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, 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
- 1,572
- +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
- 552 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 | 2,108 | $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, 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 |
|---|---|---|---|---|---|
| Border to Coast Pensions Partnership Ltd | 154,474 | $15.7M | 0.42% | +25,969+20.2% | Added |
| State of Tennessee, Treasury Department | 154,841 | $15.7M | 0.07% | +82,113+112.9% | Added |
| Intech Investment Management LLC | 156,767 | $15.9M | 0.13% | +12,985+9.0% | Added |
| Cinctive Capital Management LP | 157,542 | $16.0M | 0.59% | +157,542 | New |
| Eisler Capital (UK) Ltd. | 157,919 | $16.0M | 1.38% | +157,919 | New |
| TCTC Holdings, LLC | 161,562 | $16.4M | 0.66% | +1,267+0.8% | Added |
| Blair William & Co | 162,521 | $16.5M | 0.07% | +7,259+4.7% | Added |
| Ensign Peak Advisors, Inc | 163,428 | $16.6M | 0.04% | −12,746−7.2% | Reduced |
| Foundry Partners, LLC | 163,541 | $16.6M | 1.05% | +24,705+17.8% | Added |
| Abn Amro Investment Solutions | 164,254 | $16.7M | 0.34% | +164,254 | New |
| Bokf, NA | 166,899 | $16.9M | 0.35% | −28,705−14.7% | Reduced |
| Royal London Asset Management Ltd | 167,869 | $17.0M | 0.07% | −172−0.1% | Reduced |
| Hyman Charles D | 170,536 | $17.3M | 1.15% | +300+0.2% | Added |
| Korea Investment CORP | 171,091 | $17.3M | 0.05% | −2,737−1.6% | Reduced |
| Gratus Capital LLC | 173,705 | $17.6M | 1.35% | −1,367−0.8% | Reduced |
| DekaBank Deutsche Girozentrale | 182,351 | $18.0M | 0.05% | +9,336+5.4% | Added |
| Panagora Asset Management Inc | 179,281 | $18.2M | 0.11% | +75,402+72.6% | Added |
| Adams Natural Resources Fund, Inc. | 186,575 | $18.9M | 3.04% | 00.0% | Unchanged |
| TD Asset Management Inc | 186,596 | $18.9M | 0.02% | −2,646−1.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 188,351 | $19.1M | 0.09% | +5,377+2.9% | Added |
| Hikari Power Ltd | 190,330 | $19.3M | 1.94% | 00.0% | Unchanged |
| MML Investors Services, LLC | 191,872 | $19.5M | 0.14% | −17,128−8.2% | Reduced |
| Asset Management One Co.,Ltd. | 192,379 | $19.5M | 0.09% | +875+0.5% | Added |
| Pinebridge Investments, L.P. | 193,176 | $19.6M | 0.22% | −46,919−19.5% | Reduced |
| Treasurer of the State of North Carolina | 203,850 | $20.7M | 0.12% | −1,430−0.7% | Reduced |
| Putnam Investments LLC | 207,178 | $21.0M | 0.03% | +448+0.2% | Added |
| Nisa Investment Advisors, LLC | 207,633 | $21.1M | 0.16% | +1,699+0.8% | Added |
| Natixis Advisors, L.P. | 211,763 | $21.5M | 0.07% | +4,189+2.0% | Added |
| Toronto Dominion Bank | 212,687 | $21.6M | 0.04% | −101,684−32.3% | Reduced |
| Creative Planning | 213,263 | $21.6M | 0.03% | −2,494−1.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 213,506 | $21.6M | 0.06% | −1,666−0.8% | Reduced |
| NFJ Investment Group, LLC | 215,891 | $21.9M | 0.59% | −112,599−34.3% | Reduced |
| D. E. Shaw & Co., Inc. | 216,076 | $21.9M | 0.04% | −1,157,696−84.3% | Reduced |
| Ergoteles LLC | 223,292 | $22.6M | 0.89% | +223,292 | New |
| Janney Montgomery Scott LLC | 224,792 | $22.8M | 0.09% | +8,994+4.2% | Added |
| ZWJ Investment Counsel Inc | 225,828 | $22.9M | 1.26% | +6,068+2.8% | Added |
| Rafferty Asset Management, LLC | 226,351 | $22.9M | 0.16% | −22,723−9.1% | Reduced |
| Stack Financial Management, Inc | 229,340 | $23.3M | 2.83% | +3,970+1.8% | Added |
| KBC Group NV | 229,797 | $23.3M | 0.10% | −43,105−15.8% | Reduced |
| HighTower Advisors, LLC | 231,773 | $23.5M | 0.05% | +612+0.3% | Added |
| Public Employees Retirement System of Ohio | 236,906 | $24.0M | 0.10% | −39,565−14.3% | Reduced |
| Alps Advisors Inc | 243,846 | $24.7M | 0.22% | −16,715−6.4% | Reduced |
| Pictet Asset Management SA | 245,909 | $24.9M | 0.03% | −2,945−1.2% | Reduced |
| GW Henssler & Associates Ltd | 246,739 | $25.0M | 1.66% | −5,469−2.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 256,791 | $26.0M | 0.26% | 00.0% | Unchanged |
| Recurrent Investment Advisors LLC | 261,969 | $26.6M | 5.25% | +7,541+3.0% | Added |
| US Bancorp | 265,700 | $26.9M | 0.05% | +2,064+0.8% | Added |
| Canada Pension Plan Investment Board | 268,546 | $27.2M | 0.04% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 268,799 | $27.3M | 0.06% | −12,928−4.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 273,290 | $27.7M | 0.11% | −1,452−0.5% | Reduced |
| InterOcean Capital Group, LLC | 273,871 | $27.8M | 0.94% | +5,226+1.9% | Added |
| CI Private Wealth, LLC | 276,784 | $28.1M | 0.08% | +148,634+116.0% | Added |
| Rockefeller Capital Management L.P. | 278,233 | $28.2M | 0.12% | −26,699−8.8% | Reduced |
| State of New Jersey Common Pension Fund D | 278,736 | $28.3M | 0.10% | −3,697−1.3% | Reduced |
| Assenagon Asset Management S.A. | 278,910 | $28.3M | 0.11% | −93,301−25.1% | Reduced |
| Voya Investment Management LLC | 279,958 | $28.4M | 0.03% | −57,990−17.2% | Reduced |
| Baird Financial Group, Inc. | 280,812 | $28.5M | 0.07% | +15,429+5.8% | Added |
| State of Wisconsin Investment Board | 287,986 | $29.2M | 0.09% | −1,197−0.4% | Reduced |
| Great West Life Assurance Co | 299,845 | $30.4M | 0.08% | −4,753−1.6% | Reduced |
| BNP Paribas Arbitrage, SA | 303,896 | $30.8M | 0.07% | +149,781+97.2% | Added |
| AXA S.A. | 304,784 | $30.9M | 0.11% | −66,798−18.0% | Reduced |
| Jane Street Group, LLC | 306,639 | $31.1M | 0.05% | +270,155+740.5% | Added |
| Yaupon Capital Management LP | 311,400 | $31.6M | 4.94% | +311,400 | New |
| Todd Asset Management LLC | 318,734 | $32.3M | 0.78% | −297−0.1% | Reduced |
| Advisory Resource Group | 320,701 | $32.5M | 9.12% | −1260.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 330,000 | $33.5M | 0.19% | −5,931−1.8% | Reduced |
| Qube Research & Technologies Ltd | 331,479 | $33.6M | 0.19% | −2,550−0.8% | Reduced |
| Tudor Investment Corp Et Al | 341,161 | $34.6M | 0.66% | +341,161 | New |
| Allspring Global Investments Holdings, LLC | 342,451 | $34.7M | 0.06% | +27,132+8.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 344,614 | $34.9M | 0.09% | +4,894+1.4% | Added |
| Kayne Anderson Capital Advisors LP | 348,052 | $35.3M | 1.05% | +200+0.1% | Added |
| Great Lakes Advisors, LLC | 349,543 | $35.4M | 0.32% | +246,324+238.6% | Added |
| Advisor Group Holdings, Inc. | 352,147 | $35.8M | 0.07% | −89,605−20.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 366,089 | $37.1M | 0.09% | +23,209+6.8% | Added |
| Glenmede Trust Co NA | 367,195 | $37.2M | 0.21% | −3,501−0.9% | Reduced |
| Boston Partners | 383,493 | $38.9M | 0.05% | −7,467−1.9% | Reduced |
| Davis R M Inc | 386,484 | $39.2M | 1.00% | −3,784−1.0% | Reduced |
| Russell Investments Group, Ltd. | 391,370 | $39.6M | 0.08% | −21,848−5.3% | Reduced |
| Manufacturers Life Insurance Company, The | 400,948 | $40.6M | 0.02% | −44,033−9.9% | Reduced |
| Massachusetts Financial Services Co | 403,470 | $40.9M | 0.01% | +403,470 | New |
| Victory Capital Management Inc | 407,987 | $41.4M | 0.05% | −118,748−22.5% | Reduced |
| Franklin Resources Inc | 409,755 | $41.5M | 0.02% | +10,000+2.5% | Added |
| SEI Investments Co | 413,852 | $42.0M | 0.08% | +15,248+3.8% | Added |
| PFS Investments Inc. | 424,633 | $43.7M | 0.76% | +40,995+10.7% | Added |
| Stifel Financial Corp | 431,130 | $43.7M | 0.06% | −8,548−1.9% | Reduced |
| Aviva PLC | 436,761 | $44.3M | 0.20% | +76,369+21.2% | Added |
| Capital Fund Management S.A. | 437,051 | $44.3M | 0.87% | −134,510−23.5% | Reduced |
| New York State Common Retirement Fund | 440,058 | $44.6M | 0.06% | −29,748−6.3% | Reduced |
| Fort Washington Investment Advisors Inc | 443,550 | $45.0M | 0.34% | −156,580−26.1% | Reduced |
| Susquehanna International Group, LLP | 446,756 | $45.3M | 0.07% | +232,753+108.8% | Added |
| Acadian Asset Management LLC | 476,891 | $48.3M | 0.21% | +230,020+93.2% | Added |
| Avalon Investment & Advisory | 482,214 | $48.9M | 1.34% | −21,202−4.2% | Reduced |
| Chickasaw Capital Management LLC | 490,964 | $49.8M | 2.65% | −32,576−6.2% | Reduced |
| RNC Capital Management LLC | 495,903 | $50.3M | 2.84% | −2,931−0.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 496,601 | $50.3M | 0.11% | −24,100−4.6% | Reduced |
| Truist Financial Corp | 499,871 | $50.7M | 0.09% | −2,423−0.5% | Reduced |
| New York State Teachers Retirement System | 517,743 | $52.5M | 0.12% | +7,174+1.4% | Added |
| Los Angeles Capital Management LLC | 518,170 | $52.5M | 0.23% | −177,743−25.5% | Reduced |
| Holocene Advisors, LP | 523,497 | $53.1M | 0.27% | −484,513−48.1% | Reduced |
| First Republic Investment Management, Inc. | 538,367 | $54.6M | 0.12% | −48,525−8.3% | Reduced |