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, Q2 2023
Institutional positions in Phillips 66 as of Jun 30, 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
- 1,542
- −16 vs. Q1 2023
- Shares held
- 324.1M
- −37.3M (−10.3%) vs. Q1 2023
- Total value
- $30.9B
- −$2.48B (−7.4%) vs. Q1 2023
- New holders
- 102
- 556 more added
- Sold out
- 118
- 618 more reduced
15 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 41,349,410 | $3.94B | 0.09% | −953,222−2.3% | Reduced |
| BlackRock Inc. | 36,736,742 | $3.50B | 0.10% | −692,062−1.8% | Reduced |
| State Street Corp | 31,213,866 | $2.98B | 0.16% | −1,140,024−3.5% | Reduced |
| Wells Fargo & Company | 17,121,154 | $1.63B | 0.48% | +97,198+0.6% | Added |
| Wellington Management Group LLP | 10,931,521 | $1.04B | 0.20% | +2,307,543+26.8% | Added |
| Geode Capital Management, LLC | 9,745,974 | $927.1M | 0.11% | +34,890+0.4% | Added |
| Aristotle Capital Management, LLC | 7,822,277 | $746.1M | 1.51% | −100,601−1.3% | Reduced |
| Barclays PLC | 7,451,470 | $710.7M | 0.46% | +6,009,826+416.9% | Added |
| Morgan Stanley | 6,630,314 | $632.4M | 0.06% | −173,205−2.5% | Reduced |
| Bank of America Corp | 6,198,531 | $591.2M | 0.07% | −660,866−9.6% | Reduced |
| Invesco Ltd. | 5,844,882 | $557.5M | 0.15% | −213,615−3.5% | Reduced |
| Northern Trust Corp | 4,598,084 | $438.6M | 0.08% | −264,606−5.4% | Reduced |
| FMR LLC | 4,092,326 | $390.3M | 0.03% | −3,974,354−49.3% | Reduced |
| Bank of New York Mellon Corp | 4,067,805 | $388.0M | 0.08% | −256,785−5.9% | Reduced |
| UBS Group AG | 4,031,146 | $384.5M | 0.17% | +309,474+8.3% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 3,817,172 | $364.1M | 1.36% | −778,282−16.9% | Reduced |
| Norges Bank | 3,769,227 | $359.5M | 0.07% | +44,579+1.2% | Added |
| Legal & General Group Plc | 3,409,409 | $325.2M | 0.11% | −54,849−1.6% | Reduced |
| Dimensional Fund Advisors LP | 3,237,579 | $308.8M | 0.10% | +107,904+3.4% | Added |
| JPMorgan Chase & Co | 3,139,120 | $299.4M | 0.03% | −343,170−9.9% | Reduced |
| Charles Schwab Investment Management Inc | 2,973,377 | $283.6M | 0.08% | −40,275−1.3% | Reduced |
| Amundi | 2,890,897 | $276.4M | 0.14% | +240,774+9.1% | Added |
| Pacer Advisors, Inc. | 2,770,678 | $264.3M | 1.06% | +205,611+8.0% | Added |
| Deutsche Bank AG | 2,735,031 | $260.9M | 0.14% | +957,959+53.9% | Added |
| Goldman Sachs Group Inc | 2,447,470 | $233.4M | 0.06% | −235,720−8.8% | Reduced |
| Nuveen Asset Management, LLC | 2,427,819 | $231.6M | 0.08% | −658,902−21.3% | Reduced |
| Allianz Asset Management GmbH | 2,274,601 | $217.0M | 0.46% | +75,769+3.4% | Added |
| LSV Asset Management | 1,951,663 | $186.2M | 0.41% | +24,856+1.3% | Added |
| UBS Asset Management Americas Inc | 1,695,360 | $171.9M | 0.08% | 00.0% | Unchanged |
| Swiss National Bank | 1,664,650 | $158.8M | 0.11% | −211,100−11.3% | Reduced |
| Envestnet Asset Management Inc | 1,596,598 | $152.3M | 0.07% | −163,603−9.3% | Reduced |
| Standard Life Aberdeen plc | 1,443,770 | $137.7M | 0.32% | +43,683+3.1% | Added |
| Royal Bank of Canada | 1,436,511 | $137.0M | 0.04% | +243,466+20.4% | Added |
| Alliancebernstein L.P. | 1,266,613 | $120.8M | 0.05% | −170,417−11.9% | Reduced |
| Neuberger Berman Group LLC | 1,264,129 | $120.6M | 0.11% | −172,306−12.0% | Reduced |
| HSBC Holdings PLC | 1,221,899 | $116.7M | 0.12% | +141,663+13.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,216,273 | $116.0M | 0.09% | −320,272−20.8% | Reduced |
| First Trust Advisors LP | 1,208,048 | $115.2M | 0.13% | −209,467−14.8% | Reduced |
| Bank of Montreal | 1,131,120 | $109.9M | 0.07% | −90,435−7.4% | Reduced |
| Bahl & Gaynor Inc | 1,067,501 | $101.8M | 0.62% | −241,387−18.4% | Reduced |
| Prudential Financial Inc | 1,012,658 | $96.6M | 0.14% | +166,458+19.7% | Added |
| Public Employees Retirement Association of Colorado | 986,888 | $94.1M | 0.45% | −4790.0% | Reduced |
| Rhumbline Advisers | 920,610 | $87.8M | 0.10% | −19,183−2.0% | Reduced |
| Capital Fund Management S.A. | 898,576 | $85.7M | 1.34% | +461,525+105.6% | Added |
| National Pension Service | 902,238 | $85.3M | 0.14% | +80,297+9.8% | Added |
| California Public Employees Retirement System | 864,975 | $82.5M | 0.07% | −70,854−7.6% | Reduced |
| The PNC Financial Services Group, Inc. | 795,455 | $75.9M | 0.06% | +6,512+0.8% | Added |
| Massachusetts Financial Services Co | 793,024 | $75.6M | 0.02% | +389,554+96.6% | Added |
| California State Teachers Retirement System | 785,064 | $74.9M | 0.11% | −36,015−4.4% | Reduced |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 775,000 | $73.9M | 0.88% | +775,000 | New |
| CI Private Wealth, LLC | 752,625 | $71.8M | 0.17% | +475,841+171.9% | Added |
| Squarepoint Ops LLC | 747,597 | $71.3M | 0.40% | +123,780+19.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 743,037 | $70.9M | 0.13% | +7,983+1.1% | Added |
| Susquehanna International Group, LLP | 725,632 | $69.2M | 0.11% | +278,876+62.4% | Added |
| Credit Suisse AG | 704,357 | $67.2M | 0.07% | −82,575−10.5% | Reduced |
| Millennium Management LLC | 677,573 | $64.6M | 0.07% | −57,730−7.9% | Reduced |
| Intech Investment Management LLC | 675,000 | $64.4M | 0.66% | +518,233+330.6% | Added |
| Mariner, LLC | 672,734 | $64.2M | 0.17% | +19,133+2.9% | Added |
| Raymond James & Associates | 661,417 | $63.1M | 0.05% | −121,461−15.5% | Reduced |
| Holocene Advisors, LP | 638,332 | $60.9M | 0.27% | +114,835+21.9% | Added |
| Price T Rowe Associates Inc | 616,590 | $58.8M | 0.01% | −12,692−2.0% | Reduced |
| LPL Financial LLC | 591,488 | $56.4M | 0.04% | −4,464−0.7% | Reduced |
| Ameriprise Financial Inc | 586,827 | $56.0M | 0.02% | −114,687−16.3% | Reduced |
| Fayez Sarofim & Co | 582,645 | $55.6M | 0.19% | −43,233−6.9% | Reduced |
| M&T Bank Corp | 569,626 | $54.3M | 0.20% | −5,663−1.0% | Reduced |
| Old Republic International Corporation | 557,900 | $53.2M | 1.75% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 549,931 | $52.5M | 1.87% | −3,242−0.6% | Reduced |
| Principal Financial Group Inc | 544,688 | $52.0M | 0.04% | −57,036−9.5% | Reduced |
| State Board of Administration of Florida Retirement System | 525,590 | $50.1M | 0.11% | −31,081−5.6% | Reduced |
| AQR Capital Management LLC | 504,165 | $47.8M | 0.10% | −388,321−43.5% | Reduced |
| New York State Teachers Retirement System | 500,819 | $47.8M | 0.11% | −16,924−3.3% | Reduced |
| RNC Capital Management LLC | 498,217 | $47.5M | 2.63% | +2,314+0.5% | Added |
| Truist Financial Corp | 497,668 | $47.5M | 0.08% | −2,203−0.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 487,201 | $46.5M | 0.10% | −9,400−1.9% | Reduced |
| Citigroup Inc | 479,639 | $45.7M | 0.06% | −536,906−52.8% | Reduced |
| Chickasaw Capital Management LLC | 456,435 | $43.5M | 2.41% | −34,529−7.0% | Reduced |
| PFS Investments Inc. | 451,146 | $43.0M | 0.70% | +26,513+6.2% | Added |
| Fort Washington Investment Advisors Inc | 446,160 | $42.6M | 0.31% | +2,610+0.6% | Added |
| Stifel Financial Corp | 441,673 | $42.1M | 0.06% | +10,543+2.4% | Added |
| Citadel Advisors LLC | 430,443 | $41.1M | 0.05% | −636,810−59.7% | Reduced |
| New York State Common Retirement Fund | 405,901 | $38.7M | 0.05% | −34,157−7.8% | Reduced |
| SEI Investments Co | 399,740 | $38.1M | 0.07% | −14,112−3.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 398,163 | $38.0M | 0.08% | +32,074+8.8% | Added |
| Franklin Resources Inc | 392,053 | $37.4M | 0.02% | −17,702−4.3% | Reduced |
| Glenmede Trust Co NA | 366,895 | $37.2M | 0.21% | −300−0.1% | Reduced |
| Davis R M Inc | 386,525 | $36.9M | 0.89% | +410.0% | Added |
| Aviva PLC | 383,711 | $36.6M | 0.15% | −53,050−12.1% | Reduced |
| Russell Investments Group, Ltd. | 381,702 | $36.4M | 0.07% | −9,668−2.5% | Reduced |
| D. E. Shaw & Co., Inc. | 380,740 | $36.3M | 0.06% | +164,664+76.2% | Added |
| Miller Howard Investments Inc | 375,776 | $35.8M | 1.28% | +342,580+1,032.0% | Added |
| Manufacturers Life Insurance Company, The | 374,250 | $35.7M | 0.02% | −26,698−6.7% | Reduced |
| Advisor Group Holdings, Inc. | 367,239 | $35.1M | 0.06% | +15,092+4.3% | Added |
| American Century Companies Inc | 357,828 | $34.1M | 0.03% | −414,585−53.7% | Reduced |
| Boston Partners | 353,844 | $33.8M | 0.05% | −29,649−7.7% | Reduced |
| Kayne Anderson Capital Advisors LP | 344,163 | $32.8M | 0.99% | −3,889−1.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 337,617 | $32.2M | 0.07% | −6,997−2.0% | Reduced |
| Advisory Resource Group | 333,634 | $31.8M | 8.65% | +12,933+4.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 330,000 | $31.5M | 0.14% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 325,043 | $31.0M | 0.31% | −24,500−7.0% | Reduced |
| Todd Asset Management LLC | 317,386 | $30.3M | 0.71% | −1,348−0.4% | Reduced |