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, 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
- 1,663
- +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
- 564 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 | 2,108 | $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, 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 |
|---|---|---|---|---|---|
| Xponance, Inc. | 71,745 | $8.62M | 0.12% | −2,157−2.9% | Reduced |
| Sequoia Financial Advisors, LLC | 72,416 | $8.70M | 0.15% | −26,071−26.5% | Reduced |
| DT Investment Partners, LLC | 72,960 | $8.77M | 1.06% | −10,238−12.3% | Reduced |
| Yousif Capital Management, LLC | 73,517 | $8.83M | 0.11% | −4,801−6.1% | Reduced |
| Payden & Rygel | 74,100 | $8.90M | 0.70% | −2,000−2.6% | Reduced |
| Payden & Rygel Investment Group | 74,100 | $8.90M | 0.70% | +74,100 | New |
| Marco Investment Management LLC | 74,195 | $8.91M | 1.03% | −335−0.4% | Reduced |
| Federated Hermes, Inc. | 74,805 | $8.99M | 0.02% | +9,636+14.8% | Added |
| Pacific Heights Asset Management LLC | 75,000 | $9.01M | 0.85% | −10,000−11.8% | Reduced |
| Bell Bank | 75,462 | $9.07M | 0.99% | −5,013−6.2% | Reduced |
| RPG Investment Advisory, LLC | 75,650 | $9.09M | 1.67% | −9,906−11.6% | Reduced |
| Wade G W & Inc | 76,140 | $9.15M | 0.34% | +73,580+2,874.2% | Added |
| Czech National Bank | 77,828 | $9.35M | 0.15% | +23,491+43.2% | Added |
| CIBC Asset Management Inc | 77,971 | $9.37M | 0.04% | −3,870−4.7% | Reduced |
| Calamos Advisors LLC | 78,461 | $9.43M | 0.05% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 84,737 | $9.52M | 0.22% | −9,530−10.1% | Reduced |
| Utah Retirement Systems | 79,267 | $9.52M | 0.14% | +200+0.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 79,346 | $9.53M | 0.05% | +79,346 | New |
| Cohen & Steers, Inc. | 80,239 | $9.64M | 0.02% | +31,150+63.5% | Added |
| La Banque Postale Asset Management SA | 81,254 | $9.76M | 0.22% | +81,254 | New |
| ING Groep NV | 81,502 | $9.79M | 0.09% | +81,502 | New |
| GWM Advisors LLC | 81,676 | $9.81M | 0.11% | +242+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 83,530 | $10.0M | 0.05% | −16,497−16.5% | Reduced |
| Alaska Permanent Fund Corp | 83,589 | $10.0M | 0.19% | −6,463−7.2% | Reduced |
| Navellier & Associates Inc | 84,087 | $10.1M | 1.73% | −8,569−9.2% | Reduced |
| FourThought Financial Partners, LLC | 85,825 | $10.3M | 1.44% | −893−1.0% | Reduced |
| State of Alaska, Department of Revenue | 87,428 | $10.5M | 0.13% | −3,670−4.0% | Reduced |
| Heritage Investors Management Corp | 87,607 | $10.5M | 0.44% | −2,056−2.3% | Reduced |
| Mercer Global Advisors Inc | 87,995 | $10.6M | 0.04% | −7,597−7.9% | Reduced |
| Oppenheimer Asset Management Inc. | 88,723 | $10.7M | 0.16% | −26,071−22.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 89,533 | $10.8M | 0.09% | +9,506+11.9% | Added |
| Adell Harriman & Carpenter Inc | 90,155 | $10.8M | 1.12% | +3,810+4.4% | Added |
| IFM Investors Pty Ltd | 90,738 | $10.9M | 0.14% | +1,266+1.4% | Added |
| Texas Permanent School Fund | 92,031 | $11.1M | 0.11% | −4,212−4.4% | Reduced |
| Macquarie Group Ltd | 92,160 | $11.1M | 0.01% | −60−0.1% | Reduced |
| Abn Amro Investment Solutions | 92,911 | $11.2M | 0.22% | −44,448−32.4% | Reduced |
| Annex Advisory Services, LLC | 93,188 | $11.2M | 0.68% | −12,075−11.5% | Reduced |
| Bollard Group LLC | 95,655 | $11.5M | 0.42% | +772+0.8% | Added |
| Steward Partners Investment Advisory, LLC | 97,110 | $11.7M | 0.18% | +402+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 98,353 | $11.8M | 0.04% | +95,382+3,210.4% | Added |
| Mattern Capital Management, LLC | 98,831 | $11.9M | 1.92% | +6,961+7.6% | Added |
| CCM Investment Advisers LLC | 100,201 | $12.0M | 1.66% | −1,361−1.3% | Reduced |
| Retirement Systems of Alabama | 100,683 | $12.1M | 0.06% | −3,607−3.5% | Reduced |
| ProShare Advisors LLC | 101,969 | $12.3M | 0.04% | −10,581−9.4% | Reduced |
| Bridgecreek Investment Management, LLC | 102,831 | $12.4M | 2.53% | −7,709−7.0% | Reduced |
| Skba Capital Management LLC | 103,535 | $12.4M | 2.30% | −300−0.3% | Reduced |
| Richard C. Young & CO., LTD. | 103,931 | $12.5M | 1.78% | +762+0.7% | Added |
| Advisors Asset Management, Inc. | 104,063 | $12.5M | 0.27% | −61−0.1% | Reduced |
| Public Sector Pension Investment Board | 105,395 | $12.7M | 0.09% | +10,359+10.9% | Added |
| Guggenheim Capital LLC | 105,618 | $12.7M | 0.11% | +4,741+4.7% | Added |
| Schwerin Boyle Capital Management Inc | 109,583 | $13.2M | 1.55% | −26,298−19.4% | Reduced |
| Lawson Kroeker Investment Management Inc | 109,758 | $13.2M | 2.91% | −470−0.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 110,253 | $13.2M | 0.60% | −3,598−3.2% | Reduced |
| MetLife Investment Management | 110,446 | $13.3M | 0.10% | −6,056−5.2% | Reduced |
| Thrivent Financial for Lutherans | 111,121 | $13.4M | 0.03% | −6,477−5.5% | Reduced |
| NFJ Investment Group, LLC | 111,283 | $13.4M | 0.39% | −111,139−50.0% | Reduced |
| Rockefeller Capital Management L.P. | 112,265 | $13.5M | 0.05% | −46,095−29.1% | Reduced |
| Hi-Line Capital Management, LLC | 113,041 | $13.6M | 5.00% | −237−0.2% | Reduced |
| Morgan Dempsey Capital Management LLC | 115,989 | $13.9M | 4.34% | −3,254−2.7% | Reduced |
| Ensign Peak Advisors, Inc | 116,991 | $14.1M | 0.03% | +7,063+6.4% | Added |
| Jupiter Asset Management Ltd | 117,367 | $14.1M | 0.16% | +267+0.2% | Added |
| Manning & Napier Group, LLC | 117,378 | $14.1M | 0.17% | −3,825−3.2% | Reduced |
| American International Group, Inc. | 117,958 | $14.2M | 0.09% | −6,315−5.1% | Reduced |
| PointState Capital LP | 118,059 | $14.2M | 0.49% | +118,059 | New |
| Kestra Private Wealth Services, LLC | 118,407 | $14.2M | 0.45% | +5,285+4.7% | Added |
| Raymond James Trust N.A. | 118,452 | $14.2M | 0.42% | +18,767+18.8% | Added |
| Associated Banc-Corp | 119,901 | $14.4M | 0.56% | +2,201+1.9% | Added |
| Amalgamated Bank | 120,871 | $14.5M | 0.12% | +655+0.5% | Added |
| Worldquant Millennium Advisors LLC | 121,785 | $14.6M | 0.23% | +102,146+520.1% | Added |
| WSFS Capital Management, LLC | 121,788 | $14.6M | 0.96% | +115,501+1,837.1% | Added |
| State of Michigan Retirement System | 122,112 | $14.7M | 0.09% | −4,100−3.2% | Reduced |
| Wallington Asset Management, LLC | 123,902 | $14.9M | 2.71% | +2,308+1.9% | Added |
| Parallax Volatility Advisers, L.P. | 124,360 | $14.9M | 0.52% | +124,270+138,077.8% | Added |
| F&V Capital Management, LLC | 127,095 | $15.3M | 5.23% | −2,805−2.2% | Reduced |
| Nomura Asset Management Co Ltd | 127,160 | $15.3M | 0.07% | −2,595−2.0% | Reduced |
| American Assets Investment Management, LLC | 127,800 | $15.4M | 1.71% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 129,375 | $15.5M | 0.10% | +5,013+4.0% | Added |
| Arizona State Retirement System | 129,882 | $15.6M | 0.13% | −1,868−1.4% | Reduced |
| Spirit of America Management Corp | 130,686 | $15.7M | 3.55% | −11,600−8.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 133,428 | $16.0M | 0.04% | +12,181+10.0% | Added |
| Illinois Municipal Retirement Fund | 135,269 | $16.3M | 0.30% | +9,478+7.5% | Added |
| ExodusPoint Capital Management, LP | 138,290 | $16.6M | 0.21% | +138,290 | New |
| Empowered Funds, LLC | 138,486 | $16.6M | 0.49% | −11,947−7.9% | Reduced |
| Torray LLC | 140,751 | $16.9M | 2.98% | +917+0.7% | Added |
| KBC Group NV | 146,616 | $17.6M | 0.07% | −42,003−22.3% | Reduced |
| Hikari Tsushin, Inc. | 147,638 | $17.7M | 1.73% | 00.0% | Unchanged |
| Keybank National Association | 147,926 | $17.8M | 0.09% | −3,735−2.5% | Reduced |
| Bokf, NA | 157,084 | $17.9M | 0.39% | −4,927−3.0% | Reduced |
| Gabelli Funds LLC | 154,100 | $18.5M | 0.15% | −1,900−1.2% | Reduced |
| Foundry Partners, LLC | 157,467 | $18.9M | 1.18% | +38,448+32.3% | Added |
| D. E. Shaw & Co., Inc. | 157,968 | $19.0M | 0.03% | −222,772−58.5% | Reduced |
| Border to Coast Pensions Partnership Ltd | 154,474 | $19.1M | 0.51% | 00.0% | Unchanged |
| Korea Investment CORP | 159,592 | $19.2M | 0.06% | +13,345+9.1% | Added |
| Comerica Bank | 161,716 | $19.4M | 0.10% | −266,131−62.2% | Reduced |
| TCTC Holdings, LLC | 163,362 | $19.6M | 0.76% | +600+0.4% | Added |
| TD Asset Management Inc | 164,232 | $19.7M | 0.02% | −667−0.4% | Reduced |
| Kayne Anderson Capital Advisors LP | 164,598 | $19.8M | 0.61% | −179,565−52.2% | Reduced |
| Hyman Charles D | 171,541 | $20.6M | 1.34% | +130+0.1% | Added |
| Blair William & Co | 176,214 | $21.2M | 0.08% | +4,958+2.9% | Added |
| Gratus Capital LLC | 176,695 | $21.2M | 1.45% | −1,590−0.9% | Reduced |