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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 274,935 | $22.2M | 0.10% | −3,833−1.4% | Reduced |
| State of New Jersey Common Pension Fund D | 283,913 | $22.9M | 0.09% | +3,789+1.4% | Added |
| Great West Life Assurance Co | 289,319 | $23.3M | 0.07% | −4,018−1.4% | Reduced |
| Toronto Dominion Bank | 295,730 | $23.9M | 0.04% | −1,087−0.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 296,639 | $23.9M | 0.10% | +3,154+1.1% | Added |
| Rockefeller Capital Management L.P. | 299,199 | $24.2M | 0.12% | +47,794+19.0% | Added |
| Abeille Asset Management SA | 307,408 | $24.8M | 0.96% | +307,408 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 310,567 | $25.1M | 0.08% | +36,226+13.2% | Added |
| State of Wisconsin Investment Board | 319,452 | $25.8M | 0.08% | −80,939−20.2% | Reduced |
| Todd Asset Management LLC | 320,115 | $25.8M | 0.72% | +63,167+24.6% | Added |
| Natixis | 321,449 | $25.9M | 0.12% | −600,410−65.1% | Reduced |
| KBC Group NV | 322,739 | $26.1M | 0.14% | −20,013−5.8% | Reduced |
| Advisory Resource Group | 324,834 | $26.2M | 8.67% | +3,009+0.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 327,401 | $26.4M | 0.07% | +21,764+7.1% | Added |
| Voya Investment Management LLC | 328,086 | $26.5M | 0.03% | +26,669+8.8% | Added |
| Advisor Group Holdings, Inc. | 342,422 | $27.7M | 0.06% | +17,905+5.5% | Added |
| PFS Investments Inc. | 342,834 | $27.7M | 0.60% | +40,237+13.3% | Added |
| Employees Provident Fund Board | 348,103 | $28.1M | 0.82% | −66,897−16.1% | Reduced |
| Man Group plc | 374,210 | $30.2M | 0.14% | – | – |
| Glenmede Trust Co NA | 376,844 | $30.4M | 0.19% | +33,410+9.7% | Added |
| Aviva PLC | 383,507 | $31.0M | 0.18% | +23,314+6.5% | Added |
| Franklin Resources Inc | 386,555 | $31.2M | 0.02% | +275+0.1% | Added |
| Davis R M Inc | 391,751 | $31.6M | 0.92% | +14,541+3.9% | Added |
| Trexquant Investment LP | 392,939 | $31.7M | 1.12% | +259,239+193.9% | Added |
| Kayne Anderson Capital Advisors LP | 400,752 | $32.3M | 0.95% | −216,900−35.1% | Reduced |
| Manufacturers Life Insurance Company, The | 408,964 | $33.0M | 0.02% | −22,579−5.2% | Reduced |
| Payden & Rygel | 411,900 | $33.2M | 1.94% | +3,300+0.8% | Added |
| Boston Partners | 416,032 | $33.6M | 0.05% | −40,667−8.9% | Reduced |
| Marshall Wace, LLP | 417,060 | $33.7M | 0.08% | −1,565,660−79.0% | Reduced |
| LPL Financial LLC | 424,698 | $34.3M | 0.03% | +33,640+8.6% | Added |
| Stifel Financial Corp | 431,972 | $34.9M | 0.06% | −7,409−1.7% | Reduced |
| SEI Investments Co | 434,934 | $35.1M | 0.08% | −29,551−6.4% | Reduced |
| Truist Financial Corp | 443,101 | $35.8M | 0.07% | +39,327+9.7% | Added |
| Artemis Investment Management LLP | 446,790 | $36.1M | 0.41% | +99,376+28.6% | Added |
| Russell Investments Group, Ltd. | 450,829 | $36.4M | 0.08% | −462,890−50.7% | Reduced |
| New York State Common Retirement Fund | 462,829 | $37.4M | 0.05% | +4,220+0.9% | Added |
| Squarepoint Ops LLC | 477,624 | $38.6M | 0.35% | +477,624 | New |
| RNC Capital Management LLC | 493,272 | $39.8M | 2.50% | +3,869+0.8% | Added |
| Stonegate Investment Group, LLC | 493,602 | $39.8M | 1.83% | +5,646+1.2% | Added |
| Avalon Investment & Advisory | 510,333 | $41.2M | 1.28% | −13,782−2.6% | Reduced |
| NFJ Investment Group, LLC | 413,320 | $41.2M | 1.09% | −9,023−2.1% | Reduced |
| New York State Teachers Retirement System | 525,116 | $42.4M | 0.11% | +5,254+1.0% | Added |
| Mizuho Markets Americas LLC | 538,896 | $43.5M | 1.99% | +538,896 | New |
| Victory Capital Management Inc | 555,031 | $44.8M | 0.05% | −6,833−1.2% | Reduced |
| State Board of Administration of Florida Retirement System | 558,471 | $45.1M | 0.12% | +4,115+0.7% | Added |
| First Republic Investment Management, Inc. | 573,977 | $46.3M | 0.12% | +28,114+5.2% | Added |
| M&T Bank Corp | 582,450 | $47.0M | 0.21% | +1,361+0.2% | Added |
| Fayez Sarofim & Co | 585,729 | $47.3M | 0.19% | +2,749+0.5% | Added |
| Adage Capital Partners GP, L.L.C. | 590,101 | $47.6M | 0.12% | −20,900−3.4% | Reduced |
| Eaton Vance Management | 597,653 | $48.2M | 0.07% | +5,955+1.0% | Added |
| Principal Financial Group Inc | 610,886 | $49.3M | 0.04% | −143,141−19.0% | Reduced |
| Mariner, LLC | 621,489 | $50.2M | 0.20% | +46,699+8.1% | Added |
| Price T Rowe Associates Inc | 622,799 | $50.3M | 0.01% | −337−0.1% | Reduced |
| Chickasaw Capital Management LLC | 629,806 | $50.8M | 2.58% | −39,753−5.9% | Reduced |
| Fort Washington Investment Advisors Inc | 693,378 | $56.0M | 0.47% | −15,893−2.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 708,035 | $57.2M | 0.13% | +40,079+6.0% | Added |
| Old Republic International Corporation | 708,400 | $57.2M | 1.90% | 00.0% | Unchanged |
| National Pension Service | 716,728 | $57.8M | 0.12% | +5,102+0.7% | Added |
| Prudential Financial Inc | 721,259 | $58.2M | 0.10% | +2,397+0.3% | Added |
| Raymond James & Associates | 731,430 | $59.0M | 0.06% | +31,588+4.5% | Added |
| The PNC Financial Services Group, Inc. | 738,944 | $59.6M | 0.06% | +6,694+0.9% | Added |
| Los Angeles Capital Management LLC | 783,253 | $63.2M | 0.33% | +205,052+35.5% | Added |
| Credit Suisse AG | 793,693 | $64.1M | 0.07% | +97,465+14.0% | Added |
| Jacobs Levy Equity Management, Inc | 823,993 | $66.5M | 0.53% | −188,909−18.7% | Reduced |
| California State Teachers Retirement System | 826,869 | $66.7M | 0.11% | −10,484−1.3% | Reduced |
| Renaissance Technologies LLC | 843,802 | $68.1M | 0.10% | −1,446,848−63.2% | Reduced |
| HSBC Holdings PLC | 894,132 | $72.3M | 0.13% | −12,254−1.4% | Reduced |
| Rhumbline Advisers | 912,037 | $73.6M | 0.11% | +42,974+4.9% | Added |
| Capital Fund Management S.A. | 951,976 | $76.8M | 1.91% | +285,672+42.9% | Added |
| Bahl & Gaynor Inc | 1,003,256 | $81.0M | 0.54% | +67,099+7.2% | Added |
| Public Employees Retirement Association of Colorado | 1,003,603 | $81.0M | 0.47% | +7,202+0.7% | Added |
| Citigroup Inc | 1,006,403 | $81.2M | 0.11% | +52,030+5.5% | Added |
| Ameriprise Financial Inc | 997,847 | $82.2M | 0.03% | +30,962+3.2% | Added |
| First Trust Advisors LP | 1,023,102 | $82.6M | 0.11% | +61,778+6.4% | Added |
| American Century Companies Inc | 1,066,492 | $86.1M | 0.08% | −484,614−31.2% | Reduced |
| Neuberger Berman Group LLC | 1,098,922 | $88.7M | 0.09% | +25,603+2.4% | Added |
| AQR Capital Management LLC | 1,101,291 | $88.8M | 0.22% | +213,197+24.0% | Added |
| California Public Employees Retirement System | 1,101,479 | $88.9M | 0.08% | +184,589+20.1% | Added |
| Royal Bank of Canada | 1,165,829 | $94.1M | 0.03% | +138,132+13.4% | Added |
| Envestnet Asset Management Inc | 1,338,120 | $108.0M | 0.06% | +331,100+32.9% | Added |
| Bank of Montreal | 1,337,243 | $108.3M | 0.09% | −162,730−10.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,373,952 | $110.9M | 0.09% | −8,361−0.6% | Reduced |
| Standard Life Aberdeen plc | 1,539,465 | $124.3M | 0.37% | −91,603−5.6% | Reduced |
| Alliancebernstein L.P. | 1,586,260 | $128.0M | 0.06% | +381,758+31.7% | Added |
| Pacer Advisors, Inc. | 1,632,653 | $131.8M | 0.92% | +318,376+24.2% | Added |
| Goldman Sachs Group Inc | 1,738,884 | $140.4M | 0.04% | +389,498+28.9% | Added |
| Allianz Asset Management GmbH | 1,902,843 | $153.6M | 0.35% | +95,965+5.3% | Added |
| Deutsche Bank AG | 2,055,896 | $166.0M | 0.10% | −337,164−14.1% | Reduced |
| Barclays PLC | 2,083,489 | $168.2M | 0.19% | −229,836−9.9% | Reduced |
| Swiss National Bank | 2,084,967 | $168.3M | 0.12% | +2,300+0.1% | Added |
| Citadel Advisors LLC | 2,450,136 | $197.8M | 0.25% | +1,619,606+195.0% | Added |
| UBS Asset Management Americas Inc | 2,474,098 | $199.7M | 0.11% | +62,405+2.6% | Added |
| LSV Asset Management | 2,769,645 | $223.6M | 0.53% | +103,028+3.9% | Added |
| Amundi | 2,459,211 | $227.7M | 0.14% | +46,110+1.9% | Added |
| D. E. Shaw & Co., Inc. | 3,101,819 | $250.4M | 0.44% | −338,503−9.8% | Reduced |
| Nuveen Asset Management, LLC | 3,150,706 | $254.3M | 0.10% | +401,127+14.6% | Added |
| Charles Schwab Investment Management Inc | 3,177,159 | $256.5M | 0.09% | −30,134−0.9% | Reduced |
| Dimensional Fund Advisors LP | 3,197,713 | $258.1M | 0.10% | −234,306−6.8% | Reduced |
| Norges Bank | 3,409,426 | $275.2M | 0.07% | +14,269+0.4% | Added |
| Legal & General Group Plc | 3,779,105 | $305.1M | 0.12% | −64,471−1.7% | Reduced |