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, 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 | 2,108 | $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, 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 |
|---|---|---|---|---|---|
| Adage Capital Partners GP, L.L.C. | 520,701 | $54.2M | 0.13% | −69,400−11.8% | Reduced |
| Chickasaw Capital Management LLC | 523,540 | $54.5M | 2.88% | −106,266−16.9% | Reduced |
| Victory Capital Management Inc | 526,735 | $54.8M | 0.06% | −28,296−5.1% | Reduced |
| Old Republic International Corporation | 558,400 | $58.1M | 1.82% | −150,000−21.2% | Reduced |
| State Board of Administration of Florida Retirement System | 570,071 | $59.3M | 0.15% | +11,600+2.1% | Added |
| Capital Fund Management S.A. | 571,561 | $59.5M | 1.31% | −380,415−40.0% | Reduced |
| Principal Financial Group Inc | 574,637 | $59.8M | 0.05% | −36,249−5.9% | Reduced |
| Fayez Sarofim & Co | 580,893 | $60.5M | 0.22% | −4,836−0.8% | Reduced |
| Renaissance Technologies LLC | 584,250 | $60.8M | 0.08% | −259,552−30.8% | Reduced |
| First Republic Investment Management, Inc. | 586,892 | $61.1M | 0.14% | +12,915+2.3% | Added |
| M&T Bank Corp | 587,119 | $61.1M | 0.25% | +4,669+0.8% | Added |
| Encompass Capital Advisors LLC | 591,721 | $61.6M | 3.38% | +365,261+161.3% | Added |
| Mizuho Markets Americas LLC | 595,814 | $62.0M | 4.21% | +56,918+10.6% | Added |
| Fort Washington Investment Advisors Inc | 600,130 | $62.5M | 0.48% | −93,248−13.4% | Reduced |
| Price T Rowe Associates Inc | 616,330 | $64.1M | 0.01% | −6,469−1.0% | Reduced |
| Mariner, LLC | 673,913 | $70.1M | 0.23% | +52,424+8.4% | Added |
| Los Angeles Capital Management LLC | 695,913 | $72.4M | 0.35% | −87,340−11.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 702,612 | $73.1M | 0.15% | −5,423−0.8% | Reduced |
| Credit Suisse AG | 711,544 | $74.1M | 0.08% | −82,149−10.4% | Reduced |
| National Pension Service | 727,816 | $75.8M | 0.15% | +11,088+1.5% | Added |
| Raymond James & Associates | 758,357 | $78.9M | 0.07% | +26,927+3.7% | Added |
| The PNC Financial Services Group, Inc. | 793,688 | $82.6M | 0.08% | +54,744+7.4% | Added |
| AQR Capital Management LLC | 819,044 | $85.2M | 0.19% | −282,247−25.6% | Reduced |
| California State Teachers Retirement System | 841,832 | $87.6M | 0.14% | +14,963+1.8% | Added |
| American Century Companies Inc | 844,231 | $87.9M | 0.07% | −222,261−20.8% | Reduced |
| Ameriprise Financial Inc | 915,899 | $95.3M | 0.03% | −81,948−8.2% | Reduced |
| Bahl & Gaynor Inc | 920,843 | $95.8M | 0.60% | −82,413−8.2% | Reduced |
| Rhumbline Advisers | 931,960 | $97.0M | 0.13% | +19,923+2.2% | Added |
| Citigroup Inc | 984,113 | $102.4M | 0.14% | −22,290−2.2% | Reduced |
| Public Employees Retirement Association of Colorado | 995,279 | $103.6M | 0.56% | −8,324−0.8% | Reduced |
| Holocene Advisors, LP | 1,008,010 | $104.9M | 0.65% | +944,875+1,496.6% | Added |
| California Public Employees Retirement System | 1,090,398 | $113.5M | 0.10% | −11,081−1.0% | Reduced |
| Bank of Montreal | 1,119,718 | $116.8M | 0.09% | −217,525−16.3% | Reduced |
| Royal Bank of Canada | 1,154,862 | $120.2M | 0.04% | −10,967−0.9% | Reduced |
| Neuberger Berman Group LLC | 1,157,682 | $120.5M | 0.12% | +58,760+5.3% | Added |
| Standard Life Aberdeen plc | 1,305,293 | $135.9M | 0.37% | −234,172−15.2% | Reduced |
| HSBC Holdings PLC | 1,324,667 | $137.5M | 0.17% | +430,535+48.2% | Added |
| D. E. Shaw & Co., Inc. | 1,373,772 | $143.0M | 0.24% | −1,728,047−55.7% | Reduced |
| Alliancebernstein L.P. | 1,414,648 | $147.2M | 0.07% | −171,612−10.8% | Reduced |
| Envestnet Asset Management Inc | 1,436,824 | $149.5M | 0.08% | +98,704+7.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,527,222 | $159.0M | 0.13% | +153,270+11.2% | Added |
| Barclays PLC | 1,602,217 | $166.8M | 0.14% | −481,272−23.1% | Reduced |
| Goldman Sachs Group Inc | 1,725,666 | $179.6M | 0.05% | −13,218−0.8% | Reduced |
| Citadel Advisors LLC | 1,745,512 | $181.7M | 0.21% | −704,624−28.8% | Reduced |
| Allianz Asset Management GmbH | 1,844,311 | $192.0M | 0.43% | −58,532−3.1% | Reduced |
| First Trust Advisors LP | 1,924,217 | $200.3M | 0.24% | +901,115+88.1% | Added |
| Deutsche Bank AG | 1,945,323 | $202.5M | 0.12% | −110,573−5.4% | Reduced |
| Swiss National Bank | 1,955,150 | $203.5M | 0.15% | −129,817−6.2% | Reduced |
| Pacer Advisors, Inc. | 2,068,446 | $215.3M | 1.10% | +435,793+26.7% | Added |
| LSV Asset Management | 2,661,745 | $277.0M | 0.61% | −107,900−3.9% | Reduced |
| UBS Asset Management Americas Inc | 2,717,547 | $282.8M | 0.15% | +243,449+9.8% | Added |
| Amundi | 3,015,010 | $305.8M | 0.17% | +555,799+22.6% | Added |
| Charles Schwab Investment Management Inc | 3,057,280 | $318.2M | 0.10% | −119,879−3.8% | Reduced |
| Dimensional Fund Advisors LP | 3,209,904 | $334.1M | 0.12% | +12,191+0.4% | Added |
| Nuveen Asset Management, LLC | 3,362,418 | $350.0M | 0.14% | +211,712+6.7% | Added |
| Norges Bank | 3,499,591 | $364.2M | 0.09% | +90,165+2.6% | Added |
| Legal & General Group Plc | 3,512,615 | $365.6M | 0.14% | −266,490−7.1% | Reduced |
| JPMorgan Chase & Co | 3,652,893 | $380.2M | 0.05% | −527,467−12.6% | Reduced |
| UBS Group AG | 4,063,142 | $422.9M | 0.20% | +272,502+7.2% | Added |
| Bank of New York Mellon Corp | 4,573,874 | $476.0M | 0.11% | +218,771+5.0% | Added |
| Invesco Ltd. | 4,641,068 | $483.0M | 0.14% | +819,151+21.4% | Added |
| Northern Trust Corp | 4,923,272 | $512.4M | 0.11% | −91,642−1.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 5,972,638 | $621.6M | 2.33% | −550,412−8.4% | Reduced |
| Wellington Management Group LLP | 5,976,999 | $622.1M | 0.12% | −1,923,044−24.3% | Reduced |
| Bank of America Corp | 6,492,730 | $675.8M | 0.08% | +121,896+1.9% | Added |
| Morgan Stanley | 6,961,625 | $724.6M | 0.08% | +968,055+16.2% | Added |
| Aristotle Capital Management, LLC | 8,234,663 | $857.1M | 1.82% | −569,139−6.5% | Reduced |
| Geode Capital Management, LLC | 9,757,799 | $1.01B | 0.14% | −99,030−1.0% | Reduced |
| FMR LLC | 10,021,875 | $1.04B | 0.10% | +782,568+8.5% | Added |
| Wells Fargo & Company | 16,802,175 | $1.75B | 0.55% | +98,162+0.6% | Added |
| State Street Corp | 32,658,855 | $3.40B | 0.20% | −354,802−1.1% | Reduced |
| BlackRock Inc. | 37,326,665 | $3.88B | 0.12% | +2,001,556+5.7% | Added |
| Vanguard Group Inc | 50,216,131 | $5.23B | 0.14% | −427,975−0.8% | Reduced |
| Westside Investment Management, Inc. | 1,571 | – | – | −100−6.0% | Reduced |
| Natixis | 0 | $0 | 0.00% | −321,449−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −125,823−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −66,763−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −48,642−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −48,100−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −45,949−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −45,056−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −34,663−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −30,300−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −27,667−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −22,423−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −19,066−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −18,833−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −18,578−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −17,740−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −9,935−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −9,574−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −8,512−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −8,023−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,080−100.0% | Sold out |
| Nicholas Hoffman & Company, LLC. | 0 | $0 | 0.00% | −6,546−100.0% | Sold out |
| Cypress Capital Management LLC | 0 | $0 | 0.00% | −6,487−100.0% | Sold out |
| Stamos Capital Partners, L.P. | 0 | $0 | 0.00% | −6,490−100.0% | Sold out |
| Meridian Management Co | 0 | $0 | 0.00% | −6,352−100.0% | Sold out |
| Shepherd Kaplan Krochuk, LLC | 0 | $0 | 0.00% | −6,050−100.0% | Sold out |