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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 715,616 | $51.9M | 0.06% | +14,182+2.0% | Added |
| Old Republic International Corporation | 722,500 | $52.4M | 0.99% | 00.0% | Unchanged |
| Merewether Investment Management, LP | 723,750 | $52.4M | 5.61% | +723,750 | New |
| Credit Suisse AG | 730,878 | $53.0M | 0.04% | −78,975−9.8% | Reduced |
| The PNC Financial Services Group, Inc. | 732,560 | $53.1M | 0.04% | −63,559−8.0% | Reduced |
| Ameriprise Financial Inc | 811,655 | $54.0M | 0.01% | −1,995,316−71.1% | Reduced |
| California State Teachers Retirement System | 796,893 | $57.7M | 0.07% | −6,385−0.8% | Reduced |
| Fort Washington Investment Advisors Inc | 800,352 | $58.0M | 0.35% | +6,693+0.8% | Added |
| Envestnet Asset Management Inc | 878,658 | $63.7M | 0.03% | +48,558+5.8% | Added |
| California Public Employees Retirement System | 941,601 | $68.2M | 0.05% | −36,457−3.7% | Reduced |
| Bahl & Gaynor Inc | 953,771 | $69.1M | 0.39% | −71,408−7.0% | Reduced |
| Bank of Nova Scotia | 969,142 | $70.2M | 0.10% | +875,079+930.3% | Added |
| Jacobs Levy Equity Management, Inc | 1,009,190 | $73.1M | 0.49% | −62,952−5.9% | Reduced |
| Public Employees Retirement Association of Colorado | 1,013,713 | $73.5M | 0.30% | −17,131−1.7% | Reduced |
| Goldman Sachs Group Inc | 1,027,830 | $74.5M | 0.02% | −76,084−6.9% | Reduced |
| Citadel Advisors LLC | 1,071,851 | $77.7M | 0.08% | +789,133+279.1% | Added |
| Two Sigma Investments, LP | 1,089,113 | $78.9M | 0.19% | +389,657+55.7% | Added |
| Citigroup Inc | 1,106,713 | $80.2M | 0.07% | −17,434−1.6% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 1,120,571 | $81.2M | 1.23% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,163,556 | $84.3M | 0.37% | +1,163,556 | New |
| Royal Bank of Canada | 1,170,022 | $84.8M | 0.02% | +233,236+24.9% | Added |
| Marshall Wace, LLP | 1,200,562 | $87.0M | 0.17% | +1,086,074+948.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,207,668 | $87.5M | 0.05% | −49,259−3.9% | Reduced |
| Renaissance Technologies LLC | 1,366,000 | $99.0M | 0.12% | +686,400+101.0% | Added |
| Deutsche Bank AG | 1,366,042 | $99.0M | 0.04% | −502,166−26.9% | Reduced |
| D. E. Shaw & Co., Inc. | 1,437,437 | $104.2M | 0.13% | −544,374−27.5% | Reduced |
| Swiss National Bank | 1,664,767 | $120.6M | 0.07% | −68,800−4.0% | Reduced |
| Standard Life Aberdeen plc | 1,726,122 | $125.1M | 0.27% | +130,631+8.2% | Added |
| Bank of Montreal | 1,749,659 | $127.3M | 0.07% | −372,482−17.6% | Reduced |
| Allianz Asset Management GmbH | 1,817,678 | $131.7M | 0.10% | +600,267+49.3% | Added |
| Parametric Portfolio Associates LLC | 1,872,690 | $135.7M | 0.07% | +14,216+0.8% | Added |
| LSV Asset Management | 2,054,294 | $148.9M | 0.26% | −30,000−1.4% | Reduced |
| UBS Asset Management Americas Inc | 2,145,162 | $155.4M | 0.06% | −45,348−2.1% | Reduced |
| Amundi | 2,332,556 | $202.4M | 0.13% | −89,635−3.7% | Reduced |
| Invesco Ltd. | 2,924,110 | $211.9M | 0.05% | −362,037−11.0% | Reduced |
| Charles Schwab Investment Management Inc | 2,932,447 | $212.5M | 0.06% | +112,890+4.0% | Added |
| UBS Group AG | 3,096,054 | $224.3M | 0.09% | −198,822−6.0% | Reduced |
| Millennium Management LLC | 3,154,182 | $228.6M | 0.25% | +1,864,968+144.7% | Added |
| JPMorgan Chase & Co | 3,154,298 | $228.6M | 0.03% | −1,347,696−29.9% | Reduced |
| Legal & General Group Plc | 3,241,559 | $234.9M | 0.07% | −252,570−7.2% | Reduced |
| Dimensional Fund Advisors LP | 3,320,934 | $240.6M | 0.07% | −1,5740.0% | Reduced |
| Nuveen Asset Management, LLC | 3,470,824 | $251.5M | 0.07% | +268,302+8.4% | Added |
| Norges Bank | 3,815,149 | $276.4M | 0.06% | −38,645−1.0% | Reduced |
| Morgan Stanley | 3,875,763 | $280.8M | 0.03% | −2,152−0.1% | Reduced |
| Bank of New York Mellon Corp | 4,399,703 | $318.8M | 0.06% | +114,905+2.7% | Added |
| Wellington Management Group LLP | 4,434,387 | $321.3M | 0.05% | +71,802+1.6% | Added |
| Barclays PLC | 4,448,010 | $322.3M | 0.20% | +4,916+0.1% | Added |
| Northern Trust Corp | 4,822,054 | $349.4M | 0.06% | −105,395−2.1% | Reduced |
| Bank of America Corp | 6,101,756 | $442.1M | 0.05% | −1,155,505−15.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 7,382,254 | $534.9M | 1.69% | −244,384−3.2% | Reduced |
| Geode Capital Management, LLC | 8,189,974 | $591.9M | 0.07% | +535,197+7.0% | Added |
| FMR LLC | 8,382,021 | $607.4M | 0.04% | +1,168,002+16.2% | Added |
| Aristotle Capital Management, LLC | 9,134,834 | $661.9M | 1.12% | +369,624+4.2% | Added |
| Wells Fargo & Company | 15,200,647 | $1.10B | 0.29% | −184,083−1.2% | Reduced |
| State Street Corp | 29,608,366 | $2.15B | 0.10% | −289,506−1.0% | Reduced |
| BlackRock Inc. | 31,303,988 | $2.27B | 0.06% | −1,667,023−5.1% | Reduced |
| Vanguard Group Inc | 43,385,615 | $3.14B | 0.07% | +205,762+0.5% | Added |
| Westside Investment Management, Inc. | 1,591 | – | – | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −349,921−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −184,068−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −120,121−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −98,120−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −83,365−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −81,300−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −65,120−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −57,993−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −38,636−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −36,669−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −33,166−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −21,765−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −21,663−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −21,351−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −18,685−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −15,339−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −14,448−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −14,422−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −12,434−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −12,063−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −9,030−100.0% | Sold out |
| X-Square Capital, LLC | 0 | $0 | 0.00% | −8,915−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,308−100.0% | Sold out |
| American National Insurance Co | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −7,486−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −6,726−100.0% | Sold out |
| Arlington Capital Management, Inc. | 0 | $0 | 0.00% | −5,861−100.0% | Sold out |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −5,262−100.0% | Sold out |
| Sage Rhino Capital LLC | 0 | $0 | 0.00% | −4,999−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −4,964−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −4,742−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −4,624−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −4,613−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −4,615−100.0% | Sold out |
| Buckley Wealth Management, LLC | 0 | $0 | 0.00% | −4,402−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −4,147−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −3,978−100.0% | Sold out |
| Personal Capital Advisors Corp | 0 | $0 | 0.00% | −3,877−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,780−100.0% | Sold out |