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 |
|---|---|---|---|---|---|
| Korea Investment CORP | 274,524 | $31.3M | 0.07% | −108,403−28.3% | Reduced |
| American Century Companies Inc | 259,439 | $29.6M | 0.02% | −79,119−23.4% | Reduced |
| ZWJ Investment Counsel Inc | 256,768 | $29.3M | 1.21% | +8,801+3.5% | Added |
| State of Wisconsin Investment Board | 255,997 | $29.2M | 0.08% | −25,413−9.0% | Reduced |
| Pictet Asset Management Holding SA | 255,280 | $29.1M | 0.03% | +11,612+4.8% | Added |
| Great West Life Assurance Co | 255,385 | $29.1M | 0.05% | −436−0.2% | Reduced |
| Aviva PLC | 252,689 | $28.8M | 0.07% | −42,235−14.3% | Reduced |
| US Bancorp | 250,975 | $28.6M | 0.04% | −2,926−1.2% | Reduced |
| Nisa Investment Advisors, LLC | 250,404 | $28.5M | 0.11% | +60,843+32.1% | Added |
| Van Eck Associates Corp | 243,534 | $27.7M | 0.04% | +160,256+192.4% | Added |
| Bank of Nova Scotia | 240,851 | $27.4M | 0.05% | +136,485+130.8% | Added |
| Advisory Resource Group | 240,027 | $27.3M | 5.80% | −1,500−0.6% | Reduced |
| Fort Washington Investment Advisors Inc | 238,300 | $27.1M | 0.16% | +43,631+22.4% | Added |
| MML Investors Services, LLC | 226,368 | $25.8M | 0.09% | +1,529+0.7% | Added |
| Stack Financial Management, Inc | 225,450 | $25.7M | 2.35% | −1,196−0.5% | Reduced |
| Baird Financial Group, Inc. | 223,640 | $25.5M | 0.05% | −23,842−9.6% | Reduced |
| Creative Planning | 223,322 | $25.4M | 0.02% | +4,139+1.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 220,056 | $25.1M | 0.08% | −7,384−3.2% | Reduced |
| Janney Montgomery Scott LLC | 216,625 | $24.7M | 0.07% | +772+0.4% | Added |
| Pacer Advisors, Inc. | 211,124 | $24.1M | 0.05% | +180,097+580.5% | Added |
| ExodusPoint Capital Management, LP | 211,037 | $24.0M | 0.25% | +64,287+43.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 209,568 | $23.9M | 0.06% | −12,934−5.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 204,875 | $23.3M | 0.20% | −146,311−41.7% | Reduced |
| Ofi Invest Asset Management | 210,589 | $23.2M | 0.55% | +210,589 | New |
| Jefferies Financial Group Inc. | 202,089 | $23.0M | 0.26% | +202,089 | New |
| Aventail Capital Group, LP | 200,000 | $22.8M | 1.19% | −277,123−58.1% | Reduced |
| Alps Advisors Inc | 197,410 | $22.5M | 0.14% | +197,410 | New |
| Polar Asset Management Partners Inc. | 197,000 | $22.4M | 0.33% | +197,000 | New |
| DekaBank Deutsche Girozentrale | 199,461 | $22.3M | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 193,528 | $22.0M | 0.10% | +106,433+122.2% | Added |
| Citadel Advisors LLC | 191,939 | $21.9M | 0.02% | −690,639−78.3% | Reduced |
| Hikari Power Ltd | 190,330 | $21.7M | 1.87% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 189,176 | $21.6M | 0.04% | −65,737−25.8% | Reduced |
| Todd Asset Management LLC | 187,841 | $21.4M | 0.51% | −175,440−48.3% | Reduced |
| Public Employees Retirement System of Ohio | 185,604 | $21.1M | 0.07% | −12,582−6.3% | Reduced |
| Voya Investment Management LLC | 185,044 | $21.1M | 0.02% | −6,274−3.3% | Reduced |
| Millennium Management LLC | 184,008 | $21.0M | 0.02% | −688,919−78.9% | Reduced |
| Treasurer of the State of North Carolina | 181,564 | $20.7M | 0.08% | −1,300−0.7% | Reduced |
| Royal London Asset Management Ltd | 173,402 | $19.8M | 0.05% | −3,087−1.7% | Reduced |
| Blair William & Co | 170,597 | $19.4M | 0.06% | −29,938−14.9% | Reduced |
| Kempen Capital Management N.V. | 170,169 | $19.4M | 0.19% | −6,646−3.8% | Reduced |
| Empowered Funds, LLC | 168,514 | $19.2M | 0.28% | +15,462+10.1% | Added |
| Cushing Asset Management, LP | 168,306 | $19.2M | 1.27% | −1,720−1.0% | Reduced |
| Tudor Investment Corp Et Al | 165,439 | $18.8M | 0.20% | +165,439 | New |
| Annex Advisory Services, LLC | 162,922 | $18.6M | 0.56% | +33,290+25.7% | Added |
| TCTC Holdings, LLC | 161,425 | $18.4M | 0.66% | +1,302+0.8% | Added |
| Toronto Dominion Bank | 160,250 | $18.3M | 0.03% | −47,278−22.8% | Reduced |
| Capital Fund Management S.A. | 159,136 | $18.1M | 0.18% | +84,724+113.9% | Added |
| State of New Jersey Common Pension Fund D | 157,030 | $17.9M | 0.07% | −1,272−0.8% | Reduced |
| Asset Management One Co.,Ltd. | 158,887 | $17.9M | 0.06% | +244+0.2% | Added |
| Credit Agricole S A | 155,482 | $17.7M | 0.06% | −244,737−61.2% | Reduced |
| Glenmede Trust Co NA | 153,739 | $17.5M | 0.09% | −7,812−4.8% | Reduced |
| TD Asset Management Inc | 152,380 | $17.4M | 0.02% | +619+0.4% | Added |
| Gotham Asset Management, LLC | 151,530 | $17.3M | 0.16% | +22,412+17.4% | Added |
| Gabelli Funds LLC | 151,300 | $17.2M | 0.13% | +27,500+22.2% | Added |
| Comerica Bank | 150,786 | $17.2M | 0.07% | −6,076−3.9% | Reduced |
| Engineers Gate Manager LP | 149,728 | $17.1M | 0.30% | +14,933+11.1% | Added |
| Border to Coast Pensions Partnership Ltd | 149,162 | $17.0M | 0.33% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 146,836 | $16.7M | 0.06% | +895+0.6% | Added |
| Thomist Capital Management, LP | 148,500 | $16.6M | 5.35% | −196,000−56.9% | Reduced |
| Keybank National Association | 144,643 | $16.5M | 0.06% | −10,501−6.8% | Reduced |
| Chickasaw Capital Management LLC | 141,617 | $16.1M | 0.65% | +567+0.4% | Added |
| Pacific Heights Asset Management LLC | 150,000 | $15.9M | 1.10% | +75,000+100.0% | Added |
| Adams Natural Resources Fund, Inc. | 138,175 | $15.7M | 2.49% | +39,600+40.2% | Added |
| AMF Pensionsforsakring AB | 136,865 | $15.6M | 0.11% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 135,833 | $15.5M | 0.04% | −271−0.2% | Reduced |
| F&V Capital Management, LLC | 134,240 | $15.3M | 4.02% | +555+0.4% | Added |
| Wallington Asset Management, LLC | 133,905 | $15.3M | 2.20% | −270−0.2% | Reduced |
| Torray LLC | 133,818 | $15.2M | 2.19% | +8,132+6.5% | Added |
| Resona Asset Management Co.,Ltd. | 133,656 | $15.2M | 0.09% | −8,239−5.8% | Reduced |
| Nomura Asset Management Co Ltd | 132,472 | $15.1M | 0.05% | +267+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 132,109 | $15.1M | 0.03% | +8,821+7.2% | Added |
| CIBC Private Wealth Group, LLC | 129,244 | $15.0M | 0.03% | +15,385+13.5% | Added |
| American Assets Investment Management, LLC | 130,800 | $14.9M | 1.21% | +3,000+2.3% | Added |
| Teacher Retirement System of Texas | 130,347 | $14.8M | 0.05% | +127,508+4,491.3% | Added |
| Cetera Investment Advisers | 126,646 | $14.4M | 0.03% | −4,239−3.2% | Reduced |
| Captrust Financial Advisors | 126,177 | $14.4M | 0.04% | +2,325+1.9% | Added |
| Brandywine Global Investment Management, LLC | 125,732 | $14.3M | 0.10% | −258,060−67.2% | Reduced |
| Hikari Tsushin, Inc. | 123,691 | $14.1M | 1.02% | 00.0% | Unchanged |
| AQR Capital Management LLC | 121,989 | $13.8M | 0.02% | +33,591+38.0% | Added |
| Allspring Global Investments Holdings, LLC | 120,122 | $13.7M | 0.02% | +1,340+1.1% | Added |
| Arizona State Retirement System | 119,927 | $13.7M | 0.08% | −1,662−1.4% | Reduced |
| Qube Research & Technologies Ltd | 118,070 | $13.5M | 0.02% | −466,545−79.8% | Reduced |
| SEI Investments Co | 117,156 | $13.3M | 0.02% | −7,434−6.0% | Reduced |
| Walleye Capital LLC | 115,931 | $13.2M | 0.13% | +67,990+141.8% | Added |
| USS Investment Management Ltd | 115,794 | $13.2M | 0.10% | +77,194+200.0% | Added |
| Manning & Napier Advisors LLC | 115,135 | $13.1M | 0.15% | −4,103−3.4% | Reduced |
| GF Fund Management Co. Ltd. | 113,722 | $13.0M | 0.28% | +113,722 | New |
| State of Michigan Retirement System | 112,112 | $12.8M | 0.07% | −1,900−1.7% | Reduced |
| Marshall Wace, LLP | 110,553 | $12.6M | 0.02% | −94,355−46.0% | Reduced |
| Sanctuary Advisors, LLC | 103,484 | $12.5M | 0.08% | −158−0.2% | Reduced |
| MetLife Investment Management | 109,304 | $12.5M | 0.07% | +472+0.4% | Added |
| Advisor Group Holdings, Inc. | 114,657 | $12.3M | 0.03% | +3,573+3.2% | Added |
| Public Sector Pension Investment Board | 107,123 | $12.2M | 0.05% | +33,835+46.2% | Added |
| Associated Banc-Corp | 106,424 | $12.1M | 0.37% | −3,552−3.2% | Reduced |
| Ensign Peak Advisors, Inc | 106,180 | $12.1M | 0.02% | −17,194−13.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 105,904 | $12.1M | 0.11% | −19,264−15.4% | Reduced |
| Schwerin Boyle Capital Management Inc | 105,660 | $12.0M | 1.23% | +1,025+1.0% | Added |
| Lawson Kroeker Investment Management Inc | 104,590 | $11.9M | 2.24% | −1,503−1.4% | Reduced |
| Richard C. Young & CO., LTD. | 103,717 | $11.8M | 1.29% | −5,665−5.2% | Reduced |