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, Q4 2023
Institutional positions in Phillips 66 as of Dec 31, 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
- 1,793
- +157 vs. Q3 2023
- Shares held
- 328.4M
- +8.69M (+2.7%) vs. Q3 2023
- Total value
- $43.7B
- +$5.33B (+13.9%) vs. Q3 2023
- New holders
- 259
- 568 more added
- Sold out
- 102
- 679 more reduced
28 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 39,692,408 | $5.28B | 0.12% | −436,103−1.1% | Reduced |
| BlackRock Inc. | 34,996,842 | $4.66B | 0.12% | +112,340+0.3% | Added |
| State Street Corp | 29,358,054 | $3.91B | 0.19% | −1,394,392−4.5% | Reduced |
| Wells Fargo & Company | 16,948,896 | $2.26B | 0.64% | −172,181−1.0% | Reduced |
| Wellington Management Group LLP | 10,903,130 | $1.45B | 0.27% | +1,842,226+20.3% | Added |
| Barclays PLC | 10,667,709 | $1.42B | 0.73% | +2,907,000+37.5% | Added |
| Geode Capital Management, LLC | 9,825,651 | $1.30B | 0.14% | +90,866+0.9% | Added |
| Morgan Stanley | 7,039,279 | $937.2M | 0.08% | +270,319+4.0% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 6,904,249 | $919.2M | 1.58% | +4,998,771+262.3% | Added |
| Bank of New York Mellon Corp | 5,810,752 | $773.6M | 0.16% | +1,240,162+27.1% | Added |
| Aristotle Capital Management, LLC | 5,682,953 | $756.6M | 1.48% | −1,897,152−25.0% | Reduced |
| Invesco Ltd. | 5,432,155 | $723.2M | 0.17% | −295,117−5.2% | Reduced |
| Bank of America Corp | 5,188,035 | $690.7M | 0.08% | −1,294,084−20.0% | Reduced |
| FMR LLC | 5,053,201 | $672.8M | 0.05% | +1,256,684+33.1% | Added |
| Northern Trust Corp | 4,617,549 | $614.8M | 0.11% | −263,545−5.4% | Reduced |
| Norges Bank | 4,201,855 | $559.4M | 0.10% | +274,270+7.0% | Added |
| Boston Partners | 3,858,170 | $513.3M | 0.68% | +3,494,878+962.0% | Added |
| Dimensional Fund Advisors LP | 3,702,734 | $493.0M | 0.14% | +315,889+9.3% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 3,359,091 | $447.2M | 1.57% | −193,275−5.4% | Reduced |
| UBS Group AG | 3,099,166 | $412.6M | 0.17% | −538,683−14.8% | Reduced |
| Legal & General Group Plc | 3,078,369 | $409.9M | 0.13% | −187,678−5.7% | Reduced |
| JPMorgan Chase & Co | 2,956,132 | $393.6M | 0.04% | +273,230+10.2% | Added |
| Charles Schwab Investment Management Inc | 2,924,738 | $389.4M | 0.10% | +28,826+1.0% | Added |
| Pacer Advisors, Inc. | 2,730,022 | $363.5M | 1.03% | −87,055−3.1% | Reduced |
| Amundi | 2,637,734 | $351.4M | 0.16% | −590,214−18.3% | Reduced |
| Goldman Sachs Group Inc | 2,350,949 | $313.0M | 0.07% | +384,506+19.6% | Added |
| Allianz Asset Management GmbH | 2,112,493 | $281.3M | 0.52% | −295,765−12.3% | Reduced |
| Envestnet Asset Management Inc | 1,969,578 | $262.2M | 0.11% | +22,769+1.2% | Added |
| LSV Asset Management | 1,967,536 | $262.0M | 0.57% | +38,673+2.0% | Added |
| Deutsche Bank AG | 1,805,650 | $240.4M | 0.12% | +535,712+42.2% | Added |
| UBS Asset Management Americas Inc | 1,614,272 | $214.9M | 0.08% | +20,450+1.3% | Added |
| Alliancebernstein L.P. | 1,546,071 | $205.8M | 0.08% | +152,593+11.0% | Added |
| Bahl & Gaynor Inc | 1,486,089 | $197.9M | 1.19% | −20,772−1.4% | Reduced |
| Price T Rowe Associates Inc | 1,454,649 | $193.7M | 0.03% | +860,586+144.9% | Added |
| Swiss National Bank | 1,392,350 | $185.4M | 0.14% | −83,700−5.7% | Reduced |
| Royal Bank of Canada | 1,388,423 | $184.9M | 0.05% | −37,843−2.7% | Reduced |
| HSBC Holdings PLC | 1,341,389 | $178.7M | 0.16% | +325,659+32.1% | Added |
| Prudential Financial Inc | 1,326,821 | $176.3M | 0.27% | +122,053+10.1% | Added |
| Nuveen Asset Management, LLC | 1,232,069 | $164.0M | 0.05% | +188,303+18.0% | Added |
| Massachusetts Financial Services Co | 1,207,741 | $160.8M | 0.05% | −6,997−0.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,127,978 | $150.2M | 0.11% | −117,341−9.4% | Reduced |
| Bank of Montreal | 1,082,046 | $144.7M | 0.08% | −199,104−15.5% | Reduced |
| Citadel Advisors LLC | 1,080,278 | $143.8M | 0.14% | +134,295+14.2% | Added |
| Public Employees Retirement Association of Colorado | 953,020 | $126.9M | 0.59% | −6,908−0.7% | Reduced |
| National Pension Service | 927,700 | $123.5M | 0.17% | +22,307+2.5% | Added |
| Rhumbline Advisers | 875,053 | $116.5M | 0.12% | −28,160−3.1% | Reduced |
| California Public Employees Retirement System | 872,957 | $116.2M | 0.09% | −31,282−3.5% | Reduced |
| First Trust Advisors LP | 867,444 | $115.5M | 0.13% | −201,474−18.8% | Reduced |
| The PNC Financial Services Group, Inc. | 834,504 | $111.1M | 0.09% | +47,249+6.0% | Added |
| CI Private Wealth, LLC | 801,665 | $106.7M | 0.20% | +27,315+3.5% | Added |
| Mariner, LLC | 785,702 | $104.6M | 0.25% | +63,393+8.8% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 775,000 | $103.2M | 1.13% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 764,762 | $101.8M | 0.17% | −1,763−0.2% | Reduced |
| Merewether Investment Management, LP | 753,227 | $100.3M | 5.92% | +140,527+22.9% | Added |
| Raymond James & Associates | 745,041 | $99.2M | 0.07% | +80,238+12.1% | Added |
| Capital Fund Management S.A. | 739,183 | $98.4M | 1.25% | −176,427−19.3% | Reduced |
| California State Teachers Retirement System | 712,595 | $94.9M | 0.13% | −18,394−2.5% | Reduced |
| Fayez Sarofim & Co | 633,336 | $92.3M | 0.28% | −4,615−0.7% | Reduced |
| Credit Suisse AG | 683,337 | $91.0M | 0.09% | −11,644−1.7% | Reduced |
| LPL Financial LLC | 641,534 | $85.4M | 0.05% | +57,612+9.9% | Added |
| Ameriprise Financial Inc | 619,557 | $82.6M | 0.02% | +50,992+9.0% | Added |
| Standard Life Aberdeen plc | 603,126 | $80.3M | 0.17% | −776,615−56.3% | Reduced |
| CIBC World Markets Corp | 582,615 | $77.6M | 0.42% | +558,038+2,270.6% | Added |
| AQR Capital Management LLC | 572,028 | $76.2M | 0.14% | −191,664−25.1% | Reduced |
| Principal Financial Group Inc | 567,557 | $75.6M | 0.05% | −6,374−1.1% | Reduced |
| BNP Paribas Arbitrage, SA | 566,550 | $75.4M | 0.14% | +147,841+35.3% | Added |
| Truist Financial Corp | 557,607 | $74.2M | 0.12% | +25,366+4.8% | Added |
| Stonegate Investment Group, LLC | 537,506 | $71.6M | 2.37% | +283+0.1% | Added |
| M&T Bank Corp | 536,667 | $71.5M | 0.26% | −26,787−4.8% | Reduced |
| Franklin Resources Inc | 532,663 | $70.9M | 0.03% | −1,335−0.3% | Reduced |
| Voloridge Investment Management, LLC | 519,224 | $69.1M | 0.27% | −76,738−12.9% | Reduced |
| State Board of Administration of Florida Retirement System | 505,927 | $67.4M | 0.14% | +16,527+3.4% | Added |
| Korea Investment CORP | 488,997 | $65.1M | 0.17% | +329,405+206.4% | Added |
| Susquehanna International Group, LLP | 482,702 | $64.3M | 0.11% | −70,632−12.8% | Reduced |
| National Bank of Canada | 458,395 | $61.6M | 0.11% | +276,260+151.7% | Added |
| Stifel Financial Corp | 445,809 | $59.4M | 0.07% | −5,674−1.3% | Reduced |
| Victory Capital Management Inc | 443,710 | $59.1M | 0.06% | +129,785+41.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 432,340 | $58.7M | 0.10% | +14,466+3.5% | Added |
| New York State Teachers Retirement System | 437,429 | $58.2M | 0.13% | −24,573−5.3% | Reduced |
| Acadian Asset Management LLC | 400,493 | $53.3M | 0.21% | −71,715−15.2% | Reduced |
| MUFG Securities EMEA plc | 400,000 | $53.3M | 4.42% | −25,000−5.9% | Reduced |
| Fort Washington Investment Advisors Inc | 398,166 | $53.0M | 0.37% | −58,186−12.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 397,401 | $52.9M | 0.11% | −75,300−15.9% | Reduced |
| SEI Investments Co | 386,659 | $51.5M | 0.08% | +8,954+2.4% | Added |
| Kayne Anderson Capital Advisors LP | 371,548 | $49.5M | 1.54% | +206,950+125.7% | Added |
| Davis R M Inc | 369,385 | $49.2M | 1.13% | −11,815−3.1% | Reduced |
| Manufacturers Life Insurance Company, The | 367,915 | $49.0M | 0.03% | −20,521−5.3% | Reduced |
| RNC Capital Management LLC | 362,636 | $48.3M | 2.89% | +2,894+0.8% | Added |
| Citigroup Inc | 361,167 | $48.1M | 0.06% | −4,600−1.3% | Reduced |
| Russell Investments Group, Ltd. | 349,606 | $46.5M | 0.08% | −20,933−5.6% | Reduced |
| SIR Capital Management, L.P. | 349,114 | $46.5M | 4.76% | +349,114 | New |
| Neuberger Berman Group LLC | 335,580 | $44.7M | 0.04% | −17,195−4.9% | Reduced |
| Miller Howard Investments Inc | 323,483 | $43.1M | 1.50% | −2,025−0.6% | Reduced |
| Great Lakes Advisors, LLC | 322,091 | $42.9M | 0.41% | −2,331−0.7% | Reduced |
| Jane Street Group, LLC | 321,644 | $42.8M | 0.05% | −36,226−10.1% | Reduced |
| Intech Investment Management LLC | 321,541 | $42.8M | 0.62% | +248+0.1% | Added |
| Commonwealth Equity Services, LLC | 318,439 | $42.4M | 0.08% | +36,287+12.9% | Added |
| Todd Asset Management LLC | 317,490 | $42.3M | 0.93% | −2,945−0.9% | Reduced |
| Recurrent Investment Advisors LLC | 306,944 | $40.9M | 6.00% | −7,522−2.4% | Reduced |
| Ofi Invest Asset Management | 335,246 | $40.4M | 1.36% | +38,223+12.9% | Added |