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, 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
- 1,541
- −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
- 617 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 | 2,108 | $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, 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 |
|---|---|---|---|---|---|
| Bell Bank | 80,475 | $7.68M | 0.81% | −3,394−4.0% | Reduced |
| Viking Fund Management LLC | 81,000 | $7.73M | 1.46% | +47,000+138.2% | Added |
| GWM Advisors LLC | 81,434 | $7.77M | 0.09% | +6,037+8.0% | Added |
| CIBC Asset Management Inc | 81,841 | $7.81M | 0.03% | −2,911−3.4% | Reduced |
| Pacific Heights Asset Management LLC | 85,000 | $8.11M | 0.74% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 85,556 | $8.16M | 1.41% | −988−1.1% | Reduced |
| Adell Harriman & Carpenter Inc | 86,345 | $8.26M | 0.84% | +5,093+6.3% | Added |
| FourThought Financial Partners, LLC | 86,718 | $8.27M | 1.09% | +3,855+4.7% | Added |
| Beck Bode, LLC | 88,089 | $8.39M | 2.04% | +88,089 | New |
| IFM Investors Pty Ltd | 89,472 | $8.53M | 0.11% | +4,877+5.8% | Added |
| Heritage Investors Management Corp | 89,663 | $8.55M | 0.34% | +80.0% | Added |
| Alaska Permanent Fund Corp | 90,052 | $8.59M | 0.17% | +90,052 | New |
| State of Alaska, Department of Revenue | 91,098 | $8.69M | 0.10% | −35,580−28.1% | Reduced |
| Mattern Capital Management, LLC | 91,870 | $8.76M | 1.42% | +4,006+4.6% | Added |
| Macquarie Group Ltd | 92,220 | $8.80M | 0.01% | −10,118−9.9% | Reduced |
| Navellier & Associates Inc | 92,656 | $8.84M | 1.72% | −124−0.1% | Reduced |
| State of Tennessee, Treasury Department | 94,048 | $8.97M | 0.04% | −60,793−39.3% | Reduced |
| Bollard Group LLC | 94,883 | $9.05M | 0.31% | +953+1.0% | Added |
| Public Sector Pension Investment Board | 95,036 | $9.06M | 0.06% | −14,231−13.0% | Reduced |
| Mercer Global Advisors Inc | 95,592 | $9.12M | 0.04% | +11,605+13.8% | Added |
| Texas Permanent School Fund | 96,243 | $9.18M | 0.08% | −910−0.9% | Reduced |
| Gyroscope Capital Management Group, LLC | 96,387 | $9.19M | 2.12% | +6,139+6.8% | Added |
| Steward Partners Investment Advisory, LLC | 96,708 | $9.22M | 0.14% | +384+0.4% | Added |
| Assenagon Asset Management S.A. | 96,804 | $9.23M | 0.04% | −182,106−65.3% | Reduced |
| DT Investment Partners, LLC | 83,198 | $9.33M | 1.06% | +200+0.2% | Added |
| Sequoia Financial Advisors, LLC | 98,487 | $9.39M | 0.16% | −30,291−23.5% | Reduced |
| Eisler Capital (UK) Ltd. | 99,181 | $9.46M | 1.02% | −58,738−37.2% | Reduced |
| Raymond James Trust N.A. | 99,685 | $9.51M | 0.28% | +4,199+4.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 100,027 | $9.54M | 0.04% | +354+0.4% | Added |
| Guggenheim Capital LLC | 100,877 | $9.62M | 0.08% | −17,651−14.9% | Reduced |
| South Dakota Investment Council | 101,069 | $9.64M | 0.20% | −12,402−10.9% | Reduced |
| Cubist Systematic Strategies, LLC | 101,083 | $9.64M | 0.11% | −29,243−22.4% | Reduced |
| CCM Investment Advisers LLC | 101,562 | $9.69M | 1.30% | +1,330+1.3% | Added |
| Richard C. Young & CO., LTD. | 103,169 | $9.84M | 1.35% | +2,782+2.8% | Added |
| Skba Capital Management LLC | 103,835 | $9.90M | 1.79% | −250−0.2% | Reduced |
| Advisors Asset Management, Inc. | 104,124 | $9.93M | 0.20% | −2,328−2.2% | Reduced |
| Retirement Systems of Alabama | 104,290 | $9.95M | 0.04% | −33,447−24.3% | Reduced |
| Annex Advisory Services, LLC | 105,263 | $10.0M | 0.56% | +1,055+1.0% | Added |
| National Bank of Canada | 105,335 | $10.1M | 0.02% | +24,473+30.3% | Added |
| Two Sigma Investments, LP | 106,169 | $10.1M | 0.03% | −18,748−15.0% | Reduced |
| Crossmark Global Holdings, Inc. | 94,267 | $10.4M | 0.22% | +16,134+20.6% | Added |
| Ensign Peak Advisors, Inc | 109,928 | $10.5M | 0.02% | −53,500−32.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 110,228 | $10.5M | 2.52% | +2,930+2.7% | Added |
| Bridgecreek Investment Management, LLC | 110,540 | $10.5M | 2.02% | −500−0.5% | Reduced |
| ProShare Advisors LLC | 112,550 | $10.7M | 0.03% | −14,457−11.4% | Reduced |
| Kestra Private Wealth Services, LLC | 113,122 | $10.8M | 0.37% | +4,959+4.6% | Added |
| Hi-Line Capital Management, LLC | 113,278 | $10.8M | 4.02% | −13,223−10.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 113,851 | $10.9M | 0.52% | +3,878+3.5% | Added |
| Panagora Asset Management Inc | 114,605 | $10.9M | 0.06% | −64,676−36.1% | Reduced |
| Oppenheimer Asset Management Inc. | 114,794 | $10.9M | 0.16% | −16,379−12.5% | Reduced |
| MetLife Investment Management | 116,502 | $11.1M | 0.08% | −3,757−3.1% | Reduced |
| Jupiter Asset Management Ltd | 117,100 | $11.2M | 0.12% | +117,100 | New |
| Thrivent Financial for Lutherans | 117,598 | $11.2M | 0.03% | −33,592−22.2% | Reduced |
| Associated Banc-Corp | 117,700 | $11.2M | 0.42% | −1,383−1.2% | Reduced |
| Foundry Partners, LLC | 119,019 | $11.4M | 0.69% | −44,522−27.2% | Reduced |
| Morgan Dempsey Capital Management LLC | 119,243 | $11.4M | 3.25% | −1,804−1.5% | Reduced |
| Amalgamated Bank | 120,216 | $11.5M | 0.09% | −8,500−6.6% | Reduced |
| Manning & Napier Group, LLC | 121,203 | $11.6M | 0.13% | +121,203 | New |
| Mirae Asset Global Investments Co., Ltd. | 121,247 | $11.6M | 0.02% | −17,650−12.7% | Reduced |
| Wallington Asset Management, LLC | 121,594 | $11.6M | 2.08% | +2,789+2.3% | Added |
| American International Group, Inc. | 124,273 | $11.9M | 0.07% | −2,221−1.8% | Reduced |
| Teacher Retirement System of Texas | 124,362 | $11.9M | 0.08% | +11,231+9.9% | Added |
| Illinois Municipal Retirement Fund | 125,791 | $12.0M | 0.24% | +16,092+14.7% | Added |
| State of Michigan Retirement System | 126,212 | $12.0M | 0.07% | −1,800−1.4% | Reduced |
| American Assets Investment Management, LLC | 127,800 | $12.2M | 1.36% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 129,755 | $12.4M | 0.06% | −2,212−1.7% | Reduced |
| F&V Capital Management, LLC | 129,900 | $12.4M | 4.00% | −880−0.7% | Reduced |
| Arizona State Retirement System | 131,750 | $12.6M | 0.10% | +2,701+2.1% | Added |
| Bridgewater Associates, LP | 131,944 | $12.6M | 0.08% | −14,492−9.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 132,587 | $12.6M | 0.03% | −80,919−37.9% | Reduced |
| Virginia Retirement Systems Et Al | 133,280 | $12.7M | 0.12% | +26,800+25.2% | Added |
| Yaupon Capital Management LP | 133,313 | $12.7M | 1.72% | −178,087−57.2% | Reduced |
| Schwerin Boyle Capital Management Inc | 135,881 | $13.0M | 1.22% | −450−0.3% | Reduced |
| Abn Amro Investment Solutions | 137,359 | $13.1M | 0.26% | −26,895−16.4% | Reduced |
| Torray LLC | 139,834 | $13.3M | 2.31% | +15,742+12.7% | Added |
| Spirit of America Management Corp | 142,286 | $13.6M | 3.06% | −6,200−4.2% | Reduced |
| Korea Investment CORP | 146,247 | $13.9M | 0.04% | −24,844−14.5% | Reduced |
| Hikari Tsushin, Inc. | 147,638 | $14.1M | 1.35% | 00.0% | Unchanged |
| Trexquant Investment LP | 148,350 | $14.1M | 0.37% | +61,008+69.8% | Added |
| Empowered Funds, LLC | 150,433 | $14.3M | 0.50% | +9,945+7.1% | Added |
| EA Series Trust | 150,433 | $14.3M | 0.50% | +150,433 | New |
| Putnam Investments LLC | 150,996 | $14.4M | 0.02% | −56,182−27.1% | Reduced |
| Keybank National Association | 151,661 | $14.5M | 0.07% | −2,443−1.6% | Reduced |
| Jane Street Group, LLC | 151,668 | $14.5M | 0.02% | −154,971−50.5% | Reduced |
| Border to Coast Pensions Partnership Ltd | 154,474 | $14.7M | 0.37% | 00.0% | Unchanged |
| Gabelli Funds LLC | 156,000 | $14.9M | 0.11% | +14,000+9.9% | Added |
| Rockefeller Capital Management L.P. | 158,360 | $14.9M | 0.06% | −119,873−43.1% | Reduced |
| Bokf, NA | 162,011 | $15.5M | 0.31% | −4,888−2.9% | Reduced |
| TCTC Holdings, LLC | 162,762 | $15.5M | 0.62% | +1,200+0.7% | Added |
| Captrust Financial Advisors | 164,883 | $15.7M | 0.06% | +12,791+8.4% | Added |
| TD Asset Management Inc | 164,899 | $15.7M | 0.02% | −21,697−11.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 169,350 | $16.2M | 0.07% | −19,001−10.1% | Reduced |
| BNP Paribas Arbitrage, SA | 169,689 | $16.2M | 0.03% | −134,207−44.2% | Reduced |
| Blair William & Co | 171,256 | $16.3M | 0.06% | +8,735+5.4% | Added |
| Hyman Charles D | 171,411 | $16.3M | 1.02% | +875+0.5% | Added |
| Gratus Capital LLC | 178,285 | $17.0M | 1.17% | +4,580+2.6% | Added |
| DekaBank Deutsche Girozentrale | 180,835 | $17.0M | 0.04% | −1,516−0.8% | Reduced |
| Adams Natural Resources Fund, Inc. | 186,575 | $17.8M | 2.89% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 187,474 | $17.9M | 0.08% | −4,905−2.5% | Reduced |
| KBC Group NV | 188,619 | $18.0M | 0.07% | −41,178−17.9% | Reduced |