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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 152,053 | $11.0M | 0.11% | −15,545−9.3% | Reduced |
| Hyman Charles D | 154,330 | $11.2M | 0.71% | −7,602−4.7% | Reduced |
| Putnam Investments LLC | 154,522 | $11.2M | 0.02% | −7,530−4.6% | Reduced |
| South Dakota Investment Council | 155,638 | $11.3M | 0.19% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 158,839 | $11.5M | 0.06% | +1,050+0.7% | Added |
| Keybank National Association | 159,223 | $11.5M | 0.05% | −6,392−3.9% | Reduced |
| Natixis Advisors, L.P. | 160,937 | $11.7M | 0.04% | +13,517+9.2% | Added |
| HighTower Advisors, LLC | 162,384 | $11.7M | 0.03% | +21,624+15.4% | Added |
| Recurrent Investment Advisors LLC | 163,836 | $11.9M | 4.79% | +28,685+21.2% | Added |
| TCTC Holdings, LLC | 166,452 | $12.1M | 0.52% | +800+0.5% | Added |
| Oppenheimer Asset Management Inc. | 166,811 | $12.1M | 0.16% | −5,996−3.5% | Reduced |
| Cinctive Capital Management LP | 166,858 | $12.1M | 0.57% | +83,747+100.8% | Added |
| ProShare Advisors LLC | 170,707 | $12.4M | 0.02% | +22,421+15.1% | Added |
| Torray LLC | 171,951 | $12.5M | 1.84% | +27,690+19.2% | Added |
| CIBC World Markets Corp | 174,243 | $12.6M | 0.07% | −293,764−62.8% | Reduced |
| First Trust Advisors LP | 178,939 | $13.0M | 0.01% | +133,374+292.7% | Added |
| Paloma Partners Management Co | 182,514 | $13.2M | 0.42% | +182,514 | New |
| Glenmede Trust Co NA | 185,847 | $13.5M | 0.06% | +15,157+8.9% | Added |
| Hikari Power Ltd | 190,330 | $13.8M | 1.29% | +6,410+3.5% | Added |
| Gabelli Funds LLC | 192,200 | $13.9M | 0.09% | −15,000−7.2% | Reduced |
| Pinebridge Investments, L.P. | 195,721 | $14.2M | 0.15% | +182,678+1,400.6% | Added |
| Asset Management One Co.,Ltd. | 195,225 | $14.2M | 0.05% | +2,096+1.1% | Added |
| Teachers Retirement System of the State of Kentucky | 199,314 | $14.4M | 0.13% | −16,037−7.4% | Reduced |
| Encompass Capital Advisors LLC | 200,396 | $14.5M | 1.23% | +200,396 | New |
| Janney Montgomery Scott LLC | 200,727 | $14.5M | 0.06% | +13,332+7.1% | Added |
| ZWJ Investment Counsel Inc | 206,252 | $14.9M | 0.76% | +7,369+3.7% | Added |
| Pictet Asset Management SA | 206,654 | $15.0M | 0.01% | −120,503−36.8% | Reduced |
| Mackenzie Financial Corp | 210,105 | $15.2M | 0.02% | +184,238+712.3% | Added |
| Employees Retirement System of Texas | 210,314 | $15.2M | 0.17% | 00.0% | Unchanged |
| Stack Financial Management, Inc | 215,425 | $15.6M | 1.35% | −5,622−2.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 207,855 | $15.7M | 0.06% | +28,641+16.0% | Added |
| Natixis | 220,120 | $15.9M | 0.05% | +106,808+94.3% | Added |
| Bokf, NA | 222,322 | $16.1M | 0.25% | −3,650−1.6% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 223,067 | $16.2M | 1.19% | −4,016−1.8% | Reduced |
| US Bancorp | 225,545 | $16.3M | 0.03% | −13,597−5.7% | Reduced |
| Associated Banc-Corp | 226,780 | $16.4M | 0.60% | +3,324+1.5% | Added |
| Commonwealth Equity Services, LLC | 232,670 | $16.9M | 0.04% | +7,260+3.2% | Added |
| Public Employees Retirement System of Ohio | 238,828 | $17.3M | 0.06% | −9,302−3.7% | Reduced |
| Macquarie Group Ltd | 240,904 | $17.5M | 0.01% | −341,595−58.6% | Reduced |
| Voya Investment Management LLC | 244,342 | $17.7M | 0.03% | −42,582−14.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 244,865 | $17.7M | 0.04% | −9,009−3.5% | Reduced |
| Nisa Investment Advisors, LLC | 210,309 | $17.8M | 0.13% | +13,341+6.8% | Added |
| GW Henssler & Associates Ltd | 246,868 | $17.9M | 1.14% | −22,260−8.3% | Reduced |
| InterOcean Capital Group, LLC | 247,519 | $17.9M | 0.79% | +9,111+3.8% | Added |
| Great West Life Assurance Co | 248,588 | $18.0M | 0.04% | −4,576−1.8% | Reduced |
| Todd Asset Management LLC | 251,447 | $18.2M | 0.39% | −21,092−7.7% | Reduced |
| Rothschild & Co Asset Management US Inc. | 258,406 | $18.7M | 0.22% | −923−0.4% | Reduced |
| Korea Investment CORP | 259,500 | $18.8M | 0.05% | +90,700+53.7% | Added |
| State of New Jersey Common Pension Fund D | 260,940 | $18.9M | 0.05% | +4,004+1.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 266,232 | $19.3M | 0.06% | −6,260−2.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 276,501 | $20.0M | 0.04% | −5,000−1.8% | Reduced |
| Toronto Dominion Bank | 280,652 | $20.3M | 0.03% | −31,443−10.1% | Reduced |
| Advisor Group Holdings, Inc. | 280,895 | $20.4M | 0.04% | +3,687+1.3% | Added |
| Victory Capital Management Inc | 285,025 | $20.7M | 0.02% | −229,542−44.6% | Reduced |
| LPL Financial LLC | 295,136 | $21.4M | 0.02% | +32,583+12.4% | Added |
| Truist Financial Corp | 298,046 | $21.6M | 0.03% | −20,244−6.4% | Reduced |
| AMF Pensionsforsakring AB | 302,066 | $21.9M | 0.15% | −72,998−19.5% | Reduced |
| SEI Investments Co | 312,937 | $22.7M | 0.04% | +31,798+11.3% | Added |
| Rafferty Asset Management, LLC | 317,693 | $23.0M | 0.12% | +17,186+5.7% | Added |
| Franklin Resources Inc | 318,957 | $23.1M | 0.01% | −16,470−4.9% | Reduced |
| Susquehanna International Group, LLP | 328,799 | $23.8M | 0.04% | −262,330−44.4% | Reduced |
| State of Wisconsin Investment Board | 331,406 | $24.0M | 0.05% | −1,748−0.5% | Reduced |
| PFS Investments Inc. | 332,119 | $24.1M | 0.47% | +36,513+12.4% | Added |
| Schonfeld Strategic Advisors LLC | 335,359 | $24.3M | 0.24% | +96,235+40.2% | Added |
| BNP Paribas Arbitrage, SA | 339,041 | $24.6M | 0.06% | +88,034+35.1% | Added |
| ExodusPoint Capital Management, LP | 352,298 | $25.5M | 0.31% | +352,298 | New |
| Davis R M Inc | 363,442 | $26.3M | 0.59% | −5,739−1.6% | Reduced |
| Cubist Systematic Strategies, LLC | 386,144 | $28.0M | 0.27% | +274,894+247.1% | Added |
| Russell Investments Group, Ltd. | 403,561 | $29.2M | 0.05% | −26,218−6.1% | Reduced |
| Advisory Resource Group | 354,115 | $30.0M | 10.02% | +4,350+1.2% | Added |
| Neuberger Berman Group LLC | 437,184 | $30.6M | 0.02% | +49,650+12.8% | Added |
| New York State Common Retirement Fund | 428,317 | $31.0M | 0.03% | +3,105+0.7% | Added |
| Qube Research & Technologies Ltd | 430,283 | $31.2M | 0.24% | +162,947+61.0% | Added |
| Stifel Financial Corp | 430,652 | $31.2M | 0.04% | +37,274+9.5% | Added |
| Worldquant Millennium Advisors LLC | 439,181 | $31.8M | 0.63% | +439,181 | New |
| Manufacturers Life Insurance Company, The | 452,530 | $32.8M | 0.02% | −47,721−9.5% | Reduced |
| Stonegate Investment Group, LLC | 461,642 | $33.5M | 1.40% | +461,642 | New |
| Mariner, LLC | 464,591 | $33.7M | 0.14% | +65,438+16.4% | Added |
| NFJ Investment Group, LLC | 465,033 | $33.7M | 0.61% | +459,816+8,813.8% | Added |
| Capital Fund Management S.A. | 466,208 | $33.8M | 0.88% | +29,286+6.7% | Added |
| New York State Teachers Retirement System | 467,114 | $33.8M | 0.07% | +790.0% | Added |
| Alyeska Investment Group, L.P. | 469,295 | $34.0M | 0.39% | +469,295 | New |
| Kayne Anderson Capital Advisors LP | 484,613 | $35.1M | 1.06% | −60,000−11.0% | Reduced |
| Boston Partners | 493,321 | $35.8M | 0.04% | −27,984−5.4% | Reduced |
| Avalon Investment & Advisory | 511,082 | $37.0M | 0.91% | −38,056−6.9% | Reduced |
| Prudential Financial Inc | 506,061 | $38.3M | 0.05% | +61,975+14.0% | Added |
| M&T Bank Corp | 549,981 | $39.9M | 0.17% | −8,426−1.5% | Reduced |
| State Board of Administration of Florida Retirement System | 560,809 | $40.6M | 0.07% | −7,087−1.2% | Reduced |
| Squarepoint Ops LLC | 566,819 | $41.1M | 0.20% | +490,433+642.0% | Added |
| Fayez Sarofim & Co | 582,901 | $42.2M | 0.13% | +16,871+3.0% | Added |
| National Pension Service | 608,819 | $44.1M | 0.08% | +8,578+1.4% | Added |
| RNC Capital Management LLC | 615,232 | $44.6M | 2.21% | −88,471−12.6% | Reduced |
| Raymond James & Associates | 618,267 | $44.8M | 0.04% | −41,115−6.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 632,538 | $45.8M | 0.09% | +22,499+3.7% | Added |
| SIR Capital Management, L.P. | 635,004 | $46.0M | 7.25% | +429,394+208.8% | Added |
| Principal Financial Group Inc | 654,017 | $47.4M | 0.03% | −46,588−6.6% | Reduced |
| Eaton Vance Management | 660,847 | $47.9M | 0.06% | −686,998−51.0% | Reduced |
| Price T Rowe Associates Inc | 665,966 | $48.3M | 0.00% | −23,943−3.5% | Reduced |
| Alliancebernstein L.P. | 681,550 | $49.4M | 0.02% | +17,195+2.6% | Added |
| HSBC Holdings PLC | 702,196 | $50.9M | 0.05% | −27,340−3.7% | Reduced |