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, Q1 2023
Institutional positions in Phillips 66 as of Mar 31, 2023. 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
- 1,573
- +30 vs. Q4 2022
- Shares held
- 361.9M
- +25.3M (+7.5%) vs. Q4 2022
- Total value
- $33.4B
- −$1.60B (−4.6%) vs. Q4 2022
- New holders
- 133
- 553 more added
- Sold out
- 103
- 591 more reduced
32 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 42,302,632 | $4.29B | 0.11% | −7,913,499−15.8% | Reduced |
| BlackRock Inc. | 37,428,804 | $3.79B | 0.11% | +102,139+0.3% | Added |
| State Street Corp | 32,353,890 | $3.28B | 0.19% | −304,965−0.9% | Reduced |
| Wells Fargo & Company | 17,023,956 | $1.73B | 0.53% | +221,781+1.3% | Added |
| Geode Capital Management, LLC | 9,711,084 | $982.3M | 0.13% | −46,715−0.5% | Reduced |
| Wellington Management Group LLP | 8,623,978 | $874.3M | 0.17% | +2,646,979+44.3% | Added |
| FMR LLC | 8,066,680 | $817.8M | 0.07% | −1,955,195−19.5% | Reduced |
| Aristotle Capital Management, LLC | 7,922,878 | $803.2M | 1.68% | −311,785−3.8% | Reduced |
| Bank of America Corp | 6,859,397 | $695.4M | 0.08% | +366,667+5.6% | Added |
| Morgan Stanley | 6,803,519 | $689.7M | 0.07% | −158,106−2.3% | Reduced |
| Invesco Ltd. | 6,058,497 | $614.2M | 0.17% | +1,417,429+30.5% | Added |
| Northern Trust Corp | 4,862,690 | $493.0M | 0.10% | −60,582−1.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 4,595,454 | $465.9M | 1.80% | −1,377,184−23.1% | Reduced |
| Bank of New York Mellon Corp | 4,324,590 | $438.4M | 0.10% | −249,284−5.5% | Reduced |
| Norges Bank | 3,724,648 | $377.6M | 0.08% | +225,057+6.4% | Added |
| UBS Group AG | 3,721,672 | $377.3M | 0.17% | −341,470−8.4% | Reduced |
| JPMorgan Chase & Co | 3,482,290 | $353.0M | 0.05% | −170,603−4.7% | Reduced |
| Legal & General Group Plc | 3,464,258 | $351.2M | 0.13% | −48,357−1.4% | Reduced |
| Dimensional Fund Advisors LP | 3,129,675 | $317.2M | 0.11% | −80,229−2.5% | Reduced |
| Nuveen Asset Management, LLC | 3,086,721 | $312.9M | 0.12% | −275,697−8.2% | Reduced |
| Charles Schwab Investment Management Inc | 3,013,652 | $305.5M | 0.09% | −43,628−1.4% | Reduced |
| Amundi | 2,650,123 | $276.8M | 0.15% | −364,887−12.1% | Reduced |
| Goldman Sachs Group Inc | 2,683,190 | $272.0M | 0.07% | +957,524+55.5% | Added |
| Pacer Advisors, Inc. | 2,565,067 | $260.0M | 1.11% | +496,621+24.0% | Added |
| Allianz Asset Management GmbH | 2,198,832 | $222.9M | 0.47% | +354,521+19.2% | Added |
| LSV Asset Management | 1,926,807 | $195.3M | 0.44% | −734,938−27.6% | Reduced |
| Swiss National Bank | 1,875,750 | $190.2M | 0.13% | −79,400−4.1% | Reduced |
| Deutsche Bank AG | 1,777,072 | $180.2M | 0.10% | −168,251−8.6% | Reduced |
| UBS Asset Management Americas Inc | 1,695,360 | $171.9M | 0.08% | −1,022,187−37.6% | Reduced |
| Envestnet Asset Management Inc | 1,760,201 | $156.2M | 0.08% | +323,377+22.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,536,545 | $155.8M | 0.12% | +9,323+0.6% | Added |
| Barclays PLC | 1,441,644 | $146.2M | 0.15% | −160,573−10.0% | Reduced |
| Alliancebernstein L.P. | 1,437,030 | $145.7M | 0.06% | +22,382+1.6% | Added |
| Neuberger Berman Group LLC | 1,436,435 | $145.6M | 0.14% | +278,753+24.1% | Added |
| First Trust Advisors LP | 1,417,515 | $143.7M | 0.17% | −506,702−26.3% | Reduced |
| Standard Life Aberdeen plc | 1,400,087 | $141.9M | 0.36% | +94,794+7.3% | Added |
| Bahl & Gaynor Inc | 1,308,888 | $132.7M | 0.71% | +388,045+42.1% | Added |
| Bank of Montreal | 1,221,555 | $123.9M | 0.08% | +101,837+9.1% | Added |
| Royal Bank of Canada | 1,193,045 | $121.0M | 0.04% | +38,183+3.3% | Added |
| Renaissance Technologies LLC | 1,123,650 | $113.9M | 0.15% | +539,400+92.3% | Added |
| HSBC Holdings PLC | 1,080,236 | $109.4M | 0.14% | −244,431−18.5% | Reduced |
| Citadel Advisors LLC | 1,067,253 | $108.2M | 0.12% | −678,259−38.9% | Reduced |
| Citigroup Inc | 1,016,545 | $103.1M | 0.14% | +32,432+3.3% | Added |
| Public Employees Retirement Association of Colorado | 987,367 | $100.1M | 0.52% | −7,912−0.8% | Reduced |
| HRT Financial LP | 980,030 | $99.4M | 1.21% | +980,030 | New |
| Rhumbline Advisers | 939,793 | $95.3M | 0.12% | +7,833+0.8% | Added |
| California Public Employees Retirement System | 935,829 | $94.9M | 0.08% | −154,569−14.2% | Reduced |
| AQR Capital Management LLC | 892,486 | $88.7M | 0.19% | +73,442+9.0% | Added |
| California State Teachers Retirement System | 821,079 | $83.2M | 0.12% | −20,753−2.5% | Reduced |
| National Pension Service | 821,941 | $82.2M | 0.15% | +94,125+12.9% | Added |
| The PNC Financial Services Group, Inc. | 788,943 | $80.0M | 0.07% | −4,745−0.6% | Reduced |
| Credit Suisse AG | 786,932 | $79.8M | 0.08% | +75,388+10.6% | Added |
| Raymond James & Associates | 782,878 | $79.4M | 0.07% | +24,521+3.2% | Added |
| American Century Companies Inc | 772,413 | $78.3M | 0.06% | −71,818−8.5% | Reduced |
| Prudential Financial Inc | 846,200 | $74.7M | 0.12% | +360,335+74.2% | Added |
| Millennium Management LLC | 735,303 | $74.5M | 0.09% | +672,396+1,068.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 735,054 | $74.5M | 0.14% | +32,442+4.6% | Added |
| Ameriprise Financial Inc | 701,514 | $71.1M | 0.02% | −214,385−23.4% | Reduced |
| Mariner, LLC | 653,601 | $66.3M | 0.19% | −20,312−3.0% | Reduced |
| Marshall Wace, LLP | 636,689 | $64.5M | 0.16% | +545,109+595.2% | Added |
| Price T Rowe Associates Inc | 629,282 | $63.8M | 0.01% | +12,952+2.1% | Added |
| Fayez Sarofim & Co | 625,878 | $63.5M | 0.22% | +44,985+7.7% | Added |
| Squarepoint Ops LLC | 623,817 | $63.2M | 0.45% | +416,562+201.0% | Added |
| Principal Financial Group Inc | 601,724 | $61.0M | 0.04% | +27,087+4.7% | Added |
| LPL Financial LLC | 595,952 | $60.4M | 0.05% | +118,523+24.8% | Added |
| Artemis Investment Management LLP | 577,479 | $58.4M | 0.72% | +126,639+28.1% | Added |
| M&T Bank Corp | 575,289 | $58.3M | 0.23% | −11,830−2.0% | Reduced |
| Old Republic International Corporation | 557,900 | $56.6M | 1.81% | −500−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 556,671 | $56.4M | 0.13% | −13,400−2.4% | Reduced |
| Stonegate Investment Group, LLC | 553,173 | $56.1M | 2.11% | +58,967+11.9% | Added |
| First Republic Investment Management, Inc. | 538,367 | $54.6M | 0.12% | −48,525−8.3% | Reduced |
| Holocene Advisors, LP | 523,497 | $53.1M | 0.27% | −484,513−48.1% | Reduced |
| Los Angeles Capital Management LLC | 518,170 | $52.5M | 0.23% | −177,743−25.5% | Reduced |
| New York State Teachers Retirement System | 517,743 | $52.5M | 0.12% | +7,174+1.4% | Added |
| Truist Financial Corp | 499,871 | $50.7M | 0.09% | −2,423−0.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 496,601 | $50.3M | 0.11% | −24,100−4.6% | Reduced |
| RNC Capital Management LLC | 495,903 | $50.3M | 2.84% | −2,931−0.6% | Reduced |
| Chickasaw Capital Management LLC | 490,964 | $49.8M | 2.65% | −32,576−6.2% | Reduced |
| Avalon Investment & Advisory | 482,214 | $48.9M | 1.34% | −21,202−4.2% | Reduced |
| Acadian Asset Management LLC | 476,891 | $48.3M | 0.21% | +230,020+93.2% | Added |
| Susquehanna International Group, LLP | 446,756 | $45.3M | 0.07% | +232,753+108.8% | Added |
| Fort Washington Investment Advisors Inc | 443,550 | $45.0M | 0.34% | −156,580−26.1% | Reduced |
| New York State Common Retirement Fund | 440,058 | $44.6M | 0.06% | −29,748−6.3% | Reduced |
| Capital Fund Management S.A. | 437,051 | $44.3M | 0.87% | −134,510−23.5% | Reduced |
| Aviva PLC | 436,761 | $44.3M | 0.20% | +76,369+21.2% | Added |
| Stifel Financial Corp | 431,130 | $43.7M | 0.06% | −8,548−1.9% | Reduced |
| PFS Investments Inc. | 424,633 | $43.7M | 0.76% | +40,995+10.7% | Added |
| SEI Investments Co | 413,852 | $42.0M | 0.08% | +15,248+3.8% | Added |
| Franklin Resources Inc | 409,755 | $41.5M | 0.02% | +10,000+2.5% | Added |
| Victory Capital Management Inc | 407,987 | $41.4M | 0.05% | −118,748−22.5% | Reduced |
| Massachusetts Financial Services Co | 403,470 | $40.9M | 0.01% | +403,470 | New |
| Manufacturers Life Insurance Company, The | 400,948 | $40.6M | 0.02% | −44,033−9.9% | Reduced |
| Russell Investments Group, Ltd. | 391,370 | $39.6M | 0.08% | −21,848−5.3% | Reduced |
| Davis R M Inc | 386,484 | $39.2M | 1.00% | −3,784−1.0% | Reduced |
| Boston Partners | 383,493 | $38.9M | 0.05% | −7,467−1.9% | Reduced |
| Glenmede Trust Co NA | 367,195 | $37.2M | 0.21% | −3,501−0.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 366,089 | $37.1M | 0.09% | +23,209+6.8% | Added |
| Advisor Group Holdings, Inc. | 352,147 | $35.8M | 0.07% | −89,605−20.3% | Reduced |
| Great Lakes Advisors, LLC | 349,543 | $35.4M | 0.32% | +246,324+238.6% | Added |
| Kayne Anderson Capital Advisors LP | 348,052 | $35.3M | 1.05% | +200+0.1% | Added |