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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 334,029 | $34.8M | 0.21% | +334,029 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 342,880 | $34.6M | 0.09% | +32,313+10.4% | Added |
| NFJ Investment Group, LLC | 328,490 | $34.2M | 0.90% | −84,830−20.5% | Reduced |
| Advisory Resource Group | 320,827 | $33.4M | 9.93% | −4,007−1.2% | Reduced |
| Todd Asset Management LLC | 319,031 | $33.2M | 0.81% | −1,084−0.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 315,319 | $32.8M | 0.06% | +198,632+170.2% | Added |
| Toronto Dominion Bank | 314,371 | $32.7M | 0.05% | +18,641+6.3% | Added |
| Great West Life Assurance Co | 304,598 | $31.9M | 0.08% | +15,279+5.3% | Added |
| Rockefeller Capital Management L.P. | 304,932 | $31.7M | 0.16% | +5,733+1.9% | Added |
| State of Wisconsin Investment Board | 289,183 | $30.1M | 0.10% | −30,269−9.5% | Reduced |
| State of New Jersey Common Pension Fund D | 282,433 | $29.4M | 0.11% | −1,480−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 281,727 | $29.3M | 0.07% | +9,762+3.6% | Added |
| Public Employees Retirement System of Ohio | 276,471 | $28.8M | 0.12% | +1,536+0.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 274,742 | $28.6M | 0.12% | −21,897−7.4% | Reduced |
| KBC Group NV | 272,902 | $28.4M | 0.14% | −49,837−15.4% | Reduced |
| InterOcean Capital Group, LLC | 268,645 | $28.0M | 1.02% | +3,735+1.4% | Added |
| Canada Pension Plan Investment Board | 268,546 | $28.0M | 0.05% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 265,383 | $27.6M | 0.07% | +11,867+4.7% | Added |
| US Bancorp | 263,636 | $27.4M | 0.05% | +46,333+21.3% | Added |
| Alps Advisors Inc | 260,561 | $27.1M | 0.24% | +256,880+6,978.5% | Added |
| Rothschild & Co Asset Management US Inc. | 259,175 | $27.0M | 0.41% | +8,711+3.5% | Added |
| Teachers Retirement System of the State of Kentucky | 256,791 | $26.7M | 0.28% | 00.0% | Unchanged |
| Recurrent Investment Advisors LLC | 254,428 | $26.5M | 5.65% | +17,220+7.3% | Added |
| GW Henssler & Associates Ltd | 252,208 | $26.2M | 1.84% | −2,054−0.8% | Reduced |
| Rafferty Asset Management, LLC | 249,074 | $25.9M | 0.22% | +10,842+4.6% | Added |
| Pictet Asset Management SA | 248,854 | $25.9M | 0.04% | +20,539+9.0% | Added |
| Acadian Asset Management LLC | 246,871 | $25.7M | 0.13% | +114,881+87.0% | Added |
| Pinebridge Investments, L.P. | 240,095 | $25.0M | 0.30% | −23,094−8.8% | Reduced |
| HighTower Advisors, LLC | 231,161 | $24.1M | 0.06% | +1,087+0.5% | Added |
| Stack Financial Management, Inc | 225,370 | $23.5M | 2.36% | +568+0.3% | Added |
| ZWJ Investment Counsel Inc | 219,760 | $22.9M | 1.29% | −862−0.4% | Reduced |
| Ninety One UK Ltd | 216,018 | $22.5M | 0.07% | +21,587+11.1% | Added |
| Janney Montgomery Scott LLC | 215,798 | $22.5M | 0.09% | −2,458−1.1% | Reduced |
| Creative Planning | 215,757 | $22.5M | 0.03% | +93,921+77.1% | Added |
| Robeco Institutional Asset Management B.V. | 215,172 | $22.4M | 0.06% | +717+0.3% | Added |
| Susquehanna International Group, LLP | 214,003 | $22.3M | 0.04% | −41,502−16.2% | Reduced |
| MML Investors Services, LLC | 209,000 | $21.8M | 0.14% | +22,202+11.9% | Added |
| Natixis Advisors, L.P. | 207,574 | $21.6M | 0.08% | +6,322+3.1% | Added |
| Squarepoint Ops LLC | 207,255 | $21.6M | 0.16% | −270,369−56.6% | Reduced |
| Putnam Investments LLC | 206,730 | $21.5M | 0.04% | −60,982−22.8% | Reduced |
| Nisa Investment Advisors, LLC | 205,934 | $21.4M | 0.17% | −8,331−3.9% | Reduced |
| Treasurer of the State of North Carolina | 205,280 | $21.4M | 0.13% | −1,020−0.5% | Reduced |
| Voloridge Investment Management, LLC | 199,278 | $20.7M | 0.12% | +60,778+43.9% | Added |
| Alyeska Investment Group, L.P. | 196,132 | $20.4M | 0.21% | +196,132 | New |
| Bokf, NA | 195,604 | $20.4M | 0.38% | +1,187+0.6% | Added |
| Asset Management One Co.,Ltd. | 191,504 | $19.9M | 0.10% | −7,053−3.6% | Reduced |
| Hikari Power Ltd | 190,330 | $19.8M | 1.94% | 00.0% | Unchanged |
| TD Asset Management Inc | 189,242 | $19.7M | 0.02% | +3,328+1.8% | Added |
| Adams Natural Resources Fund, Inc. | 186,575 | $19.4M | 3.00% | +79,900+74.9% | Added |
| Employees Provident Fund Board | 185,242 | $19.3M | 0.56% | −162,861−46.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 182,974 | $19.0M | 0.10% | −12,531−6.4% | Reduced |
| Payden & Rygel | 179,900 | $18.7M | 1.00% | −232,000−56.3% | Reduced |
| Ensign Peak Advisors, Inc | 176,174 | $18.3M | 0.04% | +19,361+12.3% | Added |
| Gratus Capital LLC | 175,072 | $18.2M | 1.51% | +6,644+3.9% | Added |
| Korea Investment CORP | 173,828 | $18.1M | 0.06% | −49,091−22.0% | Reduced |
| DekaBank Deutsche Girozentrale | 173,015 | $17.9M | 0.05% | +28,457+19.7% | Added |
| Hyman Charles D | 170,236 | $17.7M | 1.21% | +670+0.4% | Added |
| Royal London Asset Management Ltd | 168,041 | $17.5M | 0.08% | +4,163+2.5% | Added |
| Gabelli Funds LLC | 167,500 | $17.4M | 0.14% | −13,200−7.3% | Reduced |
| Teacher Retirement System of Texas | 161,255 | $16.8M | 0.12% | +19,228+13.5% | Added |
| TCTC Holdings, LLC | 160,295 | $16.7M | 0.68% | +250+0.2% | Added |
| Keybank National Association | 156,112 | $16.2M | 0.08% | +1,781+1.2% | Added |
| Blair William & Co | 155,262 | $16.2M | 0.07% | +12,500+8.8% | Added |
| Captrust Financial Advisors | 155,120 | $16.1M | 0.08% | −8,576−5.2% | Reduced |
| BNP Paribas Arbitrage, SA | 154,115 | $16.0M | 0.04% | +33,324+27.6% | Added |
| Thrivent Financial for Lutherans | 151,772 | $15.8M | 0.04% | +126,114+491.5% | Added |
| Retirement Systems of Alabama | 151,414 | $15.8M | 0.07% | −8,367−5.2% | Reduced |
| Spirit of America Management Corp | 148,986 | $15.5M | 3.48% | −2,000−1.3% | Reduced |
| Cohen & Steers, Inc. | 148,558 | $15.5M | 0.03% | −2,235−1.5% | Reduced |
| Hikari Tsushin, Inc. | 147,638 | $15.4M | 1.63% | 00.0% | Unchanged |
| AMF Pensionsforsakring AB | 145,799 | $15.2M | 0.17% | −22,636−13.4% | Reduced |
| CIBC World Markets Corp | 145,565 | $15.2M | 0.10% | +138,266+1,894.3% | Added |
| American International Group, Inc. | 145,136 | $15.1M | 0.11% | +14,121+10.8% | Added |
| Intech Investment Management LLC | 143,782 | $15.0M | 0.11% | +91,928+177.3% | Added |
| Schwerin Boyle Capital Management Inc | 143,281 | $14.9M | 1.50% | −1,820−1.3% | Reduced |
| Foundry Partners, LLC | 138,836 | $14.4M | 0.80% | +19,681+16.5% | Added |
| Nomura Asset Management Co Ltd | 131,486 | $13.7M | 0.08% | +4,312+3.4% | Added |
| Arizona State Retirement System | 131,073 | $13.6M | 0.13% | +298+0.2% | Added |
| Oppenheimer Asset Management Inc. | 128,676 | $13.4M | 0.22% | +2,392+1.9% | Added |
| Border to Coast Pensions Partnership Ltd | 128,505 | $13.4M | 0.43% | 00.0% | Unchanged |
| State of Michigan Retirement System | 128,412 | $13.4M | 0.09% | −1,800−1.4% | Reduced |
| State of Alaska, Department of Revenue | 128,398 | $13.4M | 0.17% | −6,475−4.8% | Reduced |
| CI Private Wealth, LLC | 128,150 | $13.3M | 0.05% | +128,150 | New |
| American Assets Investment Management, LLC | 127,800 | $13.3M | 1.54% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 127,230 | $13.2M | 0.03% | +24,397+23.7% | Added |
| Hi-Line Capital Management, LLC | 125,551 | $13.1M | 4.03% | +1,090+0.9% | Added |
| Guggenheim Capital LLC | 124,596 | $13.0M | 0.11% | −4,756−3.7% | Reduced |
| Torray LLC | 124,074 | $12.9M | 2.33% | −3,647−2.9% | Reduced |
| MetLife Investment Management | 123,432 | $12.8M | 0.10% | −4,256−3.3% | Reduced |
| Amalgamated Bank | 123,406 | $12.8M | 0.11% | −3,326−2.6% | Reduced |
| Empowered Funds, LLC | 123,260 | $12.8M | 0.84% | +41,073+50.0% | Added |
| F&V Capital Management, LLC | 123,012 | $12.8M | 4.27% | −220−0.2% | Reduced |
| Associated Banc-Corp | 120,835 | $12.6M | 0.52% | +1,486+1.2% | Added |
| Sequoia Financial Advisors, LLC | 120,589 | $12.6M | 0.31% | +43,679+56.8% | Added |
| ProShare Advisors LLC | 120,481 | $12.5M | 0.04% | −2,583−2.1% | Reduced |
| Wallington Asset Management, LLC | 118,235 | $12.3M | 2.66% | +2,460+2.1% | Added |
| Morgan Dempsey Capital Management LLC | 118,074 | $12.3M | 3.41% | +4,012+3.5% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 113,850 | $11.8M | 0.59% | +113,850 | New |
| South Dakota Investment Council | 113,471 | $11.8M | 0.26% | −7,100−5.9% | Reduced |
| Bridgecreek Investment Management, LLC | 112,990 | $11.8M | 2.63% | −2,900−2.5% | Reduced |