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, Q3 2022
Institutional positions in Phillips 66 as of Sep 30, 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
- 1,419
- −6 vs. Q2 2022
- Shares held
- 338.7M
- −6.48M (−1.9%) vs. Q2 2022
- Total value
- $27.4B
- −$934.1M (−3.3%) vs. Q2 2022
- New holders
- 98
- 600 more added
- Sold out
- 104
- 454 more reduced
20 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 50,644,106 | $4.09B | 0.12% | +966,125+1.9% | Added |
| BlackRock Inc. | 35,325,109 | $2.85B | 0.10% | −2,430,572−6.4% | Reduced |
| State Street Corp | 33,013,657 | $2.66B | 0.17% | +345,132+1.1% | Added |
| Wells Fargo & Company | 16,704,013 | $1.35B | 0.46% | −241,233−1.4% | Reduced |
| Geode Capital Management, LLC | 9,856,829 | $794.7M | 0.12% | +308,149+3.2% | Added |
| FMR LLC | 9,239,307 | $745.8M | 0.08% | −1,025,383−10.0% | Reduced |
| Aristotle Capital Management, LLC | 8,803,802 | $710.6M | 1.61% | +81,393+0.9% | Added |
| Wellington Management Group LLP | 7,900,043 | $637.7M | 0.14% | +1,150,001+17.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 6,523,050 | $526.5M | 2.16% | −175,551−2.6% | Reduced |
| Bank of America Corp | 6,370,834 | $514.3M | 0.07% | −181,610−2.8% | Reduced |
| Morgan Stanley | 5,993,570 | $483.8M | 0.07% | +109,161+1.9% | Added |
| Northern Trust Corp | 5,014,914 | $404.8M | 0.09% | −67,810−1.3% | Reduced |
| Bank of New York Mellon Corp | 4,355,103 | $351.5M | 0.09% | −532,387−10.9% | Reduced |
| JPMorgan Chase & Co | 4,180,360 | $337.4M | 0.05% | +201,566+5.1% | Added |
| Invesco Ltd. | 3,821,917 | $308.5M | 0.10% | −234,868−5.8% | Reduced |
| UBS Group AG | 3,790,640 | $306.0M | 0.17% | −331,224−8.0% | Reduced |
| Legal & General Group Plc | 3,779,105 | $305.1M | 0.12% | −64,471−1.7% | Reduced |
| Norges Bank | 3,409,426 | $275.2M | 0.07% | +14,269+0.4% | Added |
| Dimensional Fund Advisors LP | 3,197,713 | $258.1M | 0.10% | −234,306−6.8% | Reduced |
| Charles Schwab Investment Management Inc | 3,177,159 | $256.5M | 0.09% | −30,134−0.9% | Reduced |
| Nuveen Asset Management, LLC | 3,150,706 | $254.3M | 0.10% | +401,127+14.6% | Added |
| D. E. Shaw & Co., Inc. | 3,101,819 | $250.4M | 0.44% | −338,503−9.8% | Reduced |
| Amundi | 2,459,211 | $227.7M | 0.14% | +46,110+1.9% | Added |
| LSV Asset Management | 2,769,645 | $223.6M | 0.53% | +103,028+3.9% | Added |
| UBS Asset Management Americas Inc | 2,474,098 | $199.7M | 0.11% | +62,405+2.6% | Added |
| Citadel Advisors LLC | 2,450,136 | $197.8M | 0.25% | +1,619,606+195.0% | Added |
| Swiss National Bank | 2,084,967 | $168.3M | 0.12% | +2,300+0.1% | Added |
| Barclays PLC | 2,083,489 | $168.2M | 0.19% | −229,836−9.9% | Reduced |
| Deutsche Bank AG | 2,055,896 | $166.0M | 0.10% | −337,164−14.1% | Reduced |
| Allianz Asset Management GmbH | 1,902,843 | $153.6M | 0.35% | +95,965+5.3% | Added |
| Goldman Sachs Group Inc | 1,738,884 | $140.4M | 0.04% | +389,498+28.9% | Added |
| Pacer Advisors, Inc. | 1,632,653 | $131.8M | 0.92% | +318,376+24.2% | Added |
| Alliancebernstein L.P. | 1,586,260 | $128.0M | 0.06% | +381,758+31.7% | Added |
| Standard Life Aberdeen plc | 1,539,465 | $124.3M | 0.37% | −91,603−5.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,373,952 | $110.9M | 0.09% | −8,361−0.6% | Reduced |
| Bank of Montreal | 1,337,243 | $108.3M | 0.09% | −162,730−10.8% | Reduced |
| Envestnet Asset Management Inc | 1,338,120 | $108.0M | 0.06% | +331,100+32.9% | Added |
| Royal Bank of Canada | 1,165,829 | $94.1M | 0.03% | +138,132+13.4% | Added |
| California Public Employees Retirement System | 1,101,479 | $88.9M | 0.08% | +184,589+20.1% | Added |
| AQR Capital Management LLC | 1,101,291 | $88.8M | 0.22% | +213,197+24.0% | Added |
| Neuberger Berman Group LLC | 1,098,922 | $88.7M | 0.09% | +25,603+2.4% | Added |
| American Century Companies Inc | 1,066,492 | $86.1M | 0.08% | −484,614−31.2% | Reduced |
| First Trust Advisors LP | 1,023,102 | $82.6M | 0.11% | +61,778+6.4% | Added |
| Ameriprise Financial Inc | 997,847 | $82.2M | 0.03% | +30,962+3.2% | Added |
| Citigroup Inc | 1,006,403 | $81.2M | 0.11% | +52,030+5.5% | Added |
| Public Employees Retirement Association of Colorado | 1,003,603 | $81.0M | 0.47% | +7,202+0.7% | Added |
| Bahl & Gaynor Inc | 1,003,256 | $81.0M | 0.54% | +67,099+7.2% | Added |
| Capital Fund Management S.A. | 951,976 | $76.8M | 1.91% | +285,672+42.9% | Added |
| Rhumbline Advisers | 912,037 | $73.6M | 0.11% | +42,974+4.9% | Added |
| HSBC Holdings PLC | 894,132 | $72.3M | 0.13% | −12,254−1.4% | Reduced |
| Renaissance Technologies LLC | 843,802 | $68.1M | 0.10% | −1,446,848−63.2% | Reduced |
| California State Teachers Retirement System | 826,869 | $66.7M | 0.11% | −10,484−1.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 823,993 | $66.5M | 0.53% | −188,909−18.7% | Reduced |
| Credit Suisse AG | 793,693 | $64.1M | 0.07% | +97,465+14.0% | Added |
| Los Angeles Capital Management LLC | 783,253 | $63.2M | 0.33% | +205,052+35.5% | Added |
| The PNC Financial Services Group, Inc. | 738,944 | $59.6M | 0.06% | +6,694+0.9% | Added |
| Raymond James & Associates | 731,430 | $59.0M | 0.06% | +31,588+4.5% | Added |
| Prudential Financial Inc | 721,259 | $58.2M | 0.10% | +2,397+0.3% | Added |
| National Pension Service | 716,728 | $57.8M | 0.12% | +5,102+0.7% | Added |
| Old Republic International Corporation | 708,400 | $57.2M | 1.90% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 708,035 | $57.2M | 0.13% | +40,079+6.0% | Added |
| Fort Washington Investment Advisors Inc | 693,378 | $56.0M | 0.47% | −15,893−2.2% | Reduced |
| Chickasaw Capital Management LLC | 629,806 | $50.8M | 2.58% | −39,753−5.9% | Reduced |
| Price T Rowe Associates Inc | 622,799 | $50.3M | 0.01% | −337−0.1% | Reduced |
| Mariner, LLC | 621,489 | $50.2M | 0.20% | +46,699+8.1% | Added |
| Principal Financial Group Inc | 610,886 | $49.3M | 0.04% | −143,141−19.0% | Reduced |
| Eaton Vance Management | 597,653 | $48.2M | 0.07% | +5,955+1.0% | Added |
| Adage Capital Partners GP, L.L.C. | 590,101 | $47.6M | 0.12% | −20,900−3.4% | Reduced |
| Fayez Sarofim & Co | 585,729 | $47.3M | 0.19% | +2,749+0.5% | Added |
| M&T Bank Corp | 582,450 | $47.0M | 0.21% | +1,361+0.2% | Added |
| First Republic Investment Management, Inc. | 573,977 | $46.3M | 0.12% | +28,114+5.2% | Added |
| State Board of Administration of Florida Retirement System | 558,471 | $45.1M | 0.12% | +4,115+0.7% | Added |
| Victory Capital Management Inc | 555,031 | $44.8M | 0.05% | −6,833−1.2% | Reduced |
| Mizuho Markets Americas LLC | 538,896 | $43.5M | 1.99% | +538,896 | New |
| New York State Teachers Retirement System | 525,116 | $42.4M | 0.11% | +5,254+1.0% | Added |
| NFJ Investment Group, LLC | 413,320 | $41.2M | 1.09% | −9,023−2.1% | Reduced |
| Avalon Investment & Advisory | 510,333 | $41.2M | 1.28% | −13,782−2.6% | Reduced |
| Stonegate Investment Group, LLC | 493,602 | $39.8M | 1.83% | +5,646+1.2% | Added |
| RNC Capital Management LLC | 493,272 | $39.8M | 2.50% | +3,869+0.8% | Added |
| Squarepoint Ops LLC | 477,624 | $38.6M | 0.35% | +477,624 | New |
| New York State Common Retirement Fund | 462,829 | $37.4M | 0.05% | +4,220+0.9% | Added |
| Russell Investments Group, Ltd. | 450,829 | $36.4M | 0.08% | −462,890−50.7% | Reduced |
| Artemis Investment Management LLP | 446,790 | $36.1M | 0.41% | +99,376+28.6% | Added |
| Truist Financial Corp | 443,101 | $35.8M | 0.07% | +39,327+9.7% | Added |
| SEI Investments Co | 434,934 | $35.1M | 0.08% | −29,551−6.4% | Reduced |
| Stifel Financial Corp | 431,972 | $34.9M | 0.06% | −7,409−1.7% | Reduced |
| LPL Financial LLC | 424,698 | $34.3M | 0.03% | +33,640+8.6% | Added |
| Marshall Wace, LLP | 417,060 | $33.7M | 0.08% | −1,565,660−79.0% | Reduced |
| Boston Partners | 416,032 | $33.6M | 0.05% | −40,667−8.9% | Reduced |
| Payden & Rygel | 411,900 | $33.2M | 1.94% | +3,300+0.8% | Added |
| Manufacturers Life Insurance Company, The | 408,964 | $33.0M | 0.02% | −22,579−5.2% | Reduced |
| Kayne Anderson Capital Advisors LP | 400,752 | $32.3M | 0.95% | −216,900−35.1% | Reduced |
| Trexquant Investment LP | 392,939 | $31.7M | 1.12% | +259,239+193.9% | Added |
| Davis R M Inc | 391,751 | $31.6M | 0.92% | +14,541+3.9% | Added |
| Franklin Resources Inc | 386,555 | $31.2M | 0.02% | +275+0.1% | Added |
| Aviva PLC | 383,507 | $31.0M | 0.18% | +23,314+6.5% | Added |
| Glenmede Trust Co NA | 376,844 | $30.4M | 0.19% | +33,410+9.7% | Added |
| Man Group plc | 374,210 | $30.2M | 0.14% | – | – |
| Employees Provident Fund Board | 348,103 | $28.1M | 0.82% | −66,897−16.1% | Reduced |
| PFS Investments Inc. | 342,834 | $27.7M | 0.60% | +40,237+13.3% | Added |