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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 300,386 | $40.0M | 0.03% | −56,604−15.9% | Reduced |
| Holocene Advisors, LP | 297,441 | $39.6M | 0.16% | +297,441 | New |
| Mitsubishi UFJ Trust & Banking Corp | 297,158 | $39.6M | 0.09% | −35,664−10.7% | Reduced |
| New York State Common Retirement Fund | 296,647 | $39.5M | 0.05% | −37,483−11.2% | Reduced |
| Advisor Group Holdings, Inc. | 294,810 | $39.3M | 0.07% | −165,484−36.0% | Reduced |
| Natixis Advisors, L.P. | 294,740 | $39.2M | 0.10% | −6,577−2.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 289,395 | $38.5M | 0.36% | +36,116+14.3% | Added |
| MML Investors Services, LLC | 282,634 | $37.6M | 0.17% | +36,569+14.9% | Added |
| Old Republic International Corporation | 280,600 | $37.4M | 1.41% | −155,300−35.6% | Reduced |
| State of Wisconsin Investment Board | 277,677 | $37.0M | 0.10% | −4,087−1.5% | Reduced |
| Brandywine Global Investment Management, LLC | 277,044 | $36.9M | 0.30% | +49,557+21.8% | Added |
| State of Tennessee, Treasury Department | 270,499 | $36.0M | 0.14% | −65,703−19.5% | Reduced |
| HighTower Advisors, LLC | 266,858 | $35.6M | 0.06% | +5,883+2.3% | Added |
| Voya Investment Management LLC | 266,474 | $35.5M | 0.04% | −15,781−5.6% | Reduced |
| Assenagon Asset Management S.A. | 264,544 | $35.2M | 0.11% | −88,040−25.0% | Reduced |
| InterOcean Capital Group, LLC | 263,742 | $35.1M | 0.94% | −31,238−10.6% | Reduced |
| US Bancorp | 263,400 | $35.1M | 0.05% | +1,017+0.4% | Added |
| Aviva PLC | 261,305 | $34.8M | 0.12% | −74,461−22.2% | Reduced |
| State of New Jersey Common Pension Fund D | 259,903 | $34.6M | 0.12% | 00.0% | Unchanged |
| Advisory Resource Group | 256,844 | $34.2M | 8.53% | −18,425−6.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 248,335 | $33.1M | 0.12% | −4,814−1.9% | Reduced |
| Baird Financial Group, Inc. | 247,938 | $33.0M | 0.08% | −1,336−0.5% | Reduced |
| Toronto Dominion Bank | 245,847 | $32.7M | 0.05% | +24,647+11.1% | Added |
| Pictet Asset Management Holding SA | 244,877 | $32.6M | 0.04% | +365+0.1% | Added |
| ZWJ Investment Counsel Inc | 243,864 | $32.5M | 1.67% | −1,816−0.7% | Reduced |
| Royal London Asset Management Ltd | 240,960 | $32.1M | 0.09% | +4,212+1.8% | Added |
| Janney Montgomery Scott LLC | 237,422 | $31.6M | 0.10% | +9,941+4.4% | Added |
| Great West Life Assurance Co | 237,835 | $31.5M | 0.07% | −12,645−5.0% | Reduced |
| Creative Planning | 235,546 | $31.4M | 0.06% | −84,100−26.3% | Reduced |
| GW Henssler & Associates Ltd | 231,391 | $30.8M | 2.03% | −8,434−3.5% | Reduced |
| Alyeska Investment Group, L.P. | 229,017 | $30.5M | 0.20% | +229,017 | New |
| Los Angeles Capital Management LLC | 225,909 | $30.1M | 0.11% | −214,222−48.7% | Reduced |
| Stack Financial Management, Inc | 225,551 | $30.0M | 3.39% | −3,735−1.6% | Reduced |
| Schroder Investment Management Group | 224,862 | $29.9M | 0.04% | +29,734+15.2% | Added |
| Parallax Volatility Advisers, L.P. | 222,115 | $29.6M | 0.81% | +97,755+78.6% | Added |
| Cookson Peirce & Co Inc | 211,478 | $28.2M | 1.70% | +202,754+2,324.1% | Added |
| Kempen Capital Management N.V. | 209,792 | $27.9M | 0.39% | +209,792 | New |
| Pinebridge Investments, L.P. | 201,429 | $26.8M | 0.25% | +8,014+4.1% | Added |
| Public Employees Retirement System of Ohio | 200,768 | $26.7M | 0.11% | +4,276+2.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 200,000 | $26.6M | 0.09% | +200,000 | New |
| DekaBank Deutsche Girozentrale | 201,592 | $26.5M | 0.05% | +22,278+12.4% | Added |
| Treasurer of the State of North Carolina | 197,600 | $26.3M | 0.13% | −4,930−2.4% | Reduced |
| Nisa Investment Advisors, LLC | 196,090 | $26.1M | 0.18% | −7,297−3.6% | Reduced |
| Hikari Power Ltd | 190,330 | $25.3M | 2.41% | 00.0% | Unchanged |
| Captrust Financial Advisors | 189,826 | $25.3M | 0.09% | +3,996+2.2% | Added |
| Canada Pension Plan Investment Board | 189,646 | $25.2M | 0.03% | −162,800−46.2% | Reduced |
| AMF Pensionsforsakring AB | 187,149 | $24.9M | 0.21% | −2,800−1.5% | Reduced |
| Millennium Management LLC | 181,580 | $24.2M | 0.02% | −1,014,013−84.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 179,172 | $23.9M | 0.09% | −1,059−0.6% | Reduced |
| Blair William & Co | 179,050 | $23.8M | 0.08% | +2,836+1.6% | Added |
| Asset Management One Co.,Ltd. | 178,676 | $23.7M | 0.10% | −7,870−4.2% | Reduced |
| Gratus Capital LLC | 173,955 | $23.2M | 1.32% | −2,740−1.6% | Reduced |
| Rafferty Asset Management, LLC | 171,087 | $22.8M | 0.10% | −7,039−4.0% | Reduced |
| Hyman Charles D | 169,736 | $22.6M | 1.35% | −1,805−1.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 169,606 | $22.6M | 0.10% | −12,859−7.0% | Reduced |
| Glenmede Trust Co NA | 168,515 | $22.4M | 0.12% | −134,596−44.4% | Reduced |
| TD Asset Management Inc | 166,874 | $22.2M | 0.02% | +2,642+1.6% | Added |
| HRT Financial LP | 165,243 | $22.0M | 0.16% | −41,923−20.2% | Reduced |
| TCTC Holdings, LLC | 162,518 | $21.6M | 0.79% | −844−0.5% | Reduced |
| Comerica Bank | 161,335 | $21.5M | 0.10% | −381−0.2% | Reduced |
| STRS Ohio | 157,096 | $20.9M | 0.09% | +143,643+1,067.7% | Added |
| Chickasaw Capital Management LLC | 156,493 | $20.8M | 1.09% | −30,430−16.3% | Reduced |
| Gabelli Funds LLC | 155,600 | $20.7M | 0.16% | +1,500+1.0% | Added |
| Border to Coast Pensions Partnership Ltd | 154,474 | $20.6M | 0.50% | 00.0% | Unchanged |
| Adams Natural Resources Fund, Inc. | 154,475 | $20.6M | 3.26% | −26,500−14.6% | Reduced |
| Bokf, NA | 154,037 | $20.5M | 0.40% | −3,047−1.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 152,700 | $20.3M | 0.03% | −85,406−35.9% | Reduced |
| Keybank National Association | 150,721 | $20.1M | 0.09% | +2,795+1.9% | Added |
| Empowered Funds, LLC | 140,319 | $18.7M | 0.47% | +1,833+1.3% | Added |
| Torray LLC | 139,741 | $18.6M | 3.01% | −1,010−0.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 138,128 | $18.4M | 0.04% | −98,969−41.7% | Reduced |
| Rockefeller Capital Management L.P. | 131,980 | $17.6M | 0.06% | +19,715+17.6% | Added |
| Ensign Peak Advisors, Inc | 131,219 | $17.5M | 0.03% | +14,228+12.2% | Added |
| Nomura Asset Management Co Ltd | 128,923 | $17.2M | 0.07% | +1,763+1.4% | Added |
| Spirit of America Management Corp | 128,186 | $17.1M | 3.74% | −2,500−1.9% | Reduced |
| Hikari Tsushin, Inc. | 127,926 | $17.0M | 1.56% | −19,712−13.4% | Reduced |
| American Assets Investment Management, LLC | 127,800 | $17.0M | 1.76% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 127,070 | $16.9M | 5.43% | −250.0% | Reduced |
| Wallington Asset Management, LLC | 126,372 | $16.8M | 2.84% | +2,470+2.0% | Added |
| Arizona State Retirement System | 125,278 | $16.7M | 0.13% | −4,604−3.5% | Reduced |
| State of Michigan Retirement System | 120,412 | $16.0M | 0.10% | −1,700−1.4% | Reduced |
| Amalgamated Bank | 120,331 | $16.0M | 0.13% | −540−0.4% | Reduced |
| Martingale Asset Management L P | 119,331 | $15.9M | 0.32% | +107,380+898.5% | Added |
| Kestra Private Wealth Services, LLC | 119,261 | $15.9M | 0.41% | +854+0.7% | Added |
| Teacher Retirement System of Texas | 118,721 | $15.8M | 0.11% | −10,654−8.2% | Reduced |
| Dakota Wealth Management | 118,626 | $15.8M | 0.61% | +62,891+112.8% | Added |
| Raymond James Trust N.A. | 118,137 | $15.7M | 0.42% | −315−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 117,534 | $15.6M | 0.05% | +19,181+19.5% | Added |
| American International Group, Inc. | 115,413 | $15.4M | 0.06% | −2,545−2.2% | Reduced |
| Associated Banc-Corp | 112,718 | $15.0M | 0.52% | −7,183−6.0% | Reduced |
| Foundry Partners, LLC | 110,784 | $14.7M | 0.89% | −46,683−29.6% | Reduced |
| Lawson Kroeker Investment Management Inc | 109,527 | $14.6M | 2.99% | −231−0.2% | Reduced |
| Schwerin Boyle Capital Management Inc | 109,283 | $14.5M | 1.63% | −300−0.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 109,021 | $14.5M | 0.58% | −1,232−1.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 108,960 | $14.5M | 0.20% | +11,850+12.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 108,627 | $14.5M | 0.26% | +108,627 | New |
| TCG Advisory Services, LLC | 107,958 | $14.4M | 1.00% | +98,147+1,000.4% | Added |
| Richard C. Young & CO., LTD. | 107,177 | $14.3M | 1.91% | +3,246+3.1% | Added |
| Cushing Asset Management, LP | 107,000 | $14.2M | 1.31% | +107,000 | New |
| MetLife Investment Management | 106,902 | $14.2M | 0.10% | −3,544−3.2% | Reduced |