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 |
|---|---|---|---|---|---|
| KBC Group NV | 94,942 | $15.5M | 0.05% | −950−1.0% | Reduced |
| Retirement Systems of Alabama | 94,906 | $15.5M | 0.06% | −2,055−2.1% | Reduced |
| Thrivent Financial for Lutherans | 94,798 | $15.5M | 0.03% | −5,322−5.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 94,398 | $15.4M | 0.11% | −1,947−2.0% | Reduced |
| Manning & Napier Group, LLC | 93,752 | $15.3M | 0.17% | −7,516−7.4% | Reduced |
| Colony Group, LLC | 90,862 | $14.8M | 0.12% | +82,949+1,048.3% | Added |
| Advisors Asset Management, Inc. | 90,803 | $14.8M | 0.29% | −5,695−5.9% | Reduced |
| Adell Harriman & Carpenter Inc | 90,386 | $14.8M | 1.22% | −797−0.9% | Reduced |
| Mattern Capital Management, LLC | 90,268 | $14.7M | 2.00% | −8,960−9.0% | Reduced |
| Amalgamated Bank | 90,020 | $14.7M | 0.13% | −30,311−25.2% | Reduced |
| Skba Capital Management LLC | 89,985 | $14.7M | 2.30% | −950−1.0% | Reduced |
| IFM Investors Pty Ltd | 88,941 | $14.5M | 0.16% | −1,201−1.3% | Reduced |
| Texas Permanent School Fund | 88,909 | $14.5M | 0.11% | −1,952−2.1% | Reduced |
| Acadian Asset Management LLC | 88,276 | $14.4M | 0.05% | −312,217−78.0% | Reduced |
| Macquarie Group Ltd | 87,177 | $14.2M | 0.02% | −1,155−1.3% | Reduced |
| Guggenheim Capital LLC | 85,956 | $14.0M | 0.10% | −10,971−11.3% | Reduced |
| GWM Advisors LLC | 84,882 | $13.9M | 0.12% | −5,500−6.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 83,246 | $13.6M | 0.05% | +266+0.3% | Added |
| Heritage Investors Management Corp | 83,144 | $13.6M | 0.48% | −2,606−3.0% | Reduced |
| Crossmark Global Holdings, Inc. | 83,012 | $13.6M | 0.26% | −706−0.8% | Reduced |
| Navellier & Associates Inc | 82,959 | $13.6M | 1.67% | −2,856−3.3% | Reduced |
| CCM Investment Advisers LLC | 81,286 | $13.3M | 1.59% | −14,299−15.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 81,138 | $13.3M | 0.05% | −1,200−1.5% | Reduced |
| Morgan Dempsey Capital Management LLC | 80,973 | $13.2M | 4.23% | −8,385−9.4% | Reduced |
| WSFS Capital Management, LLC | 78,957 | $12.9M | 0.73% | −308−0.4% | Reduced |
| Eldred Rock Partners, LLC | 78,909 | $12.9M | 7.02% | +781+1.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 78,329 | $12.8M | 0.04% | −100,843−56.3% | Reduced |
| Oppenheimer Asset Management Inc. | 78,162 | $12.8M | 0.19% | −12,697−14.0% | Reduced |
| Cambria Investment Management, L.P. | 78,067 | $12.8M | 0.76% | +74,913+2,375.2% | Added |
| Alaska Permanent Fund Corp | 78,046 | $12.7M | 0.19% | −4,734−5.7% | Reduced |
| Nkcfo LLC | 77,500 | $12.7M | 7.56% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 77,236 | $12.6M | 0.28% | +7,857+11.3% | Added |
| Utah Retirement Systems | 76,267 | $12.5M | 0.15% | −1,000−1.3% | Reduced |
| Czech National Bank | 75,659 | $12.4M | 0.16% | −1,397−1.8% | Reduced |
| AXA S.A. | 75,580 | $12.3M | 0.04% | +7,321+10.7% | Added |
| Calamos Advisors LLC | 75,550 | $12.3M | 0.06% | −1,900−2.5% | Reduced |
| Marco Investment Management LLC | 75,161 | $12.3M | 1.16% | +876+1.2% | Added |
| Pacific Heights Asset Management LLC | 75,000 | $12.3M | 1.00% | 00.0% | Unchanged |
| Payden & Rygel | 74,500 | $12.2M | 0.83% | +400+0.5% | Added |
| Payden & Rygel Investment Group | 74,500 | $12.2M | 0.83% | +74,500 | New |
| Daymark Wealth Partners, LLC | 73,602 | $12.0M | 0.65% | +803+1.1% | Added |
| State of Alaska, Department of Revenue | 73,608 | $12.0M | 0.14% | −9,365−11.3% | Reduced |
| Simmons Bank | 73,582 | $12.0M | 0.90% | +3,435+4.9% | Added |
| CIBC Asset Management Inc | 73,460 | $12.0M | 0.04% | +375+0.5% | Added |
| Cerity Partners LLC | 73,295 | $11.9M | 0.03% | +26,432+56.4% | Added |
| ProShare Advisors LLC | 73,087 | $11.9M | 0.03% | −8,385−10.3% | Reduced |
| D.A. Davidson & Co. | 71,880 | $11.7M | 0.11% | +10,223+16.6% | Added |
| Fort Point Capital Partners LLC | 71,614 | $11.7M | 1.58% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 71,565 | $11.7M | 0.08% | +5,161+7.8% | Added |
| Public Sector Pension Investment Board | 71,505 | $11.7M | 0.08% | +5,561+8.4% | Added |
| Tortoise Capital Advisors, L.L.C. | 71,283 | $11.6M | 0.16% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 71,102 | $11.6M | 0.14% | −1,000−1.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 71,072 | $11.6M | 0.13% | +22,478+46.3% | Added |
| Venture Visionary Partners LLC | 70,073 | $11.4M | 0.54% | +378+0.5% | Added |
| Man Group plc | 68,922 | $11.3M | 0.03% | +10,849+18.7% | Added |
| Bell Bank | 68,733 | $11.2M | 0.97% | −3,213−4.5% | Reduced |
| Osborne Partners Capital Management, LLC | 67,567 | $11.0M | 0.68% | −659−1.0% | Reduced |
| ING Groep NV | 67,523 | $11.0M | 0.08% | +64,692+2,285.1% | Added |
| Congress Wealth Management LLC | 66,758 | $10.9M | 0.19% | +3,986+6.3% | Added |
| Foundation Resource Management Inc | 66,212 | $10.8M | 1.70% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 65,730 | $10.7M | 0.01% | −123,916−65.3% | Reduced |
| Yousif Capital Management, LLC | 65,428 | $10.7M | 0.12% | −3,254−4.7% | Reduced |
| CIBC Private Wealth Group, LLC | 65,214 | $10.7M | 0.02% | +4,534+7.5% | Added |
| Bryn Mawr Trust Co | 64,977 | $10.6M | 0.41% | +64,977 | New |
| RPG Investment Advisory, LLC | 64,942 | $10.6M | 1.59% | −11,172−14.7% | Reduced |
| Cypress Capital Group | 64,918 | $10.6M | 1.27% | −165−0.3% | Reduced |
| Janus Henderson Group PLC | 64,328 | $10.5M | 0.01% | −39,142−37.8% | Reduced |
| Marshall Wace, LLP | 63,500 | $10.4M | 0.02% | −42,051−39.8% | Reduced |
| Verity & Verity, LLC | 63,098 | $10.3M | 1.15% | −2,396−3.7% | Reduced |
| Railway Pension Investments Ltd | 63,000 | $10.3M | 0.10% | 00.0% | Unchanged |
| Xponance, Inc. | 61,126 | $9.98M | 0.10% | +2,844+4.9% | Added |
| Alley Investment Management Company, LLC | 61,109 | $9.98M | 1.37% | −850−1.4% | Reduced |
| Walleye Capital LLC | 61,104 | $9.98M | 0.11% | +26,060+74.4% | Added |
| DT Investment Partners, LLC | 60,904 | $9.95M | 1.01% | −12,056−16.5% | Reduced |
| Bank of Nova Scotia | 60,532 | $9.89M | 0.02% | −3,797−5.9% | Reduced |
| Bokf, NA | 59,981 | $9.80M | 0.18% | −94,056−61.1% | Reduced |
| First American Trust, FSB | 59,561 | $9.73M | 1.02% | +966+1.6% | Added |
| Visionary Wealth Advisors | 59,265 | $9.68M | 0.65% | −10,297−14.8% | Reduced |
| New York Life Investment Management LLC | 58,849 | $9.61M | 0.10% | −3,617−5.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 58,808 | $9.61M | 0.03% | +5,690+10.7% | Added |
| Credit Agricole S A | 62,067 | $9.52M | 0.16% | +8,013+14.8% | Added |
| Kingsview Wealth Management, LLC | 58,038 | $9.48M | 0.24% | +20,443+54.4% | Added |
| AMJ Financial Wealth Management | 57,352 | $9.37M | 3.13% | +2,992+5.5% | Added |
| Mutual of America Capital Management LLC | 56,377 | $9.21M | 0.10% | −2,547−4.3% | Reduced |
| Brown Advisory Inc | 55,917 | $9.13M | 0.01% | −1,284−2.2% | Reduced |
| Brick & Kyle, Associates | 52,562 | $9.08M | 4.02% | −849−1.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 55,549 | $9.07M | 0.75% | −12,437−18.3% | Reduced |
| Advisors Capital Management, LLC | 55,524 | $9.07M | 0.17% | +1,527+2.8% | Added |
| Commerce Bank | 55,410 | $9.05M | 0.06% | +1,979+3.7% | Added |
| Leavell Investment Management, Inc. | 54,615 | $8.92M | 0.51% | +2,667+5.1% | Added |
| Swiss Life Asset Management Ltd | 54,335 | $8.88M | 0.12% | −24,544−31.1% | Reduced |
| QRG Capital Management, Inc. | 54,302 | $8.87M | 0.11% | +11,531+27.0% | Added |
| Bessemer Group Inc | 54,212 | $8.86M | 0.02% | +9,954+22.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 54,021 | $8.82M | 0.10% | −9,721−15.3% | Reduced |
| Royal Fund Management, LLC | 53,849 | $8.80M | 1.01% | −2,122−3.8% | Reduced |
| Bridgeway Capital Management, LLC | 53,800 | $8.79M | 0.18% | −93−0.2% | Reduced |
| Pathstone Holdings, LLC | 53,486 | $8.74M | 0.04% | +1,355+2.6% | Added |
| Park Avenue Securities LLC | 53,298 | $8.71M | 0.11% | −681−1.3% | Reduced |
| British Columbia Investment Management Corp | 52,694 | $8.61M | 0.06% | +1,436+2.8% | Added |
| Federated Hermes, Inc. | 52,596 | $8.59M | 0.02% | −3,094−5.6% | Reduced |