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 |
|---|---|---|---|---|---|
| Fort Washington Investment Advisors Inc | 356,570 | $50.3M | 0.33% | −6,304−1.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 356,701 | $50.4M | 0.09% | +34,900+10.8% | Added |
| Neuberger Berman Group LLC | 368,246 | $52.0M | 0.04% | +33,273+9.9% | Added |
| AQR Capital Management LLC | 372,992 | $52.1M | 0.08% | +22,531+6.4% | Added |
| Korea Investment CORP | 372,787 | $52.6M | 0.13% | −26,829−6.7% | Reduced |
| New York State Teachers Retirement System | 376,623 | $53.2M | 0.11% | −30,672−7.5% | Reduced |
| Russell Investments Group, Ltd. | 378,589 | $53.4M | 0.09% | −33,020−8.0% | Reduced |
| Citigroup Inc | 378,868 | $53.5M | 0.05% | +53,397+16.4% | Added |
| Franklin Resources Inc | 398,056 | $56.2M | 0.02% | −165,335−29.3% | Reduced |
| Stifel Financial Corp | 422,165 | $59.6M | 0.07% | −4,856−1.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 423,000 | $59.7M | 0.18% | +300,000+243.9% | Added |
| Assenagon Asset Management S.A. | 423,049 | $59.7M | 0.15% | +309,816+273.6% | Added |
| BNP Paribas Arbitrage, SA | 423,305 | $59.8M | 0.06% | −137,915−24.6% | Reduced |
| Millennium Management LLC | 440,804 | $62.2M | 0.05% | +255,904+138.4% | Added |
| Canada Pension Plan Investment Board | 443,044 | $62.5M | 0.06% | +377,314+574.0% | Added |
| Colony Group, LLC | 447,004 | $62.9M | 0.21% | +356,142+392.0% | Added |
| State Board of Administration of Florida Retirement System | 449,890 | $63.5M | 0.13% | −106,781−19.2% | Reduced |
| Standard Life Aberdeen plc | 487,004 | $68.8M | 0.13% | −96,423−16.5% | Reduced |
| Jane Street Group, LLC | 488,233 | $68.9M | 0.07% | +249,961+104.9% | Added |
| Victory Capital Management Inc | 490,148 | $69.2M | 0.07% | −18,770−3.7% | Reduced |
| Stonegate Investment Group, LLC | 501,893 | $70.9M | 2.05% | +6,680+1.3% | Added |
| New York State Common Retirement Fund | 505,877 | $71.4M | 0.09% | +243,927+93.1% | Added |
| Principal Financial Group Inc | 516,598 | $72.9M | 0.04% | −50,985−9.0% | Reduced |
| ING Groep NV | 529,948 | $74.8M | 0.44% | +462,425+684.8% | Added |
| M&T Bank Corp | 540,801 | $76.3M | 0.26% | +17,270+3.3% | Added |
| Jacobs Levy Equity Management, Inc | 542,773 | $76.6M | 0.32% | +110,770+25.6% | Added |
| Truist Financial Corp | 543,558 | $76.7M | 0.12% | −25,954−4.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 577,962 | $81.6M | 0.10% | +57,462+11.0% | Added |
| Ameriprise Financial Inc | 623,274 | $88.0M | 0.02% | −31,884−4.9% | Reduced |
| Fayez Sarofim & Co | 638,243 | $90.1M | 0.24% | +6,339+1.0% | Added |
| LPL Financial LLC | 664,044 | $93.7M | 0.05% | +16,619+2.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 705,226 | $99.6M | 0.14% | +3,130+0.4% | Added |
| Raymond James & Associates | 722,304 | $102.0M | 0.07% | −39,998−5.2% | Reduced |
| Blackstone Group Inc. | 726,665 | $102.6M | 0.46% | +465,416+178.2% | Added |
| California State Teachers Retirement System | 760,487 | $107.4M | 0.13% | +48,810+6.9% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 775,000 | $109.4M | 1.05% | 00.0% | Unchanged |
| California Public Employees Retirement System | 802,533 | $113.3M | 0.08% | −39,917−4.7% | Reduced |
| Rhumbline Advisers | 809,792 | $114.3M | 0.11% | −69,235−7.9% | Reduced |
| The PNC Financial Services Group, Inc. | 810,263 | $114.4M | 0.08% | −7,765−0.9% | Reduced |
| Mariner, LLC | 838,234 | $118.3M | 0.23% | +45,664+5.8% | Added |
| Prudential Financial Inc | 848,213 | $119.7M | 0.18% | −331,487−28.1% | Reduced |
| CI Private Wealth, LLC | 872,148 | $123.1M | 0.21% | +60,046+7.4% | Added |
| Deutsche Bank AG | 923,531 | $130.4M | 0.06% | −143,033−13.4% | Reduced |
| National Pension Service | 938,385 | $132.5M | 0.15% | +9,112+1.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 993,450 | $140.2M | 0.10% | −185,603−15.7% | Reduced |
| Bank of Montreal | 999,906 | $140.3M | 0.07% | +29,952+3.1% | Added |
| Public Employees Retirement Association of Colorado | 1,047,699 | $147.9M | 0.62% | +105,223+11.2% | Added |
| Royal Bank of Canada | 1,143,680 | $161.5M | 0.04% | +18,184+1.6% | Added |
| Massachusetts Financial Services Co | 1,146,477 | $161.8M | 0.05% | −4,750−0.4% | Reduced |
| Alliancebernstein L.P. | 1,153,642 | $162.9M | 0.06% | −180,203−13.5% | Reduced |
| Swiss National Bank | 1,266,750 | $178.8M | 0.12% | −50,800−3.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,299,077 | $183.4M | 0.16% | −950,381−42.2% | Reduced |
| Nuveen Asset Management, LLC | 1,321,016 | $186.5M | 0.05% | −112,888−7.9% | Reduced |
| HSBC Holdings PLC | 1,388,407 | $196.0M | 0.13% | +177,684+14.7% | Added |
| Allianz Asset Management GmbH | 1,507,667 | $212.8M | 0.34% | −237,779−13.6% | Reduced |
| Price T Rowe Associates Inc | 1,534,776 | $216.7M | 0.03% | −1,328,827−46.4% | Reduced |
| Bahl & Gaynor Inc | 1,643,160 | $232.0M | 1.30% | −17,267−1.0% | Reduced |
| Envestnet Asset Management Inc | 1,856,658 | $262.1M | 0.09% | −141,408−7.1% | Reduced |
| LSV Asset Management | 1,908,306 | $269.4M | 0.59% | −43,950−2.3% | Reduced |
| Amundi | 2,223,554 | $312.1M | 0.12% | −21,636−1.0% | Reduced |
| Nomura Holdings Inc | 2,518,511 | $355.5M | 2.28% | +2,487,437+8,004.9% | Added |
| Legal & General Group Plc | 2,611,005 | $368.6M | 0.10% | −297,532−10.2% | Reduced |
| UBS Asset Management Americas Inc | 2,640,137 | $372.7M | 0.11% | +608,962+30.0% | Added |
| Goldman Sachs Group Inc | 2,774,139 | $391.6M | 0.08% | +4,092+0.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,813,579 | $397.2M | 1.36% | +79,301+2.9% | Added |
| Charles Schwab Investment Management Inc | 2,884,946 | $407.3M | 0.08% | −22,725−0.8% | Reduced |
| Dimensional Fund Advisors LP | 3,643,264 | $514.3M | 0.13% | +111,261+3.2% | Added |
| UBS Group AG | 3,684,804 | $520.2M | 0.16% | −82,513−2.2% | Reduced |
| Norges Bank | 4,163,694 | $587.8M | 0.09% | −45,256−1.1% | Reduced |
| JPMorgan Chase & Co | 4,180,705 | $590.2M | 0.05% | +91,857+2.2% | Added |
| Northern Trust Corp | 4,287,682 | $605.3M | 0.10% | −85,925−2.0% | Reduced |
| Invesco Ltd. | 4,463,443 | $630.1M | 0.13% | +162,075+3.8% | Added |
| Boston Partners | 4,859,778 | $685.7M | 0.85% | −594,114−10.9% | Reduced |
| Bank of America Corp | 4,982,223 | $703.3M | 0.07% | −312,249−5.9% | Reduced |
| FMR LLC | 5,610,658 | $792.1M | 0.05% | −164,327−2.8% | Reduced |
| Morgan Stanley | 6,753,728 | $953.4M | 0.07% | −42,722−0.6% | Reduced |
| Barclays PLC | 7,751,489 | $1.09B | 0.50% | +601,356+8.4% | Added |
| Bank of New York Mellon Corp | 8,422,720 | $1.19B | 0.23% | +402,925+5.0% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 8,446,771 | $1.19B | 2.02% | +913,298+12.1% | Added |
| Geode Capital Management, LLC | 8,479,098 | $1.19B | 0.10% | −1,524,874−15.2% | Reduced |
| Wellington Management Group LLP | 12,797,952 | $1.81B | 0.32% | −1,347,026−9.5% | Reduced |
| Wells Fargo & Company | 16,620,512 | $2.35B | 0.61% | −163,781−1.0% | Reduced |
| State Street Corp | 28,676,548 | $4.05B | 0.18% | +781,647+2.8% | Added |
| BlackRock Inc. | 30,841,697 | $4.35B | 0.10% | −3,272,277−9.6% | Reduced |
| Vanguard Group Inc | 40,978,037 | $5.78B | 0.11% | −293,040−0.7% | Reduced |
| Strategic Financial Concepts, LLC | 18,369 | – | – | +18,369 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −361,507−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −112,535−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −108,627−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −88,909−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −63,500−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −50,300−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −39,989−100.0% | Sold out |
| Hartree Partners, LP | 0 | $0 | 0.00% | −35,400−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −28,159−100.0% | Sold out |
| Del-Sette Capital Management, LLC | 0 | $0 | 0.00% | −27,741−100.0% | Sold out |
| Surience Private Wealth LLC | 0 | $0 | 0.00% | −24,976−100.0% | Sold out |