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
- 1,878
- +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
- 751 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 |
|---|---|---|---|---|---|
| Associated Banc-Corp | 112,218 | $18.3M | 0.58% | −500−0.4% | Reduced |
| American International Group, Inc. | 112,535 | $18.4M | 0.07% | −2,878−2.5% | Reduced |
| Assenagon Asset Management S.A. | 113,233 | $18.5M | 0.05% | −151,311−57.2% | Reduced |
| SEI Investments Co | 114,817 | $18.8M | 0.03% | −271,842−70.3% | Reduced |
| Torray LLC | 115,085 | $18.8M | 2.81% | −24,656−17.6% | Reduced |
| State of Michigan Retirement System | 117,812 | $19.2M | 0.10% | −2,600−2.2% | Reduced |
| Annex Advisory Services, LLC | 121,608 | $19.9M | 0.71% | +18,002+17.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 122,282 | $20.0M | 0.05% | +4,748+4.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 123,000 | $20.1M | 0.07% | −77,000−38.5% | Reduced |
| Hikari Tsushin, Inc. | 123,691 | $20.2M | 1.61% | −4,235−3.3% | Reduced |
| Varma Mutual Pension Insurance Co | 125,400 | $20.5M | 0.18% | +106,100+549.7% | Added |
| Nomura Asset Management Co Ltd | 125,901 | $20.6M | 0.07% | −3,022−2.3% | Reduced |
| Arizona State Retirement System | 126,253 | $20.6M | 0.14% | +975+0.8% | Added |
| Captrust Financial Advisors | 127,391 | $20.8M | 0.08% | −62,435−32.9% | Reduced |
| Ensign Peak Advisors, Inc | 127,460 | $20.8M | 0.04% | −3,759−2.9% | Reduced |
| F&V Capital Management, LLC | 127,465 | $20.8M | 6.13% | +395+0.3% | Added |
| American Assets Investment Management, LLC | 127,800 | $20.9M | 1.99% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 128,249 | $20.9M | 3.28% | +1,877+1.5% | Added |
| Advisor Group Holdings, Inc. | 129,262 | $21.1M | 0.05% | −165,548−56.2% | Reduced |
| Dakota Wealth Management | 133,778 | $21.9M | 0.55% | +15,152+12.8% | Added |
| Rafferty Asset Management, LLC | 136,627 | $22.3M | 0.08% | −34,460−20.1% | Reduced |
| Rockefeller Capital Management L.P. | 138,991 | $22.7M | 0.07% | +7,011+5.3% | Added |
| Cetera Investment Advisers | 142,548 | $23.3M | 0.05% | +108,515+318.9% | Added |
| SG Americas Securities, LLC | 144,727 | $23.6M | 0.12% | +89,826+163.6% | Added |
| AMF Pensionsforsakring AB | 145,799 | $23.8M | 0.18% | −41,350−22.1% | Reduced |
| Chickasaw Capital Management LLC | 148,606 | $24.3M | 1.16% | −7,887−5.0% | Reduced |
| Border to Coast Pensions Partnership Ltd | 154,474 | $25.2M | 0.56% | 00.0% | Unchanged |
| Adams Natural Resources Fund, Inc. | 154,475 | $25.2M | 3.56% | 00.0% | Unchanged |
| Keybank National Association | 156,118 | $25.5M | 0.11% | +5,397+3.6% | Added |
| Comerica Bank | 156,718 | $25.6M | 0.11% | −4,617−2.9% | Reduced |
| Laurion Capital Management LP | 157,000 | $25.6M | 0.71% | +148,669+1,784.5% | Added |
| Resona Asset Management Co.,Ltd. | 157,419 | $25.7M | 0.15% | +157,419 | New |
| TD Asset Management Inc | 158,174 | $25.8M | 0.02% | −8,700−5.2% | Reduced |
| TCTC Holdings, LLC | 162,417 | $26.5M | 0.88% | −101−0.1% | Reduced |
| Glenmede Trust Co NA | 165,742 | $27.1M | 0.14% | −2,773−1.6% | Reduced |
| Asset Management One Co.,Ltd. | 166,698 | $27.2M | 0.10% | −11,978−6.7% | Reduced |
| Pinebridge Investments, L.P. | 167,563 | $27.4M | 0.22% | −33,866−16.8% | Reduced |
| Hyman Charles D | 169,771 | $27.7M | 1.53% | +350.0% | Added |
| Gratus Capital LLC | 176,934 | $28.9M | 1.33% | +2,979+1.7% | Added |
| Public Employees Retirement System of Ohio | 179,717 | $29.4M | 0.11% | −21,051−10.5% | Reduced |
| 1832 Asset Management L.P. | 182,021 | $29.7M | 0.05% | +152,577+518.2% | Added |
| Millennium Management LLC | 184,900 | $30.2M | 0.03% | +3,320+1.8% | Added |
| Blair William & Co | 187,152 | $30.6M | 0.10% | +8,102+4.5% | Added |
| Hikari Power Ltd | 190,330 | $31.1M | 2.67% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 196,570 | $32.1M | 0.14% | −1,030−0.5% | Reduced |
| DekaBank Deutsche Girozentrale | 203,702 | $32.3M | 0.06% | +2,110+1.0% | Added |
| Cushing Asset Management, LP | 200,260 | $32.7M | 2.77% | +93,260+87.2% | Added |
| Kempen Capital Management N.V. | 205,088 | $33.5M | 0.42% | −4,704−2.2% | Reduced |
| Empowered Funds, LLC | 205,582 | $33.6M | 0.61% | +65,263+46.5% | Added |
| Nisa Investment Advisors, LLC | 208,016 | $34.0M | 0.22% | +11,926+6.1% | Added |
| State of Tennessee, Treasury Department | 209,474 | $34.2M | 0.13% | −61,025−22.6% | Reduced |
| Baird Financial Group, Inc. | 211,590 | $34.6M | 0.07% | −36,348−14.7% | Reduced |
| STRS Ohio | 219,840 | $35.9M | 0.14% | +62,744+39.9% | Added |
| GW Henssler & Associates Ltd | 221,245 | $36.1M | 2.12% | −10,146−4.4% | Reduced |
| Stack Financial Management, Inc | 225,904 | $36.9M | 3.39% | +353+0.2% | Added |
| Schroder Investment Management Group | 229,736 | $37.5M | 0.04% | +4,874+2.2% | Added |
| Advisory Resource Group | 232,642 | $38.0M | 8.72% | −24,202−9.4% | Reduced |
| Creative Planning | 234,203 | $38.3M | 0.04% | −1,343−0.6% | Reduced |
| Royal London Asset Management Ltd | 235,524 | $38.5M | 0.10% | −5,436−2.3% | Reduced |
| Janney Montgomery Scott LLC | 236,367 | $38.6M | 0.11% | −1,055−0.4% | Reduced |
| Pictet Asset Management Holding SA | 237,960 | $38.9M | 0.04% | −6,917−2.8% | Reduced |
| Jane Street Group, LLC | 238,272 | $38.9M | 0.05% | −83,372−25.9% | Reduced |
| Great West Life Assurance Co | 239,211 | $39.1M | 0.08% | +1,376+0.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 240,604 | $39.3M | 0.13% | −7,731−3.1% | Reduced |
| ZWJ Investment Counsel Inc | 241,382 | $39.4M | 1.80% | −2,482−1.0% | Reduced |
| Toronto Dominion Bank | 245,637 | $40.1M | 0.06% | −210−0.1% | Reduced |
| Voya Investment Management LLC | 246,094 | $40.2M | 0.04% | −20,380−7.6% | Reduced |
| Aviva PLC | 250,849 | $41.0M | 0.13% | −10,456−4.0% | Reduced |
| InterOcean Capital Group, LLC | 251,299 | $41.0M | 0.98% | −12,443−4.7% | Reduced |
| Ofi Invest Asset Management | 275,326 | $41.6M | 1.13% | −59,920−17.9% | Reduced |
| National Bank of Canada | 286,002 | $41.6M | 0.07% | −172,393−37.6% | Reduced |
| Kayne Anderson Capital Advisors LP | 255,052 | $41.7M | 1.17% | −116,496−31.4% | Reduced |
| State of New Jersey Common Pension Fund D | 255,169 | $41.7M | 0.13% | −4,734−1.8% | Reduced |
| HighTower Advisors, LLC | 256,055 | $41.8M | 0.07% | −10,803−4.0% | Reduced |
| US Bancorp | 260,560 | $42.6M | 0.06% | −2,840−1.1% | Reduced |
| Blackstone Group Inc. | 261,249 | $42.7M | 0.18% | +261,249 | New |
| New York State Common Retirement Fund | 261,950 | $42.8M | 0.06% | −34,697−11.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 263,279 | $43.0M | 0.38% | −26,116−9.0% | Reduced |
| Natixis | 270,823 | $44.2M | 0.25% | +270,823 | New |
| Mitsubishi UFJ Trust & Banking Corp | 272,402 | $44.5M | 0.10% | −24,756−8.3% | Reduced |
| Brandywine Global Investment Management, LLC | 274,318 | $44.8M | 0.32% | −2,726−1.0% | Reduced |
| Susquehanna International Group, LLP | 276,970 | $45.2M | 0.07% | −205,732−42.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 279,793 | $45.7M | 0.10% | +141,665+102.6% | Added |
| Old Republic International Corporation | 280,600 | $45.8M | 1.80% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 282,203 | $46.1M | 2.46% | +70,725+33.4% | Added |
| MML Investors Services, LLC | 291,543 | $47.6M | 0.20% | +8,909+3.2% | Added |
| State of Wisconsin Investment Board | 293,246 | $47.9M | 0.13% | +15,569+5.6% | Added |
| Todd Asset Management LLC | 293,987 | $48.0M | 0.98% | −23,503−7.4% | Reduced |
| American Century Companies Inc | 297,767 | $48.6M | 0.03% | −2,619−0.9% | Reduced |
| Commonwealth Equity Services, LLC | 297,874 | $48.7M | 0.08% | −20,565−6.5% | Reduced |
| Recurrent Investment Advisors LLC | 305,384 | $49.9M | 5.78% | −1,560−0.5% | Reduced |
| Natixis Advisors, L.P. | 307,042 | $50.2M | 0.12% | +12,302+4.2% | Added |
| Miller Howard Investments Inc | 307,278 | $50.2M | 1.65% | −16,205−5.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 321,801 | $52.6M | 0.10% | −75,600−19.0% | Reduced |
| Great Lakes Advisors, LLC | 324,208 | $53.0M | 0.45% | +2,117+0.7% | Added |
| Citigroup Inc | 325,471 | $53.2M | 0.06% | −35,696−9.9% | Reduced |
| Manufacturers Life Insurance Company, The | 330,799 | $54.0M | 0.05% | −37,116−10.1% | Reduced |
| Neuberger Berman Group LLC | 334,973 | $54.7M | 0.05% | −607−0.2% | Reduced |
| RNC Capital Management LLC | 335,778 | $54.8M | 3.12% | −26,858−7.4% | Reduced |
| State Board of Administration of Florida Retirement System | 556,671 | $56.4M | 0.13% | +50,744+10.0% | Added |