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 |
|---|---|---|---|---|---|
| TCTC Holdings, LLC | 165,652 | $11.6M | 0.54% | +4,200+2.6% | Added |
| State of Alaska, Department of Revenue | 167,598 | $11.7M | 0.12% | −5,932−3.4% | Reduced |
| Korea Investment CORP | 168,800 | $11.8M | 0.04% | −900−0.5% | Reduced |
| Glenmede Trust Co NA | 170,690 | $12.0M | 0.06% | −2,954−1.7% | Reduced |
| Oppenheimer Asset Management Inc. | 172,807 | $12.1M | 0.17% | +62,844+57.2% | Added |
| Tudor Investment Corp Et Al | 178,775 | $12.5M | 0.26% | +178,775 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 179,214 | $12.6M | 0.06% | +19,951+12.5% | Added |
| Hikari Power Ltd | 183,920 | $12.9M | 1.29% | +6,590+3.7% | Added |
| Bridgeway Capital Management, LLC | 184,068 | $12.9M | 0.25% | −32,700−15.1% | Reduced |
| Janney Montgomery Scott LLC | 187,395 | $13.1M | 0.06% | +14,680+8.5% | Added |
| Asset Management One Co.,Ltd. | 193,129 | $13.5M | 0.05% | −8,675−4.3% | Reduced |
| Nisa Investment Advisors, LLC | 196,968 | $13.8M | 0.08% | −2,000−1.0% | Reduced |
| ZWJ Investment Counsel Inc | 198,883 | $13.9M | 0.79% | +13,775+7.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 199,717 | $14.0M | 0.05% | −2,958−1.5% | Reduced |
| SIR Capital Management, L.P. | 205,610 | $14.4M | 2.11% | +72,710+54.7% | Added |
| Gabelli Funds LLC | 207,200 | $14.5M | 0.10% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 210,314 | $14.7M | 0.17% | −22,732−9.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 215,351 | $15.1M | 0.14% | 00.0% | Unchanged |
| TD Asset Management Inc | 219,292 | $15.4M | 0.02% | −3,201−1.4% | Reduced |
| Stack Financial Management, Inc | 221,047 | $15.5M | 1.48% | +2,108+1.0% | Added |
| Associated Banc-Corp | 223,456 | $15.6M | 0.62% | +1,872+0.8% | Added |
| Commonwealth Equity Services, LLC | 225,410 | $15.8M | 0.04% | +16,031+7.7% | Added |
| Bokf, NA | 225,972 | $15.8M | 0.27% | +225,972 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 227,083 | $15.9M | 1.24% | −1,777−0.8% | Reduced |
| InterOcean Capital Group, LLC | 238,408 | $16.7M | 0.84% | +24,915+11.7% | Added |
| Schonfeld Strategic Advisors LLC | 239,124 | $16.7M | 0.19% | +239,124 | New |
| US Bancorp | 239,142 | $16.7M | 0.03% | −3,674−1.5% | Reduced |
| Gateway Investment Advisers LLC | 243,085 | $17.0M | 0.18% | −263−0.1% | Reduced |
| Public Employees Retirement System of Ohio | 248,130 | $17.4M | 0.06% | −5,827−2.3% | Reduced |
| BNP Paribas Arbitrage, SA | 251,007 | $17.6M | 0.04% | −109,356−30.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 253,874 | $17.8M | 0.04% | −19,290−7.1% | Reduced |
| Great West Life Assurance Co | 253,164 | $17.8M | 0.04% | +804+0.3% | Added |
| State of New Jersey Common Pension Fund D | 256,936 | $18.0M | 0.06% | −3,206−1.2% | Reduced |
| Rothschild & Co Asset Management US Inc. | 259,329 | $18.2M | 0.23% | +6,093+2.4% | Added |
| LPL Financial LLC | 262,553 | $18.4M | 0.02% | −450.0% | Reduced |
| Qube Research & Technologies Ltd | 267,336 | $18.7M | 0.23% | +267,336 | New |
| GW Henssler & Associates Ltd | 269,128 | $18.8M | 1.31% | −99,941−27.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 272,492 | $19.1M | 0.07% | −10,550−3.7% | Reduced |
| Todd Asset Management LLC | 272,539 | $19.1M | 0.44% | −1,758−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 277,208 | $19.4M | 0.04% | +7,486+2.8% | Added |
| Adage Capital Partners GP, L.L.C. | 281,501 | $19.7M | 0.04% | −271,800−49.1% | Reduced |
| SEI Investments Co | 281,139 | $19.7M | 0.04% | +16,923+6.4% | Added |
| Citadel Advisors LLC | 282,718 | $19.8M | 0.02% | +27,641+10.8% | Added |
| Voya Investment Management LLC | 286,924 | $20.1M | 0.04% | −2,565−0.9% | Reduced |
| Rafferty Asset Management, LLC | 300,507 | $21.0M | 0.14% | −57,668−16.1% | Reduced |
| Toronto Dominion Bank | 312,095 | $21.9M | 0.03% | −128,764−29.2% | Reduced |
| Truist Financial Corp | 318,290 | $22.3M | 0.04% | −86,648−21.4% | Reduced |
| Pictet Asset Management SA | 327,157 | $22.9M | 0.03% | +327,157 | New |
| PFS Investments Inc. | 295,606 | $23.1M | 0.48% | +138,821+88.5% | Added |
| State of Wisconsin Investment Board | 333,154 | $23.3M | 0.05% | +7,976+2.5% | Added |
| Franklin Resources Inc | 335,427 | $23.5M | 0.01% | −32,915−8.9% | Reduced |
| Advisory Resource Group | 349,765 | $24.5M | 9.03% | +32,460+10.2% | Added |
| Brandywine Global Investment Management, LLC | 349,921 | $24.5M | 0.19% | −23,159−6.2% | Reduced |
| Davis R M Inc | 369,181 | $25.9M | 0.64% | −2,006−0.5% | Reduced |
| Voloridge Investment Management, LLC | 369,915 | $25.9M | 0.17% | +355,750+2,511.5% | Added |
| Neuberger Berman Group LLC | 387,534 | $26.2M | 0.02% | −1,127,616−74.4% | Reduced |
| AMF Pensionsforsakring AB | 375,064 | $26.3M | 0.19% | +57,333+18.0% | Added |
| Stifel Financial Corp | 393,378 | $27.5M | 0.04% | +45,152+13.0% | Added |
| Mariner, LLC | 399,153 | $28.0M | 0.15% | +53,074+15.3% | Added |
| New York State Common Retirement Fund | 425,212 | $29.8M | 0.03% | −1,002−0.2% | Reduced |
| Prudential Financial Inc | 444,086 | $29.9M | 0.04% | +16,131+3.8% | Added |
| Russell Investments Group, Ltd. | 429,779 | $30.1M | 0.05% | +5,383+1.3% | Added |
| Capital Fund Management S.A. | 436,922 | $30.6M | 0.81% | +303,848+228.3% | Added |
| Canada Pension Plan Investment Board | 466,713 | $32.7M | 0.04% | +419,906+897.1% | Added |
| New York State Teachers Retirement System | 467,035 | $32.7M | 0.07% | −2,225−0.5% | Reduced |
| CIBC World Markets Corp | 468,007 | $32.8M | 0.22% | −5,711−1.2% | Reduced |
| Manufacturers Life Insurance Company, The | 500,251 | $35.0M | 0.03% | −17,240−3.3% | Reduced |
| Victory Capital Management Inc | 514,567 | $36.0M | 0.04% | −202,346−28.2% | Reduced |
| Boston Partners | 521,305 | $36.5M | 0.05% | +15,940+3.2% | Added |
| Kayne Anderson Capital Advisors LP | 544,613 | $38.1M | 1.16% | +89,000+19.5% | Added |
| Avalon Investment & Advisory | 549,138 | $38.5M | 0.89% | −4,839−0.9% | Reduced |
| M&T Bank Corp | 558,407 | $39.1M | 0.18% | −830.0% | Reduced |
| Fayez Sarofim & Co | 566,030 | $39.6M | 0.13% | +12,041+2.2% | Added |
| State Board of Administration of Florida Retirement System | 567,896 | $39.8M | 0.08% | −30,742−5.1% | Reduced |
| Macquarie Group Ltd | 582,499 | $40.8M | 0.03% | −18,130−3.0% | Reduced |
| Susquehanna International Group, LLP | 591,129 | $41.4M | 0.05% | +248,296+72.4% | Added |
| National Pension Service | 600,241 | $42.0M | 0.08% | −1,700−0.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 610,039 | $42.7M | 0.09% | +130,782+27.3% | Added |
| Raymond James & Associates | 659,382 | $46.2M | 0.04% | +38,632+6.2% | Added |
| Alliancebernstein L.P. | 664,355 | $46.5M | 0.02% | −219,312−24.8% | Reduced |
| Renaissance Technologies LLC | 679,600 | $47.6M | 0.06% | +679,600 | New |
| Price T Rowe Associates Inc | 689,909 | $48.3M | 0.00% | −12,497−1.8% | Reduced |
| Two Sigma Investments, LP | 699,456 | $49.0M | 0.13% | +676,756+2,981.3% | Added |
| Principal Financial Group Inc | 700,605 | $49.1M | 0.03% | +26,109+3.9% | Added |
| Rhumbline Advisers | 701,434 | $49.1M | 0.07% | −130,420−15.7% | Reduced |
| RNC Capital Management LLC | 703,703 | $49.3M | 2.62% | +271,315+62.7% | Added |
| Old Republic International Corporation | 722,500 | $50.6M | 1.06% | 00.0% | Unchanged |
| HSBC Holdings PLC | 729,536 | $51.1M | 0.06% | +83,431+12.9% | Added |
| Fort Washington Investment Advisors Inc | 793,659 | $55.6M | 0.36% | +637,946+409.7% | Added |
| The PNC Financial Services Group, Inc. | 796,119 | $55.8M | 0.05% | +13,348+1.7% | Added |
| California State Teachers Retirement System | 803,278 | $56.3M | 0.07% | −7,286−0.9% | Reduced |
| Credit Suisse AG | 809,853 | $56.7M | 0.05% | +13,726+1.7% | Added |
| Envestnet Asset Management Inc | 830,100 | $58.1M | 0.03% | −120,832−12.7% | Reduced |
| Epoch Investment Partners, Inc. | 930,218 | $65.1M | 0.36% | −205,530−18.1% | Reduced |
| Royal Bank of Canada | 936,786 | $65.6M | 0.02% | −91,134−8.9% | Reduced |
| California Public Employees Retirement System | 978,058 | $68.5M | 0.05% | +6,702+0.7% | Added |
| Bahl & Gaynor Inc | 1,025,179 | $71.8M | 0.44% | −8,489−0.8% | Reduced |
| Public Employees Retirement Association of Colorado | 1,030,844 | $72.2M | 0.32% | −14,614−1.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,072,142 | $75.1M | 0.51% | +1,053,851+5,761.6% | Added |
| Goldman Sachs Group Inc | 1,103,914 | $77.3M | 0.02% | −167,147−13.2% | Reduced |