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 |
|---|---|---|---|---|---|
| Hikari Power Ltd | 190,330 | $16.4M | 1.48% | 00.0% | Unchanged |
| Blackstone Group Inc. | 191,378 | $16.5M | 0.04% | +191,378 | New |
| Cohen & Steers, Inc. | 193,191 | $16.7M | 0.03% | +81,779+73.4% | Added |
| Asset Management One Co.,Ltd. | 193,332 | $16.7M | 0.07% | −1,893−1.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 197,968 | $17.1M | 0.17% | −1,346−0.7% | Reduced |
| Janney Montgomery Scott LLC | 199,163 | $17.2M | 0.07% | −1,564−0.8% | Reduced |
| Cubist Systematic Strategies, LLC | 199,207 | $17.2M | 0.15% | −186,937−48.4% | Reduced |
| Nisa Investment Advisors, LLC | 211,769 | $18.3M | 0.13% | +1,460+0.7% | Added |
| Susquehanna International Group, LLP | 212,179 | $18.3M | 0.03% | −116,620−35.5% | Reduced |
| ZWJ Investment Counsel Inc | 215,272 | $18.6M | 0.98% | +9,020+4.4% | Added |
| HighTower Advisors, LLC | 221,243 | $19.1M | 0.04% | +58,859+36.2% | Added |
| Putnam Investments LLC | 222,598 | $19.2M | 0.03% | +68,076+44.1% | Added |
| Pictet Asset Management SA | 223,653 | $19.3M | 0.02% | +16,999+8.2% | Added |
| Bokf, NA | 223,850 | $19.3M | 0.32% | +1,528+0.7% | Added |
| US Bancorp | 224,150 | $19.4M | 0.03% | −1,395−0.6% | Reduced |
| BNP Paribas Arbitrage, SA | 224,284 | $19.4M | 0.04% | −114,757−33.8% | Reduced |
| Squarepoint Ops LLC | 224,624 | $19.4M | 0.14% | −342,195−60.4% | Reduced |
| Stack Financial Management, Inc | 224,695 | $19.4M | 1.56% | +9,270+4.3% | Added |
| First Trust Advisors LP | 229,316 | $19.8M | 0.02% | +50,377+28.2% | Added |
| Employees Retirement System of Texas | 234,314 | $20.2M | 0.24% | +24,000+11.4% | Added |
| Toronto Dominion Bank | 235,686 | $20.4M | 0.03% | −44,966−16.0% | Reduced |
| SIR Capital Management, L.P. | 237,273 | $20.5M | 3.60% | −397,731−62.6% | Reduced |
| Qube Research & Technologies Ltd | 247,337 | $21.4M | 0.19% | −182,946−42.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 248,320 | $21.5M | 0.08% | +40,465+19.5% | Added |
| Public Employees Retirement System of Ohio | 248,411 | $21.5M | 0.08% | +9,583+4.0% | Added |
| Commonwealth Equity Services, LLC | 250,812 | $21.7M | 0.05% | +18,142+7.8% | Added |
| PFS Investments Inc. | 251,946 | $21.8M | 0.41% | −80,173−24.1% | Reduced |
| GW Henssler & Associates Ltd | 253,164 | $21.9M | 1.33% | +6,296+2.6% | Added |
| Rothschild & Co Asset Management US Inc. | 256,982 | $22.2M | 0.28% | −1,424−0.6% | Reduced |
| Todd Asset Management LLC | 257,538 | $22.2M | 0.49% | +6,091+2.4% | Added |
| State of New Jersey Common Pension Fund D | 259,136 | $22.4M | 0.07% | −1,804−0.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 263,169 | $22.7M | 0.05% | +18,304+7.5% | Added |
| InterOcean Capital Group, LLC | 266,648 | $23.0M | 0.99% | +19,129+7.7% | Added |
| Great West Life Assurance Co | 253,312 | $23.1M | 0.05% | +4,724+1.9% | Added |
| AMF Pensionsforsakring AB | 268,507 | $23.2M | 0.17% | −33,559−11.1% | Reduced |
| Truist Financial Corp | 269,850 | $23.3M | 0.04% | −28,196−9.5% | Reduced |
| Artemis Investment Management LLP | 280,480 | $24.2M | 0.20% | +280,480 | New |
| Advisor Group Holdings, Inc. | 298,801 | $24.5M | 0.05% | +17,906+6.4% | Added |
| Infrastructure Capital Advisors, LLC | 284,824 | $24.6M | 3.66% | +284,824 | New |
| Chevy Chase Trust Holdings, Inc. | 284,924 | $24.6M | 0.08% | +18,692+7.0% | Added |
| AQR Capital Management LLC | 301,493 | $26.0M | 0.05% | +287,843+2,108.7% | Added |
| J. Goldman & Co LP | 307,624 | $26.6M | 2.00% | +307,624 | New |
| SEI Investments Co | 307,549 | $26.6M | 0.05% | −5,388−1.7% | Reduced |
| LPL Financial LLC | 308,644 | $26.7M | 0.02% | +13,508+4.6% | Added |
| Franklin Resources Inc | 329,002 | $28.4M | 0.01% | +10,045+3.1% | Added |
| Los Angeles Capital Management LLC | 330,575 | $28.6M | 0.11% | +289,632+707.4% | Added |
| Rafferty Asset Management, LLC | 333,205 | $28.8M | 0.17% | +15,512+4.9% | Added |
| Alberta Investment Management Corp | 337,969 | $29.2M | 0.17% | +337,969 | New |
| State of Wisconsin Investment Board | 348,081 | $30.1M | 0.06% | +16,675+5.0% | Added |
| Balyasny Asset Management LLC | 355,635 | $30.7M | 0.14% | +313,213+738.3% | Added |
| Advisory Resource Group | 356,110 | $30.8M | 9.58% | +1,995+0.6% | Added |
| Alyeska Investment Group, L.P. | 362,436 | $31.3M | 0.35% | −106,859−22.8% | Reduced |
| Two Sigma Advisers, LP | 366,099 | $31.6M | 0.08% | +275,000+301.9% | Added |
| Davis R M Inc | 369,026 | $31.9M | 0.76% | +5,584+1.5% | Added |
| KBC Group NV | 387,502 | $33.5M | 0.13% | +310,896+405.8% | Added |
| Pinebridge Investments, L.P. | 388,796 | $33.6M | 0.36% | +193,075+98.6% | Added |
| Payden & Rygel | 400,000 | $34.6M | 1.74% | +400,000 | New |
| Neuberger Berman Group LLC | 419,392 | $36.2M | 0.03% | −17,792−4.1% | Reduced |
| Stifel Financial Corp | 420,168 | $36.3M | 0.05% | −10,484−2.4% | Reduced |
| New York State Common Retirement Fund | 427,265 | $36.9M | 0.04% | −1,052−0.2% | Reduced |
| Worldquant Millennium Advisors LLC | 434,093 | $37.5M | 0.91% | −5,088−1.2% | Reduced |
| Manufacturers Life Insurance Company, The | 444,644 | $38.4M | 0.03% | −7,886−1.7% | Reduced |
| Victory Capital Management Inc | 463,388 | $40.2M | 0.04% | +178,363+62.6% | Added |
| RNC Capital Management LLC | 476,149 | $41.1M | 2.09% | −139,083−22.6% | Reduced |
| Boston Partners | 476,569 | $41.2M | 0.05% | −16,752−3.4% | Reduced |
| New York State Teachers Retirement System | 478,274 | $41.3M | 0.08% | +11,160+2.4% | Added |
| Stonegate Investment Group, LLC | 478,485 | $41.3M | 1.36% | +16,843+3.6% | Added |
| Prudential Financial Inc | 480,505 | $41.5M | 0.06% | −25,556−5.0% | Reduced |
| NFJ Investment Group, LLC | 494,368 | $42.7M | 0.87% | +29,335+6.3% | Added |
| Castle Hook Partners LP | 518,282 | $44.8M | 4.36% | +518,282 | New |
| Avalon Investment & Advisory | 520,343 | $45.0M | 1.09% | +9,261+1.8% | Added |
| Mariner, LLC | 539,762 | $46.6M | 0.18% | +75,171+16.2% | Added |
| Capital Fund Management S.A. | 544,699 | $47.1M | 1.25% | +78,491+16.8% | Added |
| State Board of Administration of Florida Retirement System | 553,116 | $47.8M | 0.09% | −7,693−1.4% | Reduced |
| M&T Bank Corp | 558,414 | $48.2M | 0.21% | +8,433+1.5% | Added |
| Schonfeld Strategic Advisors LLC | 559,458 | $48.3M | 0.54% | +224,099+66.8% | Added |
| Cinctive Capital Management LP | 576,315 | $49.8M | 2.25% | +409,457+245.4% | Added |
| Fayez Sarofim & Co | 582,948 | $50.4M | 0.16% | +470.0% | Added |
| Bahl & Gaynor Inc | 614,492 | $53.1M | 0.39% | −339,279−35.6% | Reduced |
| Korea Investment CORP | 620,200 | $53.6M | 0.13% | +360,700+139.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 647,638 | $56.0M | 0.11% | +15,100+2.4% | Added |
| Adage Capital Partners GP, L.L.C. | 648,501 | $56.0M | 0.11% | +372,000+134.5% | Added |
| Russell Investments Group, Ltd. | 649,973 | $56.2M | 0.10% | +246,412+61.1% | Added |
| National Pension Service | 665,786 | $57.5M | 0.10% | +56,967+9.4% | Added |
| Price T Rowe Associates Inc | 672,277 | $58.1M | 0.01% | +6,311+0.9% | Added |
| Chickasaw Capital Management LLC | 684,031 | $59.1M | 2.61% | +684,031 | New |
| Principal Financial Group Inc | 693,116 | $59.9M | 0.04% | +39,099+6.0% | Added |
| Eaton Vance Management | 703,976 | $60.8M | 0.07% | +43,129+6.5% | Added |
| Old Republic International Corporation | 708,400 | $61.2M | 1.24% | −14,100−2.0% | Reduced |
| Raymond James & Associates | 714,593 | $61.7M | 0.05% | +96,326+15.6% | Added |
| Kayne Anderson Capital Advisors LP | 722,252 | $62.4M | 1.58% | +237,639+49.0% | Added |
| The PNC Financial Services Group, Inc. | 738,263 | $63.8M | 0.06% | +5,703+0.8% | Added |
| Rhumbline Advisers | 747,090 | $64.5M | 0.08% | +31,474+4.4% | Added |
| Credit Suisse AG | 750,347 | $64.8M | 0.06% | +19,469+2.7% | Added |
| California State Teachers Retirement System | 812,560 | $70.2M | 0.09% | +15,667+2.0% | Added |
| Fort Washington Investment Advisors Inc | 821,712 | $71.0M | 0.45% | +21,360+2.7% | Added |
| Ameriprise Financial Inc | 927,775 | $74.8M | 0.02% | +116,120+14.3% | Added |
| Merewether Investment Management, LP | 893,750 | $77.2M | 7.84% | +170,000+23.5% | Added |
| Envestnet Asset Management Inc | 908,358 | $78.5M | 0.04% | +29,700+3.4% | Added |
| HSBC Holdings PLC | 924,708 | $80.2M | 0.11% | +222,512+31.7% | Added |