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, 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
- 1,781
- +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
- 643 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 | 2,108 | $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, 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 |
|---|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | 120,122 | $13.7M | 0.02% | +1,340+1.1% | Added |
| AQR Capital Management LLC | 121,989 | $13.8M | 0.02% | +33,591+38.0% | Added |
| Hikari Tsushin, Inc. | 123,691 | $14.1M | 1.02% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 125,732 | $14.3M | 0.10% | −258,060−67.2% | Reduced |
| Captrust Financial Advisors | 126,177 | $14.4M | 0.04% | +2,325+1.9% | Added |
| Cetera Investment Advisers | 126,646 | $14.4M | 0.03% | −4,239−3.2% | Reduced |
| Teacher Retirement System of Texas | 130,347 | $14.8M | 0.05% | +127,508+4,491.3% | Added |
| American Assets Investment Management, LLC | 130,800 | $14.9M | 1.21% | +3,000+2.3% | Added |
| CIBC Private Wealth Group, LLC | 129,244 | $15.0M | 0.03% | +15,385+13.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 132,109 | $15.1M | 0.03% | +8,821+7.2% | Added |
| Nomura Asset Management Co Ltd | 132,472 | $15.1M | 0.05% | +267+0.2% | Added |
| Resona Asset Management Co.,Ltd. | 133,656 | $15.2M | 0.09% | −8,239−5.8% | Reduced |
| Torray LLC | 133,818 | $15.2M | 2.19% | +8,132+6.5% | Added |
| Wallington Asset Management, LLC | 133,905 | $15.3M | 2.20% | −270−0.2% | Reduced |
| F&V Capital Management, LLC | 134,240 | $15.3M | 4.02% | +555+0.4% | Added |
| Rockefeller Capital Management L.P. | 135,833 | $15.5M | 0.04% | −271−0.2% | Reduced |
| AMF Pensionsforsakring AB | 136,865 | $15.6M | 0.11% | 00.0% | Unchanged |
| Adams Natural Resources Fund, Inc. | 138,175 | $15.7M | 2.49% | +39,600+40.2% | Added |
| Pacific Heights Asset Management LLC | 150,000 | $15.9M | 1.10% | +75,000+100.0% | Added |
| Chickasaw Capital Management LLC | 141,617 | $16.1M | 0.65% | +567+0.4% | Added |
| Keybank National Association | 144,643 | $16.5M | 0.06% | −10,501−6.8% | Reduced |
| Thomist Capital Management, LP | 148,500 | $16.6M | 5.35% | −196,000−56.9% | Reduced |
| Rafferty Asset Management, LLC | 146,836 | $16.7M | 0.06% | +895+0.6% | Added |
| Border to Coast Pensions Partnership Ltd | 149,162 | $17.0M | 0.33% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 149,728 | $17.1M | 0.30% | +14,933+11.1% | Added |
| Comerica Bank | 150,786 | $17.2M | 0.07% | −6,076−3.9% | Reduced |
| Gabelli Funds LLC | 151,300 | $17.2M | 0.13% | +27,500+22.2% | Added |
| Gotham Asset Management, LLC | 151,530 | $17.3M | 0.16% | +22,412+17.4% | Added |
| TD Asset Management Inc | 152,380 | $17.4M | 0.02% | +619+0.4% | Added |
| Glenmede Trust Co NA | 153,739 | $17.5M | 0.09% | −7,812−4.8% | Reduced |
| Credit Agricole S A | 155,482 | $17.7M | 0.06% | −244,737−61.2% | Reduced |
| Asset Management One Co.,Ltd. | 158,887 | $17.9M | 0.06% | +244+0.2% | Added |
| State of New Jersey Common Pension Fund D | 157,030 | $17.9M | 0.07% | −1,272−0.8% | Reduced |
| Capital Fund Management S.A. | 159,136 | $18.1M | 0.18% | +84,724+113.9% | Added |
| Toronto Dominion Bank | 160,250 | $18.3M | 0.03% | −47,278−22.8% | Reduced |
| TCTC Holdings, LLC | 161,425 | $18.4M | 0.66% | +1,302+0.8% | Added |
| Annex Advisory Services, LLC | 162,922 | $18.6M | 0.56% | +33,290+25.7% | Added |
| Tudor Investment Corp Et Al | 165,439 | $18.8M | 0.20% | +165,439 | New |
| Cushing Asset Management, LP | 168,306 | $19.2M | 1.27% | −1,720−1.0% | Reduced |
| Empowered Funds, LLC | 168,514 | $19.2M | 0.28% | +15,462+10.1% | Added |
| Kempen Capital Management N.V. | 170,169 | $19.4M | 0.19% | −6,646−3.8% | Reduced |
| Blair William & Co | 170,597 | $19.4M | 0.06% | −29,938−14.9% | Reduced |
| Royal London Asset Management Ltd | 173,402 | $19.8M | 0.05% | −3,087−1.7% | Reduced |
| Treasurer of the State of North Carolina | 181,564 | $20.7M | 0.08% | −1,300−0.7% | Reduced |
| Millennium Management LLC | 184,008 | $21.0M | 0.02% | −688,919−78.9% | Reduced |
| Voya Investment Management LLC | 185,044 | $21.1M | 0.02% | −6,274−3.3% | Reduced |
| Public Employees Retirement System of Ohio | 185,604 | $21.1M | 0.07% | −12,582−6.3% | Reduced |
| Todd Asset Management LLC | 187,841 | $21.4M | 0.51% | −175,440−48.3% | Reduced |
| Natixis Advisors, L.P. | 189,176 | $21.6M | 0.04% | −65,737−25.8% | Reduced |
| Hikari Power Ltd | 190,330 | $21.7M | 1.87% | 00.0% | Unchanged |
| Citadel Advisors LLC | 191,939 | $21.9M | 0.02% | −690,639−78.3% | Reduced |
| SG Americas Securities, LLC | 193,528 | $22.0M | 0.10% | +106,433+122.2% | Added |
| DekaBank Deutsche Girozentrale | 199,461 | $22.3M | 0.04% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 197,000 | $22.4M | 0.33% | +197,000 | New |
| Alps Advisors Inc | 197,410 | $22.5M | 0.14% | +197,410 | New |
| Aventail Capital Group, LP | 200,000 | $22.8M | 1.19% | −277,123−58.1% | Reduced |
| Jefferies Financial Group Inc. | 202,089 | $23.0M | 0.26% | +202,089 | New |
| Ofi Invest Asset Management | 210,589 | $23.2M | 0.55% | +210,589 | New |
| Teachers Retirement System of the State of Kentucky | 204,875 | $23.3M | 0.20% | −146,311−41.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 209,568 | $23.9M | 0.06% | −12,934−5.8% | Reduced |
| ExodusPoint Capital Management, LP | 211,037 | $24.0M | 0.25% | +64,287+43.8% | Added |
| Pacer Advisors, Inc. | 211,124 | $24.1M | 0.05% | +180,097+580.5% | Added |
| Janney Montgomery Scott LLC | 216,625 | $24.7M | 0.07% | +772+0.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 220,056 | $25.1M | 0.08% | −7,384−3.2% | Reduced |
| Creative Planning | 223,322 | $25.4M | 0.02% | +4,139+1.9% | Added |
| Baird Financial Group, Inc. | 223,640 | $25.5M | 0.05% | −23,842−9.6% | Reduced |
| Stack Financial Management, Inc | 225,450 | $25.7M | 2.35% | −1,196−0.5% | Reduced |
| MML Investors Services, LLC | 226,368 | $25.8M | 0.09% | +1,529+0.7% | Added |
| Fort Washington Investment Advisors Inc | 238,300 | $27.1M | 0.16% | +43,631+22.4% | Added |
| Advisory Resource Group | 240,027 | $27.3M | 5.80% | −1,500−0.6% | Reduced |
| Bank of Nova Scotia | 240,851 | $27.4M | 0.05% | +136,485+130.8% | Added |
| Van Eck Associates Corp | 243,534 | $27.7M | 0.04% | +160,256+192.4% | Added |
| Nisa Investment Advisors, LLC | 250,404 | $28.5M | 0.11% | +60,843+32.1% | Added |
| US Bancorp | 250,975 | $28.6M | 0.04% | −2,926−1.2% | Reduced |
| Aviva PLC | 252,689 | $28.8M | 0.07% | −42,235−14.3% | Reduced |
| Great West Life Assurance Co | 255,385 | $29.1M | 0.05% | −436−0.2% | Reduced |
| Pictet Asset Management Holding SA | 255,280 | $29.1M | 0.03% | +11,612+4.8% | Added |
| State of Wisconsin Investment Board | 255,997 | $29.2M | 0.08% | −25,413−9.0% | Reduced |
| ZWJ Investment Counsel Inc | 256,768 | $29.3M | 1.21% | +8,801+3.5% | Added |
| American Century Companies Inc | 259,439 | $29.6M | 0.02% | −79,119−23.4% | Reduced |
| Korea Investment CORP | 274,524 | $31.3M | 0.07% | −108,403−28.3% | Reduced |
| Janus Henderson Group PLC | 275,569 | $31.4M | 0.02% | +47,404+20.8% | Added |
| Old Republic International Corporation | 280,600 | $32.0M | 1.26% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 285,212 | $32.5M | 1.07% | −6,398−2.2% | Reduced |
| Franklin Resources Inc | 286,697 | $32.7M | 0.01% | −2,562−0.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 287,819 | $32.8M | 0.07% | +287,819 | New |
| Wiley Bros.-Aintree Capital, LLC | 285,476 | $33.0M | 0.40% | +97,518+51.9% | Added |
| Commonwealth Equity Services, LLC | 292,164 | $33.3M | 0.05% | −9,639−3.2% | Reduced |
| SIR Capital Management, L.P. | 300,119 | $34.2M | 3.53% | −64,505−17.7% | Reduced |
| Great Lakes Advisors, LLC | 311,148 | $35.4M | 0.30% | −2,897−0.9% | Reduced |
| Manufacturers Life Insurance Company, The | 315,817 | $36.0M | 0.03% | +4,637+1.5% | Added |
| Victory Capital Management Inc | 322,365 | $36.7M | 0.04% | −302,925−48.4% | Reduced |
| RNC Capital Management LLC | 333,046 | $37.9M | 2.03% | −17,152−4.9% | Reduced |
| New York State Teachers Retirement System | 336,693 | $38.4M | 0.08% | −24,201−6.7% | Reduced |
| Neuberger Berman Group LLC | 337,170 | $38.4M | 0.03% | −33,011−8.9% | Reduced |
| Citigroup Inc | 343,298 | $39.1M | 0.04% | +51,222+17.5% | Added |
| Davis R M Inc | 349,416 | $39.8M | 0.78% | +956+0.3% | Added |
| First Trust Advisors LP | 360,685 | $41.1M | 0.04% | +88,511+32.5% | Added |
| Susquehanna International Group, LLP | 364,062 | $41.5M | 0.06% | +161,991+80.2% | Added |
| HighTower Advisors, LLC | 368,625 | $42.0M | 0.06% | +142,085+62.7% | Added |