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 |
|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | 316,306 | $30.2M | 0.23% | +316,306 | New |
| Los Angeles Capital Management LLC | 315,882 | $30.1M | 0.12% | −202,288−39.0% | Reduced |
| Voya Investment Management LLC | 310,689 | $29.6M | 0.03% | +30,731+11.0% | Added |
| Victory Capital Management Inc | 310,619 | $29.6M | 0.03% | −97,368−23.9% | Reduced |
| Recurrent Investment Advisors LLC | 304,689 | $29.1M | 4.92% | +42,720+16.3% | Added |
| Ofi Invest Asset Management | 300,402 | $28.7M | 1.14% | −31,305,320−99.0% | Reduced |
| InterOcean Capital Group, LLC | 295,854 | $28.2M | 0.89% | +21,983+8.0% | Added |
| Voloridge Investment Management, LLC | 289,219 | $27.6M | 0.13% | +179,520+163.6% | Added |
| Natixis Advisors, L.P. | 281,793 | $26.9M | 0.08% | +70,030+33.1% | Added |
| AMF Pensionsforsakring AB | 277,679 | $26.5M | 0.24% | +131,880+90.5% | Added |
| Commonwealth Equity Services, LLC | 276,772 | $26.4M | 0.05% | +7,973+3.0% | Added |
| State of Wisconsin Investment Board | 276,567 | $26.4M | 0.07% | −11,419−4.0% | Reduced |
| State of New Jersey Common Pension Fund D | 273,302 | $26.1M | 0.09% | −5,434−1.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 266,825 | $25.4M | 0.10% | −6,465−2.4% | Reduced |
| US Bancorp | 260,941 | $24.9M | 0.04% | −4,759−1.8% | Reduced |
| Great West Life Assurance Co | 255,053 | $24.4M | 0.06% | −44,792−14.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 253,279 | $24.2M | 0.23% | −3,512−1.4% | Reduced |
| Pictet Asset Management SA | 252,202 | $24.1M | 0.03% | +6,293+2.6% | Added |
| ZWJ Investment Counsel Inc | 245,982 | $23.5M | 1.23% | +20,154+8.9% | Added |
| GW Henssler & Associates Ltd | 245,158 | $23.4M | 1.54% | −1,581−0.6% | Reduced |
| HighTower Advisors, LLC | 243,924 | $23.3M | 0.05% | +12,151+5.2% | Added |
| Baird Financial Group, Inc. | 243,172 | $23.2M | 0.06% | −37,640−13.4% | Reduced |
| Alps Advisors Inc | 237,809 | $22.7M | 0.20% | −6,037−2.5% | Reduced |
| Toronto Dominion Bank | 236,423 | $22.5M | 0.03% | +23,736+11.2% | Added |
| Creative Planning | 230,013 | $21.9M | 0.03% | +16,750+7.9% | Added |
| Stack Financial Management, Inc | 229,787 | $21.9M | 2.45% | +447+0.2% | Added |
| MML Investors Services, LLC | 229,011 | $21.8M | 0.12% | +37,139+19.4% | Added |
| NFJ Investment Group, LLC | 222,422 | $21.2M | 0.56% | +6,531+3.0% | Added |
| Janney Montgomery Scott LLC | 222,316 | $21.2M | 0.07% | −2,476−1.1% | Reduced |
| Royal London Asset Management Ltd | 219,410 | $20.9M | 0.07% | +51,541+30.7% | Added |
| Qube Research & Technologies Ltd | 219,301 | $20.9M | 0.08% | −112,178−33.8% | Reduced |
| Brandywine Global Investment Management, LLC | 215,905 | $20.6M | 0.17% | +213,870+10,509.6% | Added |
| Public Employees Retirement System of Ohio | 214,137 | $20.4M | 0.08% | −22,769−9.6% | Reduced |
| Pinebridge Investments, L.P. | 210,402 | $20.1M | 0.22% | +17,226+8.9% | Added |
| Rafferty Asset Management, LLC | 209,575 | $20.0M | 0.11% | −16,776−7.4% | Reduced |
| Quadrature Capital Ltd | 207,646 | $19.8M | 0.43% | +84,079+68.0% | Added |
| Nisa Investment Advisors, LLC | 205,442 | $19.6M | 0.14% | −2,191−1.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 202,277 | $19.3M | 0.03% | −140,174−40.9% | Reduced |
| Treasurer of the State of North Carolina | 201,500 | $19.2M | 0.10% | −2,350−1.2% | Reduced |
| Hikari Power Ltd | 190,330 | $18.2M | 1.75% | 00.0% | Unchanged |
| KBC Group NV | 188,619 | $18.0M | 0.07% | −41,178−17.9% | Reduced |
| Asset Management One Co.,Ltd. | 187,474 | $17.9M | 0.08% | −4,905−2.5% | Reduced |
| Adams Natural Resources Fund, Inc. | 186,575 | $17.8M | 2.89% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 180,835 | $17.0M | 0.04% | −1,516−0.8% | Reduced |
| Gratus Capital LLC | 178,285 | $17.0M | 1.17% | +4,580+2.6% | Added |
| Hyman Charles D | 171,411 | $16.3M | 1.02% | +875+0.5% | Added |
| Blair William & Co | 171,256 | $16.3M | 0.06% | +8,735+5.4% | Added |
| BNP Paribas Arbitrage, SA | 169,689 | $16.2M | 0.03% | −134,207−44.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 169,350 | $16.2M | 0.07% | −19,001−10.1% | Reduced |
| TD Asset Management Inc | 164,899 | $15.7M | 0.02% | −21,697−11.6% | Reduced |
| Captrust Financial Advisors | 164,883 | $15.7M | 0.06% | +12,791+8.4% | Added |
| TCTC Holdings, LLC | 162,762 | $15.5M | 0.62% | +1,200+0.7% | Added |
| Bokf, NA | 162,011 | $15.5M | 0.31% | −4,888−2.9% | Reduced |
| Rockefeller Capital Management L.P. | 158,360 | $14.9M | 0.06% | −119,873−43.1% | Reduced |
| Gabelli Funds LLC | 156,000 | $14.9M | 0.11% | +14,000+9.9% | Added |
| Border to Coast Pensions Partnership Ltd | 154,474 | $14.7M | 0.37% | 00.0% | Unchanged |
| Jane Street Group, LLC | 151,668 | $14.5M | 0.02% | −154,971−50.5% | Reduced |
| Keybank National Association | 151,661 | $14.5M | 0.07% | −2,443−1.6% | Reduced |
| Putnam Investments LLC | 150,996 | $14.4M | 0.02% | −56,182−27.1% | Reduced |
| 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 |
| Trexquant Investment LP | 148,350 | $14.1M | 0.37% | +61,008+69.8% | Added |
| Hikari Tsushin, Inc. | 147,638 | $14.1M | 1.35% | 00.0% | Unchanged |
| Korea Investment CORP | 146,247 | $13.9M | 0.04% | −24,844−14.5% | Reduced |
| Spirit of America Management Corp | 142,286 | $13.6M | 3.06% | −6,200−4.2% | Reduced |
| Torray LLC | 139,834 | $13.3M | 2.31% | +15,742+12.7% | Added |
| Abn Amro Investment Solutions | 137,359 | $13.1M | 0.26% | −26,895−16.4% | Reduced |
| Schwerin Boyle Capital Management Inc | 135,881 | $13.0M | 1.22% | −450−0.3% | Reduced |
| Yaupon Capital Management LP | 133,313 | $12.7M | 1.72% | −178,087−57.2% | Reduced |
| Virginia Retirement Systems Et Al | 133,280 | $12.7M | 0.12% | +26,800+25.2% | Added |
| Robeco Institutional Asset Management B.V. | 132,587 | $12.6M | 0.03% | −80,919−37.9% | Reduced |
| Bridgewater Associates, LP | 131,944 | $12.6M | 0.08% | −14,492−9.9% | Reduced |
| Arizona State Retirement System | 131,750 | $12.6M | 0.10% | +2,701+2.1% | Added |
| F&V Capital Management, LLC | 129,900 | $12.4M | 4.00% | −880−0.7% | Reduced |
| Nomura Asset Management Co Ltd | 129,755 | $12.4M | 0.06% | −2,212−1.7% | Reduced |
| American Assets Investment Management, LLC | 127,800 | $12.2M | 1.36% | 00.0% | Unchanged |
| State of Michigan Retirement System | 126,212 | $12.0M | 0.07% | −1,800−1.4% | Reduced |
| Illinois Municipal Retirement Fund | 125,791 | $12.0M | 0.24% | +16,092+14.7% | Added |
| Teacher Retirement System of Texas | 124,362 | $11.9M | 0.08% | +11,231+9.9% | Added |
| American International Group, Inc. | 124,273 | $11.9M | 0.07% | −2,221−1.8% | Reduced |
| Wallington Asset Management, LLC | 121,594 | $11.6M | 2.08% | +2,789+2.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 121,247 | $11.6M | 0.02% | −17,650−12.7% | Reduced |
| Manning & Napier Group, LLC | 121,203 | $11.6M | 0.13% | +121,203 | New |
| Amalgamated Bank | 120,216 | $11.5M | 0.09% | −8,500−6.6% | Reduced |
| Morgan Dempsey Capital Management LLC | 119,243 | $11.4M | 3.25% | −1,804−1.5% | Reduced |
| Foundry Partners, LLC | 119,019 | $11.4M | 0.69% | −44,522−27.2% | Reduced |
| Associated Banc-Corp | 117,700 | $11.2M | 0.42% | −1,383−1.2% | Reduced |
| Thrivent Financial for Lutherans | 117,598 | $11.2M | 0.03% | −33,592−22.2% | Reduced |
| Jupiter Asset Management Ltd | 117,100 | $11.2M | 0.12% | +117,100 | New |
| MetLife Investment Management | 116,502 | $11.1M | 0.08% | −3,757−3.1% | Reduced |
| Oppenheimer Asset Management Inc. | 114,794 | $10.9M | 0.16% | −16,379−12.5% | Reduced |
| Panagora Asset Management Inc | 114,605 | $10.9M | 0.06% | −64,676−36.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 113,851 | $10.9M | 0.52% | +3,878+3.5% | Added |
| Hi-Line Capital Management, LLC | 113,278 | $10.8M | 4.02% | −13,223−10.5% | Reduced |
| Kestra Private Wealth Services, LLC | 113,122 | $10.8M | 0.37% | +4,959+4.6% | Added |
| ProShare Advisors LLC | 112,550 | $10.7M | 0.03% | −14,457−11.4% | Reduced |
| Bridgecreek Investment Management, LLC | 110,540 | $10.5M | 2.02% | −500−0.5% | Reduced |
| Lawson Kroeker Investment Management Inc | 110,228 | $10.5M | 2.52% | +2,930+2.7% | Added |
| Ensign Peak Advisors, Inc | 109,928 | $10.5M | 0.02% | −53,500−32.7% | Reduced |
| Crossmark Global Holdings, Inc. | 94,267 | $10.4M | 0.22% | +16,134+20.6% | Added |