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 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 178,126 | $21.4M | 0.13% | −31,449−15.0% | Reduced |
| Man Group plc | – | $21.5M | 0.07% | – | – |
| Tudor Investment Corp Et Al | 179,410 | $21.6M | 0.32% | +164,135+1,074.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 180,231 | $21.7M | 0.10% | +10,881+6.4% | Added |
| National Bank of Canada | 182,135 | $21.7M | 0.04% | +76,800+72.9% | Added |
| Adams Natural Resources Fund, Inc. | 180,975 | $21.7M | 3.23% | −5,600−3.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 182,465 | $21.9M | 0.10% | +117,275+179.9% | Added |
| DekaBank Deutsche Girozentrale | 179,314 | $21.9M | 0.05% | −1,521−0.8% | Reduced |
| Captrust Financial Advisors | 185,830 | $22.3M | 0.09% | +20,947+12.7% | Added |
| Asset Management One Co.,Ltd. | 186,546 | $22.4M | 0.10% | −928−0.5% | Reduced |
| Chickasaw Capital Management LLC | 186,923 | $22.5M | 1.20% | −269,512−59.0% | Reduced |
| Alps Advisors Inc | 187,344 | $22.5M | 0.19% | −50,465−21.2% | Reduced |
| AMF Pensionsforsakring AB | 189,949 | $22.8M | 0.22% | −87,730−31.6% | Reduced |
| Hikari Power Ltd | 190,330 | $22.9M | 2.24% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 193,415 | $23.2M | 0.26% | −16,987−8.1% | Reduced |
| Schroder Investment Management Group | 195,128 | $23.4M | 0.03% | +115,673+145.6% | Added |
| Public Employees Retirement System of Ohio | 196,492 | $23.6M | 0.11% | −17,645−8.2% | Reduced |
| Treasurer of the State of North Carolina | 202,530 | $24.3M | 0.13% | +1,030+0.5% | Added |
| Nisa Investment Advisors, LLC | 203,387 | $24.4M | 0.19% | −2,055−1.0% | Reduced |
| HRT Financial LP | 207,166 | $24.9M | 0.25% | +207,166 | New |
| Panagora Asset Management Inc | 211,456 | $25.4M | 0.16% | +96,851+84.5% | Added |
| Virginia Retirement Systems Et Al | 213,780 | $25.7M | 0.25% | +80,500+60.4% | Added |
| Yaupon Capital Management LP | 215,556 | $25.9M | 2.93% | +82,243+61.7% | Added |
| Toronto Dominion Bank | 221,200 | $26.6M | 0.04% | −15,223−6.4% | Reduced |
| Quadrature Capital Ltd | 221,930 | $26.7M | 0.55% | +14,284+6.9% | Added |
| Janney Montgomery Scott LLC | 227,481 | $27.3M | 0.10% | +5,165+2.3% | Added |
| Brandywine Global Investment Management, LLC | 227,487 | $27.3M | 0.24% | +11,582+5.4% | Added |
| Stack Financial Management, Inc | 229,286 | $27.5M | 3.21% | −501−0.2% | Reduced |
| Royal London Asset Management Ltd | 236,748 | $28.4M | 0.09% | +17,338+7.9% | Added |
| Robeco Institutional Asset Management B.V. | 237,097 | $28.5M | 0.08% | +104,510+78.8% | Added |
| Allspring Global Investments Holdings, LLC | 238,106 | $28.6M | 0.05% | +35,829+17.7% | Added |
| GW Henssler & Associates Ltd | 239,825 | $28.8M | 1.97% | −5,333−2.2% | Reduced |
| Pictet Asset Management Holding SA | 244,512 | $29.4M | 0.04% | +244,512 | New |
| ZWJ Investment Counsel Inc | 245,680 | $29.5M | 1.64% | −302−0.1% | Reduced |
| MML Investors Services, LLC | 246,065 | $29.6M | 0.16% | +17,054+7.4% | Added |
| Baird Financial Group, Inc. | 249,274 | $30.0M | 0.08% | +6,102+2.5% | Added |
| Great West Life Assurance Co | 250,480 | $30.1M | 0.07% | −4,573−1.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 253,149 | $30.4M | 0.12% | −13,676−5.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 253,279 | $30.4M | 0.31% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 259,903 | $31.2M | 0.11% | −13,399−4.9% | Reduced |
| HighTower Advisors, LLC | 260,975 | $31.3M | 0.06% | +17,051+7.0% | Added |
| US Bancorp | 262,383 | $31.5M | 0.05% | +1,442+0.6% | Added |
| Advisory Resource Group | 275,269 | $33.1M | 8.92% | −58,365−17.5% | Reduced |
| Ofi Invest Asset Management | 297,023 | $33.7M | 1.22% | −3,379−1.1% | Reduced |
| State of Wisconsin Investment Board | 281,764 | $33.9M | 0.11% | +5,197+1.9% | Added |
| Commonwealth Equity Services, LLC | 282,152 | $33.9M | 0.07% | +5,380+1.9% | Added |
| Voya Investment Management LLC | 282,255 | $33.9M | 0.04% | −28,434−9.2% | Reduced |
| InterOcean Capital Group, LLC | 294,980 | $35.4M | 1.08% | −874−0.3% | Reduced |
| Natixis Advisors, L.P. | 301,317 | $36.2M | 0.11% | +19,524+6.9% | Added |
| Bank of Nova Scotia | 301,386 | $36.2M | 0.10% | +257,815+591.7% | Added |
| Glenmede Trust Co NA | 303,111 | $36.4M | 0.21% | −63,784−17.4% | Reduced |
| Victory Capital Management Inc | 313,925 | $37.7M | 0.04% | +3,306+1.1% | Added |
| Recurrent Investment Advisors LLC | 314,466 | $37.8M | 5.55% | +9,777+3.2% | Added |
| Twinbeech Capital LP | 315,364 | $37.9M | 0.73% | +315,364 | New |
| Creative Planning | 319,646 | $38.4M | 0.05% | +89,633+39.0% | Added |
| Todd Asset Management LLC | 320,435 | $38.5M | 0.92% | +3,049+1.0% | Added |
| Intech Investment Management LLC | 321,293 | $38.6M | 0.57% | −353,707−52.4% | Reduced |
| Great Lakes Advisors, LLC | 324,422 | $39.0M | 0.35% | −621−0.2% | Reduced |
| Miller Howard Investments Inc | 325,508 | $39.1M | 1.43% | −50,268−13.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 330,910 | $39.8M | 0.05% | +330,910 | New |
| Mitsubishi UFJ Trust & Banking Corp | 332,822 | $40.0M | 0.10% | −4,795−1.4% | Reduced |
| New York State Common Retirement Fund | 334,130 | $40.1M | 0.06% | −71,771−17.7% | Reduced |
| Aviva PLC | 335,766 | $40.3M | 0.17% | −47,945−12.5% | Reduced |
| State of Tennessee, Treasury Department | 336,202 | $40.4M | 0.16% | +242,154+257.5% | Added |
| Canada Pension Plan Investment Board | 352,446 | $42.3M | 0.06% | +273,100+344.2% | Added |
| Assenagon Asset Management S.A. | 352,584 | $42.4M | 0.15% | +255,780+264.2% | Added |
| Neuberger Berman Group LLC | 352,775 | $42.4M | 0.04% | −911,354−72.1% | Reduced |
| American Century Companies Inc | 356,990 | $42.9M | 0.03% | −838−0.2% | Reduced |
| Jane Street Group, LLC | 357,870 | $43.0M | 0.07% | +206,202+136.0% | Added |
| RNC Capital Management LLC | 359,742 | $43.2M | 2.68% | −138,475−27.8% | Reduced |
| Boston Partners | 363,292 | $43.6M | 0.06% | +9,448+2.7% | Added |
| Citigroup Inc | 365,767 | $43.9M | 0.06% | −113,872−23.7% | Reduced |
| First Republic Investment Management, Inc. | 366,158 | $44.0M | 0.13% | +366,158 | New |
| Russell Investments Group, Ltd. | 370,539 | $44.7M | 0.09% | −11,163−2.9% | Reduced |
| SEI Investments Co | 377,705 | $45.4M | 0.08% | −22,035−5.5% | Reduced |
| Davis R M Inc | 381,200 | $45.8M | 1.15% | −5,325−1.4% | Reduced |
| Manufacturers Life Insurance Company, The | 388,436 | $46.7M | 0.03% | +14,186+3.8% | Added |
| Nomura Holdings Inc | 399,000 | $47.9M | 0.52% | +391,941+5,552.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 417,874 | $50.2M | 0.10% | +19,711+5.0% | Added |
| BNP Paribas Arbitrage, SA | 418,709 | $50.3M | 0.11% | +249,020+146.8% | Added |
| MUFG Securities EMEA plc | 425,000 | $51.1M | 5.47% | +425,000 | New |
| Old Republic International Corporation | 435,900 | $52.4M | 1.96% | −122,000−21.9% | Reduced |
| Los Angeles Capital Management LLC | 440,131 | $52.9M | 0.22% | +124,249+39.3% | Added |
| Stifel Financial Corp | 451,483 | $54.2M | 0.08% | +9,810+2.2% | Added |
| Fort Washington Investment Advisors Inc | 456,352 | $54.8M | 0.41% | +10,192+2.3% | Added |
| Advisor Group Holdings, Inc. | 460,294 | $55.4M | 0.08% | +93,055+25.3% | Added |
| New York State Teachers Retirement System | 462,002 | $55.5M | 0.13% | −38,817−7.8% | Reduced |
| Acadian Asset Management LLC | 472,208 | $56.7M | 0.24% | +430,723+1,038.3% | Added |
| Adage Capital Partners GP, L.L.C. | 472,701 | $56.8M | 0.13% | −14,500−3.0% | Reduced |
| State Board of Administration of Florida Retirement System | 489,400 | $58.8M | 0.14% | −36,190−6.9% | Reduced |
| Qube Research & Technologies Ltd | 519,277 | $62.4M | 0.19% | +299,976+136.8% | Added |
| Truist Financial Corp | 532,241 | $63.9M | 0.11% | +34,573+6.9% | Added |
| Franklin Resources Inc | 533,998 | $64.2M | 0.03% | +141,945+36.2% | Added |
| Stonegate Investment Group, LLC | 537,223 | $64.5M | 2.35% | −12,708−2.3% | Reduced |
| Renaissance Technologies LLC | 541,779 | $65.1M | 0.11% | +541,779 | New |
| Susquehanna International Group, LLP | 553,334 | $66.5M | 0.10% | −172,298−23.7% | Reduced |
| M&T Bank Corp | 563,454 | $67.7M | 0.27% | −6,172−1.1% | Reduced |
| Ameriprise Financial Inc | 568,565 | $68.3M | 0.02% | −18,262−3.1% | Reduced |
| Principal Financial Group Inc | 573,931 | $69.0M | 0.05% | +29,243+5.4% | Added |
| LPL Financial LLC | 583,922 | $70.2M | 0.05% | −7,566−1.3% | Reduced |