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; 2,108 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 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $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 |
|---|---|---|---|---|---|
| California Public Employees Retirement System | 930,812 | $80.4M | 0.06% | −10,789−1.1% | Reduced |
| Pacer Advisors, Inc. | 948,524 | $81.9M | 0.67% | +869,670+1,102.9% | Added |
| Public Employees Retirement Association of Colorado | 993,167 | $85.8M | 0.39% | −20,546−2.0% | Reduced |
| Citadel Advisors LLC | 1,023,919 | $88.5M | 0.10% | −47,932−4.5% | Reduced |
| Natixis | 1,065,894 | $92.1M | 0.32% | +845,774+384.2% | Added |
| Alliancebernstein L.P. | 1,096,790 | $94.8M | 0.04% | +415,240+60.9% | Added |
| Jacobs Levy Equity Management, Inc | 1,136,318 | $98.2M | 0.66% | +127,128+12.6% | Added |
| Goldman Sachs Group Inc | 1,179,789 | $101.9M | 0.03% | +151,959+14.8% | Added |
| Citigroup Inc | 1,201,376 | $103.8M | 0.11% | +94,663+8.6% | Added |
| Point72 Asset Management, L.P. | 1,273,646 | $110.0M | 0.49% | +110,090+9.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,315,208 | $113.6M | 0.08% | +107,540+8.9% | Added |
| Two Sigma Investments, LP | 1,316,820 | $113.8M | 0.34% | +227,707+20.9% | Added |
| Marshall Wace, LLP | 1,360,517 | $117.5M | 0.24% | +159,955+13.3% | Added |
| Royal Bank of Canada | 1,369,363 | $118.3M | 0.03% | +199,341+17.0% | Added |
| Standard Life Aberdeen plc | 1,680,026 | $148.2M | 0.38% | −46,096−2.7% | Reduced |
| Allianz Asset Management GmbH | 1,849,498 | $159.8M | 0.13% | +31,820+1.8% | Added |
| Parametric Portfolio Associates LLC | 1,968,735 | $170.1M | 0.09% | +96,045+5.1% | Added |
| Renaissance Technologies LLC | 2,053,650 | $177.4M | 0.21% | +687,650+50.3% | Added |
| Swiss National Bank | 2,078,367 | $179.6M | 0.10% | +413,600+24.8% | Added |
| Amundi | 2,165,092 | $179.9M | 0.12% | −167,464−7.2% | Reduced |
| First Reserve GP XIII Ltd | 2,145,678 | $185.4M | 100.00% | +2,145,678 | New |
| Bank of Montreal | 2,174,165 | $190.2M | 0.11% | +424,506+24.3% | Added |
| D. E. Shaw & Co., Inc. | 2,214,183 | $191.3M | 0.25% | +776,746+54.0% | Added |
| UBS Asset Management Americas Inc | 2,265,400 | $195.7M | 0.08% | +120,238+5.6% | Added |
| LSV Asset Management | 2,345,462 | $202.6M | 0.37% | +291,168+14.2% | Added |
| Nuveen Asset Management, LLC | 2,665,494 | $214.9M | 0.07% | −805,330−23.2% | Reduced |
| Deutsche Bank AG | 2,599,625 | $224.6M | 0.10% | +1,233,583+90.3% | Added |
| Millennium Management LLC | 2,969,514 | $256.5M | 0.32% | −184,668−5.9% | Reduced |
| Barclays PLC | 3,055,677 | $264.0M | 0.21% | −1,392,333−31.3% | Reduced |
| Charles Schwab Investment Management Inc | 3,209,566 | $277.3M | 0.08% | +277,119+9.5% | Added |
| Dimensional Fund Advisors LP | 3,393,391 | $293.2M | 0.09% | +72,457+2.2% | Added |
| Legal & General Group Plc | 3,430,491 | $296.4M | 0.09% | +188,932+5.8% | Added |
| Invesco Ltd. | 3,498,545 | $302.2M | 0.08% | +574,435+19.6% | Added |
| JPMorgan Chase & Co | 3,532,323 | $305.2M | 0.04% | +378,025+12.0% | Added |
| Norges Bank | 3,540,155 | $305.8M | 0.07% | −274,994−7.2% | Reduced |
| Morgan Stanley | 4,359,996 | $376.7M | 0.05% | +484,233+12.5% | Added |
| Northern Trust Corp | 5,014,505 | $433.2M | 0.08% | +192,451+4.0% | Added |
| Bank of New York Mellon Corp | 5,017,330 | $433.4M | 0.08% | +617,627+14.0% | Added |
| UBS Group AG | 5,430,170 | $469.1M | 0.20% | +2,334,116+75.4% | Added |
| Bank of America Corp | 6,592,821 | $569.6M | 0.06% | +491,065+8.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 6,974,329 | $602.5M | 1.97% | −407,925−5.5% | Reduced |
| Wellington Management Group LLP | 7,188,087 | $621.0M | 0.11% | +2,753,700+62.1% | Added |
| FMR LLC | 8,630,117 | $745.6M | 0.06% | +248,096+3.0% | Added |
| Aristotle Capital Management, LLC | 9,030,569 | $780.2M | 1.42% | −104,265−1.1% | Reduced |
| Geode Capital Management, LLC | 9,095,864 | $783.9M | 0.10% | +905,890+11.1% | Added |
| Wells Fargo & Company | 16,764,341 | $1.45B | 0.38% | +1,563,694+10.3% | Added |
| State Street Corp | 31,814,449 | $2.75B | 0.14% | +2,206,083+7.5% | Added |
| BlackRock Inc. | 35,037,013 | $3.03B | 0.08% | +3,733,025+11.9% | Added |
| Vanguard Group Inc | 45,933,380 | $3.97B | 0.09% | +2,547,765+5.9% | Added |
| Westside Investment Management, Inc. | 1,591 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,758 | – | – | +1,758 | New |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −200,396−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −142,226−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −118,478−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −111,192−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −84,590−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −76,479−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −71,001−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −47,526−100.0% | Sold out |
| Fluent Financial, LLC | 0 | $0 | 0.00% | −42,886−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −37,214−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −34,435−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −32,493−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −31,552−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −30,776−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −25,532−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −24,199−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −21,398−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Trilogy Capital Inc. | 0 | $0 | 0.00% | −12,498−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −11,685−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −10,227−100.0% | Sold out |
| Astrantus Ltd | 0 | $0 | 0.00% | −8,815−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −7,934−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −7,793−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −7,466−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,352−100.0% | Sold out |
| Pluribus Labs, LLC | 0 | $0 | 0.00% | −7,094−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,759−100.0% | Sold out |
| Journey Advisory Group, LLC | 0 | $0 | 0.00% | −5,507−100.0% | Sold out |
| Engrave Wealth Partners LLC | 0 | $0 | 0.00% | −5,283−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −5,212−100.0% | Sold out |
| Avaii Wealth Management, LLC | 0 | $0 | 0.00% | −5,205−100.0% | Sold out |
| Capstone Triton Financial Group, LLC | 0 | $0 | 0.00% | −5,171−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −5,094−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −5,027−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,808−100.0% | Sold out |
| Access Financial Services, Inc. | 0 | $0 | 0.00% | −4,714−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,471−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,943−100.0% | Sold out |
| Congress Park Capital LLC | 0 | $0 | 0.00% | −3,890−100.0% | Sold out |
| McDaniel Terry & Co | 0 | $0 | 0.00% | −3,688−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −3,676−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −3,603−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −3,568−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −3,546−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −3,461−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −3,430−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |