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 |
|---|---|---|---|---|---|
| Chevy Chase Trust Holdings, Inc. | 272,492 | $19.1M | 0.07% | −10,550−3.7% | Reduced |
| GW Henssler & Associates Ltd | 269,128 | $18.8M | 1.31% | −99,941−27.1% | Reduced |
| Qube Research & Technologies Ltd | 267,336 | $18.7M | 0.23% | +267,336 | New |
| LPL Financial LLC | 262,553 | $18.4M | 0.02% | −450.0% | Reduced |
| Rothschild & Co Asset Management US Inc. | 259,329 | $18.2M | 0.23% | +6,093+2.4% | Added |
| State of New Jersey Common Pension Fund D | 256,936 | $18.0M | 0.06% | −3,206−1.2% | Reduced |
| Great West Life Assurance Co | 253,164 | $17.8M | 0.04% | +804+0.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 253,874 | $17.8M | 0.04% | −19,290−7.1% | Reduced |
| BNP Paribas Arbitrage, SA | 251,007 | $17.6M | 0.04% | −109,356−30.3% | Reduced |
| Public Employees Retirement System of Ohio | 248,130 | $17.4M | 0.06% | −5,827−2.3% | Reduced |
| Gateway Investment Advisers LLC | 243,085 | $17.0M | 0.18% | −263−0.1% | Reduced |
| US Bancorp | 239,142 | $16.7M | 0.03% | −3,674−1.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 239,124 | $16.7M | 0.19% | +239,124 | New |
| InterOcean Capital Group, LLC | 238,408 | $16.7M | 0.84% | +24,915+11.7% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 227,083 | $15.9M | 1.24% | −1,777−0.8% | Reduced |
| Bokf, NA | 225,972 | $15.8M | 0.27% | +225,972 | New |
| Commonwealth Equity Services, LLC | 225,410 | $15.8M | 0.04% | +16,031+7.7% | Added |
| Associated Banc-Corp | 223,456 | $15.6M | 0.62% | +1,872+0.8% | Added |
| Stack Financial Management, Inc | 221,047 | $15.5M | 1.48% | +2,108+1.0% | Added |
| TD Asset Management Inc | 219,292 | $15.4M | 0.02% | −3,201−1.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 215,351 | $15.1M | 0.14% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 210,314 | $14.7M | 0.17% | −22,732−9.8% | Reduced |
| Gabelli Funds LLC | 207,200 | $14.5M | 0.10% | 00.0% | Unchanged |
| SIR Capital Management, L.P. | 205,610 | $14.4M | 2.11% | +72,710+54.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 199,717 | $14.0M | 0.05% | −2,958−1.5% | Reduced |
| ZWJ Investment Counsel Inc | 198,883 | $13.9M | 0.79% | +13,775+7.4% | Added |
| Nisa Investment Advisors, LLC | 196,968 | $13.8M | 0.08% | −2,000−1.0% | Reduced |
| Asset Management One Co.,Ltd. | 193,129 | $13.5M | 0.05% | −8,675−4.3% | Reduced |
| Janney Montgomery Scott LLC | 187,395 | $13.1M | 0.06% | +14,680+8.5% | Added |
| Bridgeway Capital Management, LLC | 184,068 | $12.9M | 0.25% | −32,700−15.1% | Reduced |
| Hikari Power Ltd | 183,920 | $12.9M | 1.29% | +6,590+3.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 179,214 | $12.6M | 0.06% | +19,951+12.5% | Added |
| Tudor Investment Corp Et Al | 178,775 | $12.5M | 0.26% | +178,775 | New |
| Oppenheimer Asset Management Inc. | 172,807 | $12.1M | 0.17% | +62,844+57.2% | Added |
| Glenmede Trust Co NA | 170,690 | $12.0M | 0.06% | −2,954−1.7% | Reduced |
| Korea Investment CORP | 168,800 | $11.8M | 0.04% | −900−0.5% | Reduced |
| State of Alaska, Department of Revenue | 167,598 | $11.7M | 0.12% | −5,932−3.4% | Reduced |
| TCTC Holdings, LLC | 165,652 | $11.6M | 0.54% | +4,200+2.6% | Added |
| Keybank National Association | 165,615 | $11.6M | 0.05% | −8,752−5.0% | Reduced |
| Putnam Investments LLC | 162,052 | $11.3M | 0.02% | −36,844−18.5% | Reduced |
| Hyman Charles D | 161,932 | $11.3M | 0.79% | +10,328+6.8% | Added |
| Royal London Asset Management Ltd | 159,221 | $11.1M | 0.05% | +2,562+1.6% | Added |
| Treasurer of the State of North Carolina | 157,789 | $11.1M | 0.06% | +5,319+3.5% | Added |
| South Dakota Investment Council | 155,638 | $10.9M | 0.20% | +1,596+1.0% | Added |
| Retirement Systems of Alabama | 150,410 | $10.5M | 0.04% | −9,761−6.1% | Reduced |
| Schwerin Boyle Capital Management Inc | 150,013 | $10.5M | 0.88% | 00.0% | Unchanged |
| ProShare Advisors LLC | 148,286 | $10.4M | 0.03% | +13,355+9.9% | Added |
| Natixis Advisors, L.P. | 147,420 | $10.3M | 0.04% | +4,498+3.1% | Added |
| Torray LLC | 144,261 | $10.1M | 1.55% | +118,918+469.2% | Added |
| HighTower Advisors, LLC | 140,760 | $9.90M | 0.03% | −8,459−5.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 140,629 | $9.85M | 0.06% | −179,800−56.1% | Reduced |
| Crossmark Global Holdings, Inc. | 137,691 | $9.64M | 0.23% | −5,369−3.8% | Reduced |
| Vontobel Holding Ltd. | 137,483 | $9.63M | 0.08% | +5,915+4.5% | Added |
| Recurrent Investment Advisors LLC | 135,151 | $9.46M | 4.16% | +31,244+30.1% | Added |
| Aviva PLC | 133,846 | $9.37M | 0.04% | −7,569−5.4% | Reduced |
| Guggenheim Capital LLC | 132,628 | $9.29M | 0.06% | −3,438−2.5% | Reduced |
| Gratus Capital LLC | 131,427 | $9.20M | 0.99% | +7,287+5.9% | Added |
| American International Group, Inc. | 130,796 | $9.16M | 0.05% | −2,786−2.1% | Reduced |
| MML Investors Services, LLC | 130,646 | $9.15M | 0.07% | −13,853−9.6% | Reduced |
| Baird Financial Group, Inc. | 126,138 | $8.83M | 0.02% | −12,691−9.1% | Reduced |
| USS Investment Management Ltd | 126,095 | $8.83M | 0.08% | +46,768+59.0% | Added |
| Arizona State Retirement System | 122,104 | $8.55M | 0.07% | −312−0.3% | Reduced |
| J. Goldman & Co LP | 120,121 | $8.41M | 0.75% | +117,544+4,561.3% | Added |
| Amalgamated Bank | 119,489 | $8.37M | 0.07% | −4,136−3.3% | Reduced |
| RPG Investment Advisory, LLC | 116,841 | $8.18M | 1.35% | +1,728+1.5% | Added |
| Osborne Partners Capital Management, LLC | 115,931 | $8.12M | 0.65% | +7,715+7.1% | Added |
| American Assets Investment Management, LLC | 115,300 | $8.07M | 1.00% | 00.0% | Unchanged |
| Border to Coast Pensions Partnership Ltd | 111,450 | $8.03M | 0.27% | 00.0% | Unchanged |
| Marshall Wace, LLP | 114,488 | $8.02M | 0.04% | +105,899+1,233.0% | Added |
| Natixis | 113,312 | $7.93M | 0.03% | +54,698+93.3% | Added |
| Lawson Kroeker Investment Management Inc | 113,288 | $7.93M | 2.63% | −1,430−1.2% | Reduced |
| Adams Natural Resources Fund, Inc. | 112,775 | $7.90M | 1.83% | −5,400−4.6% | Reduced |
| CCM Investment Advisers LLC | 112,156 | $7.85M | 1.02% | +13,238+13.4% | Added |
| KBC Group NV | 111,856 | $7.83M | 0.03% | −429,161−79.3% | Reduced |
| Bridgecreek Investment Management, LLC | 111,460 | $7.81M | 1.12% | +5,225+4.9% | Added |
| Cubist Systematic Strategies, LLC | 111,250 | $7.79M | 0.10% | +110,678+19,349.3% | Added |
| State of Michigan Retirement System | 110,002 | $7.70M | 0.04% | −100−0.1% | Reduced |
| Wallington Asset Management, LLC | 109,125 | $7.64M | 1.27% | −470−0.4% | Reduced |
| Mercer Global Advisors Inc | 108,626 | $7.61M | 0.05% | +1,144+1.1% | Added |
| Advisors Asset Management, Inc. | 108,354 | $7.59M | 0.12% | −4,598−4.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 108,073 | $7.57M | 0.04% | −13,830−11.3% | Reduced |
| Eastern Bank | 107,105 | $7.50M | 0.36% | −40.0% | Reduced |
| Comerica Bank | 89,324 | $7.40M | 0.04% | −22,091−19.8% | Reduced |
| Wesbanco Bank Inc | 104,668 | $7.33M | 0.28% | −3,373−3.1% | Reduced |
| Janus Henderson Group PLC | 103,718 | $7.26M | 0.00% | −43,483−29.5% | Reduced |
| DekaBank Deutsche Girozentrale | 103,608 | $7.23M | 0.02% | −425,026−80.4% | Reduced |
| First Republic Investment Management, Inc. | 101,754 | $7.13M | 0.02% | −227,402−69.1% | Reduced |
| NN Investment Partners Holdings N.V. | 100,719 | $7.05M | 0.04% | −5,059−4.8% | Reduced |
| Stockman Wealth Management, Inc. | 99,872 | $6.99M | 1.56% | +17,020+20.5% | Added |
| MetLife Investment Management | 98,924 | $6.93M | 0.06% | −2,592−2.6% | Reduced |
| AMP Capital Investors Ltd | 98,120 | $6.87M | 0.04% | −10,068−9.3% | Reduced |
| Teacher Retirement System of Texas | 97,675 | $6.84M | 0.04% | +16,528+20.4% | Added |
| Mattern Capital Management, LLC | 96,082 | $6.73M | 1.33% | +2,874+3.1% | Added |
| Zacks Investment Management | 96,006 | $6.72M | 0.11% | −441,951−82.2% | Reduced |
| Skba Capital Management LLC | 95,660 | $6.70M | 1.34% | −48,150−33.5% | Reduced |
| Nomura Asset Management Co Ltd | 94,851 | $6.64M | 0.04% | −11,560−10.9% | Reduced |
| Creative Planning | 94,619 | $6.63M | 0.01% | −16,453−14.8% | Reduced |
| Geneos Wealth Management Inc. | 91,014 | $6.61M | 0.25% | +3,023+3.4% | Added |
| Bank of Nova Scotia | 94,063 | $6.59M | 0.01% | +25,119+36.4% | Added |
| Heritage Investors Management Corp | 93,994 | $6.58M | 0.28% | −411−0.4% | Reduced |