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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 334,130 | $40.1M | 0.06% | −71,771−17.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 332,822 | $40.0M | 0.10% | −4,795−1.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 330,910 | $39.8M | 0.05% | +330,910 | New |
| Miller Howard Investments Inc | 325,508 | $39.1M | 1.43% | −50,268−13.4% | Reduced |
| Great Lakes Advisors, LLC | 324,422 | $39.0M | 0.35% | −621−0.2% | Reduced |
| Intech Investment Management LLC | 321,293 | $38.6M | 0.57% | −353,707−52.4% | Reduced |
| Todd Asset Management LLC | 320,435 | $38.5M | 0.92% | +3,049+1.0% | Added |
| Creative Planning | 319,646 | $38.4M | 0.05% | +89,633+39.0% | Added |
| Twinbeech Capital LP | 315,364 | $37.9M | 0.73% | +315,364 | New |
| Recurrent Investment Advisors LLC | 314,466 | $37.8M | 5.55% | +9,777+3.2% | Added |
| Victory Capital Management Inc | 313,925 | $37.7M | 0.04% | +3,306+1.1% | Added |
| Glenmede Trust Co NA | 303,111 | $36.4M | 0.21% | −63,784−17.4% | Reduced |
| Bank of Nova Scotia | 301,386 | $36.2M | 0.10% | +257,815+591.7% | Added |
| Natixis Advisors, L.P. | 301,317 | $36.2M | 0.11% | +19,524+6.9% | Added |
| InterOcean Capital Group, LLC | 294,980 | $35.4M | 1.08% | −874−0.3% | Reduced |
| Voya Investment Management LLC | 282,255 | $33.9M | 0.04% | −28,434−9.2% | Reduced |
| Commonwealth Equity Services, LLC | 282,152 | $33.9M | 0.07% | +5,380+1.9% | Added |
| State of Wisconsin Investment Board | 281,764 | $33.9M | 0.11% | +5,197+1.9% | Added |
| Ofi Invest Asset Management | 297,023 | $33.7M | 1.22% | −3,379−1.1% | Reduced |
| Advisory Resource Group | 275,269 | $33.1M | 8.92% | −58,365−17.5% | Reduced |
| US Bancorp | 262,383 | $31.5M | 0.05% | +1,442+0.6% | Added |
| HighTower Advisors, LLC | 260,975 | $31.3M | 0.06% | +17,051+7.0% | Added |
| State of New Jersey Common Pension Fund D | 259,903 | $31.2M | 0.11% | −13,399−4.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 253,279 | $30.4M | 0.31% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 253,149 | $30.4M | 0.12% | −13,676−5.1% | Reduced |
| Great West Life Assurance Co | 250,480 | $30.1M | 0.07% | −4,573−1.8% | Reduced |
| Baird Financial Group, Inc. | 249,274 | $30.0M | 0.08% | +6,102+2.5% | Added |
| MML Investors Services, LLC | 246,065 | $29.6M | 0.16% | +17,054+7.4% | Added |
| ZWJ Investment Counsel Inc | 245,680 | $29.5M | 1.64% | −302−0.1% | Reduced |
| Pictet Asset Management Holding SA | 244,512 | $29.4M | 0.04% | +244,512 | New |
| GW Henssler & Associates Ltd | 239,825 | $28.8M | 1.97% | −5,333−2.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 238,106 | $28.6M | 0.05% | +35,829+17.7% | Added |
| Robeco Institutional Asset Management B.V. | 237,097 | $28.5M | 0.08% | +104,510+78.8% | Added |
| Royal London Asset Management Ltd | 236,748 | $28.4M | 0.09% | +17,338+7.9% | Added |
| Stack Financial Management, Inc | 229,286 | $27.5M | 3.21% | −501−0.2% | Reduced |
| Brandywine Global Investment Management, LLC | 227,487 | $27.3M | 0.24% | +11,582+5.4% | Added |
| Janney Montgomery Scott LLC | 227,481 | $27.3M | 0.10% | +5,165+2.3% | Added |
| Quadrature Capital Ltd | 221,930 | $26.7M | 0.55% | +14,284+6.9% | Added |
| Toronto Dominion Bank | 221,200 | $26.6M | 0.04% | −15,223−6.4% | Reduced |
| Yaupon Capital Management LP | 215,556 | $25.9M | 2.93% | +82,243+61.7% | Added |
| Virginia Retirement Systems Et Al | 213,780 | $25.7M | 0.25% | +80,500+60.4% | Added |
| Panagora Asset Management Inc | 211,456 | $25.4M | 0.16% | +96,851+84.5% | Added |
| HRT Financial LP | 207,166 | $24.9M | 0.25% | +207,166 | New |
| Nisa Investment Advisors, LLC | 203,387 | $24.4M | 0.19% | −2,055−1.0% | Reduced |
| Treasurer of the State of North Carolina | 202,530 | $24.3M | 0.13% | +1,030+0.5% | Added |
| Public Employees Retirement System of Ohio | 196,492 | $23.6M | 0.11% | −17,645−8.2% | Reduced |
| Schroder Investment Management Group | 195,128 | $23.4M | 0.03% | +115,673+145.6% | Added |
| Pinebridge Investments, L.P. | 193,415 | $23.2M | 0.26% | −16,987−8.1% | Reduced |
| Hikari Power Ltd | 190,330 | $22.9M | 2.24% | 00.0% | Unchanged |
| AMF Pensionsforsakring AB | 189,949 | $22.8M | 0.22% | −87,730−31.6% | Reduced |
| Alps Advisors Inc | 187,344 | $22.5M | 0.19% | −50,465−21.2% | Reduced |
| Chickasaw Capital Management LLC | 186,923 | $22.5M | 1.20% | −269,512−59.0% | Reduced |
| Asset Management One Co.,Ltd. | 186,546 | $22.4M | 0.10% | −928−0.5% | Reduced |
| Captrust Financial Advisors | 185,830 | $22.3M | 0.09% | +20,947+12.7% | Added |
| DekaBank Deutsche Girozentrale | 179,314 | $21.9M | 0.05% | −1,521−0.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 182,465 | $21.9M | 0.10% | +117,275+179.9% | Added |
| Adams Natural Resources Fund, Inc. | 180,975 | $21.7M | 3.23% | −5,600−3.0% | Reduced |
| National Bank of Canada | 182,135 | $21.7M | 0.04% | +76,800+72.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 180,231 | $21.7M | 0.10% | +10,881+6.4% | Added |
| Tudor Investment Corp Et Al | 179,410 | $21.6M | 0.32% | +164,135+1,074.5% | Added |
| Man Group plc | – | $21.5M | 0.07% | – | – |
| Rafferty Asset Management, LLC | 178,126 | $21.4M | 0.13% | −31,449−15.0% | Reduced |
| Gratus Capital LLC | 176,695 | $21.2M | 1.45% | −1,590−0.9% | Reduced |
| Blair William & Co | 176,214 | $21.2M | 0.08% | +4,958+2.9% | Added |
| Hyman Charles D | 171,541 | $20.6M | 1.34% | +130+0.1% | Added |
| Kayne Anderson Capital Advisors LP | 164,598 | $19.8M | 0.61% | −179,565−52.2% | Reduced |
| TD Asset Management Inc | 164,232 | $19.7M | 0.02% | −667−0.4% | Reduced |
| TCTC Holdings, LLC | 163,362 | $19.6M | 0.76% | +600+0.4% | Added |
| Comerica Bank | 161,716 | $19.4M | 0.10% | −266,131−62.2% | Reduced |
| Korea Investment CORP | 159,592 | $19.2M | 0.06% | +13,345+9.1% | Added |
| Border to Coast Pensions Partnership Ltd | 154,474 | $19.1M | 0.51% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 157,968 | $19.0M | 0.03% | −222,772−58.5% | Reduced |
| Foundry Partners, LLC | 157,467 | $18.9M | 1.18% | +38,448+32.3% | Added |
| Gabelli Funds LLC | 154,100 | $18.5M | 0.15% | −1,900−1.2% | Reduced |
| Bokf, NA | 157,084 | $17.9M | 0.39% | −4,927−3.0% | Reduced |
| Keybank National Association | 147,926 | $17.8M | 0.09% | −3,735−2.5% | Reduced |
| Hikari Tsushin, Inc. | 147,638 | $17.7M | 1.73% | 00.0% | Unchanged |
| KBC Group NV | 146,616 | $17.6M | 0.07% | −42,003−22.3% | Reduced |
| Torray LLC | 140,751 | $16.9M | 2.98% | +917+0.7% | Added |
| Empowered Funds, LLC | 138,486 | $16.6M | 0.49% | −11,947−7.9% | Reduced |
| ExodusPoint Capital Management, LP | 138,290 | $16.6M | 0.21% | +138,290 | New |
| Illinois Municipal Retirement Fund | 135,269 | $16.3M | 0.30% | +9,478+7.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 133,428 | $16.0M | 0.04% | +12,181+10.0% | Added |
| Spirit of America Management Corp | 130,686 | $15.7M | 3.55% | −11,600−8.2% | Reduced |
| Arizona State Retirement System | 129,882 | $15.6M | 0.13% | −1,868−1.4% | Reduced |
| Teacher Retirement System of Texas | 129,375 | $15.5M | 0.10% | +5,013+4.0% | Added |
| American Assets Investment Management, LLC | 127,800 | $15.4M | 1.71% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 127,160 | $15.3M | 0.07% | −2,595−2.0% | Reduced |
| F&V Capital Management, LLC | 127,095 | $15.3M | 5.23% | −2,805−2.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 124,360 | $14.9M | 0.52% | +124,270+138,077.8% | Added |
| Wallington Asset Management, LLC | 123,902 | $14.9M | 2.71% | +2,308+1.9% | Added |
| State of Michigan Retirement System | 122,112 | $14.7M | 0.09% | −4,100−3.2% | Reduced |
| WSFS Capital Management, LLC | 121,788 | $14.6M | 0.96% | +115,501+1,837.1% | Added |
| Worldquant Millennium Advisors LLC | 121,785 | $14.6M | 0.23% | +102,146+520.1% | Added |
| Amalgamated Bank | 120,871 | $14.5M | 0.12% | +655+0.5% | Added |
| Associated Banc-Corp | 119,901 | $14.4M | 0.56% | +2,201+1.9% | Added |
| Raymond James Trust N.A. | 118,452 | $14.2M | 0.42% | +18,767+18.8% | Added |
| Kestra Private Wealth Services, LLC | 118,407 | $14.2M | 0.45% | +5,285+4.7% | Added |
| PointState Capital LP | 118,059 | $14.2M | 0.49% | +118,059 | New |
| American International Group, Inc. | 117,958 | $14.2M | 0.09% | −6,315−5.1% | Reduced |