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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 350,461 | $56.5M | 0.10% | −221,567−38.7% | Reduced |
| Davis R M Inc | 359,479 | $58.7M | 1.23% | −9,906−2.7% | Reduced |
| Merewether Investment Management, LP | 361,507 | $59.0M | 3.14% | −391,720−52.0% | Reduced |
| Fort Washington Investment Advisors Inc | 362,874 | $59.3M | 0.38% | −35,292−8.9% | Reduced |
| HRT Financial LP | 393,386 | $64.3M | 0.40% | +228,143+138.1% | Added |
| Korea Investment CORP | 399,616 | $65.3M | 0.17% | −89,381−18.3% | Reduced |
| New York State Teachers Retirement System | 407,295 | $66.5M | 0.14% | −30,134−6.9% | Reduced |
| Capital Fund Management S.A. | 410,583 | $67.1M | 0.82% | −328,600−44.5% | Reduced |
| Russell Investments Group, Ltd. | 411,609 | $67.1M | 0.11% | +62,003+17.7% | Added |
| Stifel Financial Corp | 427,021 | $69.8M | 0.08% | −18,788−4.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 432,003 | $70.6M | 0.32% | +395,617+1,087.3% | Added |
| Stonegate Investment Group, LLC | 495,213 | $80.9M | 2.54% | −42,293−7.9% | Reduced |
| Victory Capital Management Inc | 508,918 | $83.1M | 0.08% | +65,208+14.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 520,500 | $85.0M | 0.12% | +88,160+20.4% | Added |
| M&T Bank Corp | 523,531 | $85.5M | 0.30% | −13,136−2.4% | Reduced |
| BNP Paribas Arbitrage, SA | 561,220 | $91.7M | 0.11% | −5,330−0.9% | Reduced |
| Franklin Resources Inc | 563,391 | $92.0M | 0.03% | +30,728+5.8% | Added |
| Principal Financial Group Inc | 567,583 | $92.7M | 0.05% | +260.0% | Added |
| Truist Financial Corp | 569,512 | $93.0M | 0.14% | +11,905+2.1% | Added |
| Standard Life Aberdeen plc | 583,427 | $95.3M | 0.19% | −19,699−3.3% | Reduced |
| Fayez Sarofim & Co | 631,904 | $103.2M | 0.31% | −1,432−0.2% | Reduced |
| Credit Suisse AG | 641,763 | $104.8M | 0.10% | −41,574−6.1% | Reduced |
| LPL Financial LLC | 647,425 | $105.8M | 0.06% | +5,891+0.9% | Added |
| Ameriprise Financial Inc | 655,158 | $107.0M | 0.03% | +35,601+5.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 702,096 | $114.7M | 0.17% | −62,666−8.2% | Reduced |
| California State Teachers Retirement System | 711,677 | $116.2M | 0.15% | −918−0.1% | Reduced |
| First Trust Advisors LP | 718,327 | $117.3M | 0.12% | −149,117−17.2% | Reduced |
| Raymond James & Associates | 762,302 | $124.5M | 0.08% | +17,261+2.3% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 775,000 | $126.6M | 1.26% | 00.0% | Unchanged |
| Mariner, LLC | 792,570 | $129.4M | 0.27% | +6,868+0.9% | Added |
| CI Private Wealth, LLC | 812,102 | $132.6M | 0.24% | +10,437+1.3% | Added |
| The PNC Financial Services Group, Inc. | 818,028 | $133.6M | 0.09% | −16,476−2.0% | Reduced |
| Citadel Advisors LLC | 820,330 | $134.0M | 0.13% | −259,948−24.1% | Reduced |
| California Public Employees Retirement System | 842,450 | $137.6M | 0.10% | −30,507−3.5% | Reduced |
| Rhumbline Advisers | 879,027 | $143.6M | 0.14% | +3,974+0.5% | Added |
| National Pension Service | 929,273 | $151.8M | 0.18% | +1,573+0.2% | Added |
| Public Employees Retirement Association of Colorado | 942,476 | $153.9M | 0.66% | −10,544−1.1% | Reduced |
| Bank of Montreal | 969,954 | $154.2M | 0.08% | −112,092−10.4% | Reduced |
| Deutsche Bank AG | 1,066,564 | $174.2M | 0.08% | −739,086−40.9% | Reduced |
| Royal Bank of Canada | 1,125,496 | $183.8M | 0.04% | −262,927−18.9% | Reduced |
| Massachusetts Financial Services Co | 1,151,227 | $188.0M | 0.06% | −56,514−4.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,179,053 | $192.6M | 0.13% | +51,075+4.5% | Added |
| Prudential Financial Inc | 1,179,700 | $192.7M | 0.27% | −147,121−11.1% | Reduced |
| HSBC Holdings PLC | 1,210,723 | $197.8M | 0.14% | −130,666−9.7% | Reduced |
| Swiss National Bank | 1,317,550 | $215.2M | 0.15% | −74,800−5.4% | Reduced |
| Alliancebernstein L.P. | 1,333,845 | $217.9M | 0.08% | −212,226−13.7% | Reduced |
| Nuveen Asset Management, LLC | 1,433,904 | $234.2M | 0.07% | +201,835+16.4% | Added |
| Bahl & Gaynor Inc | 1,660,427 | $271.2M | 1.51% | +174,338+11.7% | Added |
| Allianz Asset Management GmbH | 1,745,446 | $285.1M | 0.48% | −367,047−17.4% | Reduced |
| LSV Asset Management | 1,952,256 | $318.9M | 0.66% | −15,280−0.8% | Reduced |
| Envestnet Asset Management Inc | 1,998,066 | $326.4M | 0.12% | +28,488+1.4% | Added |
| UBS Asset Management Americas Inc | 2,031,175 | $331.8M | 0.12% | +416,903+25.8% | Added |
| Amundi | 2,245,190 | $344.2M | 0.15% | −392,544−14.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 2,249,458 | $367.4M | 0.34% | +2,249,458 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 2,734,278 | $446.6M | 1.50% | −624,813−18.6% | Reduced |
| Goldman Sachs Group Inc | 2,770,047 | $452.5M | 0.10% | +419,098+17.8% | Added |
| Price T Rowe Associates Inc | 2,863,603 | $467.7M | 0.06% | +1,408,954+96.9% | Added |
| Charles Schwab Investment Management Inc | 2,907,671 | $474.9M | 0.11% | −17,067−0.6% | Reduced |
| Legal & General Group Plc | 2,908,537 | $475.1M | 0.14% | −169,832−5.5% | Reduced |
| Dimensional Fund Advisors LP | 3,532,003 | $576.9M | 0.16% | −170,731−4.6% | Reduced |
| UBS Group AG | 3,767,317 | $615.4M | 0.20% | +668,151+21.6% | Added |
| JPMorgan Chase & Co | 4,088,848 | $667.9M | 0.06% | +1,132,716+38.3% | Added |
| Norges Bank | 4,208,950 | $687.5M | 0.11% | +7,095+0.2% | Added |
| Invesco Ltd. | 4,301,368 | $702.6M | 0.15% | −1,130,787−20.8% | Reduced |
| Northern Trust Corp | 4,373,607 | $714.4M | 0.12% | −243,942−5.3% | Reduced |
| Bank of America Corp | 5,294,472 | $864.8M | 0.09% | +106,437+2.1% | Added |
| Boston Partners | 5,453,892 | $889.2M | 1.06% | +1,595,722+41.4% | Added |
| FMR LLC | 5,774,985 | $943.3M | 0.06% | +721,784+14.3% | Added |
| Morgan Stanley | 6,796,450 | $1.11B | 0.09% | −242,829−3.4% | Reduced |
| Barclays PLC | 7,150,133 | $1.17B | 0.53% | −3,517,576−33.0% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 7,533,473 | $1.23B | 1.99% | +629,224+9.1% | Added |
| Bank of New York Mellon Corp | 8,019,795 | $1.31B | 0.25% | +2,209,043+38.0% | Added |
| Geode Capital Management, LLC | 10,003,972 | $1.63B | 0.15% | +178,321+1.8% | Added |
| Wellington Management Group LLP | 14,144,978 | $2.31B | 0.41% | +3,241,848+29.7% | Added |
| Wells Fargo & Company | 16,784,293 | $2.74B | 0.72% | −164,603−1.0% | Reduced |
| State Street Corp | 27,894,901 | $4.56B | 0.20% | −1,463,153−5.0% | Reduced |
| BlackRock Inc. | 34,113,974 | $5.57B | 0.13% | −882,868−2.5% | Reduced |
| Vanguard Group Inc | 41,271,077 | $6.74B | 0.13% | +1,578,669+4.0% | Added |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −519,224−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −349,114−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −297,441−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −229,017−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −70,122−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −68,939−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −57,333−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −51,505−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −46,740−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −32,151−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −27,922−100.0% | Sold out |
| LexAurum Advisors, LLC | 0 | $0 | 0.00% | −26,585−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −24,087−100.0% | Sold out |
| Cheviot Value Management, LLC | 0 | $0 | 0.00% | −20,481−100.0% | Sold out |
| Paragon Associates & Paragon Associates II Joint Venture | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −16,910−100.0% | Sold out |
| Pinnacle Wealth Management, LLC | 0 | $0 | 0.00% | −15,222−100.0% | Sold out |
| Cypress Point Wealth Management, LLC | 0 | $0 | 0.00% | −12,379−100.0% | Sold out |
| 17 Capital Partners, LLC | 0 | $0 | 0.00% | −11,915−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −11,534−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −10,874−100.0% | Sold out |