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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 344,614 | $34.9M | 0.09% | +4,894+1.4% | Added |
| Allspring Global Investments Holdings, LLC | 342,451 | $34.7M | 0.06% | +27,132+8.6% | Added |
| Tudor Investment Corp Et Al | 341,161 | $34.6M | 0.66% | +341,161 | New |
| Qube Research & Technologies Ltd | 331,479 | $33.6M | 0.19% | −2,550−0.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 330,000 | $33.5M | 0.19% | −5,931−1.8% | Reduced |
| Advisory Resource Group | 320,701 | $32.5M | 9.12% | −1260.0% | Reduced |
| Todd Asset Management LLC | 318,734 | $32.3M | 0.78% | −297−0.1% | Reduced |
| Yaupon Capital Management LP | 311,400 | $31.6M | 4.94% | +311,400 | New |
| Jane Street Group, LLC | 306,639 | $31.1M | 0.05% | +270,155+740.5% | Added |
| AXA S.A. | 304,784 | $30.9M | 0.11% | −66,798−18.0% | Reduced |
| BNP Paribas Arbitrage, SA | 303,896 | $30.8M | 0.07% | +149,781+97.2% | Added |
| Great West Life Assurance Co | 299,845 | $30.4M | 0.08% | −4,753−1.6% | Reduced |
| State of Wisconsin Investment Board | 287,986 | $29.2M | 0.09% | −1,197−0.4% | Reduced |
| Baird Financial Group, Inc. | 280,812 | $28.5M | 0.07% | +15,429+5.8% | Added |
| Voya Investment Management LLC | 279,958 | $28.4M | 0.03% | −57,990−17.2% | Reduced |
| Assenagon Asset Management S.A. | 278,910 | $28.3M | 0.11% | −93,301−25.1% | Reduced |
| State of New Jersey Common Pension Fund D | 278,736 | $28.3M | 0.10% | −3,697−1.3% | Reduced |
| Rockefeller Capital Management L.P. | 278,233 | $28.2M | 0.12% | −26,699−8.8% | Reduced |
| CI Private Wealth, LLC | 276,784 | $28.1M | 0.08% | +148,634+116.0% | Added |
| InterOcean Capital Group, LLC | 273,871 | $27.8M | 0.94% | +5,226+1.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 273,290 | $27.7M | 0.11% | −1,452−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 268,799 | $27.3M | 0.06% | −12,928−4.6% | Reduced |
| Canada Pension Plan Investment Board | 268,546 | $27.2M | 0.04% | 00.0% | Unchanged |
| US Bancorp | 265,700 | $26.9M | 0.05% | +2,064+0.8% | Added |
| Recurrent Investment Advisors LLC | 261,969 | $26.6M | 5.25% | +7,541+3.0% | Added |
| Teachers Retirement System of the State of Kentucky | 256,791 | $26.0M | 0.26% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 246,739 | $25.0M | 1.66% | −5,469−2.2% | Reduced |
| Pictet Asset Management SA | 245,909 | $24.9M | 0.03% | −2,945−1.2% | Reduced |
| Alps Advisors Inc | 243,846 | $24.7M | 0.22% | −16,715−6.4% | Reduced |
| Public Employees Retirement System of Ohio | 236,906 | $24.0M | 0.10% | −39,565−14.3% | Reduced |
| HighTower Advisors, LLC | 231,773 | $23.5M | 0.05% | +612+0.3% | Added |
| KBC Group NV | 229,797 | $23.3M | 0.10% | −43,105−15.8% | Reduced |
| Stack Financial Management, Inc | 229,340 | $23.3M | 2.83% | +3,970+1.8% | Added |
| Rafferty Asset Management, LLC | 226,351 | $22.9M | 0.16% | −22,723−9.1% | Reduced |
| ZWJ Investment Counsel Inc | 225,828 | $22.9M | 1.26% | +6,068+2.8% | Added |
| Janney Montgomery Scott LLC | 224,792 | $22.8M | 0.09% | +8,994+4.2% | Added |
| Ergoteles LLC | 223,292 | $22.6M | 0.89% | +223,292 | New |
| D. E. Shaw & Co., Inc. | 216,076 | $21.9M | 0.04% | −1,157,696−84.3% | Reduced |
| NFJ Investment Group, LLC | 215,891 | $21.9M | 0.59% | −112,599−34.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 213,506 | $21.6M | 0.06% | −1,666−0.8% | Reduced |
| Creative Planning | 213,263 | $21.6M | 0.03% | −2,494−1.2% | Reduced |
| Toronto Dominion Bank | 212,687 | $21.6M | 0.04% | −101,684−32.3% | Reduced |
| Natixis Advisors, L.P. | 211,763 | $21.5M | 0.07% | +4,189+2.0% | Added |
| Nisa Investment Advisors, LLC | 207,633 | $21.1M | 0.16% | +1,699+0.8% | Added |
| Putnam Investments LLC | 207,178 | $21.0M | 0.03% | +448+0.2% | Added |
| Treasurer of the State of North Carolina | 203,850 | $20.7M | 0.12% | −1,430−0.7% | Reduced |
| Pinebridge Investments, L.P. | 193,176 | $19.6M | 0.22% | −46,919−19.5% | Reduced |
| Asset Management One Co.,Ltd. | 192,379 | $19.5M | 0.09% | +875+0.5% | Added |
| MML Investors Services, LLC | 191,872 | $19.5M | 0.14% | −17,128−8.2% | Reduced |
| Hikari Power Ltd | 190,330 | $19.3M | 1.94% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 188,351 | $19.1M | 0.09% | +5,377+2.9% | Added |
| TD Asset Management Inc | 186,596 | $18.9M | 0.02% | −2,646−1.4% | Reduced |
| Adams Natural Resources Fund, Inc. | 186,575 | $18.9M | 3.04% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 179,281 | $18.2M | 0.11% | +75,402+72.6% | Added |
| DekaBank Deutsche Girozentrale | 182,351 | $18.0M | 0.05% | +9,336+5.4% | Added |
| Gratus Capital LLC | 173,705 | $17.6M | 1.35% | −1,367−0.8% | Reduced |
| Korea Investment CORP | 171,091 | $17.3M | 0.05% | −2,737−1.6% | Reduced |
| Hyman Charles D | 170,536 | $17.3M | 1.15% | +300+0.2% | Added |
| Royal London Asset Management Ltd | 167,869 | $17.0M | 0.07% | −172−0.1% | Reduced |
| Bokf, NA | 166,899 | $16.9M | 0.35% | −28,705−14.7% | Reduced |
| Abn Amro Investment Solutions | 164,254 | $16.7M | 0.34% | +164,254 | New |
| Foundry Partners, LLC | 163,541 | $16.6M | 1.05% | +24,705+17.8% | Added |
| Ensign Peak Advisors, Inc | 163,428 | $16.6M | 0.04% | −12,746−7.2% | Reduced |
| Blair William & Co | 162,521 | $16.5M | 0.07% | +7,259+4.7% | Added |
| TCTC Holdings, LLC | 161,562 | $16.4M | 0.66% | +1,267+0.8% | Added |
| Eisler Capital (UK) Ltd. | 157,919 | $16.0M | 1.38% | +157,919 | New |
| Cinctive Capital Management LP | 157,542 | $16.0M | 0.59% | +157,542 | New |
| Intech Investment Management LLC | 156,767 | $15.9M | 0.13% | +12,985+9.0% | Added |
| State of Tennessee, Treasury Department | 154,841 | $15.7M | 0.07% | +82,113+112.9% | Added |
| Border to Coast Pensions Partnership Ltd | 154,474 | $15.7M | 0.42% | +25,969+20.2% | Added |
| Keybank National Association | 154,104 | $15.6M | 0.07% | −2,008−1.3% | Reduced |
| Captrust Financial Advisors | 152,092 | $15.4M | 0.07% | −3,028−2.0% | Reduced |
| Thrivent Financial for Lutherans | 151,190 | $15.3M | 0.04% | −582−0.4% | Reduced |
| Spirit of America Management Corp | 148,486 | $15.1M | 3.37% | −500−0.3% | Reduced |
| Hikari Tsushin, Inc. | 147,638 | $15.0M | 1.56% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 146,436 | $14.8M | 0.09% | +146,436 | New |
| AMF Pensionsforsakring AB | 145,799 | $14.8M | 0.15% | 00.0% | Unchanged |
| Gabelli Funds LLC | 142,000 | $14.4M | 0.11% | −25,500−15.2% | Reduced |
| Empowered Funds, LLC | 140,488 | $14.2M | 0.84% | +17,228+14.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 138,897 | $14.1M | 0.03% | +11,667+9.2% | Added |
| Retirement Systems of Alabama | 137,737 | $14.0M | 0.06% | −13,677−9.0% | Reduced |
| Schwerin Boyle Capital Management Inc | 136,331 | $13.8M | 1.42% | −6,950−4.9% | Reduced |
| Nomura Asset Management Co Ltd | 131,967 | $13.4M | 0.07% | +481+0.4% | Added |
| Oppenheimer Asset Management Inc. | 131,173 | $13.3M | 0.20% | +2,497+1.9% | Added |
| F&V Capital Management, LLC | 130,780 | $13.3M | 4.40% | +7,768+6.3% | Added |
| Cubist Systematic Strategies, LLC | 130,326 | $13.2M | 0.12% | +72,042+123.6% | Added |
| Arizona State Retirement System | 129,049 | $13.1M | 0.12% | −2,024−1.5% | Reduced |
| Sequoia Financial Advisors, LLC | 128,778 | $13.1M | 0.29% | +8,189+6.8% | Added |
| Amalgamated Bank | 128,716 | $13.0M | 0.11% | +5,310+4.3% | Added |
| State of Michigan Retirement System | 128,012 | $13.0M | 0.09% | −400−0.3% | Reduced |
| American Assets Investment Management, LLC | 127,800 | $13.0M | 1.49% | 00.0% | Unchanged |
| ProShare Advisors LLC | 127,007 | $12.9M | 0.04% | +6,526+5.4% | Added |
| State of Alaska, Department of Revenue | 126,678 | $12.8M | 0.15% | −1,720−1.3% | Reduced |
| Hi-Line Capital Management, LLC | 126,501 | $12.8M | 4.38% | +950+0.8% | Added |
| American International Group, Inc. | 126,494 | $12.8M | 0.08% | −18,642−12.8% | Reduced |
| Two Sigma Investments, LP | 124,917 | $12.7M | 0.04% | +124,917 | New |
| Torray LLC | 124,092 | $12.6M | 2.26% | +180.0% | Added |
| Quadrature Capital Ltd | 123,567 | $12.5M | 0.34% | +98,306+389.2% | Added |
| Morgan Dempsey Capital Management LLC | 121,047 | $12.3M | 3.32% | +2,973+2.5% | Added |
| MetLife Investment Management | 120,259 | $12.2M | 0.09% | −3,173−2.6% | Reduced |