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 |
|---|---|---|---|---|---|
| Aventail Capital Group, LP | 477,123 | $62.7M | 3.69% | +427,123+854.2% | Added |
| Voloridge Investment Management, LLC | 484,407 | $63.7M | 0.23% | +337,882+230.6% | Added |
| Jane Street Group, LLC | 496,591 | $65.3M | 0.11% | +8,358+1.7% | Added |
| Stonegate Investment Group, LLC | 513,289 | $67.5M | 1.78% | +11,396+2.3% | Added |
| M&T Bank Corp | 525,317 | $69.1M | 0.23% | −15,484−2.9% | Reduced |
| Principal Financial Group Inc | 530,807 | $69.8M | 0.04% | +14,209+2.8% | Added |
| Mizuho Markets Americas LLC | 540,000 | $71.0M | 1.74% | +540,000 | New |
| Truist Financial Corp | 568,947 | $74.8M | 0.12% | +25,389+4.7% | Added |
| Ameriprise Financial Inc | 581,080 | $76.4M | 0.02% | −42,194−6.8% | Reduced |
| Qube Research & Technologies Ltd | 584,615 | $76.8M | 0.14% | +420,499+256.2% | Added |
| Jacobs Levy Equity Management, Inc | 598,318 | $78.6M | 0.30% | +55,545+10.2% | Added |
| BNP Paribas Arbitrage, SA | 618,109 | $81.3M | 0.08% | +194,804+46.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 621,995 | $81.8M | 0.09% | +44,033+7.6% | Added |
| Victory Capital Management Inc | 625,290 | $82.2M | 0.08% | +135,142+27.6% | Added |
| Raymond James & Associates | 662,908 | $87.1M | 0.05% | −59,396−8.2% | Reduced |
| LPL Financial LLC | 666,491 | $87.6M | 0.04% | +2,447+0.4% | Added |
| Fayez Sarofim & Co | 689,904 | $90.7M | 0.23% | +51,661+8.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 707,249 | $93.0M | 0.12% | +2,023+0.3% | Added |
| Assenagon Asset Management S.A. | 732,556 | $96.3M | 0.20% | +309,507+73.2% | Added |
| California State Teachers Retirement System | 768,564 | $101.0M | 0.12% | +8,077+1.1% | Added |
| California Public Employees Retirement System | 769,832 | $101.2M | 0.07% | −32,701−4.1% | Reduced |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 775,000 | $101.9M | 0.95% | 00.0% | Unchanged |
| Rhumbline Advisers | 782,243 | $102.8M | 0.09% | −27,549−3.4% | Reduced |
| The PNC Financial Services Group, Inc. | 810,412 | $106.5M | 0.07% | +1490.0% | Added |
| Millennium Management LLC | 872,927 | $114.7M | 0.10% | +432,123+98.0% | Added |
| Citadel Advisors LLC | 882,578 | $116.0M | 0.12% | +850,388+2,641.8% | Added |
| Mariner, LLC | 902,247 | $118.6M | 0.21% | +64,013+7.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 946,078 | $124.4M | 0.09% | −47,372−4.8% | Reduced |
| Public Employees Retirement Association of Colorado | 974,563 | $128.1M | 0.51% | −73,136−7.0% | Reduced |
| CI Private Wealth, LLC | 986,322 | $129.7M | 0.20% | +114,174+13.1% | Added |
| National Pension Service | 1,001,734 | $131.7M | 0.13% | +63,349+6.8% | Added |
| Prudential Financial Inc | 1,009,801 | $132.7M | 0.19% | +161,588+19.1% | Added |
| Alliancebernstein L.P. | 1,049,472 | $138.0M | 0.05% | −104,170−9.0% | Reduced |
| Royal Bank of Canada | 1,050,856 | $138.1M | 0.03% | −92,824−8.1% | Reduced |
| Massachusetts Financial Services Co | 1,064,159 | $139.9M | 0.04% | −82,318−7.2% | Reduced |
| Canada Pension Plan Investment Board | 1,145,590 | $150.6M | 0.14% | +702,546+158.6% | Added |
| ING Groep NV | 1,182,980 | $155.5M | 0.90% | +653,032+123.2% | Added |
| Swiss National Bank | 1,258,550 | $165.4M | 0.11% | −8,200−0.6% | Reduced |
| Nuveen Asset Management, LLC | 1,321,973 | $173.8M | 0.05% | +957+0.1% | Added |
| Allianz Asset Management GmbH | 1,346,133 | $176.9M | 0.27% | −161,534−10.7% | Reduced |
| Balyasny Asset Management LLC | 1,511,107 | $198.6M | 0.51% | +1,511,107 | New |
| HSBC Holdings PLC | 1,532,181 | $201.4M | 0.13% | +143,774+10.4% | Added |
| Nomura Holdings Inc | 1,538,393 | $202.2M | 1.52% | −980,118−38.9% | Reduced |
| Price T Rowe Associates Inc | 1,571,429 | $206.6M | 0.02% | +36,653+2.4% | Added |
| Bank of Montreal | 1,633,876 | $214.1M | 0.10% | +633,970+63.4% | Added |
| Bahl & Gaynor Inc | 1,640,053 | $215.6M | 1.11% | −3,107−0.2% | Reduced |
| LSV Asset Management | 1,856,816 | $244.1M | 0.52% | −51,490−2.7% | Reduced |
| Envestnet Asset Management Inc | 1,865,843 | $245.3M | 0.08% | +9,185+0.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,073,283 | $272.5M | 0.89% | −740,296−26.3% | Reduced |
| Goldman Sachs Group Inc | 2,110,550 | $277.4M | 0.05% | −663,589−23.9% | Reduced |
| Deutsche Bank AG | 2,352,270 | $309.2M | 0.13% | +1,428,739+154.7% | Added |
| Legal & General Group Plc | 2,356,063 | $309.7M | 0.08% | −254,942−9.8% | Reduced |
| UBS Asset Management Americas Inc | 2,520,845 | $331.4M | 0.09% | −119,292−4.5% | Reduced |
| Charles Schwab Investment Management Inc | 2,901,887 | $381.5M | 0.07% | +16,941+0.6% | Added |
| Amundi | 2,928,761 | $387.6M | 0.14% | +705,207+31.7% | Added |
| Boston Partners | 2,993,417 | $393.5M | 0.46% | −1,866,361−38.4% | Reduced |
| FMR LLC | 3,207,135 | $421.6M | 0.03% | −2,403,523−42.8% | Reduced |
| JPMorgan Chase & Co | 3,394,670 | $446.2M | 0.04% | −786,035−18.8% | Reduced |
| UBS Group AG | 3,641,547 | $478.7M | 0.13% | −43,257−1.2% | Reduced |
| Dimensional Fund Advisors LP | 3,656,408 | $480.6M | 0.12% | +13,144+0.4% | Added |
| Invesco Ltd. | 3,764,713 | $494.9M | 0.10% | −698,730−15.7% | Reduced |
| Norges Bank | 4,132,378 | $543.2M | 0.08% | −31,316−0.8% | Reduced |
| Northern Trust Corp | 4,148,972 | $545.4M | 0.09% | −138,710−3.2% | Reduced |
| Wellington Management Group LLP | 4,178,787 | $549.3M | 0.10% | −8,619,165−67.3% | Reduced |
| Bank of America Corp | 5,083,631 | $668.2M | 0.06% | +101,408+2.0% | Added |
| Morgan Stanley | 6,790,618 | $892.6M | 0.06% | +36,890+0.5% | Added |
| Barclays PLC | 6,993,604 | $919.3M | 0.41% | −757,885−9.8% | Reduced |
| Geode Capital Management, LLC | 8,447,484 | $1.11B | 0.09% | −31,614−0.4% | Reduced |
| Bank of New York Mellon Corp | 8,705,019 | $1.14B | 0.21% | +282,299+3.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 9,794,562 | $1.29B | 1.68% | +1,347,791+16.0% | Added |
| Wells Fargo & Company | 16,153,480 | $2.12B | 0.51% | −467,032−2.8% | Reduced |
| State Street Corp | 27,849,686 | $3.66B | 0.15% | −826,862−2.9% | Reduced |
| BlackRock, Inc. | 31,090,426 | $4.09B | 0.09% | +31,090,426 | New |
| Vanguard Group Inc | 40,728,398 | $5.35B | 0.10% | −249,639−0.6% | Reduced |
| Hi-Line Capital Management, LLC | 0 | $0 | 0.00% | −96,917−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −54,403−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −46,400−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −41,975−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −41,530−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −34,400−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −25,900−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −22,142−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −19,549−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −16,370−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −16,310−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −13,600−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −11,878−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −10,973−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,949−100.0% | Sold out |
| BayBridge Capital Group, LLC | 0 | $0 | 0.00% | −9,596−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −9,578−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −8,924−100.0% | Sold out |
| Oak Hill Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,262−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −8,014−100.0% | Sold out |
| Lake Street Financial LLC | 0 | $0 | 0.00% | −7,879−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −7,561−100.0% | Sold out |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −7,168−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −6,477−100.0% | Sold out |
| Park Circle Co | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −5,497−100.0% | Sold out |