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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 289,259 | $39.2M | 0.01% | −108,797−27.3% | Reduced |
| Aviva PLC | 294,924 | $38.8M | 0.10% | +6,679+2.3% | Added |
| Citigroup Inc | 292,076 | $38.4M | 0.04% | −86,792−22.9% | Reduced |
| Miller Howard Investments Inc | 291,610 | $38.3M | 1.18% | −8,158−2.7% | Reduced |
| Renaissance Technologies LLC | 283,950 | $37.3M | 0.06% | +283,950 | New |
| State of Wisconsin Investment Board | 281,410 | $37.0M | 0.09% | +23,606+9.2% | Added |
| Old Republic International Corporation | 280,600 | $36.9M | 1.38% | 00.0% | Unchanged |
| First Trust Advisors LP | 272,174 | $35.8M | 0.03% | −6,663−2.4% | Reduced |
| Weiss Asset Management LP | 258,974 | $34.0M | 0.87% | +258,974 | New |
| Great West Life Assurance Co | 255,821 | $33.7M | 0.06% | +3,451+1.4% | Added |
| Natixis Advisors, L.P. | 254,913 | $33.5M | 0.07% | −55,149−17.8% | Reduced |
| US Bancorp | 253,901 | $33.4M | 0.04% | −3,214−1.3% | Reduced |
| ZWJ Investment Counsel Inc | 247,967 | $32.6M | 1.33% | +5,072+2.1% | Added |
| Baird Financial Group, Inc. | 247,482 | $32.5M | 0.06% | +2,119+0.9% | Added |
| Pictet Asset Management Holding SA | 243,668 | $32.0M | 0.04% | +15,024+6.6% | Added |
| Advisory Resource Group | 241,527 | $31.7M | 6.78% | +9,930+4.3% | Added |
| Janus Henderson Group PLC | 228,165 | $30.0M | 0.02% | +178,515+359.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 227,440 | $29.9M | 0.09% | −6,848−2.9% | Reduced |
| Stack Financial Management, Inc | 226,646 | $29.8M | 2.67% | +1,035+0.5% | Added |
| HighTower Advisors, LLC | 226,540 | $29.8M | 0.04% | −12,364−5.2% | Reduced |
| MML Investors Services, LLC | 224,839 | $29.6M | 0.11% | −10,380−4.4% | Reduced |
| Squarepoint Ops LLC | 223,651 | $29.4M | 0.10% | +124,055+124.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 222,502 | $29.2M | 0.07% | −3,586−1.6% | Reduced |
| Creative Planning | 219,183 | $28.8M | 0.03% | +147+0.1% | Added |
| Janney Montgomery Scott LLC | 215,853 | $28.4M | 0.08% | −1,357−0.6% | Reduced |
| Toronto Dominion Bank | 207,528 | $27.3M | 0.05% | −1,573−0.8% | Reduced |
| Natixis | 206,178 | $27.1M | 0.17% | +198,150+2,468.2% | Added |
| Marshall Wace, LLP | 204,908 | $26.9M | 0.03% | +204,908 | New |
| Susquehanna International Group, LLP | 202,071 | $26.6M | 0.05% | +56,922+39.2% | Added |
| Blair William & Co | 200,535 | $26.4M | 0.08% | +5,953+3.1% | Added |
| DekaBank Deutsche Girozentrale | 199,461 | $26.1M | 0.05% | +3,094+1.6% | Added |
| Public Employees Retirement System of Ohio | 198,186 | $26.1M | 0.11% | −4,115−2.0% | Reduced |
| Fort Washington Investment Advisors Inc | 194,669 | $25.6M | 0.16% | −161,901−45.4% | Reduced |
| Schroder Investment Management Group | 194,366 | $25.5M | 0.03% | −6,853−3.4% | Reduced |
| Voya Investment Management LLC | 191,318 | $25.1M | 0.03% | −48,026−20.1% | Reduced |
| Hikari Power Ltd | 190,330 | $25.0M | 2.08% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 189,561 | $24.9M | 0.15% | −637−0.3% | Reduced |
| Worldquant Millennium Advisors LLC | 189,035 | $24.8M | 0.18% | +189,035 | New |
| Wiley Bros.-Aintree Capital, LLC | 187,958 | $24.7M | 0.48% | +119,485+174.5% | Added |
| Treasurer of the State of North Carolina | 182,864 | $24.0M | 0.10% | −1,590−0.9% | Reduced |
| Intech Investment Management LLC | 177,260 | $23.3M | 0.26% | +31,039+21.2% | Added |
| Kempen Capital Management N.V. | 176,815 | $23.2M | 0.24% | −442−0.2% | Reduced |
| Royal London Asset Management Ltd | 176,489 | $23.2M | 0.06% | 00.0% | Unchanged |
| Cushing Asset Management, LP | 170,026 | $22.3M | 1.65% | −66,034−28.0% | Reduced |
| Glenmede Trust Co NA | 161,551 | $21.2M | 0.10% | −111−0.1% | Reduced |
| TCTC Holdings, LLC | 160,123 | $21.0M | 0.71% | +1,655+1.0% | Added |
| Asset Management One Co.,Ltd. | 158,643 | $20.9M | 0.07% | +363+0.2% | Added |
| State of New Jersey Common Pension Fund D | 158,302 | $20.8M | 0.09% | 00.0% | Unchanged |
| Comerica Bank | 156,862 | $20.6M | 0.08% | −8,241−5.0% | Reduced |
| Keybank National Association | 155,144 | $20.4M | 0.08% | −774−0.5% | Reduced |
| Empowered Funds, LLC | 153,052 | $20.1M | 0.32% | −13,599−8.2% | Reduced |
| TD Asset Management Inc | 151,761 | $19.9M | 0.02% | +495+0.3% | Added |
| Border to Coast Pensions Partnership Ltd | 149,162 | $19.6M | 0.40% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 146,750 | $19.3M | 0.20% | +146,750 | New |
| Rafferty Asset Management, LLC | 145,941 | $19.2M | 0.07% | −6,107−4.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 145,000 | $19.1M | 0.05% | −278,000−65.7% | Reduced |
| State of Tennessee, Treasury Department | 142,039 | $18.7M | 0.07% | −40,562−22.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 141,895 | $18.6M | 0.11% | −2,940−2.0% | Reduced |
| Chickasaw Capital Management LLC | 141,050 | $18.5M | 0.79% | −4,291−3.0% | Reduced |
| AMF Pensionsforsakring AB | 136,865 | $18.0M | 0.13% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 136,104 | $17.9M | 0.05% | −5,724−4.0% | Reduced |
| Engineers Gate Manager LP | 134,795 | $17.7M | 0.35% | +129,460+2,426.6% | Added |
| Wallington Asset Management, LLC | 134,175 | $17.6M | 2.46% | +3,776+2.9% | Added |
| F&V Capital Management, LLC | 133,685 | $17.6M | 4.52% | −275−0.2% | Reduced |
| Nomura Asset Management Co Ltd | 132,205 | $17.4M | 0.05% | +4,211+3.3% | Added |
| Cetera Investment Advisers | 130,885 | $17.2M | 0.04% | −2,765−2.1% | Reduced |
| Annex Advisory Services, LLC | 129,632 | $17.0M | 0.55% | −3,556−2.7% | Reduced |
| Gotham Asset Management, LLC | 129,118 | $17.0M | 0.18% | +85,069+193.1% | Added |
| American Assets Investment Management, LLC | 127,800 | $16.8M | 1.47% | 00.0% | Unchanged |
| Torray LLC | 125,686 | $16.5M | 2.31% | +7,861+6.7% | Added |
| Steward Partners Investment Advisory, LLC | 125,168 | $16.5M | 0.15% | +16,687+15.4% | Added |
| SEI Investments Co | 124,590 | $16.4M | 0.02% | +14,715+13.4% | Added |
| Captrust Financial Advisors | 123,852 | $16.3M | 0.05% | −9,554−7.2% | Reduced |
| Gabelli Funds LLC | 123,800 | $16.3M | 0.12% | −20,400−14.1% | Reduced |
| Hikari Tsushin, Inc. | 123,691 | $16.3M | 1.15% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 123,374 | $16.2M | 0.03% | −6,416−4.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 123,288 | $16.2M | 0.03% | +9,414+8.3% | Added |
| Arizona State Retirement System | 121,589 | $16.0M | 0.10% | −2,440−2.0% | Reduced |
| Manning & Napier Advisors LLC | 119,238 | $15.7M | 0.17% | −5,927−4.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 118,782 | $15.6M | 0.02% | +21,840+22.5% | Added |
| Mercer Global Advisors Inc | 114,354 | $15.2M | 0.04% | +2,074+1.8% | Added |
| State of Michigan Retirement System | 114,012 | $15.0M | 0.07% | −2,100−1.8% | Reduced |
| CIBC Private Wealth Group, LLC | 113,859 | $15.0M | 0.03% | +49,306+76.4% | Added |
| STRS Ohio | 111,827 | $14.7M | 0.06% | −4,521−3.9% | Reduced |
| Advisor Group Holdings, Inc. | 111,084 | $14.6M | 0.03% | −8,254−6.9% | Reduced |
| TCG Advisory Services, LLC | 110,690 | $14.6M | 0.64% | +913+0.8% | Added |
| D. E. Shaw & Co., Inc. | 110,629 | $14.5M | 0.02% | +108,268+4,585.7% | Added |
| Associated Banc-Corp | 109,976 | $14.5M | 0.42% | −3,220−2.8% | Reduced |
| Richard C. Young & CO., LTD. | 109,382 | $14.4M | 1.57% | +944+0.9% | Added |
| MetLife Investment Management | 108,832 | $14.3M | 0.08% | −4,243−3.8% | Reduced |
| Royal Fund Management, LLC | 107,520 | $14.2M | 1.01% | +61,956+136.0% | Added |
| Lawson Kroeker Investment Management Inc | 106,093 | $13.9M | 2.54% | −255−0.2% | Reduced |
| CCM Investment Advisers LLC | 105,150 | $13.8M | 1.54% | +14,425+15.9% | Added |
| Foundry Partners, LLC | 105,120 | $13.8M | 0.68% | −513−0.5% | Reduced |
| Sanctuary Advisors, LLC | 103,642 | $13.8M | 0.09% | −6,489−5.9% | Reduced |
| Raymond James Trust N.A. | 104,928 | $13.8M | 0.30% | −4,129−3.8% | Reduced |
| Schwerin Boyle Capital Management Inc | 104,635 | $13.8M | 1.44% | −4,600−4.2% | Reduced |
| Bank of Nova Scotia | 104,366 | $13.7M | 0.03% | +32,591+45.4% | Added |
| Bollard Group LLC | 104,193 | $13.7M | 0.36% | +1,334+1.3% | Added |
| Pinebridge Investments, L.P. | 102,680 | $13.5M | 0.10% | −47,856−31.8% | Reduced |