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
- 1,574
- +181 vs. Q3 2022
- Shares held
- 337.5M
- −224.9K (−0.1%) vs. Q3 2022
- Total value
- $35.1B
- +$7.80B (+28.6%) vs. Q3 2022
- New holders
- 255
- 563 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 |
|---|---|---|---|---|---|
| Aristotle Atlantic Partners, LLC | 62,567 | $6.51M | 0.36% | −33,214−34.7% | Reduced |
| Millennium Management LLC | 62,907 | $6.55M | 0.01% | +40,698+183.3% | Added |
| ARGI Investment Services, LLC | 63,573 | $6.62M | 0.21% | −1,236−1.9% | Reduced |
| Atlantic Union Bankshares Corp | 64,017 | $6.66M | 0.71% | −4,649−6.8% | Reduced |
| Royal Fund Management, LLC | 64,029 | $6.66M | 1.10% | +929+1.5% | Added |
| Trexquant Investment LP | 64,789 | $6.74M | 0.19% | −328,150−83.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 64,797 | $6.74M | 0.12% | +64,797 | New |
| Aventail Capital Group, LP | 65,074 | $6.77M | 0.81% | +65,074 | New |
| D.A. Davidson & Co. | 66,966 | $6.97M | 0.08% | −5,466−7.5% | Reduced |
| Texas Permanent School Fund | 67,152 | $6.99M | 0.11% | −914−1.3% | Reduced |
| Mutual of America Capital Management LLC | 67,529 | $7.03M | 0.09% | +926+1.4% | Added |
| Foundation Resource Management Inc | 68,064 | $7.08M | 1.17% | +139+0.2% | Added |
| Crossmark Global Holdings, Inc. | 68,788 | $7.16M | 0.18% | −10,928−13.7% | Reduced |
| United Capital Financial Advisers, LLC | 69,457 | $7.23M | 0.04% | +8,463+13.9% | Added |
| Osborne Partners Capital Management, LLC | 69,470 | $7.23M | 0.57% | −404−0.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 69,830 | $7.27M | 0.83% | −8,500−10.9% | Reduced |
| Railway Pension Investments Ltd | 70,700 | $7.36M | 0.07% | +70,700 | New |
| United Services Automobile Association | 71,080 | $7.40M | 0.17% | +900+1.3% | Added |
| Fort Point Capital Partners LLC | 71,609 | $7.45M | 1.31% | 00.0% | Unchanged |
| Schroder Investment Management Group | 71,817 | $7.47M | 0.01% | +6,181+9.4% | Added |
| State of Tennessee, Treasury Department | 72,728 | $7.57M | 0.04% | −5,787−7.4% | Reduced |
| DT Investment Partners, LLC | 72,960 | $7.59M | 1.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 74,060 | $7.71M | 0.35% | −2,910−3.8% | Reduced |
| Xponance, Inc. | 75,499 | $7.86M | 0.13% | +8,571+12.8% | Added |
| Visionary Wealth Advisors | 75,640 | $7.87M | 0.73% | +2,282+3.1% | Added |
| Marco Investment Management LLC | 75,856 | $7.90M | 0.92% | −505−0.7% | Reduced |
| New York Life Investment Management LLC | 76,121 | $7.92M | 0.09% | −1,504−1.9% | Reduced |
| Adell Harriman & Carpenter Inc | 77,031 | $8.02M | 0.92% | +16,765+27.8% | Added |
| Bank of Nova Scotia | 78,027 | $8.12M | 0.02% | +24,165+44.9% | Added |
| Gulf International Bank (UK) Ltd | 78,120 | $8.13M | 0.14% | −298−0.4% | Reduced |
| Greystone Financial Group, LLC | 79,107 | $8.23M | 2.42% | −19,290−19.6% | Reduced |
| Opus Investment Management Inc | 79,689 | $8.29M | 2.95% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 79,891 | $8.31M | 0.07% | +9,528+13.5% | Added |
| Pacific Heights Asset Management LLC | 80,000 | $8.33M | 0.81% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 80,028 | $8.33M | 0.30% | +72,088+907.9% | Added |
| Marathon Capital Management | 80,126 | $8.34M | 2.30% | −43,106−35.0% | Reduced |
| FourThought Financial Partners, LLC | 80,451 | $8.37M | 1.21% | +80,451 | New |
| IFM Investors Pty Ltd | 82,175 | $8.55M | 0.14% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 82,614 | $8.60M | 1.59% | −6,806−7.6% | Reduced |
| Comerica Bank | 85,096 | $8.72M | 0.07% | +1,361+1.6% | Added |
| Utah Retirement Systems | 83,967 | $8.74M | 0.14% | −2,200−2.6% | Reduced |
| CIBC Asset Management Inc | 84,569 | $8.80M | 0.04% | +17,937+26.9% | Added |
| Kestra Advisory Services, LLC | 84,751 | $8.82M | 0.08% | −3,522−4.0% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 85,680 | $8.92M | 0.13% | 00.0% | Unchanged |
| Man Group plc | 87,315 | $9.09M | 0.03% | −286,895−76.7% | Reduced |
| Gyroscope Capital Management Group, LLC | 87,437 | $9.10M | 2.76% | −6,170−6.6% | Reduced |
| Yousif Capital Management, LLC | 88,035 | $9.16M | 0.12% | −2,880−3.2% | Reduced |
| Calamos Advisors LLC | 88,269 | $9.19M | 0.04% | −15,606−15.0% | Reduced |
| Federated Hermes, Inc. | 88,805 | $9.24M | 0.03% | +15,689+21.5% | Added |
| Alberta Investment Management Corp | 88,900 | $9.25M | 0.08% | −135,079−60.3% | Reduced |
| Mercer Global Advisors Inc | 90,527 | $9.42M | 0.05% | −30,210−25.0% | Reduced |
| Heritage Investors Management Corp | 90,761 | $9.45M | 0.43% | −1,178−1.3% | Reduced |
| Marshall Wace, LLP | 91,580 | $9.53M | 0.02% | −325,480−78.0% | Reduced |
| Kestra Private Wealth Services, LLC | 91,698 | $9.54M | 0.48% | +14,817+19.3% | Added |
| Bollard Group LLC | 93,094 | $9.69M | 0.37% | −1,837−1.9% | Reduced |
| Raymond James Trust N.A. | 93,951 | $9.78M | 0.33% | +1,151+1.2% | Added |
| Navellier & Associates Inc | 94,008 | $9.78M | 1.99% | +37,246+65.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 96,055 | $10.0M | 0.46% | +673+0.7% | Added |
| Annex Advisory Services, LLC | 96,677 | $10.1M | 0.57% | +5,651+6.2% | Added |
| Balyasny Asset Management LLC | 98,902 | $10.3M | 0.04% | +57,489+138.8% | Added |
| Premier Fund Managers Ltd | 100,300 | $10.4M | 0.41% | +68,300+213.4% | Added |
| Steward Partners Investment Advisory, LLC | 100,354 | $10.4M | 0.18% | +1,843+1.9% | Added |
| Richard C. Young & CO., LTD. | 100,507 | $10.5M | 1.39% | +95+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 101,634 | $10.6M | 0.05% | +3,359+3.4% | Added |
| Macquarie Group Ltd | 103,113 | $10.7M | 0.01% | +7,821+8.2% | Added |
| Panagora Asset Management Inc | 103,879 | $10.8M | 0.07% | −105,815−50.5% | Reduced |
| Illinois Municipal Retirement Fund | 103,966 | $10.8M | 0.24% | −8,331−7.4% | Reduced |
| Skba Capital Management LLC | 104,085 | $10.8M | 2.00% | −600−0.6% | Reduced |
| Oregon Public Employees Retirement Fund | 105,184 | $10.9M | 0.14% | +68,314+185.3% | Added |
| Advisors Asset Management, Inc. | 107,202 | $11.2M | 0.23% | −1,499−1.4% | Reduced |
| CCM Investment Advisers LLC | 107,632 | $11.2M | 1.78% | −6,984−6.1% | Reduced |
| Lawson Kroeker Investment Management Inc | 108,384 | $11.3M | 3.81% | −4,275−3.8% | Reduced |
| Public Sector Pension Investment Board | 110,458 | $11.5M | 0.09% | +14,152+14.7% | Added |
| Bridgecreek Investment Management, LLC | 112,990 | $11.8M | 2.63% | −2,900−2.5% | Reduced |
| South Dakota Investment Council | 113,471 | $11.8M | 0.26% | −7,100−5.9% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 113,850 | $11.8M | 0.59% | +113,850 | New |
| Morgan Dempsey Capital Management LLC | 118,074 | $12.3M | 3.41% | +4,012+3.5% | Added |
| Wallington Asset Management, LLC | 118,235 | $12.3M | 2.66% | +2,460+2.1% | Added |
| ProShare Advisors LLC | 120,481 | $12.5M | 0.04% | −2,583−2.1% | Reduced |
| Sequoia Financial Advisors, LLC | 120,589 | $12.6M | 0.31% | +43,679+56.8% | Added |
| Associated Banc-Corp | 120,835 | $12.6M | 0.52% | +1,486+1.2% | Added |
| F&V Capital Management, LLC | 123,012 | $12.8M | 4.27% | −220−0.2% | Reduced |
| Empowered Funds, LLC | 123,260 | $12.8M | 0.84% | +41,073+50.0% | Added |
| Amalgamated Bank | 123,406 | $12.8M | 0.11% | −3,326−2.6% | Reduced |
| MetLife Investment Management | 123,432 | $12.8M | 0.10% | −4,256−3.3% | Reduced |
| Torray LLC | 124,074 | $12.9M | 2.33% | −3,647−2.9% | Reduced |
| Guggenheim Capital LLC | 124,596 | $13.0M | 0.11% | −4,756−3.7% | Reduced |
| Hi-Line Capital Management, LLC | 125,551 | $13.1M | 4.03% | +1,090+0.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 127,230 | $13.2M | 0.03% | +24,397+23.7% | Added |
| American Assets Investment Management, LLC | 127,800 | $13.3M | 1.54% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 128,150 | $13.3M | 0.05% | +128,150 | New |
| State of Alaska, Department of Revenue | 128,398 | $13.4M | 0.17% | −6,475−4.8% | Reduced |
| State of Michigan Retirement System | 128,412 | $13.4M | 0.09% | −1,800−1.4% | Reduced |
| Border to Coast Pensions Partnership Ltd | 128,505 | $13.4M | 0.43% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 128,676 | $13.4M | 0.22% | +2,392+1.9% | Added |
| Arizona State Retirement System | 131,073 | $13.6M | 0.13% | +298+0.2% | Added |
| Nomura Asset Management Co Ltd | 131,486 | $13.7M | 0.08% | +4,312+3.4% | Added |
| Foundry Partners, LLC | 138,836 | $14.4M | 0.80% | +19,681+16.5% | Added |
| Schwerin Boyle Capital Management Inc | 143,281 | $14.9M | 1.50% | −1,820−1.3% | Reduced |
| Intech Investment Management LLC | 143,782 | $15.0M | 0.11% | +91,928+177.3% | Added |