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 |
|---|---|---|---|---|---|
| AMF Pensionsforsakring AB | 302,066 | $21.9M | 0.15% | −72,998−19.5% | Reduced |
| Truist Financial Corp | 298,046 | $21.6M | 0.03% | −20,244−6.4% | Reduced |
| LPL Financial LLC | 295,136 | $21.4M | 0.02% | +32,583+12.4% | Added |
| Victory Capital Management Inc | 285,025 | $20.7M | 0.02% | −229,542−44.6% | Reduced |
| Advisor Group Holdings, Inc. | 280,895 | $20.4M | 0.04% | +3,687+1.3% | Added |
| Toronto Dominion Bank | 280,652 | $20.3M | 0.03% | −31,443−10.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 276,501 | $20.0M | 0.04% | −5,000−1.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 266,232 | $19.3M | 0.06% | −6,260−2.3% | Reduced |
| State of New Jersey Common Pension Fund D | 260,940 | $18.9M | 0.05% | +4,004+1.6% | Added |
| Korea Investment CORP | 259,500 | $18.8M | 0.05% | +90,700+53.7% | Added |
| Rothschild & Co Asset Management US Inc. | 258,406 | $18.7M | 0.22% | −923−0.4% | Reduced |
| Todd Asset Management LLC | 251,447 | $18.2M | 0.39% | −21,092−7.7% | Reduced |
| Great West Life Assurance Co | 248,588 | $18.0M | 0.04% | −4,576−1.8% | Reduced |
| InterOcean Capital Group, LLC | 247,519 | $17.9M | 0.79% | +9,111+3.8% | Added |
| GW Henssler & Associates Ltd | 246,868 | $17.9M | 1.14% | −22,260−8.3% | Reduced |
| Nisa Investment Advisors, LLC | 210,309 | $17.8M | 0.13% | +13,341+6.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 244,865 | $17.7M | 0.04% | −9,009−3.5% | Reduced |
| Voya Investment Management LLC | 244,342 | $17.7M | 0.03% | −42,582−14.8% | Reduced |
| Macquarie Group Ltd | 240,904 | $17.5M | 0.01% | −341,595−58.6% | Reduced |
| Public Employees Retirement System of Ohio | 238,828 | $17.3M | 0.06% | −9,302−3.7% | Reduced |
| Commonwealth Equity Services, LLC | 232,670 | $16.9M | 0.04% | +7,260+3.2% | Added |
| Associated Banc-Corp | 226,780 | $16.4M | 0.60% | +3,324+1.5% | Added |
| US Bancorp | 225,545 | $16.3M | 0.03% | −13,597−5.7% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 223,067 | $16.2M | 1.19% | −4,016−1.8% | Reduced |
| Bokf, NA | 222,322 | $16.1M | 0.25% | −3,650−1.6% | Reduced |
| Natixis | 220,120 | $15.9M | 0.05% | +106,808+94.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 207,855 | $15.7M | 0.06% | +28,641+16.0% | Added |
| Stack Financial Management, Inc | 215,425 | $15.6M | 1.35% | −5,622−2.5% | Reduced |
| Employees Retirement System of Texas | 210,314 | $15.2M | 0.17% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 210,105 | $15.2M | 0.02% | +184,238+712.3% | Added |
| Pictet Asset Management SA | 206,654 | $15.0M | 0.01% | −120,503−36.8% | Reduced |
| ZWJ Investment Counsel Inc | 206,252 | $14.9M | 0.76% | +7,369+3.7% | Added |
| Janney Montgomery Scott LLC | 200,727 | $14.5M | 0.06% | +13,332+7.1% | Added |
| Encompass Capital Advisors LLC | 200,396 | $14.5M | 1.23% | +200,396 | New |
| Teachers Retirement System of the State of Kentucky | 199,314 | $14.4M | 0.13% | −16,037−7.4% | Reduced |
| Asset Management One Co.,Ltd. | 195,225 | $14.2M | 0.05% | +2,096+1.1% | Added |
| Pinebridge Investments, L.P. | 195,721 | $14.2M | 0.15% | +182,678+1,400.6% | Added |
| Gabelli Funds LLC | 192,200 | $13.9M | 0.09% | −15,000−7.2% | Reduced |
| Hikari Power Ltd | 190,330 | $13.8M | 1.29% | +6,410+3.5% | Added |
| Glenmede Trust Co NA | 185,847 | $13.5M | 0.06% | +15,157+8.9% | Added |
| Paloma Partners Management Co | 182,514 | $13.2M | 0.42% | +182,514 | New |
| First Trust Advisors LP | 178,939 | $13.0M | 0.01% | +133,374+292.7% | Added |
| CIBC World Markets Corp | 174,243 | $12.6M | 0.07% | −293,764−62.8% | Reduced |
| Torray LLC | 171,951 | $12.5M | 1.84% | +27,690+19.2% | Added |
| ProShare Advisors LLC | 170,707 | $12.4M | 0.02% | +22,421+15.1% | Added |
| Cinctive Capital Management LP | 166,858 | $12.1M | 0.57% | +83,747+100.8% | Added |
| Oppenheimer Asset Management Inc. | 166,811 | $12.1M | 0.16% | −5,996−3.5% | Reduced |
| TCTC Holdings, LLC | 166,452 | $12.1M | 0.52% | +800+0.5% | Added |
| Recurrent Investment Advisors LLC | 163,836 | $11.9M | 4.79% | +28,685+21.2% | Added |
| HighTower Advisors, LLC | 162,384 | $11.7M | 0.03% | +21,624+15.4% | Added |
| Natixis Advisors, L.P. | 160,937 | $11.7M | 0.04% | +13,517+9.2% | Added |
| Keybank National Association | 159,223 | $11.5M | 0.05% | −6,392−3.9% | Reduced |
| Treasurer of the State of North Carolina | 158,839 | $11.5M | 0.06% | +1,050+0.7% | Added |
| South Dakota Investment Council | 155,638 | $11.3M | 0.19% | 00.0% | Unchanged |
| Putnam Investments LLC | 154,522 | $11.2M | 0.02% | −7,530−4.6% | Reduced |
| Hyman Charles D | 154,330 | $11.2M | 0.71% | −7,602−4.7% | Reduced |
| State of Alaska, Department of Revenue | 152,053 | $11.0M | 0.11% | −15,545−9.3% | Reduced |
| TD Asset Management Inc | 150,005 | $10.9M | 0.01% | −69,287−31.6% | Reduced |
| Schwerin Boyle Capital Management Inc | 148,963 | $10.8M | 0.88% | −1,050−0.7% | Reduced |
| Hikari Tsushin, Inc. | 147,638 | $10.7M | 1.17% | +147,638 | New |
| Royal London Asset Management Ltd | 146,655 | $10.6M | 0.04% | −12,566−7.9% | Reduced |
| Retirement Systems of Alabama | 145,187 | $10.5M | 0.04% | −5,223−3.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 144,629 | $10.5M | 0.06% | +4,000+2.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 142,306 | $10.3M | 0.05% | +71,807+101.9% | Added |
| Tudor Investment Corp Et Al | 142,226 | $10.3M | 0.20% | −36,549−20.4% | Reduced |
| MML Investors Services, LLC | 139,242 | $10.1M | 0.07% | +8,596+6.6% | Added |
| Vontobel Holding Ltd. | 139,028 | $10.1M | 0.08% | +1,545+1.1% | Added |
| Baird Financial Group, Inc. | 137,838 | $9.99M | 0.02% | +11,700+9.3% | Added |
| Gratus Capital LLC | 137,586 | $9.97M | 0.93% | +6,159+4.7% | Added |
| Guggenheim Capital LLC | 137,195 | $9.94M | 0.05% | +4,567+3.4% | Added |
| Aviva PLC | 136,808 | $9.91M | 0.04% | +2,962+2.2% | Added |
| American International Group, Inc. | 129,444 | $9.38M | 0.05% | −1,352−1.0% | Reduced |
| American Assets Investment Management, LLC | 127,800 | $9.26M | 1.00% | +12,500+10.8% | Added |
| USS Investment Management Ltd | 126,095 | $9.14M | 0.07% | 00.0% | Unchanged |
| Hi-Line Capital Management, LLC | 123,042 | $8.92M | 3.29% | +38,804+46.1% | Added |
| Arizona State Retirement System | 119,957 | $8.69M | 0.07% | −2,147−1.8% | Reduced |
| American Century Companies Inc | 119,959 | $8.69M | 0.01% | +102,108+572.0% | Added |
| Osborne Partners Capital Management, LLC | 118,959 | $8.62M | 0.63% | +3,028+2.6% | Added |
| Advisors Asset Management, Inc. | 118,478 | $8.58M | 0.12% | +10,124+9.3% | Added |
| Amalgamated Bank | 117,756 | $8.53M | 0.06% | −1,733−1.5% | Reduced |
| Bridgecreek Investment Management, LLC | 114,115 | $8.27M | 1.13% | +2,655+2.4% | Added |
| Lawson Kroeker Investment Management Inc | 113,379 | $8.21M | 2.55% | +91+0.1% | Added |
| DekaBank Deutsche Girozentrale | 112,161 | $8.16M | 0.02% | +8,553+8.3% | Added |
| Teacher Retirement System of Texas | 112,229 | $8.13M | 0.04% | +14,554+14.9% | Added |
| RPG Investment Advisory, LLC | 111,886 | $8.11M | 1.26% | −4,955−4.2% | Reduced |
| Cohen & Steers, Inc. | 111,412 | $8.07M | 0.01% | +35,375+46.5% | Added |
| Border to Coast Pensions Partnership Ltd | 111,450 | $8.07M | 0.27% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 111,192 | $8.06M | 0.04% | −258,723−69.9% | Reduced |
| Mercer Global Advisors Inc | 110,315 | $7.99M | 0.05% | +1,689+1.6% | Added |
| State of Michigan Retirement System | 110,302 | $7.99M | 0.04% | +300+0.3% | Added |
| Wallington Asset Management, LLC | 109,335 | $7.92M | 1.21% | +210+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 108,319 | $7.85M | 0.04% | +246+0.2% | Added |
| Wesbanco Bank Inc | 105,688 | $7.66M | 0.28% | +1,020+1.0% | Added |
| CCM Investment Advisers LLC | 104,698 | $7.59M | 0.92% | −7,458−6.6% | Reduced |
| Stockman Wealth Management, Inc. | 103,627 | $7.51M | 1.53% | +3,755+3.8% | Added |
| Trexquant Investment LP | 101,497 | $7.35M | 0.45% | +53,354+110.8% | Added |
| Rockefeller Capital Management L.P. | 101,287 | $7.34M | 0.03% | +11,334+12.6% | Added |
| Comerica Bank | 85,291 | $7.33M | 0.05% | −4,033−4.5% | Reduced |
| Adams Natural Resources Fund, Inc. | 100,575 | $7.29M | 1.56% | −12,200−10.8% | Reduced |
| Nomura Asset Management Co Ltd | 100,411 | $7.28M | 0.04% | +5,560+5.9% | Added |