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, 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
- 1,418
- −7 vs. Q2 2022
- Shares held
- 338.7M
- −6.48M (−1.9%) vs. Q2 2022
- Total value
- $27.4B
- −$934.3M (−3.3%) vs. Q2 2022
- New holders
- 97
- 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 | 2,108 | $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, 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 |
|---|---|---|---|---|---|
| Bollard Group LLC | 94,931 | $7.66M | 0.32% | +907+1.0% | Added |
| Macquarie Group Ltd | 95,292 | $7.69M | 0.01% | −2,713−2.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 95,382 | $7.70M | 0.39% | +23,975+33.6% | Added |
| Aristotle Atlantic Partners, LLC | 95,781 | $7.73M | 0.47% | −860−0.9% | Reduced |
| Public Sector Pension Investment Board | 96,306 | $7.77M | 0.07% | +50,030+108.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 98,275 | $7.93M | 0.04% | +17,871+22.2% | Added |
| Greystone Financial Group, LLC | 98,397 | $7.94M | 2.69% | −235−0.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 98,511 | $7.95M | 0.15% | −31,739−24.4% | Reduced |
| Bornite Capital Management LP | 100,000 | $8.07M | 2.29% | −100,000−50.0% | Reduced |
| Richard C. Young & CO., LTD. | 100,412 | $8.11M | 1.24% | +612+0.6% | Added |
| Great Lakes Advisors, LLC | 102,588 | $8.28M | 0.18% | +3,026+3.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 102,833 | $8.30M | 0.02% | +11,735+12.9% | Added |
| Calamos Advisors LLC | 103,875 | $8.38M | 0.04% | 00.0% | Unchanged |
| Comerica Bank | 83,735 | $8.41M | 0.07% | +2,343+2.9% | Added |
| Skba Capital Management LLC | 104,685 | $8.45M | 1.79% | −250.0% | Reduced |
| Adams Natural Resources Fund, Inc. | 106,675 | $8.61M | 1.57% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 108,701 | $8.77M | 0.18% | −4,956−4.4% | Reduced |
| Illinois Municipal Retirement Fund | 112,297 | $9.06M | 0.22% | +9,382+9.1% | Added |
| Lawson Kroeker Investment Management Inc | 112,659 | $9.09M | 3.20% | +125+0.1% | Added |
| Morgan Dempsey Capital Management LLC | 114,062 | $9.21M | 3.03% | +25,166+28.3% | Added |
| CCM Investment Advisers LLC | 114,616 | $9.25M | 1.57% | −2,039−1.7% | Reduced |
| Wallington Asset Management, LLC | 115,775 | $9.35M | 2.21% | +615+0.5% | Added |
| Bridgecreek Investment Management, LLC | 115,890 | $9.36M | 2.00% | +450+0.4% | Added |
| Allspring Global Investments Holdings, LLC | 116,687 | $9.42M | 0.02% | +24,295+26.3% | Added |
| Foundry Partners, LLC | 119,155 | $9.62M | 0.61% | +33,765+39.5% | Added |
| Associated Banc-Corp | 119,349 | $9.63M | 0.45% | −1,166−1.0% | Reduced |
| South Dakota Investment Council | 120,571 | $9.73M | 0.23% | +1,400+1.2% | Added |
| Mercer Global Advisors Inc | 120,737 | $9.75M | 0.06% | +14,027+13.1% | Added |
| BNP Paribas Arbitrage, SA | 120,791 | $9.75M | 0.02% | −253,179−67.7% | Reduced |
| Creative Planning | 121,836 | $9.84M | 0.02% | −11,743−8.8% | Reduced |
| ProShare Advisors LLC | 123,064 | $9.93M | 0.04% | −15,490−11.2% | Reduced |
| F&V Capital Management, LLC | 123,232 | $9.95M | 3.84% | +1,242+1.0% | Added |
| Marathon Capital Management | 123,232 | $9.95M | 2.84% | +92,561+301.8% | Added |
| Hi-Line Capital Management, LLC | 124,461 | $10.1M | 4.05% | −3,016−2.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 125,823 | $10.2M | 0.20% | +92,587+278.6% | Added |
| Oppenheimer Asset Management Inc. | 126,284 | $10.2M | 0.18% | +7,310+6.1% | Added |
| Amalgamated Bank | 126,732 | $10.2M | 0.10% | −5,236−4.0% | Reduced |
| Nomura Asset Management Co Ltd | 127,174 | $10.3M | 0.07% | +215+0.2% | Added |
| MetLife Investment Management | 127,688 | $10.3M | 0.09% | −1,915−1.5% | Reduced |
| Torray LLC | 127,721 | $10.3M | 2.05% | +5,087+4.1% | Added |
| American Assets Investment Management, LLC | 127,800 | $10.3M | 1.34% | 00.0% | Unchanged |
| Border to Coast Pensions Partnership Ltd | 128,505 | $10.4M | 0.34% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 129,352 | $10.4M | 0.10% | +15,765+13.9% | Added |
| State of Michigan Retirement System | 130,212 | $10.5M | 0.08% | +500+0.4% | Added |
| Arizona State Retirement System | 130,775 | $10.6M | 0.11% | −935−0.7% | Reduced |
| American International Group, Inc. | 131,015 | $10.6M | 0.08% | −3,075−2.3% | Reduced |
| Acadian Asset Management LLC | 131,990 | $10.6M | 0.06% | +30,778+30.4% | Added |
| State of Alaska, Department of Revenue | 134,873 | $10.9M | 0.15% | −10,850−7.4% | Reduced |
| Voloridge Investment Management, LLC | 138,500 | $11.2M | 0.06% | −187,439−57.5% | Reduced |
| Teacher Retirement System of Texas | 142,027 | $11.5M | 0.08% | +23,935+20.3% | Added |
| DekaBank Deutsche Girozentrale | 144,558 | $11.5M | 0.03% | −2,222−1.5% | Reduced |
| Blair William & Co | 142,762 | $11.5M | 0.05% | +13,833+10.7% | Added |
| Schwerin Boyle Capital Management Inc | 145,101 | $11.7M | 1.28% | −800−0.5% | Reduced |
| Hikari Tsushin, Inc. | 147,638 | $11.9M | 1.45% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 150,793 | $12.2M | 0.03% | +2,558+1.7% | Added |
| Spirit of America Management Corp | 150,986 | $12.2M | 2.89% | −2,250−1.5% | Reduced |
| Keybank National Association | 154,331 | $12.5M | 0.06% | −2,875−1.8% | Reduced |
| Ensign Peak Advisors, Inc | 156,813 | $12.7M | 0.03% | +109+0.1% | Added |
| Retirement Systems of Alabama | 159,781 | $12.9M | 0.06% | +291+0.2% | Added |
| TCTC Holdings, LLC | 160,045 | $12.9M | 0.56% | +4,885+3.1% | Added |
| Captrust Financial Advisors | 163,696 | $13.2M | 0.08% | +18,124+12.5% | Added |
| Royal London Asset Management Ltd | 163,878 | $13.2M | 0.07% | 00.0% | Unchanged |
| Gratus Capital LLC | 168,428 | $13.6M | 1.45% | +19,272+12.9% | Added |
| AMF Pensionsforsakring AB | 168,435 | $13.6M | 0.16% | −53,417−24.1% | Reduced |
| Hyman Charles D | 169,566 | $13.7M | 1.05% | +12,371+7.9% | Added |
| Gabelli Funds LLC | 180,700 | $14.6M | 0.12% | −4,000−2.2% | Reduced |
| TD Asset Management Inc | 185,914 | $15.0M | 0.02% | +27,908+17.7% | Added |
| MML Investors Services, LLC | 186,798 | $15.1M | 0.11% | +13,373+7.7% | Added |
| Hikari Power Ltd | 190,330 | $15.4M | 1.72% | 00.0% | Unchanged |
| Bokf, NA | 194,417 | $15.7M | 0.32% | −30,979−13.7% | Reduced |
| Ninety One UK Ltd | 194,431 | $15.7M | 0.05% | −19,930−9.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 195,505 | $15.8M | 0.09% | +4,345+2.3% | Added |
| Asset Management One Co.,Ltd. | 198,557 | $16.0M | 0.08% | −1,003−0.5% | Reduced |
| Natixis Advisors, L.P. | 201,252 | $16.2M | 0.07% | +4,497+2.3% | Added |
| Treasurer of the State of North Carolina | 206,300 | $16.7M | 0.11% | +3,670+1.8% | Added |
| Panagora Asset Management Inc | 209,694 | $16.9M | 0.12% | −118,251−36.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 214,455 | $17.3M | 0.06% | +67,777+46.2% | Added |
| Nisa Investment Advisors, LLC | 214,265 | $17.4M | 0.15% | +3,996+1.9% | Added |
| US Bancorp | 217,303 | $17.5M | 0.04% | −10,494−4.6% | Reduced |
| Janney Montgomery Scott LLC | 218,256 | $17.6M | 0.08% | +28,534+15.0% | Added |
| ZWJ Investment Counsel Inc | 220,622 | $17.8M | 1.12% | +7,825+3.7% | Added |
| Korea Investment CORP | 222,919 | $18.0M | 0.06% | −114,258−33.9% | Reduced |
| Alberta Investment Management Corp | 223,979 | $18.1M | 0.14% | −84,790−27.5% | Reduced |
| Stack Financial Management, Inc | 224,802 | $18.1M | 1.90% | +2,493+1.1% | Added |
| Encompass Capital Advisors LLC | 226,460 | $18.3M | 1.06% | +226,460 | New |
| Pictet Asset Management SA | 228,315 | $18.4M | 0.03% | −1,152−0.5% | Reduced |
| HighTower Advisors, LLC | 230,074 | $18.5M | 0.05% | +2,706+1.2% | Added |
| AXA S.A. | 236,988 | $19.1M | 0.08% | +173,497+273.3% | Added |
| Recurrent Investment Advisors LLC | 237,208 | $19.1M | 5.17% | +39,829+20.2% | Added |
| Rafferty Asset Management, LLC | 238,232 | $19.2M | 0.20% | −40,181−14.4% | Reduced |
| Rothschild & Co Asset Management US Inc. | 250,464 | $20.2M | 0.35% | +1,468+0.6% | Added |
| Baird Financial Group, Inc. | 253,516 | $20.5M | 0.06% | +67,298+36.1% | Added |
| GW Henssler & Associates Ltd | 254,262 | $20.5M | 1.54% | +557+0.2% | Added |
| Susquehanna International Group, LLP | 255,505 | $20.6M | 0.04% | +31,396+14.0% | Added |
| Teachers Retirement System of the State of Kentucky | 256,791 | $20.7M | 0.24% | +256,791 | New |
| Pinebridge Investments, L.P. | 263,189 | $21.2M | 0.27% | +22,034+9.1% | Added |
| InterOcean Capital Group, LLC | 264,910 | $21.4M | 0.88% | −11,598−4.2% | Reduced |
| Putnam Investments LLC | 267,712 | $21.6M | 0.04% | −4,060−1.5% | Reduced |
| Canada Pension Plan Investment Board | 268,546 | $21.7M | 0.04% | +147,600+122.0% | Added |
| Commonwealth Equity Services, LLC | 271,965 | $22.0M | 0.06% | +28,056+11.5% | Added |