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, Q3 2023
Institutional positions in Phillips 66 as of Sep 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
- 1,664
- +142 vs. Q2 2023
- Shares held
- 320.6M
- −2.53M (−0.8%) vs. Q2 2023
- Total value
- $38.5B
- +$7.72B (+25.1%) vs. Q2 2023
- New holders
- 215
- 565 more added
- Sold out
- 73
- 597 more reduced
20 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 40,128,511 | $4.82B | 0.12% | −1,220,899−3.0% | Reduced |
| BlackRock Inc. | 34,884,502 | $4.19B | 0.12% | −1,852,240−5.0% | Reduced |
| State Street Corp | 30,752,446 | $3.69B | 0.20% | −461,420−1.5% | Reduced |
| Wells Fargo & Company | 17,121,077 | $2.06B | 0.64% | −770.0% | Reduced |
| Geode Capital Management, LLC | 9,734,785 | $1.17B | 0.14% | −11,189−0.1% | Reduced |
| Wellington Management Group LLP | 9,060,904 | $1.09B | 0.22% | −1,870,617−17.1% | Reduced |
| Barclays PLC | 7,760,709 | $932.4M | 0.61% | +309,239+4.2% | Added |
| Aristotle Capital Management, LLC | 7,580,105 | $910.7M | 1.96% | −242,172−3.1% | Reduced |
| Morgan Stanley | 6,768,960 | $813.3M | 0.08% | +138,646+2.1% | Added |
| Bank of America Corp | 6,482,119 | $778.8M | 0.10% | +283,588+4.6% | Added |
| Invesco Ltd. | 5,727,272 | $688.1M | 0.19% | −117,610−2.0% | Reduced |
| Northern Trust Corp | 4,881,094 | $586.5M | 0.11% | +283,010+6.2% | Added |
| Bank of New York Mellon Corp | 4,570,590 | $549.2M | 0.12% | +502,785+12.4% | Added |
| Norges Bank | 3,927,585 | $471.9M | 0.10% | +158,358+4.2% | Added |
| FMR LLC | 3,796,517 | $456.2M | 0.04% | −295,809−7.2% | Reduced |
| UBS Group AG | 3,637,849 | $437.1M | 0.20% | −393,297−9.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 3,552,366 | $426.8M | 1.63% | −264,806−6.9% | Reduced |
| Dimensional Fund Advisors LP | 3,386,845 | $407.1M | 0.13% | +149,266+4.6% | Added |
| Legal & General Group Plc | 3,266,047 | $392.4M | 0.14% | −143,362−4.2% | Reduced |
| Amundi | 3,227,948 | $360.3M | 0.18% | +337,051+11.7% | Added |
| Charles Schwab Investment Management Inc | 2,895,912 | $347.9M | 0.10% | −77,465−2.6% | Reduced |
| Pacer Advisors, Inc. | 2,817,077 | $338.5M | 1.30% | +46,399+1.7% | Added |
| JPMorgan Chase & Co | 2,682,902 | $322.4M | 0.04% | −456,218−14.5% | Reduced |
| Allianz Asset Management GmbH | 2,408,258 | $289.4M | 0.59% | +133,657+5.9% | Added |
| Goldman Sachs Group Inc | 1,966,443 | $236.3M | 0.06% | −481,027−19.7% | Reduced |
| Envestnet Asset Management Inc | 1,946,809 | $233.9M | 0.11% | +350,211+21.9% | Added |
| LSV Asset Management | 1,928,863 | $231.8M | 0.54% | −22,800−1.2% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,905,478 | $228.9M | 0.45% | +1,905,478 | New |
| UBS Asset Management Americas Inc | 1,593,822 | $191.5M | 0.09% | −101,538−6.0% | Reduced |
| Bahl & Gaynor Inc | 1,506,861 | $181.0M | 1.16% | +439,360+41.2% | Added |
| Swiss National Bank | 1,476,050 | $177.3M | 0.14% | −188,600−11.3% | Reduced |
| Royal Bank of Canada | 1,426,266 | $171.4M | 0.05% | −10,245−0.7% | Reduced |
| Alliancebernstein L.P. | 1,393,478 | $167.4M | 0.07% | +126,865+10.0% | Added |
| Standard Life Aberdeen plc | 1,379,741 | $165.8M | 0.42% | −64,029−4.4% | Reduced |
| Bank of Montreal | 1,281,150 | $156.7M | 0.09% | +150,030+13.3% | Added |
| Deutsche Bank AG | 1,269,938 | $152.6M | 0.10% | −1,465,093−53.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,245,319 | $149.6M | 0.12% | +29,046+2.4% | Added |
| Massachusetts Financial Services Co | 1,214,738 | $146.0M | 0.05% | +421,714+53.2% | Added |
| Prudential Financial Inc | 1,204,768 | $144.8M | 0.23% | +192,110+19.0% | Added |
| Millennium Management LLC | 1,195,593 | $143.7M | 0.15% | +518,020+76.5% | Added |
| First Trust Advisors LP | 1,068,918 | $128.4M | 0.15% | −139,130−11.5% | Reduced |
| Nuveen Asset Management, LLC | 1,043,766 | $125.4M | 0.04% | −1,384,053−57.0% | Reduced |
| HSBC Holdings PLC | 1,015,730 | $122.0M | 0.14% | −206,169−16.9% | Reduced |
| Public Employees Retirement Association of Colorado | 959,928 | $115.3M | 0.59% | −26,960−2.7% | Reduced |
| Citadel Advisors LLC | 945,983 | $113.7M | 0.12% | +515,540+119.8% | Added |
| Capital Fund Management S.A. | 915,610 | $110.0M | 1.48% | +17,034+1.9% | Added |
| California Public Employees Retirement System | 904,239 | $108.6M | 0.09% | +39,264+4.5% | Added |
| Rhumbline Advisers | 903,213 | $108.5M | 0.13% | −17,397−1.9% | Reduced |
| National Pension Service | 905,393 | $108.1M | 0.17% | +3,155+0.3% | Added |
| The PNC Financial Services Group, Inc. | 787,255 | $94.6M | 0.08% | −8,200−1.0% | Reduced |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 775,000 | $93.1M | 1.12% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 774,350 | $93.0M | 0.21% | +21,725+2.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 766,525 | $92.1M | 0.17% | +23,488+3.2% | Added |
| AQR Capital Management LLC | 763,692 | $91.8M | 0.19% | +259,527+51.5% | Added |
| California State Teachers Retirement System | 730,989 | $87.8M | 0.13% | −54,075−6.9% | Reduced |
| Mariner, LLC | 722,309 | $86.8M | 0.23% | +49,575+7.4% | Added |
| Credit Suisse AG | 694,981 | $83.5M | 0.09% | −9,376−1.3% | Reduced |
| Raymond James & Associates | 664,803 | $79.9M | 0.07% | +3,386+0.5% | Added |
| Fayez Sarofim & Co | 637,951 | $76.6M | 0.26% | +55,306+9.5% | Added |
| Merewether Investment Management, LP | 612,700 | $73.6M | 4.45% | +612,700 | New |
| Voloridge Investment Management, LLC | 595,962 | $71.6M | 0.35% | +306,743+106.1% | Added |
| Price T Rowe Associates Inc | 594,063 | $71.4M | 0.01% | −22,527−3.7% | Reduced |
| LPL Financial LLC | 583,922 | $70.2M | 0.05% | −7,566−1.3% | Reduced |
| Principal Financial Group Inc | 573,931 | $69.0M | 0.05% | +29,243+5.4% | Added |
| Ameriprise Financial Inc | 568,565 | $68.3M | 0.02% | −18,262−3.1% | Reduced |
| M&T Bank Corp | 563,454 | $67.7M | 0.27% | −6,172−1.1% | Reduced |
| Susquehanna International Group, LLP | 553,334 | $66.5M | 0.10% | −172,298−23.7% | Reduced |
| Renaissance Technologies LLC | 541,779 | $65.1M | 0.11% | +541,779 | New |
| Stonegate Investment Group, LLC | 537,223 | $64.5M | 2.35% | −12,708−2.3% | Reduced |
| Franklin Resources Inc | 533,998 | $64.2M | 0.03% | +141,945+36.2% | Added |
| Truist Financial Corp | 532,241 | $63.9M | 0.11% | +34,573+6.9% | Added |
| Qube Research & Technologies Ltd | 519,277 | $62.4M | 0.19% | +299,976+136.8% | Added |
| State Board of Administration of Florida Retirement System | 489,400 | $58.8M | 0.14% | −36,190−6.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 472,701 | $56.8M | 0.13% | −14,500−3.0% | Reduced |
| Acadian Asset Management LLC | 472,208 | $56.7M | 0.24% | +430,723+1,038.3% | Added |
| New York State Teachers Retirement System | 462,002 | $55.5M | 0.13% | −38,817−7.8% | Reduced |
| Advisor Group Holdings, Inc. | 460,294 | $55.4M | 0.08% | +93,055+25.3% | Added |
| Fort Washington Investment Advisors Inc | 456,352 | $54.8M | 0.41% | +10,192+2.3% | Added |
| Stifel Financial Corp | 451,483 | $54.2M | 0.08% | +9,810+2.2% | Added |
| Los Angeles Capital Management LLC | 440,131 | $52.9M | 0.22% | +124,249+39.3% | Added |
| Old Republic International Corporation | 435,900 | $52.4M | 1.96% | −122,000−21.9% | Reduced |
| MUFG Securities EMEA plc | 425,000 | $51.1M | 5.47% | +425,000 | New |
| BNP Paribas Arbitrage, SA | 418,709 | $50.3M | 0.11% | +249,020+146.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 417,874 | $50.2M | 0.10% | +19,711+5.0% | Added |
| Nomura Holdings Inc | 399,000 | $47.9M | 0.52% | +391,941+5,552.4% | Added |
| Manufacturers Life Insurance Company, The | 388,436 | $46.7M | 0.03% | +14,186+3.8% | Added |
| Davis R M Inc | 381,200 | $45.8M | 1.15% | −5,325−1.4% | Reduced |
| SEI Investments Co | 377,705 | $45.4M | 0.08% | −22,035−5.5% | Reduced |
| Russell Investments Group, Ltd. | 370,539 | $44.7M | 0.09% | −11,163−2.9% | Reduced |
| First Republic Investment Management, Inc. | 366,158 | $44.0M | 0.13% | +366,158 | New |
| Citigroup Inc | 365,767 | $43.9M | 0.06% | −113,872−23.7% | Reduced |
| Boston Partners | 363,292 | $43.6M | 0.06% | +9,448+2.7% | Added |
| RNC Capital Management LLC | 359,742 | $43.2M | 2.68% | −138,475−27.8% | Reduced |
| Jane Street Group, LLC | 357,870 | $43.0M | 0.07% | +206,202+136.0% | Added |
| American Century Companies Inc | 356,990 | $42.9M | 0.03% | −838−0.2% | Reduced |
| Neuberger Berman Group LLC | 352,775 | $42.4M | 0.04% | −911,354−72.1% | Reduced |
| Assenagon Asset Management S.A. | 352,584 | $42.4M | 0.15% | +255,780+264.2% | Added |
| Canada Pension Plan Investment Board | 352,446 | $42.3M | 0.06% | +273,100+344.2% | Added |
| State of Tennessee, Treasury Department | 336,202 | $40.4M | 0.16% | +242,154+257.5% | Added |
| Aviva PLC | 335,766 | $40.3M | 0.17% | −47,945−12.5% | Reduced |