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 |
|---|---|---|---|---|---|
| Stonegate Investment Group, LLC | 553,173 | $56.1M | 2.11% | +58,967+11.9% | Added |
| State Board of Administration of Florida Retirement System | 556,671 | $56.4M | 0.13% | −13,400−2.4% | Reduced |
| Old Republic International Corporation | 557,900 | $56.6M | 1.81% | −500−0.1% | Reduced |
| M&T Bank Corp | 575,289 | $58.3M | 0.23% | −11,830−2.0% | Reduced |
| Artemis Investment Management LLP | 577,479 | $58.4M | 0.72% | +126,639+28.1% | Added |
| LPL Financial LLC | 595,952 | $60.4M | 0.05% | +118,523+24.8% | Added |
| Principal Financial Group Inc | 601,724 | $61.0M | 0.04% | +27,087+4.7% | Added |
| Squarepoint Ops LLC | 623,817 | $63.2M | 0.45% | +416,562+201.0% | Added |
| Fayez Sarofim & Co | 625,878 | $63.5M | 0.22% | +44,985+7.7% | Added |
| Price T Rowe Associates Inc | 629,282 | $63.8M | 0.01% | +12,952+2.1% | Added |
| Marshall Wace, LLP | 636,689 | $64.5M | 0.16% | +545,109+595.2% | Added |
| Mariner, LLC | 653,601 | $66.3M | 0.19% | −20,312−3.0% | Reduced |
| Ameriprise Financial Inc | 701,514 | $71.1M | 0.02% | −214,385−23.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 735,054 | $74.5M | 0.14% | +32,442+4.6% | Added |
| Millennium Management LLC | 735,303 | $74.5M | 0.09% | +672,396+1,068.9% | Added |
| Prudential Financial Inc | 846,200 | $74.7M | 0.12% | +360,335+74.2% | Added |
| American Century Companies Inc | 772,413 | $78.3M | 0.06% | −71,818−8.5% | Reduced |
| Raymond James & Associates | 782,878 | $79.4M | 0.07% | +24,521+3.2% | Added |
| Credit Suisse AG | 786,932 | $79.8M | 0.08% | +75,388+10.6% | Added |
| The PNC Financial Services Group, Inc. | 788,943 | $80.0M | 0.07% | −4,745−0.6% | Reduced |
| National Pension Service | 821,941 | $82.2M | 0.15% | +94,125+12.9% | Added |
| California State Teachers Retirement System | 821,079 | $83.2M | 0.12% | −20,753−2.5% | Reduced |
| AQR Capital Management LLC | 892,486 | $88.7M | 0.19% | +73,442+9.0% | Added |
| California Public Employees Retirement System | 935,829 | $94.9M | 0.08% | −154,569−14.2% | Reduced |
| Rhumbline Advisers | 939,793 | $95.3M | 0.12% | +7,833+0.8% | Added |
| HRT Financial LP | 980,030 | $99.4M | 1.21% | +980,030 | New |
| Public Employees Retirement Association of Colorado | 987,367 | $100.1M | 0.52% | −7,912−0.8% | Reduced |
| Citigroup Inc | 1,016,545 | $103.1M | 0.14% | +32,432+3.3% | Added |
| Citadel Advisors LLC | 1,067,253 | $108.2M | 0.12% | −678,259−38.9% | Reduced |
| HSBC Holdings PLC | 1,080,236 | $109.4M | 0.14% | −244,431−18.5% | Reduced |
| Renaissance Technologies LLC | 1,123,650 | $113.9M | 0.15% | +539,400+92.3% | Added |
| Royal Bank of Canada | 1,193,045 | $121.0M | 0.04% | +38,183+3.3% | Added |
| Bank of Montreal | 1,221,555 | $123.9M | 0.08% | +101,837+9.1% | Added |
| Bahl & Gaynor Inc | 1,308,888 | $132.7M | 0.71% | +388,045+42.1% | Added |
| Standard Life Aberdeen plc | 1,400,087 | $141.9M | 0.36% | +94,794+7.3% | Added |
| First Trust Advisors LP | 1,417,515 | $143.7M | 0.17% | −506,702−26.3% | Reduced |
| Neuberger Berman Group LLC | 1,436,435 | $145.6M | 0.14% | +278,753+24.1% | Added |
| Alliancebernstein L.P. | 1,437,030 | $145.7M | 0.06% | +22,382+1.6% | Added |
| Barclays PLC | 1,441,644 | $146.2M | 0.15% | −160,573−10.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,536,545 | $155.8M | 0.12% | +9,323+0.6% | Added |
| Envestnet Asset Management Inc | 1,760,201 | $156.2M | 0.08% | +323,377+22.5% | Added |
| UBS Asset Management Americas Inc | 1,695,360 | $171.9M | 0.08% | −1,022,187−37.6% | Reduced |
| Deutsche Bank AG | 1,777,072 | $180.2M | 0.10% | −168,251−8.6% | Reduced |
| Swiss National Bank | 1,875,750 | $190.2M | 0.13% | −79,400−4.1% | Reduced |
| LSV Asset Management | 1,926,807 | $195.3M | 0.44% | −734,938−27.6% | Reduced |
| Allianz Asset Management GmbH | 2,198,832 | $222.9M | 0.47% | +354,521+19.2% | Added |
| Pacer Advisors, Inc. | 2,565,067 | $260.0M | 1.11% | +496,621+24.0% | Added |
| Goldman Sachs Group Inc | 2,683,190 | $272.0M | 0.07% | +957,524+55.5% | Added |
| Amundi | 2,650,123 | $276.8M | 0.15% | −364,887−12.1% | Reduced |
| Charles Schwab Investment Management Inc | 3,013,652 | $305.5M | 0.09% | −43,628−1.4% | Reduced |
| Nuveen Asset Management, LLC | 3,086,721 | $312.9M | 0.12% | −275,697−8.2% | Reduced |
| Dimensional Fund Advisors LP | 3,129,675 | $317.2M | 0.11% | −80,229−2.5% | Reduced |
| Legal & General Group Plc | 3,464,258 | $351.2M | 0.13% | −48,357−1.4% | Reduced |
| JPMorgan Chase & Co | 3,482,290 | $353.0M | 0.05% | −170,603−4.7% | Reduced |
| UBS Group AG | 3,721,672 | $377.3M | 0.17% | −341,470−8.4% | Reduced |
| Norges Bank | 3,724,648 | $377.6M | 0.08% | +225,057+6.4% | Added |
| Bank of New York Mellon Corp | 4,324,590 | $438.4M | 0.10% | −249,284−5.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 4,595,454 | $465.9M | 1.80% | −1,377,184−23.1% | Reduced |
| Northern Trust Corp | 4,862,690 | $493.0M | 0.10% | −60,582−1.2% | Reduced |
| Invesco Ltd. | 6,058,497 | $614.2M | 0.17% | +1,417,429+30.5% | Added |
| Morgan Stanley | 6,803,519 | $689.7M | 0.07% | −158,106−2.3% | Reduced |
| Bank of America Corp | 6,859,397 | $695.4M | 0.08% | +366,667+5.6% | Added |
| Aristotle Capital Management, LLC | 7,922,878 | $803.2M | 1.68% | −311,785−3.8% | Reduced |
| FMR LLC | 8,066,680 | $817.8M | 0.07% | −1,955,195−19.5% | Reduced |
| Wellington Management Group LLP | 8,623,978 | $874.3M | 0.17% | +2,646,979+44.3% | Added |
| Geode Capital Management, LLC | 9,711,084 | $982.3M | 0.13% | −46,715−0.5% | Reduced |
| Wells Fargo & Company | 17,023,956 | $1.73B | 0.53% | +221,781+1.3% | Added |
| State Street Corp | 32,353,890 | $3.28B | 0.19% | −304,965−0.9% | Reduced |
| BlackRock Inc. | 37,428,804 | $3.79B | 0.11% | +102,139+0.3% | Added |
| Vanguard Group Inc | 42,302,632 | $4.29B | 0.11% | −7,913,499−15.8% | Reduced |
| Cerity Partners LLC | 39,524 | – | – | −16,115−29.0% | Reduced |
| Quilter Plc | 2,928 | – | – | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −595,814−100.0% | Sold out |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −591,721−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −216,018−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −196,132−100.0% | Sold out |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −185,242−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −79,107−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −70,700−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −65,074−100.0% | Sold out |
| Aristotle Atlantic Partners, LLC | 0 | $0 | 0.00% | −62,567−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −56,413−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −36,444−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −25,575−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −21,972−100.0% | Sold out |
| Prio Wealth Limited Partnership | 0 | $0 | 0.00% | −21,201−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −16,978−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −15,579−100.0% | Sold out |
| Fractal Investments LLC | 0 | $0 | 0.00% | −14,471−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −12,532−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −12,433−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −12,409−100.0% | Sold out |
| Teilinger Capital Ltd. | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −9,875−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −9,495−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −8,670−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −8,622−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −8,216−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −7,230−100.0% | Sold out |