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; 2,108 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
- 1,786
- −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
- 696 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 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 109,057 | $15.4M | 0.36% | −2,460−2.2% | Reduced |
| Schwerin Boyle Capital Management Inc | 109,235 | $15.4M | 1.62% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 109,777 | $15.5M | 0.75% | −1,342−1.2% | Reduced |
| SEI Investments Co | 109,875 | $15.5M | 0.02% | −4,942−4.3% | Reduced |
| Mercer Global Advisors Inc | 112,280 | $15.9M | 0.04% | +2,582+2.4% | Added |
| MetLife Investment Management | 113,075 | $16.0M | 0.09% | +12,203+12.1% | Added |
| Payden & Rygel Investment Group | 113,100 | $16.0M | 1.29% | +38,600+51.8% | Added |
| Payden & Rygel | 113,100 | $16.0M | 1.29% | +38,600+51.8% | Added |
| Associated Banc-Corp | 113,196 | $16.0M | 0.50% | +978+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 113,874 | $16.1M | 0.04% | −8,408−6.9% | Reduced |
| State of Michigan Retirement System | 116,112 | $16.4M | 0.08% | −1,700−1.4% | Reduced |
| STRS Ohio | 116,348 | $16.4M | 0.06% | −103,492−47.1% | Reduced |
| Torray LLC | 117,825 | $16.6M | 2.48% | +2,740+2.4% | Added |
| Sanctuary Advisors, LLC | 110,131 | $16.7M | 0.12% | +110,131 | New |
| Advisor Group Holdings, Inc. | 119,338 | $16.9M | 0.04% | −9,924−7.7% | Reduced |
| Hikari Tsushin, Inc. | 123,691 | $17.5M | 1.35% | 00.0% | Unchanged |
| Arizona State Retirement System | 124,029 | $17.5M | 0.12% | −2,224−1.8% | Reduced |
| Manning & Napier Advisors LLC | 125,165 | $17.7M | 0.20% | +125,165 | New |
| Varma Mutual Pension Insurance Co | 127,600 | $18.0M | 0.14% | +2,200+1.8% | Added |
| American Assets Investment Management, LLC | 127,800 | $18.0M | 1.69% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 127,994 | $18.1M | 0.06% | +2,093+1.7% | Added |
| Ensign Peak Advisors, Inc | 129,790 | $18.3M | 0.03% | +2,330+1.8% | Added |
| Wallington Asset Management, LLC | 130,399 | $18.4M | 2.81% | +2,150+1.7% | Added |
| Annex Advisory Services, LLC | 133,188 | $18.8M | 0.66% | +11,580+9.5% | Added |
| Captrust Financial Advisors | 133,406 | $18.8M | 0.06% | +6,015+4.7% | Added |
| Cetera Investment Advisers | 133,650 | $18.9M | 0.04% | −8,898−6.2% | Reduced |
| F&V Capital Management, LLC | 133,960 | $18.9M | 5.51% | +6,495+5.1% | Added |
| AMF Pensionsforsakring AB | 136,865 | $19.3M | 0.14% | −8,934−6.1% | Reduced |
| Dakota Wealth Management | 138,028 | $19.5M | 0.46% | +4,250+3.2% | Added |
| Rockefeller Capital Management L.P. | 141,828 | $20.0M | 0.06% | +2,837+2.0% | Added |
| Gabelli Funds LLC | 144,200 | $20.4M | 0.15% | +43,600+43.3% | Added |
| Resona Asset Management Co.,Ltd. | 144,835 | $20.4M | 0.12% | −12,584−8.0% | Reduced |
| Susquehanna International Group, LLP | 145,149 | $20.5M | 0.04% | −131,821−47.6% | Reduced |
| Chickasaw Capital Management LLC | 145,341 | $20.5M | 0.91% | −3,265−2.2% | Reduced |
| Intech Investment Management LLC | 146,221 | $20.6M | 0.26% | +42,457+40.9% | Added |
| Voloridge Investment Management, LLC | 146,525 | $20.7M | 0.08% | +146,525 | New |
| Border to Coast Pensions Partnership Ltd | 149,162 | $21.1M | 0.50% | −5,312−3.4% | Reduced |
| Pinebridge Investments, L.P. | 150,536 | $21.3M | 0.17% | −17,027−10.2% | Reduced |
| TD Asset Management Inc | 151,266 | $21.4M | 0.02% | −6,908−4.4% | Reduced |
| Rafferty Asset Management, LLC | 152,048 | $21.5M | 0.08% | +15,421+11.3% | Added |
| Adams Natural Resources Fund, Inc. | 154,475 | $21.8M | 3.18% | 00.0% | Unchanged |
| Keybank National Association | 155,918 | $22.0M | 0.09% | −200−0.1% | Reduced |
| Asset Management One Co.,Ltd. | 158,280 | $22.3M | 0.09% | −8,418−5.0% | Reduced |
| State of New Jersey Common Pension Fund D | 158,302 | $22.3M | 0.10% | −96,867−38.0% | Reduced |
| TCTC Holdings, LLC | 158,468 | $22.4M | 0.77% | −3,949−2.4% | Reduced |
| Glenmede Trust Co NA | 161,662 | $22.8M | 0.12% | −4,080−2.5% | Reduced |
| Qube Research & Technologies Ltd | 164,116 | $23.2M | 0.04% | +164,116 | New |
| HRT Financial LP | 164,160 | $23.2M | 0.13% | −229,226−58.3% | Reduced |
| Comerica Bank | 165,103 | $23.3M | 0.10% | +8,385+5.4% | Added |
| Empowered Funds, LLC | 166,651 | $23.5M | 0.41% | −38,931−18.9% | Reduced |
| Hyman Charles D | 169,271 | $23.9M | 1.33% | −500−0.3% | Reduced |
| Royal London Asset Management Ltd | 176,489 | $24.9M | 0.06% | −59,035−25.1% | Reduced |
| Kempen Capital Management N.V. | 177,257 | $25.0M | 0.28% | −27,831−13.6% | Reduced |
| Gratus Capital LLC | 181,408 | $25.6M | 1.03% | +4,474+2.5% | Added |
| State of Tennessee, Treasury Department | 182,601 | $25.8M | 0.09% | −26,873−12.8% | Reduced |
| Treasurer of the State of North Carolina | 184,454 | $26.0M | 0.11% | −12,116−6.2% | Reduced |
| Nisa Investment Advisors, LLC | 190,198 | $26.9M | 0.17% | −17,818−8.6% | Reduced |
| Hikari Power Ltd | 190,330 | $26.9M | 2.43% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 196,367 | $27.4M | 0.05% | −7,335−3.6% | Reduced |
| Blair William & Co | 194,582 | $27.5M | 0.08% | +7,430+4.0% | Added |
| Schroder Investment Management Group | 201,219 | $28.4M | 0.03% | −28,517−12.4% | Reduced |
| Public Employees Retirement System of Ohio | 202,301 | $28.6M | 0.11% | +22,584+12.6% | Added |
| Toronto Dominion Bank | 209,101 | $29.5M | 0.05% | −36,536−14.9% | Reduced |
| GW Henssler & Associates Ltd | 212,031 | $29.9M | 1.80% | −9,214−4.2% | Reduced |
| Janney Montgomery Scott LLC | 217,210 | $30.7M | 0.09% | −19,157−8.1% | Reduced |
| Creative Planning | 219,036 | $30.9M | 0.03% | −15,167−6.5% | Reduced |
| Stack Financial Management, Inc | 225,611 | $31.8M | 2.95% | −293−0.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 226,088 | $31.9M | 0.08% | −46,314−17.0% | Reduced |
| Ofi Invest Asset Management | 242,515 | $31.9M | 0.85% | −32,811−11.9% | Reduced |
| Pictet Asset Management Holding SA | 228,644 | $32.3M | 0.04% | −9,316−3.9% | Reduced |
| Advisory Resource Group | 231,597 | $32.7M | 7.38% | −1,045−0.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 234,288 | $33.1M | 0.11% | −6,316−2.6% | Reduced |
| MML Investors Services, LLC | 235,219 | $33.2M | 0.13% | −56,324−19.3% | Reduced |
| Cushing Asset Management, LP | 236,060 | $33.3M | 2.65% | +35,800+17.9% | Added |
| HighTower Advisors, LLC | 238,904 | $33.7M | 0.05% | −17,151−6.7% | Reduced |
| Voya Investment Management LLC | 239,344 | $33.8M | 0.03% | −6,750−2.7% | Reduced |
| ZWJ Investment Counsel Inc | 242,895 | $34.3M | 1.51% | +1,513+0.6% | Added |
| Baird Financial Group, Inc. | 245,363 | $34.6M | 0.07% | +33,773+16.0% | Added |
| Great West Life Assurance Co | 252,370 | $35.7M | 0.07% | +13,159+5.5% | Added |
| US Bancorp | 257,115 | $36.3M | 0.05% | −3,445−1.3% | Reduced |
| State of Wisconsin Investment Board | 257,804 | $36.4M | 0.10% | −35,442−12.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 259,268 | $36.6M | 0.33% | −4,011−1.5% | Reduced |
| Kayne Anderson Capital Advisors LP | 260,325 | $36.8M | 0.99% | +5,273+2.1% | Added |
| First Trust Advisors LP | 278,837 | $39.4M | 0.04% | −439,490−61.2% | Reduced |
| Old Republic International Corporation | 280,600 | $39.6M | 1.61% | 00.0% | Unchanged |
| Aviva PLC | 288,245 | $40.7M | 0.11% | +37,396+14.9% | Added |
| Todd Asset Management LLC | 292,458 | $41.3M | 0.86% | −1,529−0.5% | Reduced |
| Miller Howard Investments Inc | 299,768 | $42.3M | 1.40% | −7,510−2.4% | Reduced |
| Commonwealth Equity Services, LLC | 301,939 | $42.6M | 0.07% | +4,065+1.4% | Added |
| American Century Companies Inc | 309,478 | $43.7M | 0.03% | +11,711+3.9% | Added |
| Natixis Advisors, L.P. | 310,062 | $43.8M | 0.10% | +3,020+1.0% | Added |
| SIR Capital Management, L.P. | 311,700 | $44.0M | 4.38% | +311,700 | New |
| Cookson Peirce & Co Inc | 312,877 | $44.2M | 2.13% | +30,674+10.9% | Added |
| Brandywine Global Investment Management, LLC | 313,520 | $44.3M | 0.33% | +39,202+14.3% | Added |
| Great Lakes Advisors, LLC | 317,267 | $44.8M | 0.40% | −6,941−2.1% | Reduced |
| Manufacturers Life Insurance Company, The | 323,107 | $45.6M | 0.04% | −7,692−2.3% | Reduced |
| Recurrent Investment Advisors LLC | 332,590 | $47.0M | 4.94% | +27,206+8.9% | Added |
| National Bank of Canada | 346,984 | $48.9M | 0.08% | +60,982+21.3% | Added |
| RNC Capital Management LLC | 350,198 | $49.4M | 2.74% | +14,420+4.3% | Added |
| Davis R M Inc | 355,563 | $50.2M | 1.02% | −3,916−1.1% | Reduced |