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, Q2 2024
Institutional positions in Phillips 66 as of Jun 30, 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
- 1,787
- −68 vs. Q1 2024
- Shares held
- 313.2M
- −6.73M (−2.1%) vs. Q1 2024
- Total value
- $44.2B
- −$7.84B (−15.1%) vs. Q1 2024
- New holders
- 111
- 644 more added
- Sold out
- 179
- 697 more reduced
24 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 40,978,037 | $5.78B | 0.11% | −293,040−0.7% | Reduced |
| BlackRock Inc. | 30,841,697 | $4.35B | 0.10% | −3,272,277−9.6% | Reduced |
| State Street Corp | 28,676,548 | $4.05B | 0.18% | +781,647+2.8% | Added |
| Wells Fargo & Company | 16,620,512 | $2.35B | 0.61% | −163,781−1.0% | Reduced |
| Wellington Management Group LLP | 12,797,952 | $1.81B | 0.32% | −1,347,026−9.5% | Reduced |
| Geode Capital Management, LLC | 8,479,098 | $1.19B | 0.10% | −1,524,874−15.2% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 8,446,771 | $1.19B | 2.02% | +913,298+12.1% | Added |
| Bank of New York Mellon Corp | 8,422,720 | $1.19B | 0.23% | +402,925+5.0% | Added |
| Barclays PLC | 7,751,489 | $1.09B | 0.50% | +601,356+8.4% | Added |
| Morgan Stanley | 6,753,728 | $953.4M | 0.07% | −42,722−0.6% | Reduced |
| FMR LLC | 5,610,658 | $792.1M | 0.05% | −164,327−2.8% | Reduced |
| Bank of America Corp | 4,982,223 | $703.3M | 0.07% | −312,249−5.9% | Reduced |
| Boston Partners | 4,859,778 | $685.7M | 0.85% | −594,114−10.9% | Reduced |
| Invesco Ltd. | 4,463,443 | $630.1M | 0.13% | +162,075+3.8% | Added |
| Northern Trust Corp | 4,287,682 | $605.3M | 0.10% | −85,925−2.0% | Reduced |
| JPMorgan Chase & Co | 4,180,705 | $590.2M | 0.05% | +91,857+2.2% | Added |
| Norges Bank | 4,163,694 | $587.8M | 0.09% | −45,256−1.1% | Reduced |
| UBS Group AG | 3,684,804 | $520.2M | 0.16% | −82,513−2.2% | Reduced |
| Dimensional Fund Advisors LP | 3,643,264 | $514.3M | 0.13% | +111,261+3.2% | Added |
| Charles Schwab Investment Management Inc | 2,884,946 | $407.3M | 0.08% | −22,725−0.8% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 2,813,579 | $397.2M | 1.36% | +79,301+2.9% | Added |
| Goldman Sachs Group Inc | 2,774,139 | $391.6M | 0.08% | +4,092+0.1% | Added |
| UBS Asset Management Americas Inc | 2,640,137 | $372.7M | 0.11% | +608,962+30.0% | Added |
| Legal & General Group Plc | 2,611,005 | $368.6M | 0.10% | −297,532−10.2% | Reduced |
| Nomura Holdings Inc | 2,518,511 | $355.5M | 2.28% | +2,487,437+8,004.9% | Added |
| Amundi | 2,223,554 | $312.1M | 0.12% | −21,636−1.0% | Reduced |
| LSV Asset Management | 1,908,306 | $269.4M | 0.59% | −43,950−2.3% | Reduced |
| Envestnet Asset Management Inc | 1,856,658 | $262.1M | 0.09% | −141,408−7.1% | Reduced |
| Bahl & Gaynor Inc | 1,643,160 | $232.0M | 1.30% | −17,267−1.0% | Reduced |
| Price T Rowe Associates Inc | 1,534,776 | $216.7M | 0.03% | −1,328,827−46.4% | Reduced |
| Allianz Asset Management GmbH | 1,507,667 | $212.8M | 0.34% | −237,779−13.6% | Reduced |
| HSBC Holdings PLC | 1,388,407 | $196.0M | 0.13% | +177,684+14.7% | Added |
| Nuveen Asset Management, LLC | 1,321,016 | $186.5M | 0.05% | −112,888−7.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,299,077 | $183.4M | 0.16% | −950,381−42.2% | Reduced |
| Swiss National Bank | 1,266,750 | $178.8M | 0.12% | −50,800−3.9% | Reduced |
| Alliancebernstein L.P. | 1,153,642 | $162.9M | 0.06% | −180,203−13.5% | Reduced |
| Massachusetts Financial Services Co | 1,146,477 | $161.8M | 0.05% | −4,750−0.4% | Reduced |
| Royal Bank of Canada | 1,143,680 | $161.5M | 0.04% | +18,184+1.6% | Added |
| Public Employees Retirement Association of Colorado | 1,047,699 | $147.9M | 0.62% | +105,223+11.2% | Added |
| Bank of Montreal | 999,906 | $140.3M | 0.07% | +29,952+3.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 993,450 | $140.2M | 0.10% | −185,603−15.7% | Reduced |
| National Pension Service | 938,385 | $132.5M | 0.15% | +9,112+1.0% | Added |
| Deutsche Bank AG | 923,531 | $130.4M | 0.06% | −143,033−13.4% | Reduced |
| CI Private Wealth, LLC | 872,148 | $123.1M | 0.21% | +60,046+7.4% | Added |
| Prudential Financial Inc | 848,213 | $119.7M | 0.18% | −331,487−28.1% | Reduced |
| Mariner, LLC | 838,234 | $118.3M | 0.23% | +45,664+5.8% | Added |
| The PNC Financial Services Group, Inc. | 810,263 | $114.4M | 0.08% | −7,765−0.9% | Reduced |
| Rhumbline Advisers | 809,792 | $114.3M | 0.11% | −69,235−7.9% | Reduced |
| California Public Employees Retirement System | 802,533 | $113.3M | 0.08% | −39,917−4.7% | Reduced |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 775,000 | $109.4M | 1.05% | 00.0% | Unchanged |
| California State Teachers Retirement System | 760,487 | $107.4M | 0.13% | +48,810+6.9% | Added |
| Blackstone Group Inc. | 726,665 | $102.6M | 0.46% | +465,416+178.2% | Added |
| Raymond James & Associates | 722,304 | $102.0M | 0.07% | −39,998−5.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 705,226 | $99.6M | 0.14% | +3,130+0.4% | Added |
| LPL Financial LLC | 664,044 | $93.7M | 0.05% | +16,619+2.6% | Added |
| Fayez Sarofim & Co | 638,243 | $90.1M | 0.24% | +6,339+1.0% | Added |
| Ameriprise Financial Inc | 623,274 | $88.0M | 0.02% | −31,884−4.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 577,962 | $81.6M | 0.10% | +57,462+11.0% | Added |
| Truist Financial Corp | 543,558 | $76.7M | 0.12% | −25,954−4.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 542,773 | $76.6M | 0.32% | +110,770+25.6% | Added |
| M&T Bank Corp | 540,801 | $76.3M | 0.26% | +17,270+3.3% | Added |
| ING Groep NV | 529,948 | $74.8M | 0.44% | +462,425+684.8% | Added |
| Principal Financial Group Inc | 516,598 | $72.9M | 0.04% | −50,985−9.0% | Reduced |
| New York State Common Retirement Fund | 505,877 | $71.4M | 0.09% | +243,927+93.1% | Added |
| Stonegate Investment Group, LLC | 501,893 | $70.9M | 2.05% | +6,680+1.3% | Added |
| Victory Capital Management Inc | 490,148 | $69.2M | 0.07% | −18,770−3.7% | Reduced |
| Jane Street Group, LLC | 488,233 | $68.9M | 0.07% | +249,961+104.9% | Added |
| Standard Life Aberdeen plc | 487,004 | $68.8M | 0.13% | −96,423−16.5% | Reduced |
| State Board of Administration of Florida Retirement System | 449,890 | $63.5M | 0.13% | −106,781−19.2% | Reduced |
| Colony Group, LLC | 447,004 | $62.9M | 0.21% | +356,142+392.0% | Added |
| Canada Pension Plan Investment Board | 443,044 | $62.5M | 0.06% | +377,314+574.0% | Added |
| Millennium Management LLC | 440,804 | $62.2M | 0.05% | +255,904+138.4% | Added |
| BNP Paribas Arbitrage, SA | 423,305 | $59.8M | 0.06% | −137,915−24.6% | Reduced |
| Assenagon Asset Management S.A. | 423,049 | $59.7M | 0.15% | +309,816+273.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 423,000 | $59.7M | 0.18% | +300,000+243.9% | Added |
| Stifel Financial Corp | 422,165 | $59.6M | 0.07% | −4,856−1.1% | Reduced |
| Franklin Resources Inc | 398,056 | $56.2M | 0.02% | −165,335−29.3% | Reduced |
| Citigroup Inc | 378,868 | $53.5M | 0.05% | +53,397+16.4% | Added |
| Russell Investments Group, Ltd. | 378,589 | $53.4M | 0.09% | −33,020−8.0% | Reduced |
| New York State Teachers Retirement System | 376,623 | $53.2M | 0.11% | −30,672−7.5% | Reduced |
| Korea Investment CORP | 372,787 | $52.6M | 0.13% | −26,829−6.7% | Reduced |
| AQR Capital Management LLC | 372,992 | $52.1M | 0.08% | +22,531+6.4% | Added |
| Neuberger Berman Group LLC | 368,246 | $52.0M | 0.04% | +33,273+9.9% | Added |
| Adage Capital Partners GP, L.L.C. | 356,701 | $50.4M | 0.09% | +34,900+10.8% | Added |
| Fort Washington Investment Advisors Inc | 356,570 | $50.3M | 0.33% | −6,304−1.7% | Reduced |
| Davis R M Inc | 355,563 | $50.2M | 1.02% | −3,916−1.1% | Reduced |
| RNC Capital Management LLC | 350,198 | $49.4M | 2.74% | +14,420+4.3% | Added |
| National Bank of Canada | 346,984 | $48.9M | 0.08% | +60,982+21.3% | Added |
| Recurrent Investment Advisors LLC | 332,590 | $47.0M | 4.94% | +27,206+8.9% | Added |
| Manufacturers Life Insurance Company, The | 323,107 | $45.6M | 0.04% | −7,692−2.3% | Reduced |
| Great Lakes Advisors, LLC | 317,267 | $44.8M | 0.40% | −6,941−2.1% | Reduced |
| Brandywine Global Investment Management, LLC | 313,520 | $44.3M | 0.33% | +39,202+14.3% | Added |
| Cookson Peirce & Co Inc | 312,877 | $44.2M | 2.13% | +30,674+10.9% | Added |
| SIR Capital Management, L.P. | 311,700 | $44.0M | 4.38% | +311,700 | New |
| Natixis Advisors, L.P. | 310,062 | $43.8M | 0.10% | +3,020+1.0% | Added |
| American Century Companies Inc | 309,478 | $43.7M | 0.03% | +11,711+3.9% | Added |
| Commonwealth Equity Services, LLC | 301,939 | $42.6M | 0.07% | +4,065+1.4% | Added |
| Miller Howard Investments Inc | 299,768 | $42.3M | 1.40% | −7,510−2.4% | Reduced |
| Todd Asset Management LLC | 292,458 | $41.3M | 0.86% | −1,529−0.5% | Reduced |
| Aviva PLC | 288,245 | $40.7M | 0.11% | +37,396+14.9% | Added |