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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 348,081 | $30.1M | 0.06% | +16,675+5.0% | Added |
| Alberta Investment Management Corp | 337,969 | $29.2M | 0.17% | +337,969 | New |
| Rafferty Asset Management, LLC | 333,205 | $28.8M | 0.17% | +15,512+4.9% | Added |
| Los Angeles Capital Management LLC | 330,575 | $28.6M | 0.11% | +289,632+707.4% | Added |
| Franklin Resources Inc | 329,002 | $28.4M | 0.01% | +10,045+3.1% | Added |
| LPL Financial LLC | 308,644 | $26.7M | 0.02% | +13,508+4.6% | Added |
| SEI Investments Co | 307,549 | $26.6M | 0.05% | −5,388−1.7% | Reduced |
| J. Goldman & Co LP | 307,624 | $26.6M | 2.00% | +307,624 | New |
| AQR Capital Management LLC | 301,493 | $26.0M | 0.05% | +287,843+2,108.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 284,924 | $24.6M | 0.08% | +18,692+7.0% | Added |
| Infrastructure Capital Advisors, LLC | 284,824 | $24.6M | 3.66% | +284,824 | New |
| Advisor Group Holdings, Inc. | 298,801 | $24.5M | 0.05% | +17,906+6.4% | Added |
| Artemis Investment Management LLP | 280,480 | $24.2M | 0.20% | +280,480 | New |
| Truist Financial Corp | 269,850 | $23.3M | 0.04% | −28,196−9.5% | Reduced |
| AMF Pensionsforsakring AB | 268,507 | $23.2M | 0.17% | −33,559−11.1% | Reduced |
| Great West Life Assurance Co | 253,312 | $23.1M | 0.05% | +4,724+1.9% | Added |
| InterOcean Capital Group, LLC | 266,648 | $23.0M | 0.99% | +19,129+7.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 263,169 | $22.7M | 0.05% | +18,304+7.5% | Added |
| State of New Jersey Common Pension Fund D | 259,136 | $22.4M | 0.07% | −1,804−0.7% | Reduced |
| Todd Asset Management LLC | 257,538 | $22.2M | 0.49% | +6,091+2.4% | Added |
| Rothschild & Co Asset Management US Inc. | 256,982 | $22.2M | 0.28% | −1,424−0.6% | Reduced |
| GW Henssler & Associates Ltd | 253,164 | $21.9M | 1.33% | +6,296+2.6% | Added |
| PFS Investments Inc. | 251,946 | $21.8M | 0.41% | −80,173−24.1% | Reduced |
| Commonwealth Equity Services, LLC | 250,812 | $21.7M | 0.05% | +18,142+7.8% | Added |
| Public Employees Retirement System of Ohio | 248,411 | $21.5M | 0.08% | +9,583+4.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 248,320 | $21.5M | 0.08% | +40,465+19.5% | Added |
| Qube Research & Technologies Ltd | 247,337 | $21.4M | 0.19% | −182,946−42.5% | Reduced |
| SIR Capital Management, L.P. | 237,273 | $20.5M | 3.60% | −397,731−62.6% | Reduced |
| Toronto Dominion Bank | 235,686 | $20.4M | 0.03% | −44,966−16.0% | Reduced |
| Employees Retirement System of Texas | 234,314 | $20.2M | 0.24% | +24,000+11.4% | Added |
| First Trust Advisors LP | 229,316 | $19.8M | 0.02% | +50,377+28.2% | Added |
| Stack Financial Management, Inc | 224,695 | $19.4M | 1.56% | +9,270+4.3% | Added |
| Squarepoint Ops LLC | 224,624 | $19.4M | 0.14% | −342,195−60.4% | Reduced |
| BNP Paribas Arbitrage, SA | 224,284 | $19.4M | 0.04% | −114,757−33.8% | Reduced |
| US Bancorp | 224,150 | $19.4M | 0.03% | −1,395−0.6% | Reduced |
| Bokf, NA | 223,850 | $19.3M | 0.32% | +1,528+0.7% | Added |
| Pictet Asset Management SA | 223,653 | $19.3M | 0.02% | +16,999+8.2% | Added |
| Putnam Investments LLC | 222,598 | $19.2M | 0.03% | +68,076+44.1% | Added |
| HighTower Advisors, LLC | 221,243 | $19.1M | 0.04% | +58,859+36.2% | Added |
| ZWJ Investment Counsel Inc | 215,272 | $18.6M | 0.98% | +9,020+4.4% | Added |
| Susquehanna International Group, LLP | 212,179 | $18.3M | 0.03% | −116,620−35.5% | Reduced |
| Nisa Investment Advisors, LLC | 211,769 | $18.3M | 0.13% | +1,460+0.7% | Added |
| Cubist Systematic Strategies, LLC | 199,207 | $17.2M | 0.15% | −186,937−48.4% | Reduced |
| Janney Montgomery Scott LLC | 199,163 | $17.2M | 0.07% | −1,564−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 197,968 | $17.1M | 0.17% | −1,346−0.7% | Reduced |
| Asset Management One Co.,Ltd. | 193,332 | $16.7M | 0.07% | −1,893−1.0% | Reduced |
| Cohen & Steers, Inc. | 193,191 | $16.7M | 0.03% | +81,779+73.4% | Added |
| Blackstone Group Inc. | 191,378 | $16.5M | 0.04% | +191,378 | New |
| Hikari Power Ltd | 190,330 | $16.4M | 1.48% | 00.0% | Unchanged |
| Aviva PLC | 188,501 | $16.3M | 0.08% | +51,693+37.8% | Added |
| Glenmede Trust Co NA | 185,079 | $16.0M | 0.08% | −768−0.4% | Reduced |
| Gabelli Funds LLC | 184,700 | $16.0M | 0.10% | −7,500−3.9% | Reduced |
| ProShare Advisors LLC | 183,850 | $15.9M | 0.03% | +13,143+7.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 182,224 | $15.7M | 0.08% | +39,918+28.1% | Added |
| Recurrent Investment Advisors LLC | 177,679 | $15.3M | 4.87% | +13,843+8.4% | Added |
| Natixis Advisors, L.P. | 174,025 | $15.0M | 0.06% | +13,088+8.1% | Added |
| Robeco Institutional Asset Management B.V. | 172,891 | $14.9M | 0.04% | +90,664+110.3% | Added |
| Treasurer of the State of North Carolina | 172,214 | $14.9M | 0.08% | +13,375+8.4% | Added |
| Voya Investment Management LLC | 170,252 | $14.7M | 0.03% | −74,090−30.3% | Reduced |
| Torray LLC | 165,074 | $14.3M | 2.29% | −6,877−4.0% | Reduced |
| Royal London Asset Management Ltd | 163,878 | $14.2M | 0.06% | +17,223+11.7% | Added |
| Keybank National Association | 160,585 | $13.9M | 0.06% | +1,362+0.9% | Added |
| Nan Shan Life Insurance Co., Ltd. | 158,755 | $13.7M | 0.24% | −961,816−85.8% | Reduced |
| TCTC Holdings, LLC | 157,560 | $13.6M | 0.56% | −8,892−5.3% | Reduced |
| TD Asset Management Inc | 157,500 | $13.6M | 0.01% | +7,495+5.0% | Added |
| Guggenheim Capital LLC | 157,197 | $13.6M | 0.08% | +20,002+14.6% | Added |
| Hyman Charles D | 156,631 | $13.5M | 0.85% | +2,301+1.5% | Added |
| ING Groep NV | 155,928 | $13.5M | 0.14% | +98,739+172.7% | Added |
| AXA S.A. | 155,580 | $13.4M | 0.04% | +131,687+551.2% | Added |
| Retirement Systems of Alabama | 155,014 | $13.4M | 0.05% | +9,827+6.8% | Added |
| American Century Companies Inc | 153,270 | $13.2M | 0.01% | +33,311+27.8% | Added |
| Spirit of America Management Corp | 153,036 | $13.2M | 2.59% | +86,704+130.7% | Added |
| MML Investors Services, LLC | 152,598 | $13.2M | 0.09% | +13,356+9.6% | Added |
| Vontobel Holding Ltd. | 149,722 | $13.1M | 0.11% | +10,694+7.7% | Added |
| Baird Financial Group, Inc. | 149,085 | $12.9M | 0.03% | +11,247+8.2% | Added |
| Hikari Tsushin, Inc. | 147,638 | $12.8M | 1.28% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 146,888 | $12.7M | 0.13% | −5,165−3.4% | Reduced |
| Schwerin Boyle Capital Management Inc | 146,051 | $12.6M | 1.05% | −2,912−2.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 144,629 | $12.5M | 0.08% | 00.0% | Unchanged |
| Gratus Capital LLC | 143,507 | $12.4M | 1.19% | +5,921+4.3% | Added |
| Twinbeech Capital LP | 136,816 | $11.8M | 0.52% | +136,816 | New |
| American International Group, Inc. | 134,096 | $11.6M | 0.06% | +4,652+3.6% | Added |
| Steward Partners Investment Advisory, LLC | 131,456 | $11.4M | 0.18% | +67,921+106.9% | Added |
| Captrust Financial Advisors | 129,056 | $11.1M | 0.07% | +67,486+109.6% | Added |
| American Assets Investment Management, LLC | 127,800 | $11.0M | 1.17% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 127,319 | $11.0M | 0.06% | +15,090+13.4% | Added |
| MetLife Investment Management | 127,284 | $11.0M | 0.07% | +30,475+31.5% | Added |
| DekaBank Deutsche Girozentrale | 123,316 | $10.8M | 0.03% | +11,155+9.9% | Added |
| First Republic Investment Management, Inc. | 124,590 | $10.8M | 0.02% | +28,814+30.1% | Added |
| Man Group plc | 124,492 | $10.8M | 0.04% | +124,492 | New |
| Hi-Line Capital Management, LLC | 124,094 | $10.7M | 3.66% | +1,052+0.9% | Added |
| Osborne Partners Capital Management, LLC | 122,537 | $10.6M | 0.78% | +3,578+3.0% | Added |
| Associated Banc-Corp | 120,747 | $10.4M | 0.40% | −106,033−46.8% | Reduced |
| South Dakota Investment Council | 120,430 | $10.4M | 0.21% | −35,208−22.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 120,256 | $10.4M | 0.01% | +24,208+25.2% | Added |
| Arizona State Retirement System | 120,233 | $10.4M | 0.08% | +276+0.2% | Added |
| Oppenheimer Asset Management Inc. | 119,279 | $10.3M | 0.15% | −47,532−28.5% | Reduced |
| State of Michigan Retirement System | 118,012 | $10.2M | 0.06% | +7,710+7.0% | Added |
| F&V Capital Management, LLC | 117,400 | $10.1M | 3.07% | +117,400 | New |
| Amalgamated Bank | 117,332 | $10.1M | 0.08% | −424−0.4% | Reduced |