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, Q4 2022
Institutional positions in Phillips 66 as of Dec 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
- 1,575
- +181 vs. Q3 2022
- Shares held
- 337.5M
- −224.8K (−0.1%) vs. Q3 2022
- Total value
- $35.1B
- +$7.80B (+28.6%) vs. Q3 2022
- New holders
- 255
- 564 more added
- Sold out
- 74
- 504 more reduced
25 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 50,216,131 | $5.23B | 0.14% | −427,975−0.8% | Reduced |
| BlackRock Inc. | 37,326,665 | $3.88B | 0.12% | +2,001,556+5.7% | Added |
| State Street Corp | 32,658,855 | $3.40B | 0.20% | −354,802−1.1% | Reduced |
| Wells Fargo & Company | 16,802,175 | $1.75B | 0.55% | +98,162+0.6% | Added |
| FMR LLC | 10,021,875 | $1.04B | 0.10% | +782,568+8.5% | Added |
| Geode Capital Management, LLC | 9,757,799 | $1.01B | 0.14% | −99,030−1.0% | Reduced |
| Aristotle Capital Management, LLC | 8,234,663 | $857.1M | 1.82% | −569,139−6.5% | Reduced |
| Morgan Stanley | 6,961,625 | $724.6M | 0.08% | +968,055+16.2% | Added |
| Bank of America Corp | 6,492,730 | $675.8M | 0.08% | +121,896+1.9% | Added |
| Wellington Management Group LLP | 5,976,999 | $622.1M | 0.12% | −1,923,044−24.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 5,972,638 | $621.6M | 2.33% | −550,412−8.4% | Reduced |
| Northern Trust Corp | 4,923,272 | $512.4M | 0.11% | −91,642−1.8% | Reduced |
| Invesco Ltd. | 4,641,068 | $483.0M | 0.14% | +819,151+21.4% | Added |
| Bank of New York Mellon Corp | 4,573,874 | $476.0M | 0.11% | +218,771+5.0% | Added |
| UBS Group AG | 4,063,142 | $422.9M | 0.20% | +272,502+7.2% | Added |
| JPMorgan Chase & Co | 3,652,893 | $380.2M | 0.05% | −527,467−12.6% | Reduced |
| Legal & General Group Plc | 3,512,615 | $365.6M | 0.14% | −266,490−7.1% | Reduced |
| Norges Bank | 3,499,591 | $364.2M | 0.09% | +90,165+2.6% | Added |
| Nuveen Asset Management, LLC | 3,362,418 | $350.0M | 0.14% | +211,712+6.7% | Added |
| Dimensional Fund Advisors LP | 3,209,904 | $334.1M | 0.12% | +12,191+0.4% | Added |
| Charles Schwab Investment Management Inc | 3,057,280 | $318.2M | 0.10% | −119,879−3.8% | Reduced |
| Amundi | 3,015,010 | $305.8M | 0.17% | +555,799+22.6% | Added |
| UBS Asset Management Americas Inc | 2,717,547 | $282.8M | 0.15% | +243,449+9.8% | Added |
| LSV Asset Management | 2,661,745 | $277.0M | 0.61% | −107,900−3.9% | Reduced |
| Pacer Advisors, Inc. | 2,068,446 | $215.3M | 1.10% | +435,793+26.7% | Added |
| Swiss National Bank | 1,955,150 | $203.5M | 0.15% | −129,817−6.2% | Reduced |
| Deutsche Bank AG | 1,945,323 | $202.5M | 0.12% | −110,573−5.4% | Reduced |
| First Trust Advisors LP | 1,924,217 | $200.3M | 0.24% | +901,115+88.1% | Added |
| Allianz Asset Management GmbH | 1,844,311 | $192.0M | 0.43% | −58,532−3.1% | Reduced |
| Citadel Advisors LLC | 1,745,512 | $181.7M | 0.21% | −704,624−28.8% | Reduced |
| Goldman Sachs Group Inc | 1,725,666 | $179.6M | 0.05% | −13,218−0.8% | Reduced |
| Barclays PLC | 1,602,217 | $166.8M | 0.14% | −481,272−23.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,527,222 | $159.0M | 0.13% | +153,270+11.2% | Added |
| Envestnet Asset Management Inc | 1,436,824 | $149.5M | 0.08% | +98,704+7.4% | Added |
| Alliancebernstein L.P. | 1,414,648 | $147.2M | 0.07% | −171,612−10.8% | Reduced |
| D. E. Shaw & Co., Inc. | 1,373,772 | $143.0M | 0.24% | −1,728,047−55.7% | Reduced |
| HSBC Holdings PLC | 1,324,667 | $137.5M | 0.17% | +430,535+48.2% | Added |
| Standard Life Aberdeen plc | 1,305,293 | $135.9M | 0.37% | −234,172−15.2% | Reduced |
| Neuberger Berman Group LLC | 1,157,682 | $120.5M | 0.12% | +58,760+5.3% | Added |
| Royal Bank of Canada | 1,154,862 | $120.2M | 0.04% | −10,967−0.9% | Reduced |
| Bank of Montreal | 1,119,718 | $116.8M | 0.09% | −217,525−16.3% | Reduced |
| California Public Employees Retirement System | 1,090,398 | $113.5M | 0.10% | −11,081−1.0% | Reduced |
| Holocene Advisors, LP | 1,008,010 | $104.9M | 0.65% | +944,875+1,496.6% | Added |
| Public Employees Retirement Association of Colorado | 995,279 | $103.6M | 0.56% | −8,324−0.8% | Reduced |
| Citigroup Inc | 984,113 | $102.4M | 0.14% | −22,290−2.2% | Reduced |
| Rhumbline Advisers | 931,960 | $97.0M | 0.13% | +19,923+2.2% | Added |
| Bahl & Gaynor Inc | 920,843 | $95.8M | 0.60% | −82,413−8.2% | Reduced |
| Ameriprise Financial Inc | 915,899 | $95.3M | 0.03% | −81,948−8.2% | Reduced |
| American Century Companies Inc | 844,231 | $87.9M | 0.07% | −222,261−20.8% | Reduced |
| California State Teachers Retirement System | 841,832 | $87.6M | 0.14% | +14,963+1.8% | Added |
| AQR Capital Management LLC | 819,044 | $85.2M | 0.19% | −282,247−25.6% | Reduced |
| The PNC Financial Services Group, Inc. | 793,688 | $82.6M | 0.08% | +54,744+7.4% | Added |
| Raymond James & Associates | 758,357 | $78.9M | 0.07% | +26,927+3.7% | Added |
| National Pension Service | 727,816 | $75.8M | 0.15% | +11,088+1.5% | Added |
| Credit Suisse AG | 711,544 | $74.1M | 0.08% | −82,149−10.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 702,612 | $73.1M | 0.15% | −5,423−0.8% | Reduced |
| Los Angeles Capital Management LLC | 695,913 | $72.4M | 0.35% | −87,340−11.2% | Reduced |
| Mariner, LLC | 673,913 | $70.1M | 0.23% | +52,424+8.4% | Added |
| Price T Rowe Associates Inc | 616,330 | $64.1M | 0.01% | −6,469−1.0% | Reduced |
| Fort Washington Investment Advisors Inc | 600,130 | $62.5M | 0.48% | −93,248−13.4% | Reduced |
| Mizuho Markets Americas LLC | 595,814 | $62.0M | 4.21% | +56,918+10.6% | Added |
| Encompass Capital Advisors LLC | 591,721 | $61.6M | 3.38% | +365,261+161.3% | Added |
| M&T Bank Corp | 587,119 | $61.1M | 0.25% | +4,669+0.8% | Added |
| First Republic Investment Management, Inc. | 586,892 | $61.1M | 0.14% | +12,915+2.3% | Added |
| Renaissance Technologies LLC | 584,250 | $60.8M | 0.08% | −259,552−30.8% | Reduced |
| Fayez Sarofim & Co | 580,893 | $60.5M | 0.22% | −4,836−0.8% | Reduced |
| Principal Financial Group Inc | 574,637 | $59.8M | 0.05% | −36,249−5.9% | Reduced |
| Capital Fund Management S.A. | 571,561 | $59.5M | 1.31% | −380,415−40.0% | Reduced |
| State Board of Administration of Florida Retirement System | 570,071 | $59.3M | 0.15% | +11,600+2.1% | Added |
| Old Republic International Corporation | 558,400 | $58.1M | 1.82% | −150,000−21.2% | Reduced |
| Victory Capital Management Inc | 526,735 | $54.8M | 0.06% | −28,296−5.1% | Reduced |
| Chickasaw Capital Management LLC | 523,540 | $54.5M | 2.88% | −106,266−16.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 520,701 | $54.2M | 0.13% | −69,400−11.8% | Reduced |
| New York State Teachers Retirement System | 510,569 | $53.1M | 0.13% | −14,547−2.8% | Reduced |
| Avalon Investment & Advisory | 503,416 | $52.4M | 1.49% | −6,917−1.4% | Reduced |
| Truist Financial Corp | 502,294 | $52.3M | 0.09% | +59,193+13.4% | Added |
| RNC Capital Management LLC | 498,834 | $51.9M | 2.91% | +5,562+1.1% | Added |
| Stonegate Investment Group, LLC | 494,206 | $51.4M | 2.22% | +604+0.1% | Added |
| Prudential Financial Inc | 485,865 | $50.6M | 0.09% | −235,394−32.6% | Reduced |
| LPL Financial LLC | 477,429 | $49.7M | 0.04% | +52,731+12.4% | Added |
| New York State Common Retirement Fund | 469,806 | $48.9M | 0.07% | +6,977+1.5% | Added |
| Artemis Investment Management LLP | 450,840 | $47.2M | 0.53% | +4,050+0.9% | Added |
| Manufacturers Life Insurance Company, The | 444,981 | $46.3M | 0.03% | +36,017+8.8% | Added |
| Advisor Group Holdings, Inc. | 441,752 | $46.0M | 0.09% | +99,330+29.0% | Added |
| Stifel Financial Corp | 439,678 | $45.8M | 0.07% | +7,706+1.8% | Added |
| Russell Investments Group, Ltd. | 413,218 | $43.0M | 0.09% | −37,611−8.3% | Reduced |
| Franklin Resources Inc | 399,755 | $41.6M | 0.02% | +13,200+3.4% | Added |
| SEI Investments Co | 398,604 | $41.5M | 0.09% | −36,330−8.4% | Reduced |
| Boston Partners | 390,960 | $40.7M | 0.06% | −25,072−6.0% | Reduced |
| Davis R M Inc | 390,268 | $40.6M | 1.09% | −1,483−0.4% | Reduced |
| PFS Investments Inc. | 383,638 | $39.9M | 0.75% | +40,804+11.9% | Added |
| Assenagon Asset Management S.A. | 372,211 | $38.7M | 0.16% | +303,865+444.6% | Added |
| AXA S.A. | 371,582 | $38.7M | 0.14% | +134,594+56.8% | Added |
| Abeille Asset Management SA | 305,882 | $38.6M | 1.99% | −1,526−0.5% | Reduced |
| Glenmede Trust Co NA | 370,696 | $38.6M | 0.23% | −6,148−1.6% | Reduced |
| Aviva PLC | 360,392 | $37.5M | 0.18% | −23,115−6.0% | Reduced |
| Kayne Anderson Capital Advisors LP | 347,852 | $36.2M | 1.07% | −52,900−13.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 339,720 | $35.4M | 0.09% | +12,319+3.8% | Added |
| Voya Investment Management LLC | 337,948 | $35.2M | 0.04% | +9,862+3.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 335,931 | $35.0M | 0.18% | +328,417+4,370.7% | Added |