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, Q4 2021
Institutional positions in Phillips 66 as of Dec 31, 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
- 1,358
- +145 vs. Q3 2021
- Shares held
- 305.9M
- +3.02M (+1.0%) vs. Q3 2021
- Total value
- $22.2B
- +$991.1M (+4.7%) vs. Q3 2021
- New holders
- 230
- 462 more added
- Sold out
- 85
- 460 more reduced
26 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 43,385,615 | $3.14B | 0.07% | +205,762+0.5% | Added |
| BlackRock Inc. | 31,303,988 | $2.27B | 0.06% | −1,667,023−5.1% | Reduced |
| State Street Corp | 29,608,366 | $2.15B | 0.10% | −289,506−1.0% | Reduced |
| Wells Fargo & Company | 15,200,647 | $1.10B | 0.29% | −184,083−1.2% | Reduced |
| Aristotle Capital Management, LLC | 9,134,834 | $661.9M | 1.12% | +369,624+4.2% | Added |
| FMR LLC | 8,382,021 | $607.4M | 0.04% | +1,168,002+16.2% | Added |
| Geode Capital Management, LLC | 8,189,974 | $591.9M | 0.07% | +535,197+7.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 7,382,254 | $534.9M | 1.69% | −244,384−3.2% | Reduced |
| Bank of America Corp | 6,101,756 | $442.1M | 0.05% | −1,155,505−15.9% | Reduced |
| Northern Trust Corp | 4,822,054 | $349.4M | 0.06% | −105,395−2.1% | Reduced |
| Barclays PLC | 4,448,010 | $322.3M | 0.20% | +4,916+0.1% | Added |
| Wellington Management Group LLP | 4,434,387 | $321.3M | 0.05% | +71,802+1.6% | Added |
| Bank of New York Mellon Corp | 4,399,703 | $318.8M | 0.06% | +114,905+2.7% | Added |
| Morgan Stanley | 3,875,763 | $280.8M | 0.03% | −2,152−0.1% | Reduced |
| Norges Bank | 3,815,149 | $276.4M | 0.06% | −38,645−1.0% | Reduced |
| Nuveen Asset Management, LLC | 3,470,824 | $251.5M | 0.07% | +268,302+8.4% | Added |
| Dimensional Fund Advisors LP | 3,320,934 | $240.6M | 0.07% | −1,5740.0% | Reduced |
| Legal & General Group Plc | 3,241,559 | $234.9M | 0.07% | −252,570−7.2% | Reduced |
| JPMorgan Chase & Co | 3,154,298 | $228.6M | 0.03% | −1,347,696−29.9% | Reduced |
| Millennium Management LLC | 3,154,182 | $228.6M | 0.25% | +1,864,968+144.7% | Added |
| UBS Group AG | 3,096,054 | $224.3M | 0.09% | −198,822−6.0% | Reduced |
| Charles Schwab Investment Management Inc | 2,932,447 | $212.5M | 0.06% | +112,890+4.0% | Added |
| Invesco Ltd. | 2,924,110 | $211.9M | 0.05% | −362,037−11.0% | Reduced |
| Amundi | 2,332,556 | $202.4M | 0.13% | −89,635−3.7% | Reduced |
| UBS Asset Management Americas Inc | 2,145,162 | $155.4M | 0.06% | −45,348−2.1% | Reduced |
| LSV Asset Management | 2,054,294 | $148.9M | 0.26% | −30,000−1.4% | Reduced |
| Parametric Portfolio Associates LLC | 1,872,690 | $135.7M | 0.07% | +14,216+0.8% | Added |
| Allianz Asset Management GmbH | 1,817,678 | $131.7M | 0.10% | +600,267+49.3% | Added |
| Bank of Montreal | 1,749,659 | $127.3M | 0.07% | −372,482−17.6% | Reduced |
| Standard Life Aberdeen plc | 1,726,122 | $125.1M | 0.27% | +130,631+8.2% | Added |
| Swiss National Bank | 1,664,767 | $120.6M | 0.07% | −68,800−4.0% | Reduced |
| D. E. Shaw & Co., Inc. | 1,437,437 | $104.2M | 0.13% | −544,374−27.5% | Reduced |
| Deutsche Bank AG | 1,366,042 | $99.0M | 0.04% | −502,166−26.9% | Reduced |
| Renaissance Technologies LLC | 1,366,000 | $99.0M | 0.12% | +686,400+101.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,207,668 | $87.5M | 0.05% | −49,259−3.9% | Reduced |
| Marshall Wace, LLP | 1,200,562 | $87.0M | 0.17% | +1,086,074+948.6% | Added |
| Royal Bank of Canada | 1,170,022 | $84.8M | 0.02% | +233,236+24.9% | Added |
| Point72 Asset Management, L.P. | 1,163,556 | $84.3M | 0.37% | +1,163,556 | New |
| Nan Shan Life Insurance Co., Ltd. | 1,120,571 | $81.2M | 1.23% | 00.0% | Unchanged |
| Citigroup Inc | 1,106,713 | $80.2M | 0.07% | −17,434−1.6% | Reduced |
| Two Sigma Investments, LP | 1,089,113 | $78.9M | 0.19% | +389,657+55.7% | Added |
| Citadel Advisors LLC | 1,071,851 | $77.7M | 0.08% | +789,133+279.1% | Added |
| Goldman Sachs Group Inc | 1,027,830 | $74.5M | 0.02% | −76,084−6.9% | Reduced |
| Public Employees Retirement Association of Colorado | 1,013,713 | $73.5M | 0.30% | −17,131−1.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,009,190 | $73.1M | 0.49% | −62,952−5.9% | Reduced |
| Bank of Nova Scotia | 969,142 | $70.2M | 0.10% | +875,079+930.3% | Added |
| Bahl & Gaynor Inc | 953,771 | $69.1M | 0.39% | −71,408−7.0% | Reduced |
| California Public Employees Retirement System | 941,601 | $68.2M | 0.05% | −36,457−3.7% | Reduced |
| Envestnet Asset Management Inc | 878,658 | $63.7M | 0.03% | +48,558+5.8% | Added |
| Fort Washington Investment Advisors Inc | 800,352 | $58.0M | 0.35% | +6,693+0.8% | Added |
| California State Teachers Retirement System | 796,893 | $57.7M | 0.07% | −6,385−0.8% | Reduced |
| Ameriprise Financial Inc | 811,655 | $54.0M | 0.01% | −1,995,316−71.1% | Reduced |
| The PNC Financial Services Group, Inc. | 732,560 | $53.1M | 0.04% | −63,559−8.0% | Reduced |
| Credit Suisse AG | 730,878 | $53.0M | 0.04% | −78,975−9.8% | Reduced |
| Merewether Investment Management, LP | 723,750 | $52.4M | 5.61% | +723,750 | New |
| Old Republic International Corporation | 722,500 | $52.4M | 0.99% | 00.0% | Unchanged |
| Rhumbline Advisers | 715,616 | $51.9M | 0.06% | +14,182+2.0% | Added |
| HSBC Holdings PLC | 702,196 | $50.9M | 0.05% | −27,340−3.7% | Reduced |
| Alliancebernstein L.P. | 681,550 | $49.4M | 0.02% | +17,195+2.6% | Added |
| Price T Rowe Associates Inc | 665,966 | $48.3M | 0.00% | −23,943−3.5% | Reduced |
| Eaton Vance Management | 660,847 | $47.9M | 0.06% | −686,998−51.0% | Reduced |
| Principal Financial Group Inc | 654,017 | $47.4M | 0.03% | −46,588−6.6% | Reduced |
| SIR Capital Management, L.P. | 635,004 | $46.0M | 7.25% | +429,394+208.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 632,538 | $45.8M | 0.09% | +22,499+3.7% | Added |
| Raymond James & Associates | 618,267 | $44.8M | 0.04% | −41,115−6.2% | Reduced |
| RNC Capital Management LLC | 615,232 | $44.6M | 2.21% | −88,471−12.6% | Reduced |
| National Pension Service | 608,819 | $44.1M | 0.08% | +8,578+1.4% | Added |
| Fayez Sarofim & Co | 582,901 | $42.2M | 0.13% | +16,871+3.0% | Added |
| Squarepoint Ops LLC | 566,819 | $41.1M | 0.20% | +490,433+642.0% | Added |
| State Board of Administration of Florida Retirement System | 560,809 | $40.6M | 0.07% | −7,087−1.2% | Reduced |
| M&T Bank Corp | 549,981 | $39.9M | 0.17% | −8,426−1.5% | Reduced |
| Prudential Financial Inc | 506,061 | $38.3M | 0.05% | +61,975+14.0% | Added |
| Avalon Investment & Advisory | 511,082 | $37.0M | 0.91% | −38,056−6.9% | Reduced |
| Boston Partners | 493,321 | $35.8M | 0.04% | −27,984−5.4% | Reduced |
| Kayne Anderson Capital Advisors LP | 484,613 | $35.1M | 1.06% | −60,000−11.0% | Reduced |
| Alyeska Investment Group, L.P. | 469,295 | $34.0M | 0.39% | +469,295 | New |
| New York State Teachers Retirement System | 467,114 | $33.8M | 0.07% | +790.0% | Added |
| Capital Fund Management S.A. | 466,208 | $33.8M | 0.88% | +29,286+6.7% | Added |
| NFJ Investment Group, LLC | 465,033 | $33.7M | 0.61% | +459,816+8,813.8% | Added |
| Mariner, LLC | 464,591 | $33.7M | 0.14% | +65,438+16.4% | Added |
| Stonegate Investment Group, LLC | 461,642 | $33.5M | 1.40% | +461,642 | New |
| Manufacturers Life Insurance Company, The | 452,530 | $32.8M | 0.02% | −47,721−9.5% | Reduced |
| Worldquant Millennium Advisors LLC | 439,181 | $31.8M | 0.63% | +439,181 | New |
| Stifel Financial Corp | 430,652 | $31.2M | 0.04% | +37,274+9.5% | Added |
| Qube Research & Technologies Ltd | 430,283 | $31.2M | 0.24% | +162,947+61.0% | Added |
| New York State Common Retirement Fund | 428,317 | $31.0M | 0.03% | +3,105+0.7% | Added |
| Neuberger Berman Group LLC | 437,184 | $30.6M | 0.02% | +49,650+12.8% | Added |
| Advisory Resource Group | 354,115 | $30.0M | 10.02% | +4,350+1.2% | Added |
| Russell Investments Group, Ltd. | 403,561 | $29.2M | 0.05% | −26,218−6.1% | Reduced |
| Cubist Systematic Strategies, LLC | 386,144 | $28.0M | 0.27% | +274,894+247.1% | Added |
| Davis R M Inc | 363,442 | $26.3M | 0.59% | −5,739−1.6% | Reduced |
| ExodusPoint Capital Management, LP | 352,298 | $25.5M | 0.31% | +352,298 | New |
| BNP Paribas Arbitrage, SA | 339,041 | $24.6M | 0.06% | +88,034+35.1% | Added |
| Schonfeld Strategic Advisors LLC | 335,359 | $24.3M | 0.24% | +96,235+40.2% | Added |
| PFS Investments Inc. | 332,119 | $24.1M | 0.47% | +36,513+12.4% | Added |
| State of Wisconsin Investment Board | 331,406 | $24.0M | 0.05% | −1,748−0.5% | Reduced |
| Susquehanna International Group, LLP | 328,799 | $23.8M | 0.04% | −262,330−44.4% | Reduced |
| Franklin Resources Inc | 318,957 | $23.1M | 0.01% | −16,470−4.9% | Reduced |
| Rafferty Asset Management, LLC | 317,693 | $23.0M | 0.12% | +17,186+5.7% | Added |
| SEI Investments Co | 312,937 | $22.7M | 0.04% | +31,798+11.3% | Added |