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 |
|---|---|---|---|---|---|
| Corebridge Financial, Inc. | 100,810 | $13.3M | 0.07% | −4,254−4.0% | Reduced |
| Varma Mutual Pension Insurance Co | 108,100 | $13.2M | 0.10% | −19,500−15.3% | Reduced |
| Adams Natural Resources Fund, Inc. | 98,575 | $13.0M | 1.92% | −55,900−36.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 96,358 | $12.7M | 0.04% | −1,034−1.1% | Reduced |
| Adell Harriman & Carpenter Inc | 95,956 | $12.6M | 0.92% | +2,528+2.7% | Added |
| Oppenheimer Asset Management Inc. | 94,417 | $12.4M | 0.15% | +235+0.2% | Added |
| Man Group plc | 93,671 | $12.3M | 0.03% | +45,591+94.8% | Added |
| Retirement Systems of Alabama | 92,134 | $12.1M | 0.05% | −1,384−1.5% | Reduced |
| Avantax Advisory Services, Inc. | 91,826 | $12.1M | 0.08% | +13,145+16.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 91,118 | $12.0M | 0.08% | −2,003−2.2% | Reduced |
| Kestra Private Wealth Services, LLC | 89,343 | $11.7M | 0.22% | −4,033−4.3% | Reduced |
| Mattern Capital Management, LLC | 88,866 | $11.7M | 1.47% | −378−0.4% | Reduced |
| Skba Capital Management LLC | 88,385 | $11.6M | 1.72% | 00.0% | Unchanged |
| AQR Capital Management LLC | 88,398 | $11.5M | 0.02% | −284,594−76.3% | Reduced |
| SG Americas Securities, LLC | 87,095 | $11.4M | 0.04% | +43,352+99.1% | Added |
| Illinois Municipal Retirement Fund | 86,689 | $11.4M | 0.16% | −4,006−4.4% | Reduced |
| Kestra Advisory Services, LLC | 86,115 | $11.3M | 0.06% | −4,532−5.0% | Reduced |
| Eldred Rock Partners, LLC | 85,718 | $11.3M | 3.77% | +3,462+4.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 85,608 | $11.3M | 0.03% | +3,889+4.8% | Added |
| Quadrature Capital Ltd | 85,317 | $11.2M | 0.25% | +85,317 | New |
| Czech National Bank | 85,266 | $11.2M | 0.11% | +4,477+5.5% | Added |
| GWM Advisors LLC | 84,197 | $11.1M | 0.07% | −23,067−21.5% | Reduced |
| Spirit of America Management Corp | 82,786 | $10.9M | 2.17% | −12,550−13.2% | Reduced |
| Amalgamated Bank | 82,423 | $10.8M | 0.09% | −3,493−4.1% | Reduced |
| ProShare Advisors LLC | 82,068 | $10.8M | 0.03% | −2,393−2.8% | Reduced |
| Advisory Services Network, LLC | 76,362 | $10.8M | 0.22% | 00.0% | Unchanged |
| Brown Advisory Inc | 81,999 | $10.8M | 0.01% | +24,376+42.3% | Added |
| Van Eck Associates Corp | 83,278 | $10.8M | 0.01% | +60,355+263.3% | Added |
| Heritage Investors Management Corp | 81,699 | $10.7M | 0.36% | −757−0.9% | Reduced |
| Trexquant Investment LP | 80,786 | $10.6M | 0.13% | +80,786 | New |
| FORA Capital, LLC | 80,419 | $10.6M | 1.24% | +80,419 | New |
| WSFS Capital Management, LLC | 78,994 | $10.4M | 0.56% | +190+0.2% | Added |
| Marco Investment Management LLC | 77,922 | $10.2M | 0.88% | +1,802+2.4% | Added |
| Cambria Investment Management, L.P. | 76,875 | $10.1M | 0.61% | −3,061−3.8% | Reduced |
| Martingale Asset Management L P | 76,554 | $10.1M | 0.23% | −500−0.6% | Reduced |
| Daymark Wealth Partners, LLC | 75,295 | $9.90M | 0.42% | +877+1.2% | Added |
| Pacific Heights Asset Management LLC | 75,000 | $9.86M | 0.73% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 74,412 | $9.78M | 0.11% | +61,209+463.6% | Added |
| Simmons Bank | 73,382 | $9.65M | 0.70% | +329+0.5% | Added |
| Public Sector Pension Investment Board | 73,288 | $9.63M | 0.05% | −500−0.7% | Reduced |
| Advisors Asset Management, Inc. | 72,979 | $9.59M | 0.18% | −6,374−8.0% | Reduced |
| IFM Investors Pty Ltd | 71,861 | $9.45M | 0.09% | −15,803−18.0% | Reduced |
| CIBC Asset Management Inc | 71,833 | $9.44M | 0.03% | +4,146+6.1% | Added |
| Fort Point Capital Partners LLC | 71,693 | $9.42M | 1.18% | +84+0.1% | Added |
| Tortoise Capital Advisors, L.L.C. | 71,283 | $9.37M | 0.12% | 00.0% | Unchanged |
| Calamos Advisors LLC | 71,143 | $9.35M | 0.04% | −1,746−2.4% | Reduced |
| British Columbia Investment Management Corp | 70,758 | $9.30M | 0.06% | −11,196−13.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 69,167 | $9.09M | 0.03% | −4,549−6.2% | Reduced |
| Utah Retirement Systems | 69,167 | $9.09M | 0.10% | −700−1.0% | Reduced |
| Aquatic Capital Management LLC | 68,700 | $9.03M | 0.24% | +66,600+3,171.4% | Added |
| Federated Hermes, Inc. | 68,509 | $9.01M | 0.02% | −16,710−19.6% | Reduced |
| Venture Visionary Partners LLC | 67,882 | $8.92M | 0.39% | −5,190−7.1% | Reduced |
| Verity & Verity, LLC | 67,541 | $8.88M | 0.87% | +2,416+3.7% | Added |
| O'Shaughnessy Asset Management, LLC | 65,544 | $8.88M | 0.08% | −419−0.6% | Reduced |
| Visionary Wealth Advisors | 67,516 | $8.87M | 0.54% | +6,659+10.9% | Added |
| Guggenheim Capital LLC | 67,481 | $8.87M | 0.06% | −13,292−16.5% | Reduced |
| RPG Investment Advisory, LLC | 67,162 | $8.83M | 1.26% | +1,783+2.7% | Added |
| Cerity Partners LLC | 65,830 | $8.65M | 0.02% | +5,255+8.7% | Added |
| Alaska Permanent Fund Corp | 65,636 | $8.63M | 0.13% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 65,492 | $8.61M | 0.49% | −499−0.8% | Reduced |
| Foundation Resource Management Inc | 65,482 | $8.61M | 1.33% | −180−0.3% | Reduced |
| Cohen & Steers, Inc. | 65,345 | $8.59M | 0.02% | +65,345 | New |
| Cypress Capital Group | 65,300 | $8.58M | 0.96% | +597+0.9% | Added |
| Thrivent Financial for Lutherans | 64,436 | $8.47M | 0.02% | −25,737−28.5% | Reduced |
| QRG Capital Management, Inc. | 64,110 | $8.43M | 0.09% | −19,695−23.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 63,805 | $8.39M | 0.02% | −8,421−11.7% | Reduced |
| Sowell Financial Services LLC | 63,594 | $8.36M | 0.39% | +47,888+304.9% | Added |
| Congress Wealth Management LLC | 62,351 | $8.20M | 0.11% | +701+1.1% | Added |
| Daiwa Securities Group Inc. | 62,260 | $8.18M | 0.04% | +7,235+13.1% | Added |
| State of Alaska, Department of Revenue | 62,083 | $8.16M | 0.09% | −12,485−16.7% | Reduced |
| D.A. Davidson & Co. | 61,943 | $8.14M | 0.07% | −13,393−17.8% | Reduced |
| Yousif Capital Management, LLC | 61,829 | $8.13M | 0.09% | −1,040−1.7% | Reduced |
| DT Investment Partners, LLC | 60,904 | $8.01M | 0.65% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 60,440 | $7.94M | 0.40% | +2,725+4.7% | Added |
| Xponance, Inc. | 59,045 | $7.76M | 0.07% | +393+0.7% | Added |
| Advisors Capital Management, LLC | 57,412 | $7.55M | 0.12% | +1,263+2.2% | Added |
| CIBC World Markets Corp | 57,157 | $7.51M | 0.05% | −28,465−33.2% | Reduced |
| New York Life Investment Management LLC | 55,776 | $7.33M | 0.07% | −2,570−4.4% | Reduced |
| Commerce Bank | 55,553 | $7.30M | 0.04% | +874+1.6% | Added |
| First Fiduciary Investment Counsel, Inc. | 54,704 | $7.19M | 1.44% | +2,966+5.7% | Added |
| Pathstone Holdings, LLC | 53,862 | $7.08M | 0.03% | −9,350−14.8% | Reduced |
| AXA S.A. | 53,163 | $6.99M | 0.02% | −3,100−5.5% | Reduced |
| Alley Investment Management Company, LLC | 52,893 | $6.95M | 0.88% | +898+1.7% | Added |
| Dakota Wealth Management | 52,788 | $6.94M | 0.16% | −85,240−61.8% | Reduced |
| Brick & Kyle, Associates | 52,972 | $6.93M | 2.97% | −1,188−2.2% | Reduced |
| Nissay Asset Management Corp | 52,603 | $6.91M | 0.04% | +1,039+2.0% | Added |
| Kornitzer Capital Management Inc | 52,216 | $6.86M | 0.13% | +191+0.4% | Added |
| Wealthfront Advisers LLC | 51,957 | $6.83M | 0.02% | +939+1.8% | Added |
| Disciplined Investments, LLC | 51,771 | $6.81M | 3.36% | +93+0.2% | Added |
| Mutual of America Capital Management LLC | 51,536 | $6.77M | 0.07% | −1,929−3.6% | Reduced |
| KBC Group NV | 51,500 | $6.77M | 0.02% | +19,108+59.0% | Added |
| Texas Yale Capital Corp. | 50,813 | $6.68M | 0.29% | +9,200+22.1% | Added |
| Blackstone Group Inc. | 50,357 | $6.62M | 0.03% | −676,308−93.1% | Reduced |
| Telos Capital Management, Inc. | 50,256 | $6.61M | 0.69% | +2,810+5.9% | Added |
| RBF Capital, LLC | 50,000 | $6.57M | 0.34% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 49,912 | $6.56M | 0.20% | +165+0.3% | Added |
| NewSquare Capital LLC | 49,823 | $6.46M | 0.51% | −611−1.2% | Reduced |
| Wesbanco Bank Inc | 48,830 | $6.42M | 0.22% | −1,834−3.6% | Reduced |
| FourThought Financial Partners, LLC | 48,747 | $6.41M | 0.76% | +1,182+2.5% | Added |
| Holocene Advisors, LP | 48,585 | $6.39M | 0.03% | +48,585 | New |