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 |
|---|---|---|---|---|---|
| Old Republic International Corporation | 280,600 | $39.6M | 1.61% | 00.0% | Unchanged |
| First Trust Advisors LP | 278,837 | $39.4M | 0.04% | −439,490−61.2% | Reduced |
| Kayne Anderson Capital Advisors LP | 260,325 | $36.8M | 0.99% | +5,273+2.1% | Added |
| Teachers Retirement System of the State of Kentucky | 259,268 | $36.6M | 0.33% | −4,011−1.5% | Reduced |
| State of Wisconsin Investment Board | 257,804 | $36.4M | 0.10% | −35,442−12.1% | Reduced |
| US Bancorp | 257,115 | $36.3M | 0.05% | −3,445−1.3% | Reduced |
| Great West Life Assurance Co | 252,370 | $35.7M | 0.07% | +13,159+5.5% | Added |
| Baird Financial Group, Inc. | 245,363 | $34.6M | 0.07% | +33,773+16.0% | Added |
| ZWJ Investment Counsel Inc | 242,895 | $34.3M | 1.51% | +1,513+0.6% | Added |
| Voya Investment Management LLC | 239,344 | $33.8M | 0.03% | −6,750−2.7% | Reduced |
| HighTower Advisors, LLC | 238,904 | $33.7M | 0.05% | −17,151−6.7% | Reduced |
| Cushing Asset Management, LP | 236,060 | $33.3M | 2.65% | +35,800+17.9% | Added |
| MML Investors Services, LLC | 235,219 | $33.2M | 0.13% | −56,324−19.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 234,288 | $33.1M | 0.11% | −6,316−2.6% | Reduced |
| Advisory Resource Group | 231,597 | $32.7M | 7.38% | −1,045−0.4% | Reduced |
| Pictet Asset Management Holding SA | 228,644 | $32.3M | 0.04% | −9,316−3.9% | Reduced |
| Ofi Invest Asset Management | 242,515 | $31.9M | 0.85% | −32,811−11.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 226,088 | $31.9M | 0.08% | −46,314−17.0% | Reduced |
| Stack Financial Management, Inc | 225,611 | $31.8M | 2.95% | −293−0.1% | Reduced |
| Creative Planning | 219,036 | $30.9M | 0.03% | −15,167−6.5% | Reduced |
| Janney Montgomery Scott LLC | 217,210 | $30.7M | 0.09% | −19,157−8.1% | Reduced |
| GW Henssler & Associates Ltd | 212,031 | $29.9M | 1.80% | −9,214−4.2% | Reduced |
| Toronto Dominion Bank | 209,101 | $29.5M | 0.05% | −36,536−14.9% | Reduced |
| Public Employees Retirement System of Ohio | 202,301 | $28.6M | 0.11% | +22,584+12.6% | Added |
| Schroder Investment Management Group | 201,219 | $28.4M | 0.03% | −28,517−12.4% | Reduced |
| Blair William & Co | 194,582 | $27.5M | 0.08% | +7,430+4.0% | Added |
| DekaBank Deutsche Girozentrale | 196,367 | $27.4M | 0.05% | −7,335−3.6% | Reduced |
| Hikari Power Ltd | 190,330 | $26.9M | 2.43% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 190,198 | $26.9M | 0.17% | −17,818−8.6% | Reduced |
| Treasurer of the State of North Carolina | 184,454 | $26.0M | 0.11% | −12,116−6.2% | Reduced |
| State of Tennessee, Treasury Department | 182,601 | $25.8M | 0.09% | −26,873−12.8% | Reduced |
| Gratus Capital LLC | 181,408 | $25.6M | 1.03% | +4,474+2.5% | Added |
| Kempen Capital Management N.V. | 177,257 | $25.0M | 0.28% | −27,831−13.6% | Reduced |
| Royal London Asset Management Ltd | 176,489 | $24.9M | 0.06% | −59,035−25.1% | Reduced |
| Hyman Charles D | 169,271 | $23.9M | 1.33% | −500−0.3% | Reduced |
| Empowered Funds, LLC | 166,651 | $23.5M | 0.41% | −38,931−18.9% | Reduced |
| Comerica Bank | 165,103 | $23.3M | 0.10% | +8,385+5.4% | Added |
| HRT Financial LP | 164,160 | $23.2M | 0.13% | −229,226−58.3% | Reduced |
| Qube Research & Technologies Ltd | 164,116 | $23.2M | 0.04% | +164,116 | New |
| Glenmede Trust Co NA | 161,662 | $22.8M | 0.12% | −4,080−2.5% | Reduced |
| TCTC Holdings, LLC | 158,468 | $22.4M | 0.77% | −3,949−2.4% | Reduced |
| State of New Jersey Common Pension Fund D | 158,302 | $22.3M | 0.10% | −96,867−38.0% | Reduced |
| Asset Management One Co.,Ltd. | 158,280 | $22.3M | 0.09% | −8,418−5.0% | Reduced |
| Keybank National Association | 155,918 | $22.0M | 0.09% | −200−0.1% | Reduced |
| Adams Natural Resources Fund, Inc. | 154,475 | $21.8M | 3.18% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 152,048 | $21.5M | 0.08% | +15,421+11.3% | Added |
| TD Asset Management Inc | 151,266 | $21.4M | 0.02% | −6,908−4.4% | Reduced |
| Pinebridge Investments, L.P. | 150,536 | $21.3M | 0.17% | −17,027−10.2% | Reduced |
| Border to Coast Pensions Partnership Ltd | 149,162 | $21.1M | 0.50% | −5,312−3.4% | Reduced |
| Voloridge Investment Management, LLC | 146,525 | $20.7M | 0.08% | +146,525 | New |
| Intech Investment Management LLC | 146,221 | $20.6M | 0.26% | +42,457+40.9% | Added |
| Chickasaw Capital Management LLC | 145,341 | $20.5M | 0.91% | −3,265−2.2% | Reduced |
| Susquehanna International Group, LLP | 145,149 | $20.5M | 0.04% | −131,821−47.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 144,835 | $20.4M | 0.12% | −12,584−8.0% | Reduced |
| Gabelli Funds LLC | 144,200 | $20.4M | 0.15% | +43,600+43.3% | Added |
| Rockefeller Capital Management L.P. | 141,828 | $20.0M | 0.06% | +2,837+2.0% | Added |
| Dakota Wealth Management | 138,028 | $19.5M | 0.46% | +4,250+3.2% | Added |
| AMF Pensionsforsakring AB | 136,865 | $19.3M | 0.14% | −8,934−6.1% | Reduced |
| F&V Capital Management, LLC | 133,960 | $18.9M | 5.51% | +6,495+5.1% | Added |
| Cetera Investment Advisers | 133,650 | $18.9M | 0.04% | −8,898−6.2% | Reduced |
| Captrust Financial Advisors | 133,406 | $18.8M | 0.06% | +6,015+4.7% | Added |
| Annex Advisory Services, LLC | 133,188 | $18.8M | 0.66% | +11,580+9.5% | Added |
| Wallington Asset Management, LLC | 130,399 | $18.4M | 2.81% | +2,150+1.7% | Added |
| Ensign Peak Advisors, Inc | 129,790 | $18.3M | 0.03% | +2,330+1.8% | Added |
| Nomura Asset Management Co Ltd | 127,994 | $18.1M | 0.06% | +2,093+1.7% | Added |
| American Assets Investment Management, LLC | 127,800 | $18.0M | 1.69% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 127,600 | $18.0M | 0.14% | +2,200+1.8% | Added |
| Manning & Napier Advisors LLC | 125,165 | $17.7M | 0.20% | +125,165 | New |
| Arizona State Retirement System | 124,029 | $17.5M | 0.12% | −2,224−1.8% | Reduced |
| Hikari Tsushin, Inc. | 123,691 | $17.5M | 1.35% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 119,338 | $16.9M | 0.04% | −9,924−7.7% | Reduced |
| Sanctuary Advisors, LLC | 110,131 | $16.7M | 0.12% | +110,131 | New |
| Torray LLC | 117,825 | $16.6M | 2.48% | +2,740+2.4% | Added |
| STRS Ohio | 116,348 | $16.4M | 0.06% | −103,492−47.1% | Reduced |
| State of Michigan Retirement System | 116,112 | $16.4M | 0.08% | −1,700−1.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 113,874 | $16.1M | 0.04% | −8,408−6.9% | Reduced |
| Associated Banc-Corp | 113,196 | $16.0M | 0.50% | +978+0.9% | 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 |
| MetLife Investment Management | 113,075 | $16.0M | 0.09% | +12,203+12.1% | Added |
| Mercer Global Advisors Inc | 112,280 | $15.9M | 0.04% | +2,582+2.4% | Added |
| SEI Investments Co | 109,875 | $15.5M | 0.02% | −4,942−4.3% | Reduced |
| TCG Advisory Services, LLC | 109,777 | $15.5M | 0.75% | −1,342−1.2% | Reduced |
| Schwerin Boyle Capital Management Inc | 109,235 | $15.4M | 1.62% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 109,057 | $15.4M | 0.36% | −2,460−2.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 108,481 | $15.3M | 0.16% | −578−0.5% | Reduced |
| Richard C. Young & CO., LTD. | 108,438 | $15.3M | 1.86% | +1,902+1.8% | Added |
| GWM Advisors LLC | 107,264 | $15.1M | 0.11% | +22,382+26.4% | Added |
| Lawson Kroeker Investment Management Inc | 106,348 | $15.0M | 2.90% | −1,160−1.1% | Reduced |
| Thomist Capital Management, LP | 107,400 | $15.0M | 5.45% | +107,400 | New |
| Foundry Partners, LLC | 105,633 | $14.9M | 0.80% | −814−0.8% | Reduced |
| Corebridge Financial, Inc. | 105,064 | $14.8M | 0.08% | +105,064 | New |
| Bollard Group LLC | 102,859 | $14.5M | 0.41% | +5,030+5.1% | Added |
| Squarepoint Ops LLC | 99,596 | $14.1M | 0.05% | +87,935+754.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 97,392 | $13.7M | 0.05% | +14,146+17.0% | Added |
| Allspring Global Investments Holdings, LLC | 96,942 | $13.7M | 0.02% | −7,523−7.2% | Reduced |
| Hi-Line Capital Management, LLC | 96,917 | $13.7M | 5.75% | −5,028−4.9% | Reduced |
| Spirit of America Management Corp | 95,336 | $13.5M | 2.73% | −15,950−14.3% | Reduced |
| Credit Agricole S A | 94,835 | $13.4M | 0.08% | +32,768+52.8% | Added |
| Oppenheimer Asset Management Inc. | 94,182 | $13.3M | 0.17% | +16,020+20.5% | Added |