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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 145,136 | $15.1M | 0.11% | +14,121+10.8% | Added |
| CIBC World Markets Corp | 145,565 | $15.2M | 0.10% | +138,266+1,894.3% | Added |
| AMF Pensionsforsakring AB | 145,799 | $15.2M | 0.17% | −22,636−13.4% | Reduced |
| Hikari Tsushin, Inc. | 147,638 | $15.4M | 1.63% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 148,558 | $15.5M | 0.03% | −2,235−1.5% | Reduced |
| Spirit of America Management Corp | 148,986 | $15.5M | 3.48% | −2,000−1.3% | Reduced |
| Retirement Systems of Alabama | 151,414 | $15.8M | 0.07% | −8,367−5.2% | Reduced |
| Thrivent Financial for Lutherans | 151,772 | $15.8M | 0.04% | +126,114+491.5% | Added |
| BNP Paribas Arbitrage, SA | 154,115 | $16.0M | 0.04% | +33,324+27.6% | Added |
| Captrust Financial Advisors | 155,120 | $16.1M | 0.08% | −8,576−5.2% | Reduced |
| Blair William & Co | 155,262 | $16.2M | 0.07% | +12,500+8.8% | Added |
| Keybank National Association | 156,112 | $16.2M | 0.08% | +1,781+1.2% | Added |
| TCTC Holdings, LLC | 160,295 | $16.7M | 0.68% | +250+0.2% | Added |
| Teacher Retirement System of Texas | 161,255 | $16.8M | 0.12% | +19,228+13.5% | Added |
| Gabelli Funds LLC | 167,500 | $17.4M | 0.14% | −13,200−7.3% | Reduced |
| Royal London Asset Management Ltd | 168,041 | $17.5M | 0.08% | +4,163+2.5% | Added |
| Hyman Charles D | 170,236 | $17.7M | 1.21% | +670+0.4% | Added |
| DekaBank Deutsche Girozentrale | 173,015 | $17.9M | 0.05% | +28,457+19.7% | Added |
| Korea Investment CORP | 173,828 | $18.1M | 0.06% | −49,091−22.0% | Reduced |
| Gratus Capital LLC | 175,072 | $18.2M | 1.51% | +6,644+3.9% | Added |
| Ensign Peak Advisors, Inc | 176,174 | $18.3M | 0.04% | +19,361+12.3% | Added |
| Payden & Rygel | 179,900 | $18.7M | 1.00% | −232,000−56.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 182,974 | $19.0M | 0.10% | −12,531−6.4% | Reduced |
| Employees Provident Fund Board | 185,242 | $19.3M | 0.56% | −162,861−46.8% | Reduced |
| Adams Natural Resources Fund, Inc. | 186,575 | $19.4M | 3.00% | +79,900+74.9% | Added |
| TD Asset Management Inc | 189,242 | $19.7M | 0.02% | +3,328+1.8% | Added |
| Hikari Power Ltd | 190,330 | $19.8M | 1.94% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 191,504 | $19.9M | 0.10% | −7,053−3.6% | Reduced |
| Bokf, NA | 195,604 | $20.4M | 0.38% | +1,187+0.6% | Added |
| Alyeska Investment Group, L.P. | 196,132 | $20.4M | 0.21% | +196,132 | New |
| Voloridge Investment Management, LLC | 199,278 | $20.7M | 0.12% | +60,778+43.9% | Added |
| Treasurer of the State of North Carolina | 205,280 | $21.4M | 0.13% | −1,020−0.5% | Reduced |
| Nisa Investment Advisors, LLC | 205,934 | $21.4M | 0.17% | −8,331−3.9% | Reduced |
| Putnam Investments LLC | 206,730 | $21.5M | 0.04% | −60,982−22.8% | Reduced |
| Squarepoint Ops LLC | 207,255 | $21.6M | 0.16% | −270,369−56.6% | Reduced |
| Natixis Advisors, L.P. | 207,574 | $21.6M | 0.08% | +6,322+3.1% | Added |
| MML Investors Services, LLC | 209,000 | $21.8M | 0.14% | +22,202+11.9% | Added |
| Susquehanna International Group, LLP | 214,003 | $22.3M | 0.04% | −41,502−16.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 215,172 | $22.4M | 0.06% | +717+0.3% | Added |
| Creative Planning | 215,757 | $22.5M | 0.03% | +93,921+77.1% | Added |
| Janney Montgomery Scott LLC | 215,798 | $22.5M | 0.09% | −2,458−1.1% | Reduced |
| Ninety One UK Ltd | 216,018 | $22.5M | 0.07% | +21,587+11.1% | Added |
| ZWJ Investment Counsel Inc | 219,760 | $22.9M | 1.29% | −862−0.4% | Reduced |
| Stack Financial Management, Inc | 225,370 | $23.5M | 2.36% | +568+0.3% | Added |
| HighTower Advisors, LLC | 231,161 | $24.1M | 0.06% | +1,087+0.5% | Added |
| Pinebridge Investments, L.P. | 240,095 | $25.0M | 0.30% | −23,094−8.8% | Reduced |
| Acadian Asset Management LLC | 246,871 | $25.7M | 0.13% | +114,881+87.0% | Added |
| Pictet Asset Management SA | 248,854 | $25.9M | 0.04% | +20,539+9.0% | Added |
| Rafferty Asset Management, LLC | 249,074 | $25.9M | 0.22% | +10,842+4.6% | Added |
| GW Henssler & Associates Ltd | 252,208 | $26.2M | 1.84% | −2,054−0.8% | Reduced |
| Recurrent Investment Advisors LLC | 254,428 | $26.5M | 5.65% | +17,220+7.3% | Added |
| Teachers Retirement System of the State of Kentucky | 256,791 | $26.7M | 0.28% | 00.0% | Unchanged |
| Rothschild & Co Asset Management US Inc. | 259,175 | $27.0M | 0.41% | +8,711+3.5% | Added |
| Alps Advisors Inc | 260,561 | $27.1M | 0.24% | +256,880+6,978.5% | Added |
| US Bancorp | 263,636 | $27.4M | 0.05% | +46,333+21.3% | Added |
| Baird Financial Group, Inc. | 265,383 | $27.6M | 0.07% | +11,867+4.7% | Added |
| Canada Pension Plan Investment Board | 268,546 | $28.0M | 0.05% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 268,645 | $28.0M | 1.02% | +3,735+1.4% | Added |
| KBC Group NV | 272,902 | $28.4M | 0.14% | −49,837−15.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 274,742 | $28.6M | 0.12% | −21,897−7.4% | Reduced |
| Public Employees Retirement System of Ohio | 276,471 | $28.8M | 0.12% | +1,536+0.6% | Added |
| Commonwealth Equity Services, LLC | 281,727 | $29.3M | 0.07% | +9,762+3.6% | Added |
| State of New Jersey Common Pension Fund D | 282,433 | $29.4M | 0.11% | −1,480−0.5% | Reduced |
| State of Wisconsin Investment Board | 289,183 | $30.1M | 0.10% | −30,269−9.5% | Reduced |
| Rockefeller Capital Management L.P. | 304,932 | $31.7M | 0.16% | +5,733+1.9% | Added |
| Great West Life Assurance Co | 304,598 | $31.9M | 0.08% | +15,279+5.3% | Added |
| Toronto Dominion Bank | 314,371 | $32.7M | 0.05% | +18,641+6.3% | Added |
| Allspring Global Investments Holdings, LLC | 315,319 | $32.8M | 0.06% | +198,632+170.2% | Added |
| Todd Asset Management LLC | 319,031 | $33.2M | 0.81% | −1,084−0.3% | Reduced |
| Advisory Resource Group | 320,827 | $33.4M | 9.93% | −4,007−1.2% | Reduced |
| NFJ Investment Group, LLC | 328,490 | $34.2M | 0.90% | −84,830−20.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 342,880 | $34.6M | 0.09% | +32,313+10.4% | Added |
| Qube Research & Technologies Ltd | 334,029 | $34.8M | 0.21% | +334,029 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 335,931 | $35.0M | 0.18% | +328,417+4,370.7% | Added |
| Voya Investment Management LLC | 337,948 | $35.2M | 0.04% | +9,862+3.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 339,720 | $35.4M | 0.09% | +12,319+3.8% | Added |
| Kayne Anderson Capital Advisors LP | 347,852 | $36.2M | 1.07% | −52,900−13.2% | Reduced |
| Aviva PLC | 360,392 | $37.5M | 0.18% | −23,115−6.0% | Reduced |
| Glenmede Trust Co NA | 370,696 | $38.6M | 0.23% | −6,148−1.6% | Reduced |
| Abeille Asset Management SA | 305,882 | $38.6M | 1.99% | −1,526−0.5% | Reduced |
| AXA S.A. | 371,582 | $38.7M | 0.14% | +134,594+56.8% | Added |
| Assenagon Asset Management S.A. | 372,211 | $38.7M | 0.16% | +303,865+444.6% | Added |
| PFS Investments Inc. | 383,638 | $39.9M | 0.75% | +40,804+11.9% | Added |
| Davis R M Inc | 390,268 | $40.6M | 1.09% | −1,483−0.4% | Reduced |
| Boston Partners | 390,960 | $40.7M | 0.06% | −25,072−6.0% | Reduced |
| SEI Investments Co | 398,604 | $41.5M | 0.09% | −36,330−8.4% | Reduced |
| Franklin Resources Inc | 399,755 | $41.6M | 0.02% | +13,200+3.4% | Added |
| Russell Investments Group, Ltd. | 413,218 | $43.0M | 0.09% | −37,611−8.3% | Reduced |
| Stifel Financial Corp | 439,678 | $45.8M | 0.07% | +7,706+1.8% | Added |
| Advisor Group Holdings, Inc. | 441,752 | $46.0M | 0.09% | +99,330+29.0% | Added |
| Manufacturers Life Insurance Company, The | 444,981 | $46.3M | 0.03% | +36,017+8.8% | Added |
| Artemis Investment Management LLP | 450,840 | $47.2M | 0.53% | +4,050+0.9% | Added |
| New York State Common Retirement Fund | 469,806 | $48.9M | 0.07% | +6,977+1.5% | Added |
| LPL Financial LLC | 477,429 | $49.7M | 0.04% | +52,731+12.4% | Added |
| Prudential Financial Inc | 485,865 | $50.6M | 0.09% | −235,394−32.6% | Reduced |
| Stonegate Investment Group, LLC | 494,206 | $51.4M | 2.22% | +604+0.1% | Added |
| RNC Capital Management LLC | 498,834 | $51.9M | 2.91% | +5,562+1.1% | Added |
| Truist Financial Corp | 502,294 | $52.3M | 0.09% | +59,193+13.4% | Added |
| Avalon Investment & Advisory | 503,416 | $52.4M | 1.49% | −6,917−1.4% | Reduced |
| New York State Teachers Retirement System | 510,569 | $53.1M | 0.13% | −14,547−2.8% | Reduced |