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, 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
- 1,774
- +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
- 610 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 | 2,108 | $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, 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 |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 123,800 | $16.3M | 0.12% | −20,400−14.1% | Reduced |
| Captrust Financial Advisors | 123,852 | $16.3M | 0.05% | −9,554−7.2% | Reduced |
| SEI Investments Co | 124,590 | $16.4M | 0.02% | +14,715+13.4% | Added |
| Steward Partners Investment Advisory, LLC | 125,168 | $16.5M | 0.15% | +16,687+15.4% | Added |
| Torray LLC | 125,686 | $16.5M | 2.31% | +7,861+6.7% | Added |
| American Assets Investment Management, LLC | 127,800 | $16.8M | 1.47% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 129,118 | $17.0M | 0.18% | +85,069+193.1% | Added |
| Annex Advisory Services, LLC | 129,632 | $17.0M | 0.55% | −3,556−2.7% | Reduced |
| Cetera Investment Advisers | 130,885 | $17.2M | 0.04% | −2,765−2.1% | Reduced |
| Nomura Asset Management Co Ltd | 132,205 | $17.4M | 0.05% | +4,211+3.3% | Added |
| F&V Capital Management, LLC | 133,685 | $17.6M | 4.52% | −275−0.2% | Reduced |
| Wallington Asset Management, LLC | 134,175 | $17.6M | 2.46% | +3,776+2.9% | Added |
| Engineers Gate Manager LP | 134,795 | $17.7M | 0.35% | +129,460+2,426.6% | Added |
| Rockefeller Capital Management L.P. | 136,104 | $17.9M | 0.05% | −5,724−4.0% | Reduced |
| AMF Pensionsforsakring AB | 136,865 | $18.0M | 0.13% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 141,050 | $18.5M | 0.79% | −4,291−3.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 141,895 | $18.6M | 0.11% | −2,940−2.0% | Reduced |
| State of Tennessee, Treasury Department | 142,039 | $18.7M | 0.07% | −40,562−22.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 145,000 | $19.1M | 0.05% | −278,000−65.7% | Reduced |
| Rafferty Asset Management, LLC | 145,941 | $19.2M | 0.07% | −6,107−4.0% | Reduced |
| ExodusPoint Capital Management, LP | 146,750 | $19.3M | 0.20% | +146,750 | New |
| Border to Coast Pensions Partnership Ltd | 149,162 | $19.6M | 0.40% | 00.0% | Unchanged |
| TD Asset Management Inc | 151,761 | $19.9M | 0.02% | +495+0.3% | Added |
| Empowered Funds, LLC | 153,052 | $20.1M | 0.32% | −13,599−8.2% | Reduced |
| Keybank National Association | 155,144 | $20.4M | 0.08% | −774−0.5% | Reduced |
| Comerica Bank | 156,862 | $20.6M | 0.08% | −8,241−5.0% | Reduced |
| State of New Jersey Common Pension Fund D | 158,302 | $20.8M | 0.09% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 158,643 | $20.9M | 0.07% | +363+0.2% | Added |
| TCTC Holdings, LLC | 160,123 | $21.0M | 0.71% | +1,655+1.0% | Added |
| Glenmede Trust Co NA | 161,551 | $21.2M | 0.10% | −111−0.1% | Reduced |
| Cushing Asset Management, LP | 170,026 | $22.3M | 1.65% | −66,034−28.0% | Reduced |
| Royal London Asset Management Ltd | 176,489 | $23.2M | 0.06% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 176,815 | $23.2M | 0.24% | −442−0.2% | Reduced |
| Intech Investment Management LLC | 177,260 | $23.3M | 0.26% | +31,039+21.2% | Added |
| Treasurer of the State of North Carolina | 182,864 | $24.0M | 0.10% | −1,590−0.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 187,958 | $24.7M | 0.48% | +119,485+174.5% | Added |
| Worldquant Millennium Advisors LLC | 189,035 | $24.8M | 0.18% | +189,035 | New |
| Nisa Investment Advisors, LLC | 189,561 | $24.9M | 0.15% | −637−0.3% | Reduced |
| Hikari Power Ltd | 190,330 | $25.0M | 2.08% | 00.0% | Unchanged |
| Voya Investment Management LLC | 191,318 | $25.1M | 0.03% | −48,026−20.1% | Reduced |
| Schroder Investment Management Group | 194,366 | $25.5M | 0.03% | −6,853−3.4% | Reduced |
| Fort Washington Investment Advisors Inc | 194,669 | $25.6M | 0.16% | −161,901−45.4% | Reduced |
| Public Employees Retirement System of Ohio | 198,186 | $26.1M | 0.11% | −4,115−2.0% | Reduced |
| DekaBank Deutsche Girozentrale | 199,461 | $26.1M | 0.05% | +3,094+1.6% | Added |
| Blair William & Co | 200,535 | $26.4M | 0.08% | +5,953+3.1% | Added |
| Susquehanna International Group, LLP | 202,071 | $26.6M | 0.05% | +56,922+39.2% | Added |
| Marshall Wace, LLP | 204,908 | $26.9M | 0.03% | +204,908 | New |
| Natixis | 206,178 | $27.1M | 0.17% | +198,150+2,468.2% | Added |
| Toronto Dominion Bank | 207,528 | $27.3M | 0.05% | −1,573−0.8% | Reduced |
| Janney Montgomery Scott LLC | 215,853 | $28.4M | 0.08% | −1,357−0.6% | Reduced |
| Creative Planning | 219,183 | $28.8M | 0.03% | +147+0.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 222,502 | $29.2M | 0.07% | −3,586−1.6% | Reduced |
| Squarepoint Ops LLC | 223,651 | $29.4M | 0.10% | +124,055+124.6% | Added |
| MML Investors Services, LLC | 224,839 | $29.6M | 0.11% | −10,380−4.4% | Reduced |
| HighTower Advisors, LLC | 226,540 | $29.8M | 0.04% | −12,364−5.2% | Reduced |
| Stack Financial Management, Inc | 226,646 | $29.8M | 2.67% | +1,035+0.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 227,440 | $29.9M | 0.09% | −6,848−2.9% | Reduced |
| Janus Henderson Group PLC | 228,165 | $30.0M | 0.02% | +178,515+359.5% | Added |
| Advisory Resource Group | 241,527 | $31.7M | 6.78% | +9,930+4.3% | Added |
| Pictet Asset Management Holding SA | 243,668 | $32.0M | 0.04% | +15,024+6.6% | Added |
| Baird Financial Group, Inc. | 247,482 | $32.5M | 0.06% | +2,119+0.9% | Added |
| ZWJ Investment Counsel Inc | 247,967 | $32.6M | 1.33% | +5,072+2.1% | Added |
| US Bancorp | 253,901 | $33.4M | 0.04% | −3,214−1.3% | Reduced |
| Natixis Advisors, L.P. | 254,913 | $33.5M | 0.07% | −55,149−17.8% | Reduced |
| Great West Life Assurance Co | 255,821 | $33.7M | 0.06% | +3,451+1.4% | Added |
| Weiss Asset Management LP | 258,974 | $34.0M | 0.87% | +258,974 | New |
| First Trust Advisors LP | 272,174 | $35.8M | 0.03% | −6,663−2.4% | Reduced |
| Old Republic International Corporation | 280,600 | $36.9M | 1.38% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 281,410 | $37.0M | 0.09% | +23,606+9.2% | Added |
| Renaissance Technologies LLC | 283,950 | $37.3M | 0.06% | +283,950 | New |
| Miller Howard Investments Inc | 291,610 | $38.3M | 1.18% | −8,158−2.7% | Reduced |
| Citigroup Inc | 292,076 | $38.4M | 0.04% | −86,792−22.9% | Reduced |
| Aviva PLC | 294,924 | $38.8M | 0.10% | +6,679+2.3% | Added |
| Franklin Resources Inc | 289,259 | $39.2M | 0.01% | −108,797−27.3% | Reduced |
| Commonwealth Equity Services, LLC | 301,803 | $39.7M | 0.06% | −1360.0% | Reduced |
| Manufacturers Life Insurance Company, The | 311,180 | $40.9M | 0.04% | −11,927−3.7% | Reduced |
| Great Lakes Advisors, LLC | 314,045 | $41.3M | 0.35% | −3,222−1.0% | Reduced |
| Macquarie Group Ltd | 322,823 | $42.4M | 0.05% | +234,161+264.1% | Added |
| Colony Group, LLC | 331,624 | $43.6M | 0.15% | −115,380−25.8% | Reduced |
| American Century Companies Inc | 338,558 | $44.5M | 0.03% | +29,080+9.4% | Added |
| Thomist Capital Management, LP | 344,500 | $45.1M | 11.40% | +237,100+220.8% | Added |
| Russell Investments Group, Ltd. | 345,965 | $45.5M | 0.07% | −32,624−8.6% | Reduced |
| Davis R M Inc | 348,460 | $45.8M | 0.89% | −7,103−2.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 351,186 | $46.2M | 0.40% | +91,918+35.5% | Added |
| New York State Teachers Retirement System | 360,894 | $47.4M | 0.10% | −15,729−4.2% | Reduced |
| Todd Asset Management LLC | 363,281 | $47.8M | 1.11% | +70,823+24.2% | Added |
| SIR Capital Management, L.P. | 364,624 | $47.9M | 4.66% | +52,924+17.0% | Added |
| Alyeska Investment Group, L.P. | 364,893 | $48.0M | 0.24% | +364,893 | New |
| Neuberger Berman Group LLC | 370,181 | $48.7M | 0.04% | +1,935+0.5% | Added |
| Recurrent Investment Advisors LLC | 376,007 | $49.4M | 4.91% | +43,417+13.1% | Added |
| RNC Capital Management LLC | 350,198 | $49.4M | 2.74% | 00.0% | Unchanged |
| Korea Investment CORP | 382,927 | $50.3M | 0.12% | +10,140+2.7% | Added |
| Stifel Financial Corp | 392,592 | $51.6M | 0.05% | −29,573−7.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 394,501 | $51.9M | 0.09% | +37,800+10.6% | Added |
| Brandywine Global Investment Management, LLC | 383,792 | $52.0M | 0.35% | +70,272+22.4% | Added |
| Credit Agricole S A | 400,219 | $52.6M | 0.28% | +305,384+322.0% | Added |
| Standard Life Aberdeen plc | 406,887 | $53.2M | 0.10% | −80,117−16.5% | Reduced |
| State Board of Administration of Florida Retirement System | 424,880 | $55.9M | 0.11% | −25,010−5.6% | Reduced |
| National Bank of Canada | 425,363 | $55.9M | 0.08% | +78,379+22.6% | Added |
| New York State Common Retirement Fund | 451,277 | $59.3M | 0.08% | −54,600−10.8% | Reduced |