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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 371,086 | $42.3M | 0.04% | −21,506−5.5% | Reduced |
| Russell Investments Group, Ltd. | 377,406 | $43.0M | 0.06% | +31,441+9.1% | Added |
| Standard Life Aberdeen plc | 387,154 | $43.9M | 0.08% | −19,733−4.8% | Reduced |
| State Board of Administration of Florida Retirement System | 386,602 | $44.0M | 0.08% | −38,278−9.0% | Reduced |
| Merewether Investment Management, LP | 388,740 | $44.3M | 1.77% | +388,740 | New |
| Recurrent Investment Advisors LLC | 393,339 | $44.8M | 4.11% | +17,332+4.6% | Added |
| Adage Capital Partners GP, L.L.C. | 395,901 | $45.1M | 0.08% | +1,400+0.4% | Added |
| Colony Group, LLC | 402,543 | $45.9M | 0.12% | +70,919+21.4% | Added |
| New York State Common Retirement Fund | 444,277 | $50.6M | 0.07% | −7,000−1.6% | Reduced |
| Balyasny Asset Management LLC | 450,167 | $51.3M | 0.12% | −1,060,940−70.2% | Reduced |
| Voloridge Investment Management, LLC | 459,938 | $52.4M | 0.19% | −24,469−5.1% | Reduced |
| BNP Paribas Arbitrage, SA | 463,879 | $52.8M | 0.04% | −154,230−25.0% | Reduced |
| Alyeska Investment Group, L.P. | 488,537 | $55.7M | 0.21% | +123,644+33.9% | Added |
| Prudential Financial Inc | 494,264 | $56.3M | 0.08% | −515,537−51.1% | Reduced |
| California State Teachers Retirement System | 497,521 | $56.7M | 0.07% | −271,043−35.3% | Reduced |
| Nomura Holdings Inc | 510,199 | $58.1M | 0.31% | −1,028,194−66.8% | Reduced |
| Stonegate Investment Group, LLC | 511,153 | $58.2M | 1.55% | −2,136−0.4% | Reduced |
| Ameriprise Financial Inc | 513,757 | $58.5M | 0.02% | −67,323−11.6% | Reduced |
| Principal Financial Group Inc | 517,892 | $59.0M | 0.03% | −12,915−2.4% | Reduced |
| M&T Bank Corp | 521,390 | $59.4M | 0.20% | −3,927−0.7% | Reduced |
| Holocene Advisors, LP | 534,293 | $60.9M | 0.20% | +485,708+999.7% | Added |
| Mizuho Markets Americas LLC | 540,000 | $61.5M | 1.18% | 00.0% | Unchanged |
| Jane Street Group, LLC | 562,027 | $64.0M | 0.10% | +65,436+13.2% | Added |
| Truist Financial Corp | 573,283 | $65.3M | 0.10% | +4,336+0.8% | Added |
| Assenagon Asset Management S.A. | 573,492 | $65.3M | 0.12% | −159,064−21.7% | Reduced |
| Wellington Management Group LLP | 589,413 | $67.2M | 0.01% | −3,589,374−85.9% | Reduced |
| Canada Pension Plan Investment Board | 595,738 | $67.9M | 0.06% | −549,852−48.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 651,668 | $75.7M | 0.07% | +29,673+4.8% | Added |
| California Public Employees Retirement System | 697,807 | $79.5M | 0.05% | −72,025−9.4% | Reduced |
| Fayez Sarofim & Co | 706,688 | $80.5M | 0.20% | +16,784+2.4% | Added |
| LPL Financial LLC | 734,484 | $83.7M | 0.03% | +67,993+10.2% | Added |
| Rhumbline Advisers | 765,601 | $87.2M | 0.08% | −16,642−2.1% | Reduced |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 775,000 | $88.3M | 0.95% | 00.0% | Unchanged |
| Bank of Montreal | 776,796 | $88.5M | 0.04% | −857,080−52.5% | Reduced |
| The PNC Financial Services Group, Inc. | 800,865 | $91.2M | 0.06% | −9,547−1.2% | Reduced |
| CI Private Wealth, LLC | 935,425 | $106.6M | 0.18% | −50,897−5.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 944,398 | $107.6M | 0.07% | −1,680−0.2% | Reduced |
| Mariner, LLC | 949,602 | $108.2M | 0.18% | +47,355+5.2% | Added |
| Nuveen Asset Management, LLC | 955,230 | $108.8M | 0.03% | −366,743−27.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 994,000 | $113.2M | 0.24% | +849,000+585.5% | Added |
| Alliancebernstein L.P. | 1,062,016 | $121.0M | 0.04% | +12,544+1.2% | Added |
| ING Groep NV | 1,072,747 | $122.2M | 0.82% | −110,233−9.3% | Reduced |
| Massachusetts Financial Services Co | 1,107,397 | $126.2M | 0.04% | +43,238+4.1% | Added |
| National Pension Service | 1,120,657 | $127.7M | 0.12% | +118,923+11.9% | Added |
| National Bank of Canada | 1,134,582 | $129.3M | 0.17% | +709,219+166.7% | Added |
| Swiss National Bank | 1,182,450 | $134.7M | 0.09% | −76,100−6.0% | Reduced |
| Allianz Asset Management GmbH | 1,192,190 | $135.8M | 0.20% | −153,943−11.4% | Reduced |
| Capitolis Liquid Global Markets LLC | 1,248,000 | $142.2M | 1.38% | +1,248,000 | New |
| Raymond James Financial Inc | 1,481,523 | $168.8M | 0.06% | +1,481,523 | New |
| Royal Bank of Canada | 1,497,300 | $170.6M | 0.04% | +446,444+42.5% | Added |
| Jacobs Levy Equity Management, Inc | 1,541,240 | $175.6M | 0.62% | +942,922+157.6% | Added |
| Bahl & Gaynor Inc | 1,594,147 | $181.6M | 0.96% | −45,906−2.8% | Reduced |
| HSBC Holdings PLC | 1,629,375 | $185.5M | 0.12% | +97,194+6.3% | Added |
| LSV Asset Management | 1,718,816 | $195.8M | 0.45% | −138,000−7.4% | Reduced |
| JPMorgan Chase & Co | 1,727,946 | $196.9M | 0.02% | −1,666,724−49.1% | Reduced |
| Envestnet Asset Management Inc | 1,729,552 | $197.0M | 0.06% | −136,291−7.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 2,029,562 | $231.2M | 0.79% | −43,721−2.1% | Reduced |
| Legal & General Group Plc | 2,296,372 | $261.6M | 0.07% | −59,691−2.5% | Reduced |
| UBS Asset Management Americas Inc | 2,535,417 | $288.9M | 0.07% | +14,572+0.6% | Added |
| Boston Partners | 2,552,200 | $291.1M | 0.35% | −441,217−14.7% | Reduced |
| Deutsche Bank AG | 2,579,365 | $293.9M | 0.12% | +227,095+9.7% | Added |
| Charles Schwab Investment Management Inc | 3,002,995 | $342.1M | 0.06% | +101,108+3.5% | Added |
| FMR LLC | 3,096,483 | $352.8M | 0.02% | −110,652−3.5% | Reduced |
| Goldman Sachs Group Inc | 3,403,932 | $387.8M | 0.07% | +1,293,382+61.3% | Added |
| Amundi | 3,682,414 | $428.1M | 0.15% | +753,653+25.7% | Added |
| Dimensional Fund Advisors LP | 4,014,113 | $457.3M | 0.11% | +357,705+9.8% | Added |
| Invesco Ltd. | 4,112,618 | $468.6M | 0.09% | +347,905+9.2% | Added |
| Bank of America Corp | 4,315,437 | $491.7M | 0.05% | −768,194−15.1% | Reduced |
| Norges Bank | 4,368,016 | $497.6M | 0.07% | +235,638+5.7% | Added |
| Northern Trust Corp | 4,589,079 | $522.8M | 0.07% | +440,107+10.6% | Added |
| Price T Rowe Associates Inc | 6,026,649 | $686.6M | 0.08% | +4,455,220+283.5% | Added |
| Morgan Stanley | 6,676,168 | $760.6M | 0.05% | −114,450−1.7% | Reduced |
| Barclays PLC | 7,380,915 | $840.9M | 0.42% | +387,311+5.5% | Added |
| Geode Capital Management, LLC | 8,530,242 | $968.8M | 0.08% | +82,758+1.0% | Added |
| UBS Group AG | 9,078,742 | $1.03B | 0.23% | +5,437,195+149.3% | Added |
| Bank of New York Mellon Corp | 9,344,342 | $1.06B | 0.20% | +639,323+7.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 11,689,072 | $1.33B | 1.75% | +1,894,510+19.3% | Added |
| Wells Fargo & Company | 16,030,294 | $1.83B | 0.44% | −123,186−0.8% | Reduced |
| State Street Corp | 26,523,382 | $3.02B | 0.12% | −1,326,304−4.8% | Reduced |
| BlackRock, Inc. | 30,528,106 | $3.48B | 0.07% | −562,320−1.8% | Reduced |
| Vanguard Group Inc | 40,500,230 | $4.61B | 0.08% | −228,168−0.6% | Reduced |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −283,950−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −105,120−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −102,680−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −50,357−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −44,848−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −43,685−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −39,468−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −34,319−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −32,600−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −31,252−100.0% | Sold out |
| Kerusso Capital Management LLC | 0 | $0 | 0.00% | −30,936−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −30,843−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −30,651−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −26,983−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −22,223−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −21,439−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −18,591−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |