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 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 594,063 | $71.4M | 0.01% | −22,527−3.7% | Reduced |
| Voloridge Investment Management, LLC | 595,962 | $71.6M | 0.35% | +306,743+106.1% | Added |
| Merewether Investment Management, LP | 612,700 | $73.6M | 4.45% | +612,700 | New |
| Fayez Sarofim & Co | 637,951 | $76.6M | 0.26% | +55,306+9.5% | Added |
| Raymond James & Associates | 664,803 | $79.9M | 0.07% | +3,386+0.5% | Added |
| Credit Suisse AG | 694,981 | $83.5M | 0.09% | −9,376−1.3% | Reduced |
| Mariner, LLC | 722,309 | $86.8M | 0.23% | +49,575+7.4% | Added |
| California State Teachers Retirement System | 730,989 | $87.8M | 0.13% | −54,075−6.9% | Reduced |
| AQR Capital Management LLC | 763,692 | $91.8M | 0.19% | +259,527+51.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 766,525 | $92.1M | 0.17% | +23,488+3.2% | Added |
| CI Private Wealth, LLC | 774,350 | $93.0M | 0.21% | +21,725+2.9% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 775,000 | $93.1M | 1.12% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 787,255 | $94.6M | 0.08% | −8,200−1.0% | Reduced |
| National Pension Service | 905,393 | $108.1M | 0.17% | +3,155+0.3% | Added |
| Rhumbline Advisers | 903,213 | $108.5M | 0.13% | −17,397−1.9% | Reduced |
| California Public Employees Retirement System | 904,239 | $108.6M | 0.09% | +39,264+4.5% | Added |
| Capital Fund Management S.A. | 915,610 | $110.0M | 1.48% | +17,034+1.9% | Added |
| Citadel Advisors LLC | 945,983 | $113.7M | 0.12% | +515,540+119.8% | Added |
| Public Employees Retirement Association of Colorado | 959,928 | $115.3M | 0.59% | −26,960−2.7% | Reduced |
| HSBC Holdings PLC | 1,015,730 | $122.0M | 0.14% | −206,169−16.9% | Reduced |
| Nuveen Asset Management, LLC | 1,043,766 | $125.4M | 0.04% | −1,384,053−57.0% | Reduced |
| First Trust Advisors LP | 1,068,918 | $128.4M | 0.15% | −139,130−11.5% | Reduced |
| Millennium Management LLC | 1,195,593 | $143.7M | 0.15% | +518,020+76.5% | Added |
| Prudential Financial Inc | 1,204,768 | $144.8M | 0.23% | +192,110+19.0% | Added |
| Massachusetts Financial Services Co | 1,214,738 | $146.0M | 0.05% | +421,714+53.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,245,319 | $149.6M | 0.12% | +29,046+2.4% | Added |
| Deutsche Bank AG | 1,269,938 | $152.6M | 0.10% | −1,465,093−53.6% | Reduced |
| Bank of Montreal | 1,281,150 | $156.7M | 0.09% | +150,030+13.3% | Added |
| Standard Life Aberdeen plc | 1,379,741 | $165.8M | 0.42% | −64,029−4.4% | Reduced |
| Alliancebernstein L.P. | 1,393,478 | $167.4M | 0.07% | +126,865+10.0% | Added |
| Royal Bank of Canada | 1,426,266 | $171.4M | 0.05% | −10,245−0.7% | Reduced |
| Swiss National Bank | 1,476,050 | $177.3M | 0.14% | −188,600−11.3% | Reduced |
| Bahl & Gaynor Inc | 1,506,861 | $181.0M | 1.16% | +439,360+41.2% | Added |
| UBS Asset Management Americas Inc | 1,593,822 | $191.5M | 0.09% | −101,538−6.0% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,905,478 | $228.9M | 0.45% | +1,905,478 | New |
| LSV Asset Management | 1,928,863 | $231.8M | 0.54% | −22,800−1.2% | Reduced |
| Envestnet Asset Management Inc | 1,946,809 | $233.9M | 0.11% | +350,211+21.9% | Added |
| Goldman Sachs Group Inc | 1,966,443 | $236.3M | 0.06% | −481,027−19.7% | Reduced |
| Allianz Asset Management GmbH | 2,408,258 | $289.4M | 0.59% | +133,657+5.9% | Added |
| JPMorgan Chase & Co | 2,682,902 | $322.4M | 0.04% | −456,218−14.5% | Reduced |
| Pacer Advisors, Inc. | 2,817,077 | $338.5M | 1.30% | +46,399+1.7% | Added |
| Charles Schwab Investment Management Inc | 2,895,912 | $347.9M | 0.10% | −77,465−2.6% | Reduced |
| Amundi | 3,227,948 | $360.3M | 0.18% | +337,051+11.7% | Added |
| Legal & General Group Plc | 3,266,047 | $392.4M | 0.14% | −143,362−4.2% | Reduced |
| Dimensional Fund Advisors LP | 3,386,845 | $407.1M | 0.13% | +149,266+4.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 3,552,366 | $426.8M | 1.63% | −264,806−6.9% | Reduced |
| UBS Group AG | 3,637,849 | $437.1M | 0.20% | −393,297−9.8% | Reduced |
| FMR LLC | 3,796,517 | $456.2M | 0.04% | −295,809−7.2% | Reduced |
| Norges Bank | 3,927,585 | $471.9M | 0.10% | +158,358+4.2% | Added |
| Bank of New York Mellon Corp | 4,570,590 | $549.2M | 0.12% | +502,785+12.4% | Added |
| Northern Trust Corp | 4,881,094 | $586.5M | 0.11% | +283,010+6.2% | Added |
| Invesco Ltd. | 5,727,272 | $688.1M | 0.19% | −117,610−2.0% | Reduced |
| Bank of America Corp | 6,482,119 | $778.8M | 0.10% | +283,588+4.6% | Added |
| Morgan Stanley | 6,768,960 | $813.3M | 0.08% | +138,646+2.1% | Added |
| Aristotle Capital Management, LLC | 7,580,105 | $910.7M | 1.96% | −242,172−3.1% | Reduced |
| Barclays PLC | 7,760,709 | $932.4M | 0.61% | +309,239+4.2% | Added |
| Wellington Management Group LLP | 9,060,904 | $1.09B | 0.22% | −1,870,617−17.1% | Reduced |
| Geode Capital Management, LLC | 9,734,785 | $1.17B | 0.14% | −11,189−0.1% | Reduced |
| Wells Fargo & Company | 17,121,077 | $2.06B | 0.64% | −770.0% | Reduced |
| State Street Corp | 30,752,446 | $3.69B | 0.20% | −461,420−1.5% | Reduced |
| BlackRock Inc. | 34,884,502 | $4.19B | 0.12% | −1,852,240−5.0% | Reduced |
| Vanguard Group Inc | 40,128,511 | $4.82B | 0.12% | −1,220,899−3.0% | Reduced |
| Quilter Plc | 2,928 | – | – | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −638,332−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −330,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −316,306−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −131,944−100.0% | Sold out |
| Gyroscope Capital Management Group, LLC | 0 | $0 | 0.00% | −96,387−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −88,089−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −63,812−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −45,979−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −32,567−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −23,718−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −22,424−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −20,180−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −18,353−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −17,840−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −17,765−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,719−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −93,888−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −11,077−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −9,237−100.0% | Sold out |
| CoreCommodity Management, LLC | 0 | $0 | 0.00% | −8,510−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −8,278−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −8,001−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −7,826−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −7,117−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −6,580−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −6,097−100.0% | Sold out |
| Concord Asset Management, LLC | 0 | $0 | 0.00% | −5,671−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −5,261−100.0% | Sold out |
| Inlet Private Wealth, LLC | 0 | $0 | 0.00% | −5,162−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −5,119−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −4,957−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −4,496−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −4,283−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,235−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −3,785−100.0% | Sold out |
| Saxon Interests, Inc. | 0 | $0 | 0.00% | −3,698−100.0% | Sold out |