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, Q1 2024
Institutional positions in Phillips 66 as of Mar 31, 2024. 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
- 1,879
- +107 vs. Q4 2023
- Shares held
- 321.1M
- −6.99M (−2.1%) vs. Q4 2023
- Total value
- $52.2B
- +$8.54B (+19.5%) vs. Q4 2023
- New holders
- 208
- 620 more added
- Sold out
- 101
- 752 more reduced
21 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 41,271,077 | $6.74B | 0.13% | +1,578,669+4.0% | Added |
| BlackRock Inc. | 34,113,974 | $5.57B | 0.13% | −882,868−2.5% | Reduced |
| State Street Corp | 27,894,901 | $4.56B | 0.20% | −1,463,153−5.0% | Reduced |
| Wells Fargo & Company | 16,784,293 | $2.74B | 0.72% | −164,603−1.0% | Reduced |
| Wellington Management Group LLP | 14,144,978 | $2.31B | 0.41% | +3,241,848+29.7% | Added |
| Geode Capital Management, LLC | 10,003,972 | $1.63B | 0.15% | +178,321+1.8% | Added |
| Bank of New York Mellon Corp | 8,019,795 | $1.31B | 0.25% | +2,209,043+38.0% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 7,533,473 | $1.23B | 1.99% | +629,224+9.1% | Added |
| Barclays PLC | 7,150,133 | $1.17B | 0.53% | −3,517,576−33.0% | Reduced |
| Morgan Stanley | 6,796,450 | $1.11B | 0.09% | −242,829−3.4% | Reduced |
| FMR LLC | 5,774,985 | $943.3M | 0.06% | +721,784+14.3% | Added |
| Boston Partners | 5,453,892 | $889.2M | 1.06% | +1,595,722+41.4% | Added |
| Bank of America Corp | 5,294,472 | $864.8M | 0.09% | +106,437+2.1% | Added |
| Northern Trust Corp | 4,373,607 | $714.4M | 0.12% | −243,942−5.3% | Reduced |
| Invesco Ltd. | 4,301,368 | $702.6M | 0.15% | −1,130,787−20.8% | Reduced |
| Norges Bank | 4,208,950 | $687.5M | 0.11% | +7,095+0.2% | Added |
| JPMorgan Chase & Co | 4,088,848 | $667.9M | 0.06% | +1,132,716+38.3% | Added |
| UBS Group AG | 3,767,317 | $615.4M | 0.20% | +668,151+21.6% | Added |
| Dimensional Fund Advisors LP | 3,532,003 | $576.9M | 0.16% | −170,731−4.6% | Reduced |
| Legal & General Group Plc | 2,908,537 | $475.1M | 0.14% | −169,832−5.5% | Reduced |
| Charles Schwab Investment Management Inc | 2,907,671 | $474.9M | 0.11% | −17,067−0.6% | Reduced |
| Price T Rowe Associates Inc | 2,863,603 | $467.7M | 0.06% | +1,408,954+96.9% | Added |
| Goldman Sachs Group Inc | 2,770,047 | $452.5M | 0.10% | +419,098+17.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,734,278 | $446.6M | 1.50% | −624,813−18.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,249,458 | $367.4M | 0.34% | +2,249,458 | New |
| Amundi | 2,245,190 | $344.2M | 0.15% | −392,544−14.9% | Reduced |
| UBS Asset Management Americas Inc | 2,031,175 | $331.8M | 0.12% | +416,903+25.8% | Added |
| Envestnet Asset Management Inc | 1,998,066 | $326.4M | 0.12% | +28,488+1.4% | Added |
| LSV Asset Management | 1,952,256 | $318.9M | 0.66% | −15,280−0.8% | Reduced |
| Allianz Asset Management GmbH | 1,745,446 | $285.1M | 0.48% | −367,047−17.4% | Reduced |
| Bahl & Gaynor Inc | 1,660,427 | $271.2M | 1.51% | +174,338+11.7% | Added |
| Nuveen Asset Management, LLC | 1,433,904 | $234.2M | 0.07% | +201,835+16.4% | Added |
| Alliancebernstein L.P. | 1,333,845 | $217.9M | 0.08% | −212,226−13.7% | Reduced |
| Swiss National Bank | 1,317,550 | $215.2M | 0.15% | −74,800−5.4% | Reduced |
| HSBC Holdings PLC | 1,210,723 | $197.8M | 0.14% | −130,666−9.7% | Reduced |
| Prudential Financial Inc | 1,179,700 | $192.7M | 0.27% | −147,121−11.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,179,053 | $192.6M | 0.13% | +51,075+4.5% | Added |
| Massachusetts Financial Services Co | 1,151,227 | $188.0M | 0.06% | −56,514−4.7% | Reduced |
| Royal Bank of Canada | 1,125,496 | $183.8M | 0.04% | −262,927−18.9% | Reduced |
| Deutsche Bank AG | 1,066,564 | $174.2M | 0.08% | −739,086−40.9% | Reduced |
| Bank of Montreal | 969,954 | $154.2M | 0.08% | −112,092−10.4% | Reduced |
| Public Employees Retirement Association of Colorado | 942,476 | $153.9M | 0.66% | −10,544−1.1% | Reduced |
| National Pension Service | 929,273 | $151.8M | 0.18% | +1,573+0.2% | Added |
| Rhumbline Advisers | 879,027 | $143.6M | 0.14% | +3,974+0.5% | Added |
| California Public Employees Retirement System | 842,450 | $137.6M | 0.10% | −30,507−3.5% | Reduced |
| Citadel Advisors LLC | 820,330 | $134.0M | 0.13% | −259,948−24.1% | Reduced |
| The PNC Financial Services Group, Inc. | 818,028 | $133.6M | 0.09% | −16,476−2.0% | Reduced |
| CI Private Wealth, LLC | 812,102 | $132.6M | 0.24% | +10,437+1.3% | Added |
| Mariner, LLC | 792,570 | $129.4M | 0.27% | +6,868+0.9% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 775,000 | $126.6M | 1.26% | 00.0% | Unchanged |
| Raymond James & Associates | 762,302 | $124.5M | 0.08% | +17,261+2.3% | Added |
| First Trust Advisors LP | 718,327 | $117.3M | 0.12% | −149,117−17.2% | Reduced |
| California State Teachers Retirement System | 711,677 | $116.2M | 0.15% | −918−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 702,096 | $114.7M | 0.17% | −62,666−8.2% | Reduced |
| Ameriprise Financial Inc | 655,158 | $107.0M | 0.03% | +35,601+5.7% | Added |
| LPL Financial LLC | 647,425 | $105.8M | 0.06% | +5,891+0.9% | Added |
| Credit Suisse AG | 641,763 | $104.8M | 0.10% | −41,574−6.1% | Reduced |
| Fayez Sarofim & Co | 631,904 | $103.2M | 0.31% | −1,432−0.2% | Reduced |
| Standard Life Aberdeen plc | 583,427 | $95.3M | 0.19% | −19,699−3.3% | Reduced |
| Truist Financial Corp | 569,512 | $93.0M | 0.14% | +11,905+2.1% | Added |
| Principal Financial Group Inc | 567,583 | $92.7M | 0.05% | +260.0% | Added |
| Franklin Resources Inc | 563,391 | $92.0M | 0.03% | +30,728+5.8% | Added |
| BNP Paribas Arbitrage, SA | 561,220 | $91.7M | 0.11% | −5,330−0.9% | Reduced |
| M&T Bank Corp | 523,531 | $85.5M | 0.30% | −13,136−2.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 520,500 | $85.0M | 0.12% | +88,160+20.4% | Added |
| Victory Capital Management Inc | 508,918 | $83.1M | 0.08% | +65,208+14.7% | Added |
| Stonegate Investment Group, LLC | 495,213 | $80.9M | 2.54% | −42,293−7.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 432,003 | $70.6M | 0.32% | +395,617+1,087.3% | Added |
| Stifel Financial Corp | 427,021 | $69.8M | 0.08% | −18,788−4.2% | Reduced |
| Russell Investments Group, Ltd. | 411,609 | $67.1M | 0.11% | +62,003+17.7% | Added |
| Capital Fund Management S.A. | 410,583 | $67.1M | 0.82% | −328,600−44.5% | Reduced |
| New York State Teachers Retirement System | 407,295 | $66.5M | 0.14% | −30,134−6.9% | Reduced |
| Korea Investment CORP | 399,616 | $65.3M | 0.17% | −89,381−18.3% | Reduced |
| HRT Financial LP | 393,386 | $64.3M | 0.40% | +228,143+138.1% | Added |
| Fort Washington Investment Advisors Inc | 362,874 | $59.3M | 0.38% | −35,292−8.9% | Reduced |
| Merewether Investment Management, LP | 361,507 | $59.0M | 3.14% | −391,720−52.0% | Reduced |
| Davis R M Inc | 359,479 | $58.7M | 1.23% | −9,906−2.7% | Reduced |
| AQR Capital Management LLC | 350,461 | $56.5M | 0.10% | −221,567−38.7% | Reduced |
| State Board of Administration of Florida Retirement System | 556,671 | $56.4M | 0.13% | +50,744+10.0% | Added |
| RNC Capital Management LLC | 335,778 | $54.8M | 3.12% | −26,858−7.4% | Reduced |
| Neuberger Berman Group LLC | 334,973 | $54.7M | 0.05% | −607−0.2% | Reduced |
| Manufacturers Life Insurance Company, The | 330,799 | $54.0M | 0.05% | −37,116−10.1% | Reduced |
| Citigroup Inc | 325,471 | $53.2M | 0.06% | −35,696−9.9% | Reduced |
| Great Lakes Advisors, LLC | 324,208 | $53.0M | 0.45% | +2,117+0.7% | Added |
| Adage Capital Partners GP, L.L.C. | 321,801 | $52.6M | 0.10% | −75,600−19.0% | Reduced |
| Miller Howard Investments Inc | 307,278 | $50.2M | 1.65% | −16,205−5.0% | Reduced |
| Natixis Advisors, L.P. | 307,042 | $50.2M | 0.12% | +12,302+4.2% | Added |
| Recurrent Investment Advisors LLC | 305,384 | $49.9M | 5.78% | −1,560−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 297,874 | $48.7M | 0.08% | −20,565−6.5% | Reduced |
| American Century Companies Inc | 297,767 | $48.6M | 0.03% | −2,619−0.9% | Reduced |
| Todd Asset Management LLC | 293,987 | $48.0M | 0.98% | −23,503−7.4% | Reduced |
| State of Wisconsin Investment Board | 293,246 | $47.9M | 0.13% | +15,569+5.6% | Added |
| MML Investors Services, LLC | 291,543 | $47.6M | 0.20% | +8,909+3.2% | Added |
| Cookson Peirce & Co Inc | 282,203 | $46.1M | 2.46% | +70,725+33.4% | Added |
| Old Republic International Corporation | 280,600 | $45.8M | 1.80% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 279,793 | $45.7M | 0.10% | +141,665+102.6% | Added |
| Susquehanna International Group, LLP | 276,970 | $45.2M | 0.07% | −205,732−42.6% | Reduced |
| Brandywine Global Investment Management, LLC | 274,318 | $44.8M | 0.32% | −2,726−1.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 272,402 | $44.5M | 0.10% | −24,756−8.3% | Reduced |
| Natixis | 270,823 | $44.2M | 0.25% | +270,823 | New |