,125 | $7.64M | 1.27% | −470−0.4% | Reduced |
| State of Michigan Retirement System | 110,002 | $7.70M | 0.04% | −100−0.1% | Reduced |
| Cubist Systematic Strategies, LLC | 111,250 | $7.79M | 0.10% | +110,678+19,349.3% | Added |
| Bridgecreek Investment Management, LLC | 111,460 | $7.81M | 1.12% | +5,225+4.9% | Added |
| KBC Group NV | 111,856 | $7.83M | 0.03% | −429,161−79.3% | Reduced |
| CCM Investment Advisers LLC | 112,156 | $7.85M | 1.02% | +13,238+13.4% | Added |
| Adams Natural Resources Fund, Inc. | 112,775 | $7.90M | 1.83% | −5,400−4.6% | Reduced |
| Lawson Kroeker Investment Management Inc | 113,288 | $7.93M | 2.63% | −1,430−1.2% | Reduced |
| Natixis | 113,312 | $7.93M | 0.03% | +54,698+93.3% | Added |
| Marshall Wace, LLP | 114,488 | $8.02M | 0.04% | +105,899+1,233.0% | Added |
| Border to Coast Pensions Partnership Ltd | 111,450 | $8.03M | 0.27% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 115,300 | $8.07M | 1.00% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 115,931 | $8.12M | 0.65% | +7,715+7.1% | Added |
| RPG Investment Advisory, LLC | 116,841 | $8.18M | 1.35% | +1,728+1.5% | Added |
| Amalgamated Bank | 119,489 | $8.37M | 0.07% | −4,136−3.3% | Reduced |
| J. Goldman & Co LP | 120,121 | $8.41M | 0.75% | +117,544+4,561.3% | Added |
| Arizona State Retirement System | 122,104 | $8.55M | 0.07% | −312−0.3% | Reduced |
| USS Investment Management Ltd | 126,095 | $8.83M | 0.08% | +46,768+59.0% | Added |
| Baird Financial Group, Inc. | 126,138 | $8.83M | 0.02% | −12,691−9.1% | Reduced |
| MML Investors Services, LLC | 130,646 | $9.15M | 0.07% | −13,853−9.6% | Reduced |
| American International Group, Inc. | 130,796 | $9.16M | 0.05% | −2,786−2.1% | Reduced |
| Gratus Capital LLC | 131,427 | $9.20M | 0.99% | +7,287+5.9% | Added |
| Guggenheim Capital LLC | 132,628 | $9.29M | 0.06% | −3,438−2.5% | Reduced |
| Aviva PLC | 133,846 | $9.37M | 0.04% | −7,569−5.4% | Reduced |
| Recurrent Investment Advisors LLC | 135,151 | $9.46M | 4.16% | +31,244+30.1% | Added |
| Vontobel Holding Ltd. | 137,483 | $9.63M | 0.08% | +5,915+4.5% | Added |
| Crossmark Global Holdings, Inc. | 137,691 | $9.64M | 0.23% | −5,369−3.8% | Reduced |
| Mn Services Vermogensbeheer B.V. | 140,629 | $9.85M | 0.06% | −179,800−56.1% | Reduced |
| HighTower Advisors, LLC | 140,760 | $9.90M | 0.03% | −8,459−5.7% | Reduced |
| Torray LLC | 144,261 | $10.1M | 1.55% | +118,918+469.2% | Added |
| Natixis Advisors, L.P. | 147,420 | $10.3M | 0.04% | +4,498+3.1% | Added |
| ProShare Advisors LLC | 148,286 | $10.4M | 0.03% | +13,355+9.9% | Added |
| Schwerin Boyle Capital Management Inc | 150,013 | $10.5M | 0.88% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 150,410 | $10.5M | 0.04% | −9,761−6.1% | Reduced |
| South Dakota Investment Council | 155,638 | $10.9M | 0.20% | +1,596+1.0% | Added |
| Treasurer of the State of North Carolina | 157,789 | $11.1M | 0.06% | +5,319+3.5% | Added |
| Royal London Asset Management Ltd | 159,221 | $11.1M | 0.05% | +2,562+1.6% | Added |
| Hyman Charles D | 161,932 | $11.3M | 0.79% | +10,328+6.8% | Added |
| Putnam Investments LLC | 162,052 | $11.3M | 0.02% | −36,844−18.5% | Reduced |
| Keybank National Association | 165,615 | $11.6M | 0.05% | −8,752−5.0% | Reduced |