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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 342,422 | $27.7M | 0.06% | +17,905+5.5% | Added |
| Voya Investment Management LLC | 328,086 | $26.5M | 0.03% | +26,669+8.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 327,401 | $26.4M | 0.07% | +21,764+7.1% | Added |
| Advisory Resource Group | 324,834 | $26.2M | 8.67% | +3,009+0.9% | Added |
| KBC Group NV | 322,739 | $26.1M | 0.14% | −20,013−5.8% | Reduced |
| Natixis | 321,449 | $25.9M | 0.12% | −600,410−65.1% | Reduced |
| Todd Asset Management LLC | 320,115 | $25.8M | 0.72% | +63,167+24.6% | Added |
| State of Wisconsin Investment Board | 319,452 | $25.8M | 0.08% | −80,939−20.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 310,567 | $25.1M | 0.08% | +36,226+13.2% | Added |
| Abeille Asset Management SA | 307,408 | $24.8M | 0.96% | +307,408 | New |
| Rockefeller Capital Management L.P. | 299,199 | $24.2M | 0.12% | +47,794+19.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 296,639 | $23.9M | 0.10% | +3,154+1.1% | Added |
| Toronto Dominion Bank | 295,730 | $23.9M | 0.04% | −1,087−0.4% | Reduced |
| Great West Life Assurance Co | 289,319 | $23.3M | 0.07% | −4,018−1.4% | Reduced |
| State of New Jersey Common Pension Fund D | 283,913 | $22.9M | 0.09% | +3,789+1.4% | Added |
| Public Employees Retirement System of Ohio | 274,935 | $22.2M | 0.10% | −3,833−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 271,965 | $22.0M | 0.06% | +28,056+11.5% | Added |
| Canada Pension Plan Investment Board | 268,546 | $21.7M | 0.04% | +147,600+122.0% | Added |
| Putnam Investments LLC | 267,712 | $21.6M | 0.04% | −4,060−1.5% | Reduced |
| InterOcean Capital Group, LLC | 264,910 | $21.4M | 0.88% | −11,598−4.2% | Reduced |
| Pinebridge Investments, L.P. | 263,189 | $21.2M | 0.27% | +22,034+9.1% | Added |
| Teachers Retirement System of the State of Kentucky | 256,791 | $20.7M | 0.24% | +256,791 | New |
| Susquehanna International Group, LLP | 255,505 | $20.6M | 0.04% | +31,396+14.0% | Added |
| GW Henssler & Associates Ltd | 254,262 | $20.5M | 1.54% | +557+0.2% | Added |
| Baird Financial Group, Inc. | 253,516 | $20.5M | 0.06% | +67,298+36.1% | Added |
| Rothschild & Co Asset Management US Inc. | 250,464 | $20.2M | 0.35% | +1,468+0.6% | Added |
| Rafferty Asset Management, LLC | 238,232 | $19.2M | 0.20% | −40,181−14.4% | Reduced |
| Recurrent Investment Advisors LLC | 237,208 | $19.1M | 5.17% | +39,829+20.2% | Added |
| AXA S.A. | 236,988 | $19.1M | 0.08% | +173,497+273.3% | Added |
| HighTower Advisors, LLC | 230,074 | $18.5M | 0.05% | +2,706+1.2% | Added |
| Pictet Asset Management SA | 228,315 | $18.4M | 0.03% | −1,152−0.5% | Reduced |
| Encompass Capital Advisors LLC | 226,460 | $18.3M | 1.06% | +226,460 | New |
| Stack Financial Management, Inc | 224,802 | $18.1M | 1.90% | +2,493+1.1% | Added |
| Alberta Investment Management Corp | 223,979 | $18.1M | 0.14% | −84,790−27.5% | Reduced |
| Korea Investment CORP | 222,919 | $18.0M | 0.06% | −114,258−33.9% | Reduced |
| ZWJ Investment Counsel Inc | 220,622 | $17.8M | 1.12% | +7,825+3.7% | Added |
| Janney Montgomery Scott LLC | 218,256 | $17.6M | 0.08% | +28,534+15.0% | Added |
| US Bancorp | 217,303 | $17.5M | 0.04% | −10,494−4.6% | Reduced |
| Nisa Investment Advisors, LLC | 214,265 | $17.4M | 0.15% | +3,996+1.9% | Added |
| Robeco Institutional Asset Management B.V. | 214,455 | $17.3M | 0.06% | +67,777+46.2% | Added |
| Panagora Asset Management Inc | 209,694 | $16.9M | 0.12% | −118,251−36.1% | Reduced |
| Treasurer of the State of North Carolina | 206,300 | $16.7M | 0.11% | +3,670+1.8% | Added |
| Natixis Advisors, L.P. | 201,252 | $16.2M | 0.07% | +4,497+2.3% | Added |
| Asset Management One Co.,Ltd. | 198,557 | $16.0M | 0.08% | −1,003−0.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 195,505 | $15.8M | 0.09% | +4,345+2.3% | Added |
| Ninety One UK Ltd | 194,431 | $15.7M | 0.05% | −19,930−9.3% | Reduced |
| Bokf, NA | 194,417 | $15.7M | 0.32% | −30,979−13.7% | Reduced |
| Hikari Power Ltd | 190,330 | $15.4M | 1.72% | 00.0% | Unchanged |
| MML Investors Services, LLC | 186,798 | $15.1M | 0.11% | +13,373+7.7% | Added |
| TD Asset Management Inc | 185,914 | $15.0M | 0.02% | +27,908+17.7% | Added |
| Gabelli Funds LLC | 180,700 | $14.6M | 0.12% | −4,000−2.2% | Reduced |
| Hyman Charles D | 169,566 | $13.7M | 1.05% | +12,371+7.9% | Added |
| AMF Pensionsforsakring AB | 168,435 | $13.6M | 0.16% | −53,417−24.1% | Reduced |
| Gratus Capital LLC | 168,428 | $13.6M | 1.45% | +19,272+12.9% | Added |
| Royal London Asset Management Ltd | 163,878 | $13.2M | 0.07% | 00.0% | Unchanged |
| Captrust Financial Advisors | 163,696 | $13.2M | 0.08% | +18,124+12.5% | Added |
| TCTC Holdings, LLC | 160,045 | $12.9M | 0.56% | +4,885+3.1% | Added |
| Retirement Systems of Alabama | 159,781 | $12.9M | 0.06% | +291+0.2% | Added |
| Ensign Peak Advisors, Inc | 156,813 | $12.7M | 0.03% | +109+0.1% | Added |
| Keybank National Association | 154,331 | $12.5M | 0.06% | −2,875−1.8% | Reduced |
| Spirit of America Management Corp | 150,986 | $12.2M | 2.89% | −2,250−1.5% | Reduced |
| Cohen & Steers, Inc. | 150,793 | $12.2M | 0.03% | +2,558+1.7% | Added |
| Hikari Tsushin, Inc. | 147,638 | $11.9M | 1.45% | 00.0% | Unchanged |
| Schwerin Boyle Capital Management Inc | 145,101 | $11.7M | 1.28% | −800−0.5% | Reduced |
| Blair William & Co | 142,762 | $11.5M | 0.05% | +13,833+10.7% | Added |
| DekaBank Deutsche Girozentrale | 144,558 | $11.5M | 0.03% | −2,222−1.5% | Reduced |
| Teacher Retirement System of Texas | 142,027 | $11.5M | 0.08% | +23,935+20.3% | Added |
| Voloridge Investment Management, LLC | 138,500 | $11.2M | 0.06% | −187,439−57.5% | Reduced |
| State of Alaska, Department of Revenue | 134,873 | $10.9M | 0.15% | −10,850−7.4% | Reduced |
| Acadian Asset Management LLC | 131,990 | $10.6M | 0.06% | +30,778+30.4% | Added |
| American International Group, Inc. | 131,015 | $10.6M | 0.08% | −3,075−2.3% | Reduced |
| Arizona State Retirement System | 130,775 | $10.6M | 0.11% | −935−0.7% | Reduced |
| State of Michigan Retirement System | 130,212 | $10.5M | 0.08% | +500+0.4% | Added |
| Guggenheim Capital LLC | 129,352 | $10.4M | 0.10% | +15,765+13.9% | Added |
| Border to Coast Pensions Partnership Ltd | 128,505 | $10.4M | 0.34% | 00.0% | Unchanged |
| American Assets Investment Management, LLC | 127,800 | $10.3M | 1.34% | 00.0% | Unchanged |
| Torray LLC | 127,721 | $10.3M | 2.05% | +5,087+4.1% | Added |
| MetLife Investment Management | 127,688 | $10.3M | 0.09% | −1,915−1.5% | Reduced |
| Nomura Asset Management Co Ltd | 127,174 | $10.3M | 0.07% | +215+0.2% | Added |
| Amalgamated Bank | 126,732 | $10.2M | 0.10% | −5,236−4.0% | Reduced |
| Oppenheimer Asset Management Inc. | 126,284 | $10.2M | 0.18% | +7,310+6.1% | Added |
| Parallax Volatility Advisers, L.P. | 125,823 | $10.2M | 0.20% | +92,587+278.6% | Added |
| Hi-Line Capital Management, LLC | 124,461 | $10.1M | 4.05% | −3,016−2.4% | 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 |
| ProShare Advisors LLC | 123,064 | $9.93M | 0.04% | −15,490−11.2% | Reduced |
| Creative Planning | 121,836 | $9.84M | 0.02% | −11,743−8.8% | Reduced |
| BNP Paribas Arbitrage, SA | 120,791 | $9.75M | 0.02% | −253,179−67.7% | Reduced |
| Mercer Global Advisors Inc | 120,737 | $9.75M | 0.06% | +14,027+13.1% | Added |
| South Dakota Investment Council | 120,571 | $9.73M | 0.23% | +1,400+1.2% | Added |
| Associated Banc-Corp | 119,349 | $9.63M | 0.45% | −1,166−1.0% | Reduced |
| Foundry Partners, LLC | 119,155 | $9.62M | 0.61% | +33,765+39.5% | Added |
| Allspring Global Investments Holdings, LLC | 116,687 | $9.42M | 0.02% | +24,295+26.3% | Added |
| Bridgecreek Investment Management, LLC | 115,890 | $9.36M | 2.00% | +450+0.4% | Added |
| Wallington Asset Management, LLC | 115,775 | $9.35M | 2.21% | +615+0.5% | Added |
| CCM Investment Advisers LLC | 114,616 | $9.25M | 1.57% | −2,039−1.7% | Reduced |
| Morgan Dempsey Capital Management LLC | 114,062 | $9.21M | 3.03% | +25,166+28.3% | Added |
| Lawson Kroeker Investment Management Inc | 112,659 | $9.09M | 3.20% | +125+0.1% | Added |
| Illinois Municipal Retirement Fund | 112,297 | $9.06M | 0.22% | +9,382+9.1% | Added |
| Advisors Asset Management, Inc. | 108,701 | $8.77M | 0.18% | −4,956−4.4% | Reduced |