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, Q1 2022
Institutional positions in Phillips 66 as of Mar 31, 2022. 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
- 1,451
- +111 vs. Q4 2021
- Shares held
- 337.6M
- +31.9M (+10.4%) vs. Q4 2021
- Total value
- $29.1B
- +$6.94B (+31.3%) vs. Q4 2021
- New holders
- 208
- 617 more added
- Sold out
- 97
- 408 more reduced
18 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 45,933,380 | $3.97B | 0.09% | +2,547,765+5.9% | Added |
| BlackRock Inc. | 35,037,013 | $3.03B | 0.08% | +3,733,025+11.9% | Added |
| State Street Corp | 31,814,449 | $2.75B | 0.14% | +2,206,083+7.5% | Added |
| Wells Fargo & Company | 16,764,341 | $1.45B | 0.38% | +1,563,694+10.3% | Added |
| Geode Capital Management, LLC | 9,095,864 | $783.9M | 0.10% | +905,890+11.1% | Added |
| Aristotle Capital Management, LLC | 9,030,569 | $780.2M | 1.42% | −104,265−1.1% | Reduced |
| FMR LLC | 8,630,117 | $745.6M | 0.06% | +248,096+3.0% | Added |
| Wellington Management Group LLP | 7,188,087 | $621.0M | 0.11% | +2,753,700+62.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 6,974,329 | $602.5M | 1.97% | −407,925−5.5% | Reduced |
| Bank of America Corp | 6,592,821 | $569.6M | 0.06% | +491,065+8.0% | Added |
| UBS Group AG | 5,430,170 | $469.1M | 0.20% | +2,334,116+75.4% | Added |
| Bank of New York Mellon Corp | 5,017,330 | $433.4M | 0.08% | +617,627+14.0% | Added |
| Northern Trust Corp | 5,014,505 | $433.2M | 0.08% | +192,451+4.0% | Added |
| Morgan Stanley | 4,359,996 | $376.7M | 0.05% | +484,233+12.5% | Added |
| Norges Bank | 3,540,155 | $305.8M | 0.07% | −274,994−7.2% | Reduced |
| JPMorgan Chase & Co | 3,532,323 | $305.2M | 0.04% | +378,025+12.0% | Added |
| Invesco Ltd. | 3,498,545 | $302.2M | 0.08% | +574,435+19.6% | Added |
| Legal & General Group Plc | 3,430,491 | $296.4M | 0.09% | +188,932+5.8% | Added |
| Dimensional Fund Advisors LP | 3,393,391 | $293.2M | 0.09% | +72,457+2.2% | Added |
| Charles Schwab Investment Management Inc | 3,209,566 | $277.3M | 0.08% | +277,119+9.5% | Added |
| Barclays PLC | 3,055,677 | $264.0M | 0.21% | −1,392,333−31.3% | Reduced |
| Millennium Management LLC | 2,969,514 | $256.5M | 0.32% | −184,668−5.9% | Reduced |
| Deutsche Bank AG | 2,599,625 | $224.6M | 0.10% | +1,233,583+90.3% | Added |
| Nuveen Asset Management, LLC | 2,665,494 | $214.9M | 0.07% | −805,330−23.2% | Reduced |
| LSV Asset Management | 2,345,462 | $202.6M | 0.37% | +291,168+14.2% | Added |
| UBS Asset Management Americas Inc | 2,265,400 | $195.7M | 0.08% | +120,238+5.6% | Added |
| D. E. Shaw & Co., Inc. | 2,214,183 | $191.3M | 0.25% | +776,746+54.0% | Added |
| Bank of Montreal | 2,174,165 | $190.2M | 0.11% | +424,506+24.3% | Added |
| First Reserve GP XIII Ltd | 2,145,678 | $185.4M | 100.00% | +2,145,678 | New |
| Amundi | 2,165,092 | $179.9M | 0.12% | −167,464−7.2% | Reduced |
| Swiss National Bank | 2,078,367 | $179.6M | 0.10% | +413,600+24.8% | Added |
| Renaissance Technologies LLC | 2,053,650 | $177.4M | 0.21% | +687,650+50.3% | Added |
| Parametric Portfolio Associates LLC | 1,968,735 | $170.1M | 0.09% | +96,045+5.1% | Added |
| Allianz Asset Management GmbH | 1,849,498 | $159.8M | 0.13% | +31,820+1.8% | Added |
| Standard Life Aberdeen plc | 1,680,026 | $148.2M | 0.38% | −46,096−2.7% | Reduced |
| Royal Bank of Canada | 1,369,363 | $118.3M | 0.03% | +199,341+17.0% | Added |
| Marshall Wace, LLP | 1,360,517 | $117.5M | 0.24% | +159,955+13.3% | Added |
| Two Sigma Investments, LP | 1,316,820 | $113.8M | 0.34% | +227,707+20.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,315,208 | $113.6M | 0.08% | +107,540+8.9% | Added |
| Point72 Asset Management, L.P. | 1,273,646 | $110.0M | 0.49% | +110,090+9.5% | Added |
| Citigroup Inc | 1,201,376 | $103.8M | 0.11% | +94,663+8.6% | Added |
| Goldman Sachs Group Inc | 1,179,789 | $101.9M | 0.03% | +151,959+14.8% | Added |
| Jacobs Levy Equity Management, Inc | 1,136,318 | $98.2M | 0.66% | +127,128+12.6% | Added |
| Alliancebernstein L.P. | 1,096,790 | $94.8M | 0.04% | +415,240+60.9% | Added |
| Natixis | 1,065,894 | $92.1M | 0.32% | +845,774+384.2% | Added |
| Citadel Advisors LLC | 1,023,919 | $88.5M | 0.10% | −47,932−4.5% | Reduced |
| Public Employees Retirement Association of Colorado | 993,167 | $85.8M | 0.39% | −20,546−2.0% | Reduced |
| Pacer Advisors, Inc. | 948,524 | $81.9M | 0.67% | +869,670+1,102.9% | Added |
| California Public Employees Retirement System | 930,812 | $80.4M | 0.06% | −10,789−1.1% | Reduced |
| HSBC Holdings PLC | 924,708 | $80.2M | 0.11% | +222,512+31.7% | Added |
| Envestnet Asset Management Inc | 908,358 | $78.5M | 0.04% | +29,700+3.4% | Added |
| Merewether Investment Management, LP | 893,750 | $77.2M | 7.84% | +170,000+23.5% | Added |
| Ameriprise Financial Inc | 927,775 | $74.8M | 0.02% | +116,120+14.3% | Added |
| Fort Washington Investment Advisors Inc | 821,712 | $71.0M | 0.45% | +21,360+2.7% | Added |
| California State Teachers Retirement System | 812,560 | $70.2M | 0.09% | +15,667+2.0% | Added |
| Credit Suisse AG | 750,347 | $64.8M | 0.06% | +19,469+2.7% | Added |
| Rhumbline Advisers | 747,090 | $64.5M | 0.08% | +31,474+4.4% | Added |
| The PNC Financial Services Group, Inc. | 738,263 | $63.8M | 0.06% | +5,703+0.8% | Added |
| Kayne Anderson Capital Advisors LP | 722,252 | $62.4M | 1.58% | +237,639+49.0% | Added |
| Raymond James & Associates | 714,593 | $61.7M | 0.05% | +96,326+15.6% | Added |
| Old Republic International Corporation | 708,400 | $61.2M | 1.24% | −14,100−2.0% | Reduced |
| Eaton Vance Management | 703,976 | $60.8M | 0.07% | +43,129+6.5% | Added |
| Principal Financial Group Inc | 693,116 | $59.9M | 0.04% | +39,099+6.0% | Added |
| Chickasaw Capital Management LLC | 684,031 | $59.1M | 2.61% | +684,031 | New |
| Price T Rowe Associates Inc | 672,277 | $58.1M | 0.01% | +6,311+0.9% | Added |
| National Pension Service | 665,786 | $57.5M | 0.10% | +56,967+9.4% | Added |
| Russell Investments Group, Ltd. | 649,973 | $56.2M | 0.10% | +246,412+61.1% | Added |
| Adage Capital Partners GP, L.L.C. | 648,501 | $56.0M | 0.11% | +372,000+134.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 647,638 | $56.0M | 0.11% | +15,100+2.4% | Added |
| Korea Investment CORP | 620,200 | $53.6M | 0.13% | +360,700+139.0% | Added |
| Bahl & Gaynor Inc | 614,492 | $53.1M | 0.39% | −339,279−35.6% | Reduced |
| Fayez Sarofim & Co | 582,948 | $50.4M | 0.16% | +470.0% | Added |
| Cinctive Capital Management LP | 576,315 | $49.8M | 2.25% | +409,457+245.4% | Added |
| Schonfeld Strategic Advisors LLC | 559,458 | $48.3M | 0.54% | +224,099+66.8% | Added |
| M&T Bank Corp | 558,414 | $48.2M | 0.21% | +8,433+1.5% | Added |
| State Board of Administration of Florida Retirement System | 553,116 | $47.8M | 0.09% | −7,693−1.4% | Reduced |
| Capital Fund Management S.A. | 544,699 | $47.1M | 1.25% | +78,491+16.8% | Added |
| Mariner, LLC | 539,762 | $46.6M | 0.18% | +75,171+16.2% | Added |
| Avalon Investment & Advisory | 520,343 | $45.0M | 1.09% | +9,261+1.8% | Added |
| Castle Hook Partners LP | 518,282 | $44.8M | 4.36% | +518,282 | New |
| NFJ Investment Group, LLC | 494,368 | $42.7M | 0.87% | +29,335+6.3% | Added |
| Prudential Financial Inc | 480,505 | $41.5M | 0.06% | −25,556−5.0% | Reduced |
| Stonegate Investment Group, LLC | 478,485 | $41.3M | 1.36% | +16,843+3.6% | Added |
| New York State Teachers Retirement System | 478,274 | $41.3M | 0.08% | +11,160+2.4% | Added |
| Boston Partners | 476,569 | $41.2M | 0.05% | −16,752−3.4% | Reduced |
| RNC Capital Management LLC | 476,149 | $41.1M | 2.09% | −139,083−22.6% | Reduced |
| Victory Capital Management Inc | 463,388 | $40.2M | 0.04% | +178,363+62.6% | Added |
| Manufacturers Life Insurance Company, The | 444,644 | $38.4M | 0.03% | −7,886−1.7% | Reduced |
| Worldquant Millennium Advisors LLC | 434,093 | $37.5M | 0.91% | −5,088−1.2% | Reduced |
| New York State Common Retirement Fund | 427,265 | $36.9M | 0.04% | −1,052−0.2% | Reduced |
| Stifel Financial Corp | 420,168 | $36.3M | 0.05% | −10,484−2.4% | Reduced |
| Neuberger Berman Group LLC | 419,392 | $36.2M | 0.03% | −17,792−4.1% | Reduced |
| Payden & Rygel | 400,000 | $34.6M | 1.74% | +400,000 | New |
| Pinebridge Investments, L.P. | 388,796 | $33.6M | 0.36% | +193,075+98.6% | Added |
| KBC Group NV | 387,502 | $33.5M | 0.13% | +310,896+405.8% | Added |
| Davis R M Inc | 369,026 | $31.9M | 0.76% | +5,584+1.5% | Added |
| Two Sigma Advisers, LP | 366,099 | $31.6M | 0.08% | +275,000+301.9% | Added |
| Alyeska Investment Group, L.P. | 362,436 | $31.3M | 0.35% | −106,859−22.8% | Reduced |
| Advisory Resource Group | 356,110 | $30.8M | 9.58% | +1,995+0.6% | Added |
| Balyasny Asset Management LLC | 355,635 | $30.7M | 0.14% | +313,213+738.3% | Added |