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, Q3 2024
Institutional positions in Phillips 66 as of Sep 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
- 1,775
- +10 vs. Q2 2024
- Shares held
- 303.1M
- +21.5M (+7.6%) vs. Q2 2024
- Total value
- $39.8B
- +$119.9M (+0.3%) vs. Q2 2024
- New holders
- 133
- 611 more added
- Sold out
- 123
- 681 more reduced
22 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 40,728,398 | $5.35B | 0.10% | −249,639−0.6% | Reduced |
| BlackRock, Inc. | 31,090,426 | $4.09B | 0.09% | +31,090,426 | New |
| State Street Corp | 27,849,686 | $3.66B | 0.15% | −826,862−2.9% | Reduced |
| Wells Fargo & Company | 16,153,480 | $2.12B | 0.51% | −467,032−2.8% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 9,794,562 | $1.29B | 1.68% | +1,347,791+16.0% | Added |
| Bank of New York Mellon Corp | 8,705,019 | $1.14B | 0.21% | +282,299+3.4% | Added |
| Geode Capital Management, LLC | 8,447,484 | $1.11B | 0.09% | −31,614−0.4% | Reduced |
| Barclays PLC | 6,993,604 | $919.3M | 0.41% | −757,885−9.8% | Reduced |
| Morgan Stanley | 6,790,618 | $892.6M | 0.06% | +36,890+0.5% | Added |
| Bank of America Corp | 5,083,631 | $668.2M | 0.06% | +101,408+2.0% | Added |
| Wellington Management Group LLP | 4,178,787 | $549.3M | 0.10% | −8,619,165−67.3% | Reduced |
| Northern Trust Corp | 4,148,972 | $545.4M | 0.09% | −138,710−3.2% | Reduced |
| Norges Bank | 4,132,378 | $543.2M | 0.08% | −31,316−0.8% | Reduced |
| Invesco Ltd. | 3,764,713 | $494.9M | 0.10% | −698,730−15.7% | Reduced |
| Dimensional Fund Advisors LP | 3,656,408 | $480.6M | 0.12% | +13,144+0.4% | Added |
| UBS Group AG | 3,641,547 | $478.7M | 0.13% | −43,257−1.2% | Reduced |
| JPMorgan Chase & Co | 3,394,670 | $446.2M | 0.04% | −786,035−18.8% | Reduced |
| FMR LLC | 3,207,135 | $421.6M | 0.03% | −2,403,523−42.8% | Reduced |
| Boston Partners | 2,993,417 | $393.5M | 0.46% | −1,866,361−38.4% | Reduced |
| Amundi | 2,928,761 | $387.6M | 0.14% | +705,207+31.7% | Added |
| Charles Schwab Investment Management Inc | 2,901,887 | $381.5M | 0.07% | +16,941+0.6% | Added |
| UBS Asset Management Americas Inc | 2,520,845 | $331.4M | 0.09% | −119,292−4.5% | Reduced |
| Legal & General Group Plc | 2,356,063 | $309.7M | 0.08% | −254,942−9.8% | Reduced |
| Deutsche Bank AG | 2,352,270 | $309.2M | 0.13% | +1,428,739+154.7% | Added |
| Goldman Sachs Group Inc | 2,110,550 | $277.4M | 0.05% | −663,589−23.9% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 2,073,283 | $272.5M | 0.89% | −740,296−26.3% | Reduced |
| Envestnet Asset Management Inc | 1,865,843 | $245.3M | 0.08% | +9,185+0.5% | Added |
| LSV Asset Management | 1,856,816 | $244.1M | 0.52% | −51,490−2.7% | Reduced |
| Bahl & Gaynor Inc | 1,640,053 | $215.6M | 1.11% | −3,107−0.2% | Reduced |
| Bank of Montreal | 1,633,876 | $214.1M | 0.10% | +633,970+63.4% | Added |
| Price T Rowe Associates Inc | 1,571,429 | $206.6M | 0.02% | +36,653+2.4% | Added |
| Nomura Holdings Inc | 1,538,393 | $202.2M | 1.52% | −980,118−38.9% | Reduced |
| HSBC Holdings PLC | 1,532,181 | $201.4M | 0.13% | +143,774+10.4% | Added |
| Balyasny Asset Management LLC | 1,511,107 | $198.6M | 0.51% | +1,511,107 | New |
| Allianz Asset Management GmbH | 1,346,133 | $176.9M | 0.27% | −161,534−10.7% | Reduced |
| Nuveen Asset Management, LLC | 1,321,973 | $173.8M | 0.05% | +957+0.1% | Added |
| Swiss National Bank | 1,258,550 | $165.4M | 0.11% | −8,200−0.6% | Reduced |
| ING Groep NV | 1,182,980 | $155.5M | 0.90% | +653,032+123.2% | Added |
| Canada Pension Plan Investment Board | 1,145,590 | $150.6M | 0.14% | +702,546+158.6% | Added |
| Massachusetts Financial Services Co | 1,064,159 | $139.9M | 0.04% | −82,318−7.2% | Reduced |
| Royal Bank of Canada | 1,050,856 | $138.1M | 0.03% | −92,824−8.1% | Reduced |
| Alliancebernstein L.P. | 1,049,472 | $138.0M | 0.05% | −104,170−9.0% | Reduced |
| Prudential Financial Inc | 1,009,801 | $132.7M | 0.19% | +161,588+19.1% | Added |
| National Pension Service | 1,001,734 | $131.7M | 0.13% | +63,349+6.8% | Added |
| CI Private Wealth, LLC | 986,322 | $129.7M | 0.20% | +114,174+13.1% | Added |
| Public Employees Retirement Association of Colorado | 974,563 | $128.1M | 0.51% | −73,136−7.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 946,078 | $124.4M | 0.09% | −47,372−4.8% | Reduced |
| Mariner, LLC | 902,247 | $118.6M | 0.21% | +64,013+7.6% | Added |
| Citadel Advisors LLC | 882,578 | $116.0M | 0.12% | +850,388+2,641.8% | Added |
| Millennium Management LLC | 872,927 | $114.7M | 0.10% | +432,123+98.0% | Added |
| The PNC Financial Services Group, Inc. | 810,412 | $106.5M | 0.07% | +1490.0% | Added |
| Rhumbline Advisers | 782,243 | $102.8M | 0.09% | −27,549−3.4% | Reduced |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 775,000 | $101.9M | 0.95% | 00.0% | Unchanged |
| California Public Employees Retirement System | 769,832 | $101.2M | 0.07% | −32,701−4.1% | Reduced |
| California State Teachers Retirement System | 768,564 | $101.0M | 0.12% | +8,077+1.1% | Added |
| Assenagon Asset Management S.A. | 732,556 | $96.3M | 0.20% | +309,507+73.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 707,249 | $93.0M | 0.12% | +2,023+0.3% | Added |
| Fayez Sarofim & Co | 689,904 | $90.7M | 0.23% | +51,661+8.1% | Added |
| LPL Financial LLC | 666,491 | $87.6M | 0.04% | +2,447+0.4% | Added |
| Raymond James & Associates | 662,908 | $87.1M | 0.05% | −59,396−8.2% | Reduced |
| Victory Capital Management Inc | 625,290 | $82.2M | 0.08% | +135,142+27.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 621,995 | $81.8M | 0.09% | +44,033+7.6% | Added |
| BNP Paribas Arbitrage, SA | 618,109 | $81.3M | 0.08% | +194,804+46.0% | Added |
| Jacobs Levy Equity Management, Inc | 598,318 | $78.6M | 0.30% | +55,545+10.2% | Added |
| Qube Research & Technologies Ltd | 584,615 | $76.8M | 0.14% | +420,499+256.2% | Added |
| Ameriprise Financial Inc | 581,080 | $76.4M | 0.02% | −42,194−6.8% | Reduced |
| Truist Financial Corp | 568,947 | $74.8M | 0.12% | +25,389+4.7% | Added |
| Mizuho Markets Americas LLC | 540,000 | $71.0M | 1.74% | +540,000 | New |
| Principal Financial Group Inc | 530,807 | $69.8M | 0.04% | +14,209+2.8% | Added |
| M&T Bank Corp | 525,317 | $69.1M | 0.23% | −15,484−2.9% | Reduced |
| Stonegate Investment Group, LLC | 513,289 | $67.5M | 1.78% | +11,396+2.3% | Added |
| Jane Street Group, LLC | 496,591 | $65.3M | 0.11% | +8,358+1.7% | Added |
| Voloridge Investment Management, LLC | 484,407 | $63.7M | 0.23% | +337,882+230.6% | Added |
| Aventail Capital Group, LP | 477,123 | $62.7M | 3.69% | +427,123+854.2% | Added |
| New York State Common Retirement Fund | 451,277 | $59.3M | 0.08% | −54,600−10.8% | Reduced |
| National Bank of Canada | 425,363 | $55.9M | 0.08% | +78,379+22.6% | Added |
| State Board of Administration of Florida Retirement System | 424,880 | $55.9M | 0.11% | −25,010−5.6% | Reduced |
| Standard Life Aberdeen plc | 406,887 | $53.2M | 0.10% | −80,117−16.5% | Reduced |
| Credit Agricole S A | 400,219 | $52.6M | 0.28% | +305,384+322.0% | Added |
| Brandywine Global Investment Management, LLC | 383,792 | $52.0M | 0.35% | +70,272+22.4% | Added |
| Adage Capital Partners GP, L.L.C. | 394,501 | $51.9M | 0.09% | +37,800+10.6% | Added |
| Stifel Financial Corp | 392,592 | $51.6M | 0.05% | −29,573−7.0% | Reduced |
| Korea Investment CORP | 382,927 | $50.3M | 0.12% | +10,140+2.7% | Added |
| RNC Capital Management LLC | 350,198 | $49.4M | 2.74% | 00.0% | Unchanged |
| Recurrent Investment Advisors LLC | 376,007 | $49.4M | 4.91% | +43,417+13.1% | Added |
| Neuberger Berman Group LLC | 370,181 | $48.7M | 0.04% | +1,935+0.5% | Added |
| Alyeska Investment Group, L.P. | 364,893 | $48.0M | 0.24% | +364,893 | New |
| SIR Capital Management, L.P. | 364,624 | $47.9M | 4.66% | +52,924+17.0% | Added |
| Todd Asset Management LLC | 363,281 | $47.8M | 1.11% | +70,823+24.2% | Added |
| New York State Teachers Retirement System | 360,894 | $47.4M | 0.10% | −15,729−4.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 351,186 | $46.2M | 0.40% | +91,918+35.5% | Added |
| Davis R M Inc | 348,460 | $45.8M | 0.89% | −7,103−2.0% | Reduced |
| Russell Investments Group, Ltd. | 345,965 | $45.5M | 0.07% | −32,624−8.6% | Reduced |
| Thomist Capital Management, LP | 344,500 | $45.1M | 11.40% | +237,100+220.8% | Added |
| American Century Companies Inc | 338,558 | $44.5M | 0.03% | +29,080+9.4% | Added |
| Colony Group, LLC | 331,624 | $43.6M | 0.15% | −115,380−25.8% | Reduced |
| Macquarie Group Ltd | 322,823 | $42.4M | 0.05% | +234,161+264.1% | Added |
| Great Lakes Advisors, LLC | 314,045 | $41.3M | 0.35% | −3,222−1.0% | Reduced |
| Manufacturers Life Insurance Company, The | 311,180 | $40.9M | 0.04% | −11,927−3.7% | Reduced |
| Commonwealth Equity Services, LLC | 301,803 | $39.7M | 0.06% | −1360.0% | Reduced |