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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 263,279 | $43.0M | 0.38% | −26,116−9.0% | Reduced |
| New York State Common Retirement Fund | 261,950 | $42.8M | 0.06% | −34,697−11.7% | Reduced |
| Blackstone Group Inc. | 261,249 | $42.7M | 0.18% | +261,249 | New |
| US Bancorp | 260,560 | $42.6M | 0.06% | −2,840−1.1% | Reduced |
| HighTower Advisors, LLC | 256,055 | $41.8M | 0.07% | −10,803−4.0% | Reduced |
| State of New Jersey Common Pension Fund D | 255,169 | $41.7M | 0.13% | −4,734−1.8% | Reduced |
| Kayne Anderson Capital Advisors LP | 255,052 | $41.7M | 1.17% | −116,496−31.4% | Reduced |
| National Bank of Canada | 286,002 | $41.6M | 0.07% | −172,393−37.6% | Reduced |
| Ofi Invest Asset Management | 275,326 | $41.6M | 1.13% | −59,920−17.9% | Reduced |
| InterOcean Capital Group, LLC | 251,299 | $41.0M | 0.98% | −12,443−4.7% | Reduced |
| Aviva PLC | 250,849 | $41.0M | 0.13% | −10,456−4.0% | Reduced |
| Voya Investment Management LLC | 246,094 | $40.2M | 0.04% | −20,380−7.6% | Reduced |
| Toronto Dominion Bank | 245,637 | $40.1M | 0.06% | −210−0.1% | Reduced |
| ZWJ Investment Counsel Inc | 241,382 | $39.4M | 1.80% | −2,482−1.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 240,604 | $39.3M | 0.13% | −7,731−3.1% | Reduced |
| Great West Life Assurance Co | 239,211 | $39.1M | 0.08% | +1,376+0.6% | Added |
| Jane Street Group, LLC | 238,272 | $38.9M | 0.05% | −83,372−25.9% | Reduced |
| Pictet Asset Management Holding SA | 237,960 | $38.9M | 0.04% | −6,917−2.8% | Reduced |
| Janney Montgomery Scott LLC | 236,367 | $38.6M | 0.11% | −1,055−0.4% | Reduced |
| Royal London Asset Management Ltd | 235,524 | $38.5M | 0.10% | −5,436−2.3% | Reduced |
| Creative Planning | 234,203 | $38.3M | 0.04% | −1,343−0.6% | Reduced |
| Advisory Resource Group | 232,642 | $38.0M | 8.72% | −24,202−9.4% | Reduced |
| Schroder Investment Management Group | 229,736 | $37.5M | 0.04% | +4,874+2.2% | Added |
| Stack Financial Management, Inc | 225,904 | $36.9M | 3.39% | +353+0.2% | Added |
| GW Henssler & Associates Ltd | 221,245 | $36.1M | 2.12% | −10,146−4.4% | Reduced |
| STRS Ohio | 219,840 | $35.9M | 0.14% | +62,744+39.9% | Added |
| Baird Financial Group, Inc. | 211,590 | $34.6M | 0.07% | −36,348−14.7% | Reduced |
| State of Tennessee, Treasury Department | 209,474 | $34.2M | 0.13% | −61,025−22.6% | Reduced |
| Nisa Investment Advisors, LLC | 208,016 | $34.0M | 0.22% | +11,926+6.1% | Added |
| Empowered Funds, LLC | 205,582 | $33.6M | 0.61% | +65,263+46.5% | Added |
| Kempen Capital Management N.V. | 205,088 | $33.5M | 0.42% | −4,704−2.2% | Reduced |
| Cushing Asset Management, LP | 200,260 | $32.7M | 2.77% | +93,260+87.2% | Added |
| DekaBank Deutsche Girozentrale | 203,702 | $32.3M | 0.06% | +2,110+1.0% | Added |
| Treasurer of the State of North Carolina | 196,570 | $32.1M | 0.14% | −1,030−0.5% | Reduced |
| Hikari Power Ltd | 190,330 | $31.1M | 2.67% | 00.0% | Unchanged |
| Blair William & Co | 187,152 | $30.6M | 0.10% | +8,102+4.5% | Added |
| Millennium Management LLC | 184,900 | $30.2M | 0.03% | +3,320+1.8% | Added |
| 1832 Asset Management L.P. | 182,021 | $29.7M | 0.05% | +152,577+518.2% | Added |
| Public Employees Retirement System of Ohio | 179,717 | $29.4M | 0.11% | −21,051−10.5% | Reduced |
| Gratus Capital LLC | 176,934 | $28.9M | 1.33% | +2,979+1.7% | Added |
| Hyman Charles D | 169,771 | $27.7M | 1.53% | +350.0% | Added |
| Pinebridge Investments, L.P. | 167,563 | $27.4M | 0.22% | −33,866−16.8% | Reduced |
| Asset Management One Co.,Ltd. | 166,698 | $27.2M | 0.10% | −11,978−6.7% | Reduced |
| Glenmede Trust Co NA | 165,742 | $27.1M | 0.14% | −2,773−1.6% | Reduced |
| TCTC Holdings, LLC | 162,417 | $26.5M | 0.88% | −101−0.1% | Reduced |
| TD Asset Management Inc | 158,174 | $25.8M | 0.02% | −8,700−5.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 157,419 | $25.7M | 0.15% | +157,419 | New |
| Laurion Capital Management LP | 157,000 | $25.6M | 0.71% | +148,669+1,784.5% | Added |
| Comerica Bank | 156,718 | $25.6M | 0.11% | −4,617−2.9% | Reduced |
| Keybank National Association | 156,118 | $25.5M | 0.11% | +5,397+3.6% | Added |
| Adams Natural Resources Fund, Inc. | 154,475 | $25.2M | 3.56% | 00.0% | Unchanged |
| Border to Coast Pensions Partnership Ltd | 154,474 | $25.2M | 0.56% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 148,606 | $24.3M | 1.16% | −7,887−5.0% | Reduced |
| AMF Pensionsforsakring AB | 145,799 | $23.8M | 0.18% | −41,350−22.1% | Reduced |
| SG Americas Securities, LLC | 144,727 | $23.6M | 0.12% | +89,826+163.6% | Added |
| Cetera Investment Advisers | 142,548 | $23.3M | 0.05% | +108,515+318.9% | Added |
| Rockefeller Capital Management L.P. | 138,991 | $22.7M | 0.07% | +7,011+5.3% | Added |
| Rafferty Asset Management, LLC | 136,627 | $22.3M | 0.08% | −34,460−20.1% | Reduced |
| Dakota Wealth Management | 133,778 | $21.9M | 0.55% | +15,152+12.8% | Added |
| Advisor Group Holdings, Inc. | 129,262 | $21.1M | 0.05% | −165,548−56.2% | Reduced |
| Wallington Asset Management, LLC | 128,249 | $20.9M | 3.28% | +1,877+1.5% | Added |
| American Assets Investment Management, LLC | 127,800 | $20.9M | 1.99% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 127,465 | $20.8M | 6.13% | +395+0.3% | Added |
| Ensign Peak Advisors, Inc | 127,460 | $20.8M | 0.04% | −3,759−2.9% | Reduced |
| Captrust Financial Advisors | 127,391 | $20.8M | 0.08% | −62,435−32.9% | Reduced |
| Arizona State Retirement System | 126,253 | $20.6M | 0.14% | +975+0.8% | Added |
| Nomura Asset Management Co Ltd | 125,901 | $20.6M | 0.07% | −3,022−2.3% | Reduced |
| Varma Mutual Pension Insurance Co | 125,400 | $20.5M | 0.18% | +106,100+549.7% | Added |
| Hikari Tsushin, Inc. | 123,691 | $20.2M | 1.61% | −4,235−3.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 123,000 | $20.1M | 0.07% | −77,000−38.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 122,282 | $20.0M | 0.05% | +4,748+4.0% | Added |
| Annex Advisory Services, LLC | 121,608 | $19.9M | 0.71% | +18,002+17.4% | Added |
| State of Michigan Retirement System | 117,812 | $19.2M | 0.10% | −2,600−2.2% | Reduced |
| Torray LLC | 115,085 | $18.8M | 2.81% | −24,656−17.6% | Reduced |
| SEI Investments Co | 114,817 | $18.8M | 0.03% | −271,842−70.3% | Reduced |
| Assenagon Asset Management S.A. | 113,233 | $18.5M | 0.05% | −151,311−57.2% | Reduced |
| American International Group, Inc. | 112,535 | $18.4M | 0.07% | −2,878−2.5% | Reduced |
| Associated Banc-Corp | 112,218 | $18.3M | 0.58% | −500−0.4% | Reduced |
| Raymond James Trust N.A. | 111,517 | $18.2M | 0.44% | −6,620−5.6% | Reduced |
| Spirit of America Management Corp | 111,286 | $18.2M | 3.66% | −16,900−13.2% | Reduced |
| TCG Advisory Services, LLC | 111,119 | $18.2M | 1.00% | +3,161+2.9% | Added |
| Martingale Asset Management L P | 110,534 | $18.1M | 0.36% | −8,797−7.4% | Reduced |
| Mercer Global Advisors Inc | 109,698 | $17.9M | 0.05% | +8,471+8.4% | Added |
| Schwerin Boyle Capital Management Inc | 109,235 | $17.8M | 1.77% | −480.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 109,059 | $17.8M | 0.20% | +99+0.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 108,627 | $17.7M | 0.41% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 107,778 | $17.6M | 0.27% | +6,124+6.0% | Added |
| Lawson Kroeker Investment Management Inc | 107,508 | $17.6M | 3.33% | −2,019−1.8% | Reduced |
| Richard C. Young & CO., LTD. | 106,536 | $17.4M | 2.18% | −641−0.6% | Reduced |
| Foundry Partners, LLC | 106,447 | $17.4M | 0.93% | −4,337−3.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 104,465 | $17.1M | 0.03% | −48,235−31.6% | Reduced |
| Intech Investment Management LLC | 103,764 | $16.9M | 0.24% | −217,777−67.7% | Reduced |
| Hi-Line Capital Management, LLC | 101,945 | $16.7M | 5.91% | −1,395−1.3% | Reduced |
| MetLife Investment Management | 100,872 | $16.5M | 0.11% | −6,030−5.6% | Reduced |
| Gabelli Funds LLC | 100,600 | $16.4M | 0.12% | −55,000−35.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 133,736 | $16.4M | 0.04% | +39,775+42.3% | Added |
| CIBC World Markets Inc. | 100,111 | $16.4M | 0.04% | +78,954+373.2% | Added |
| Bollard Group LLC | 97,829 | $16.0M | 0.48% | +1,447+1.5% | Added |
| CIBC World Markets Corp | 95,886 | $15.7M | 0.10% | −486,729−83.5% | Reduced |
| Kestra Private Wealth Services, LLC | 95,329 | $15.6M | 0.35% | −23,932−20.1% | Reduced |