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 |
|---|---|---|---|---|---|
| Hikari Power Ltd | 190,330 | $18.2M | 1.75% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 201,500 | $19.2M | 0.10% | −2,350−1.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 202,277 | $19.3M | 0.03% | −140,174−40.9% | Reduced |
| Nisa Investment Advisors, LLC | 205,442 | $19.6M | 0.14% | −2,191−1.1% | Reduced |
| Quadrature Capital Ltd | 207,646 | $19.8M | 0.43% | +84,079+68.0% | Added |
| Rafferty Asset Management, LLC | 209,575 | $20.0M | 0.11% | −16,776−7.4% | Reduced |
| Pinebridge Investments, L.P. | 210,402 | $20.1M | 0.22% | +17,226+8.9% | Added |
| Public Employees Retirement System of Ohio | 214,137 | $20.4M | 0.08% | −22,769−9.6% | Reduced |
| Brandywine Global Investment Management, LLC | 215,905 | $20.6M | 0.17% | +213,870+10,509.6% | Added |
| Qube Research & Technologies Ltd | 219,301 | $20.9M | 0.08% | −112,178−33.8% | Reduced |
| Royal London Asset Management Ltd | 219,410 | $20.9M | 0.07% | +51,541+30.7% | Added |
| Janney Montgomery Scott LLC | 222,316 | $21.2M | 0.07% | −2,476−1.1% | Reduced |
| NFJ Investment Group, LLC | 222,422 | $21.2M | 0.56% | +6,531+3.0% | Added |
| MML Investors Services, LLC | 229,011 | $21.8M | 0.12% | +37,139+19.4% | Added |
| Stack Financial Management, Inc | 229,787 | $21.9M | 2.45% | +447+0.2% | Added |
| Creative Planning | 230,013 | $21.9M | 0.03% | +16,750+7.9% | Added |
| Toronto Dominion Bank | 236,423 | $22.5M | 0.03% | +23,736+11.2% | Added |
| Alps Advisors Inc | 237,809 | $22.7M | 0.20% | −6,037−2.5% | Reduced |
| Baird Financial Group, Inc. | 243,172 | $23.2M | 0.06% | −37,640−13.4% | Reduced |
| HighTower Advisors, LLC | 243,924 | $23.3M | 0.05% | +12,151+5.2% | Added |
| GW Henssler & Associates Ltd | 245,158 | $23.4M | 1.54% | −1,581−0.6% | Reduced |
| ZWJ Investment Counsel Inc | 245,982 | $23.5M | 1.23% | +20,154+8.9% | Added |
| Pictet Asset Management SA | 252,202 | $24.1M | 0.03% | +6,293+2.6% | Added |
| Teachers Retirement System of the State of Kentucky | 253,279 | $24.2M | 0.23% | −3,512−1.4% | Reduced |
| Great West Life Assurance Co | 255,053 | $24.4M | 0.06% | −44,792−14.9% | Reduced |
| US Bancorp | 260,941 | $24.9M | 0.04% | −4,759−1.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 266,825 | $25.4M | 0.10% | −6,465−2.4% | Reduced |
| State of New Jersey Common Pension Fund D | 273,302 | $26.1M | 0.09% | −5,434−1.9% | Reduced |
| State of Wisconsin Investment Board | 276,567 | $26.4M | 0.07% | −11,419−4.0% | Reduced |
| Commonwealth Equity Services, LLC | 276,772 | $26.4M | 0.05% | +7,973+3.0% | Added |
| AMF Pensionsforsakring AB | 277,679 | $26.5M | 0.24% | +131,880+90.5% | Added |
| Natixis Advisors, L.P. | 281,793 | $26.9M | 0.08% | +70,030+33.1% | Added |
| Voloridge Investment Management, LLC | 289,219 | $27.6M | 0.13% | +179,520+163.6% | Added |
| InterOcean Capital Group, LLC | 295,854 | $28.2M | 0.89% | +21,983+8.0% | Added |
| Ofi Invest Asset Management | 300,402 | $28.7M | 1.14% | −31,305,320−99.0% | Reduced |
| Recurrent Investment Advisors LLC | 304,689 | $29.1M | 4.92% | +42,720+16.3% | Added |
| Victory Capital Management Inc | 310,619 | $29.6M | 0.03% | −97,368−23.9% | Reduced |
| Voya Investment Management LLC | 310,689 | $29.6M | 0.03% | +30,731+11.0% | Added |
| Los Angeles Capital Management LLC | 315,882 | $30.1M | 0.12% | −202,288−39.0% | Reduced |
| Alyeska Investment Group, L.P. | 316,306 | $30.2M | 0.23% | +316,306 | New |
| Todd Asset Management LLC | 317,386 | $30.3M | 0.71% | −1,348−0.4% | Reduced |
| Great Lakes Advisors, LLC | 325,043 | $31.0M | 0.31% | −24,500−7.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 330,000 | $31.5M | 0.14% | 00.0% | Unchanged |
| Advisory Resource Group | 333,634 | $31.8M | 8.65% | +12,933+4.0% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 337,617 | $32.2M | 0.07% | −6,997−2.0% | Reduced |
| Kayne Anderson Capital Advisors LP | 344,163 | $32.8M | 0.99% | −3,889−1.1% | Reduced |
| Boston Partners | 353,844 | $33.8M | 0.05% | −29,649−7.7% | Reduced |
| American Century Companies Inc | 357,828 | $34.1M | 0.03% | −414,585−53.7% | Reduced |
| Advisor Group Holdings, Inc. | 367,239 | $35.1M | 0.06% | +15,092+4.3% | Added |
| Manufacturers Life Insurance Company, The | 374,250 | $35.7M | 0.02% | −26,698−6.7% | Reduced |
| Miller Howard Investments Inc | 375,776 | $35.8M | 1.28% | +342,580+1,032.0% | Added |
| D. E. Shaw & Co., Inc. | 380,740 | $36.3M | 0.06% | +164,664+76.2% | Added |
| Russell Investments Group, Ltd. | 381,702 | $36.4M | 0.07% | −9,668−2.5% | Reduced |
| Aviva PLC | 383,711 | $36.6M | 0.15% | −53,050−12.1% | Reduced |
| Davis R M Inc | 386,525 | $36.9M | 0.89% | +410.0% | Added |
| Glenmede Trust Co NA | 366,895 | $37.2M | 0.21% | −300−0.1% | Reduced |
| Franklin Resources Inc | 392,053 | $37.4M | 0.02% | −17,702−4.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 398,163 | $38.0M | 0.08% | +32,074+8.8% | Added |
| SEI Investments Co | 399,740 | $38.1M | 0.07% | −14,112−3.4% | Reduced |
| New York State Common Retirement Fund | 405,901 | $38.7M | 0.05% | −34,157−7.8% | Reduced |
| Citadel Advisors LLC | 430,443 | $41.1M | 0.05% | −636,810−59.7% | Reduced |
| Stifel Financial Corp | 441,673 | $42.1M | 0.06% | +10,543+2.4% | Added |
| Fort Washington Investment Advisors Inc | 446,160 | $42.6M | 0.31% | +2,610+0.6% | Added |
| PFS Investments Inc. | 451,146 | $43.0M | 0.70% | +26,513+6.2% | Added |
| Chickasaw Capital Management LLC | 456,435 | $43.5M | 2.41% | −34,529−7.0% | Reduced |
| Citigroup Inc | 479,639 | $45.7M | 0.06% | −536,906−52.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 487,201 | $46.5M | 0.10% | −9,400−1.9% | Reduced |
| Truist Financial Corp | 497,668 | $47.5M | 0.08% | −2,203−0.4% | Reduced |
| RNC Capital Management LLC | 498,217 | $47.5M | 2.63% | +2,314+0.5% | Added |
| New York State Teachers Retirement System | 500,819 | $47.8M | 0.11% | −16,924−3.3% | Reduced |
| AQR Capital Management LLC | 504,165 | $47.8M | 0.10% | −388,321−43.5% | Reduced |
| State Board of Administration of Florida Retirement System | 525,590 | $50.1M | 0.11% | −31,081−5.6% | Reduced |
| Principal Financial Group Inc | 544,688 | $52.0M | 0.04% | −57,036−9.5% | Reduced |
| Stonegate Investment Group, LLC | 549,931 | $52.5M | 1.87% | −3,242−0.6% | Reduced |
| Old Republic International Corporation | 557,900 | $53.2M | 1.75% | 00.0% | Unchanged |
| M&T Bank Corp | 569,626 | $54.3M | 0.20% | −5,663−1.0% | Reduced |
| Fayez Sarofim & Co | 582,645 | $55.6M | 0.19% | −43,233−6.9% | Reduced |
| Ameriprise Financial Inc | 586,827 | $56.0M | 0.02% | −114,687−16.3% | Reduced |
| LPL Financial LLC | 591,488 | $56.4M | 0.04% | −4,464−0.7% | Reduced |
| Price T Rowe Associates Inc | 616,590 | $58.8M | 0.01% | −12,692−2.0% | Reduced |
| Holocene Advisors, LP | 638,332 | $60.9M | 0.27% | +114,835+21.9% | Added |
| Raymond James & Associates | 661,417 | $63.1M | 0.05% | −121,461−15.5% | Reduced |
| Mariner, LLC | 672,734 | $64.2M | 0.17% | +19,133+2.9% | Added |
| Intech Investment Management LLC | 675,000 | $64.4M | 0.66% | +518,233+330.6% | Added |
| Millennium Management LLC | 677,573 | $64.6M | 0.07% | −57,730−7.9% | Reduced |
| Credit Suisse AG | 704,357 | $67.2M | 0.07% | −82,575−10.5% | Reduced |
| Susquehanna International Group, LLP | 725,632 | $69.2M | 0.11% | +278,876+62.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 743,037 | $70.9M | 0.13% | +7,983+1.1% | Added |
| Squarepoint Ops LLC | 747,597 | $71.3M | 0.40% | +123,780+19.8% | Added |
| CI Private Wealth, LLC | 752,625 | $71.8M | 0.17% | +475,841+171.9% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 775,000 | $73.9M | 0.88% | +775,000 | New |
| California State Teachers Retirement System | 785,064 | $74.9M | 0.11% | −36,015−4.4% | Reduced |
| Massachusetts Financial Services Co | 793,024 | $75.6M | 0.02% | +389,554+96.6% | Added |
| The PNC Financial Services Group, Inc. | 795,455 | $75.9M | 0.06% | +6,512+0.8% | Added |
| California Public Employees Retirement System | 864,975 | $82.5M | 0.07% | −70,854−7.6% | Reduced |
| National Pension Service | 902,238 | $85.3M | 0.14% | +80,297+9.8% | Added |
| Capital Fund Management S.A. | 898,576 | $85.7M | 1.34% | +461,525+105.6% | Added |
| Rhumbline Advisers | 920,610 | $87.8M | 0.10% | −19,183−2.0% | Reduced |
| Public Employees Retirement Association of Colorado | 986,888 | $94.1M | 0.45% | −4790.0% | Reduced |
| Prudential Financial Inc | 1,012,658 | $96.6M | 0.14% | +166,458+19.7% | Added |