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, Q4 2024
Institutional positions in Phillips 66 as of Dec 31, 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
- 1,782
- +35 vs. Q3 2024
- Shares held
- 306.9M
- +5.59M (+1.9%) vs. Q3 2024
- Total value
- $34.9B
- −$4.70B (−11.9%) vs. Q3 2024
- New holders
- 219
- 619 more added
- Sold out
- 184
- 644 more reduced
28 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 40,500,230 | $4.61B | 0.08% | −228,168−0.6% | Reduced |
| BlackRock, Inc. | 30,528,106 | $3.48B | 0.07% | −562,320−1.8% | Reduced |
| State Street Corp | 26,523,382 | $3.02B | 0.12% | −1,326,304−4.8% | Reduced |
| Wells Fargo & Company | 16,030,294 | $1.83B | 0.44% | −123,186−0.8% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 11,689,072 | $1.33B | 1.75% | +1,894,510+19.3% | Added |
| Bank of New York Mellon Corp | 9,344,342 | $1.06B | 0.20% | +639,323+7.3% | Added |
| UBS Group AG | 9,078,742 | $1.03B | 0.23% | +5,437,195+149.3% | Added |
| Geode Capital Management, LLC | 8,530,242 | $968.8M | 0.08% | +82,758+1.0% | Added |
| Barclays PLC | 7,380,915 | $840.9M | 0.42% | +387,311+5.5% | Added |
| Morgan Stanley | 6,676,168 | $760.6M | 0.05% | −114,450−1.7% | Reduced |
| Price T Rowe Associates Inc | 6,026,649 | $686.6M | 0.08% | +4,455,220+283.5% | Added |
| Northern Trust Corp | 4,589,079 | $522.8M | 0.07% | +440,107+10.6% | Added |
| Norges Bank | 4,368,016 | $497.6M | 0.07% | +235,638+5.7% | Added |
| Bank of America Corp | 4,315,437 | $491.7M | 0.05% | −768,194−15.1% | Reduced |
| Invesco Ltd. | 4,112,618 | $468.6M | 0.09% | +347,905+9.2% | Added |
| Dimensional Fund Advisors LP | 4,014,113 | $457.3M | 0.11% | +357,705+9.8% | Added |
| Amundi | 3,682,414 | $428.1M | 0.15% | +753,653+25.7% | Added |
| Goldman Sachs Group Inc | 3,403,932 | $387.8M | 0.07% | +1,293,382+61.3% | Added |
| FMR LLC | 3,096,483 | $352.8M | 0.02% | −110,652−3.5% | Reduced |
| Charles Schwab Investment Management Inc | 3,002,995 | $342.1M | 0.06% | +101,108+3.5% | Added |
| Deutsche Bank AG | 2,579,365 | $293.9M | 0.12% | +227,095+9.7% | Added |
| Boston Partners | 2,552,200 | $291.1M | 0.35% | −441,217−14.7% | Reduced |
| UBS Asset Management Americas Inc | 2,535,417 | $288.9M | 0.07% | +14,572+0.6% | Added |
| Legal & General Group Plc | 2,296,372 | $261.6M | 0.07% | −59,691−2.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 2,029,562 | $231.2M | 0.79% | −43,721−2.1% | Reduced |
| Envestnet Asset Management Inc | 1,729,552 | $197.0M | 0.06% | −136,291−7.3% | Reduced |
| JPMorgan Chase & Co | 1,727,946 | $196.9M | 0.02% | −1,666,724−49.1% | Reduced |
| LSV Asset Management | 1,718,816 | $195.8M | 0.45% | −138,000−7.4% | Reduced |
| HSBC Holdings PLC | 1,629,375 | $185.5M | 0.12% | +97,194+6.3% | Added |
| Bahl & Gaynor Inc | 1,594,147 | $181.6M | 0.96% | −45,906−2.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,541,240 | $175.6M | 0.62% | +942,922+157.6% | Added |
| Royal Bank of Canada | 1,497,300 | $170.6M | 0.04% | +446,444+42.5% | Added |
| Raymond James Financial Inc | 1,481,523 | $168.8M | 0.06% | +1,481,523 | New |
| Capitolis Liquid Global Markets LLC | 1,248,000 | $142.2M | 1.38% | +1,248,000 | New |
| Allianz Asset Management GmbH | 1,192,190 | $135.8M | 0.20% | −153,943−11.4% | Reduced |
| Swiss National Bank | 1,182,450 | $134.7M | 0.09% | −76,100−6.0% | Reduced |
| National Bank of Canada | 1,134,582 | $129.3M | 0.17% | +709,219+166.7% | Added |
| National Pension Service | 1,120,657 | $127.7M | 0.12% | +118,923+11.9% | Added |
| Massachusetts Financial Services Co | 1,107,397 | $126.2M | 0.04% | +43,238+4.1% | Added |
| ING Groep NV | 1,072,747 | $122.2M | 0.82% | −110,233−9.3% | Reduced |
| Alliancebernstein L.P. | 1,062,016 | $121.0M | 0.04% | +12,544+1.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 994,000 | $113.2M | 0.24% | +849,000+585.5% | Added |
| Nuveen Asset Management, LLC | 955,230 | $108.8M | 0.03% | −366,743−27.7% | Reduced |
| Mariner, LLC | 949,602 | $108.2M | 0.18% | +47,355+5.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 944,398 | $107.6M | 0.07% | −1,680−0.2% | Reduced |
| CI Private Wealth, LLC | 935,425 | $106.6M | 0.18% | −50,897−5.2% | Reduced |
| The PNC Financial Services Group, Inc. | 800,865 | $91.2M | 0.06% | −9,547−1.2% | Reduced |
| Bank of Montreal | 776,796 | $88.5M | 0.04% | −857,080−52.5% | Reduced |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 775,000 | $88.3M | 0.95% | 00.0% | Unchanged |
| Rhumbline Advisers | 765,601 | $87.2M | 0.08% | −16,642−2.1% | Reduced |
| LPL Financial LLC | 734,484 | $83.7M | 0.03% | +67,993+10.2% | Added |
| Fayez Sarofim & Co | 706,688 | $80.5M | 0.20% | +16,784+2.4% | Added |
| California Public Employees Retirement System | 697,807 | $79.5M | 0.05% | −72,025−9.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 651,668 | $75.7M | 0.07% | +29,673+4.8% | Added |
| Canada Pension Plan Investment Board | 595,738 | $67.9M | 0.06% | −549,852−48.0% | Reduced |
| Wellington Management Group LLP | 589,413 | $67.2M | 0.01% | −3,589,374−85.9% | Reduced |
| Assenagon Asset Management S.A. | 573,492 | $65.3M | 0.12% | −159,064−21.7% | Reduced |
| Truist Financial Corp | 573,283 | $65.3M | 0.10% | +4,336+0.8% | Added |
| Jane Street Group, LLC | 562,027 | $64.0M | 0.10% | +65,436+13.2% | Added |
| Mizuho Markets Americas LLC | 540,000 | $61.5M | 1.18% | 00.0% | Unchanged |
| Holocene Advisors, LP | 534,293 | $60.9M | 0.20% | +485,708+999.7% | Added |
| M&T Bank Corp | 521,390 | $59.4M | 0.20% | −3,927−0.7% | Reduced |
| Principal Financial Group Inc | 517,892 | $59.0M | 0.03% | −12,915−2.4% | Reduced |
| Ameriprise Financial Inc | 513,757 | $58.5M | 0.02% | −67,323−11.6% | Reduced |
| Stonegate Investment Group, LLC | 511,153 | $58.2M | 1.55% | −2,136−0.4% | Reduced |
| Nomura Holdings Inc | 510,199 | $58.1M | 0.31% | −1,028,194−66.8% | Reduced |
| California State Teachers Retirement System | 497,521 | $56.7M | 0.07% | −271,043−35.3% | Reduced |
| Prudential Financial Inc | 494,264 | $56.3M | 0.08% | −515,537−51.1% | Reduced |
| Alyeska Investment Group, L.P. | 488,537 | $55.7M | 0.21% | +123,644+33.9% | Added |
| BNP Paribas Arbitrage, SA | 463,879 | $52.8M | 0.04% | −154,230−25.0% | Reduced |
| Voloridge Investment Management, LLC | 459,938 | $52.4M | 0.19% | −24,469−5.1% | Reduced |
| Balyasny Asset Management LLC | 450,167 | $51.3M | 0.12% | −1,060,940−70.2% | Reduced |
| New York State Common Retirement Fund | 444,277 | $50.6M | 0.07% | −7,000−1.6% | Reduced |
| Colony Group, LLC | 402,543 | $45.9M | 0.12% | +70,919+21.4% | Added |
| Adage Capital Partners GP, L.L.C. | 395,901 | $45.1M | 0.08% | +1,400+0.4% | Added |
| Recurrent Investment Advisors LLC | 393,339 | $44.8M | 4.11% | +17,332+4.6% | Added |
| Merewether Investment Management, LP | 388,740 | $44.3M | 1.77% | +388,740 | New |
| State Board of Administration of Florida Retirement System | 386,602 | $44.0M | 0.08% | −38,278−9.0% | Reduced |
| Standard Life Aberdeen plc | 387,154 | $43.9M | 0.08% | −19,733−4.8% | Reduced |
| Russell Investments Group, Ltd. | 377,406 | $43.0M | 0.06% | +31,441+9.1% | Added |
| Stifel Financial Corp | 371,086 | $42.3M | 0.04% | −21,506−5.5% | Reduced |
| HighTower Advisors, LLC | 368,625 | $42.0M | 0.06% | +142,085+62.7% | Added |
| Susquehanna International Group, LLP | 364,062 | $41.5M | 0.06% | +161,991+80.2% | Added |
| First Trust Advisors LP | 360,685 | $41.1M | 0.04% | +88,511+32.5% | Added |
| Davis R M Inc | 349,416 | $39.8M | 0.78% | +956+0.3% | Added |
| Citigroup Inc | 343,298 | $39.1M | 0.04% | +51,222+17.5% | Added |
| Neuberger Berman Group LLC | 337,170 | $38.4M | 0.03% | −33,011−8.9% | Reduced |
| New York State Teachers Retirement System | 336,693 | $38.4M | 0.08% | −24,201−6.7% | Reduced |
| RNC Capital Management LLC | 333,046 | $37.9M | 2.03% | −17,152−4.9% | Reduced |
| Victory Capital Management Inc | 322,365 | $36.7M | 0.04% | −302,925−48.4% | Reduced |
| Manufacturers Life Insurance Company, The | 315,817 | $36.0M | 0.03% | +4,637+1.5% | Added |
| Great Lakes Advisors, LLC | 311,148 | $35.4M | 0.30% | −2,897−0.9% | Reduced |
| SIR Capital Management, L.P. | 300,119 | $34.2M | 3.53% | −64,505−17.7% | Reduced |
| Commonwealth Equity Services, LLC | 292,164 | $33.3M | 0.05% | −9,639−3.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 285,476 | $33.0M | 0.40% | +97,518+51.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 287,819 | $32.8M | 0.07% | +287,819 | New |
| Franklin Resources Inc | 286,697 | $32.7M | 0.01% | −2,562−0.9% | Reduced |
| Miller Howard Investments Inc | 285,212 | $32.5M | 1.07% | −6,398−2.2% | Reduced |
| Old Republic International Corporation | 280,600 | $32.0M | 1.26% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 275,569 | $31.4M | 0.02% | +47,404+20.8% | Added |