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, Q1 2025
Institutional positions in Phillips 66 as of Mar 31, 2025. 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
- 1,796
- +45 vs. Q4 2024
- Shares held
- 308.2M
- +2.40M (+0.8%) vs. Q4 2024
- Total value
- $37.9B
- +$3.10B (+8.9%) vs. Q4 2024
- New holders
- 178
- 643 more added
- Sold out
- 133
- 665 more reduced
31 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 40,389,159 | $4.99B | 0.09% | −111,071−0.3% | Reduced |
| BlackRock, Inc. | 29,909,169 | $3.69B | 0.08% | −618,937−2.0% | Reduced |
| State Street Corp | 26,054,785 | $3.22B | 0.13% | −468,597−1.8% | Reduced |
| Wells Fargo & Company | 15,953,749 | $1.97B | 0.47% | −76,545−0.5% | Reduced |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 15,725,000 | $1.94B | 17.53% | +14,950,000+1,929.0% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 13,834,824 | $1.71B | 2.87% | +2,145,752+18.4% | Added |
| Bank of New York Mellon Corp | 8,857,505 | $1.09B | 0.22% | −486,837−5.2% | Reduced |
| Geode Capital Management, LLC | 8,794,337 | $1.08B | 0.09% | +264,095+3.1% | Added |
| Morgan Stanley | 6,745,351 | $832.9M | 0.06% | +69,183+1.0% | Added |
| Price T Rowe Associates Inc | 6,709,108 | $828.4M | 0.10% | +682,459+11.3% | Added |
| Invesco Ltd. | 4,765,866 | $588.5M | 0.11% | +653,248+15.9% | Added |
| UBS Group AG | 4,633,868 | $572.2M | 0.13% | −4,444,874−49.0% | Reduced |
| Northern Trust Corp | 4,439,651 | $548.2M | 0.08% | −149,428−3.3% | Reduced |
| Norges Bank | 4,314,125 | $532.7M | 0.07% | −53,891−1.2% | Reduced |
| Nomura Holdings Inc | 4,208,161 | $519.6M | 2.78% | +3,697,962+724.8% | Added |
| FMR LLC | 4,169,006 | $514.8M | 0.03% | +1,072,523+34.6% | Added |
| Bank of America Corp | 4,129,459 | $509.9M | 0.05% | −185,978−4.3% | Reduced |
| Goldman Sachs Group Inc | 3,781,064 | $466.9M | 0.09% | +377,132+11.1% | Added |
| Dimensional Fund Advisors LP | 3,726,262 | $460.0M | 0.11% | −287,851−7.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 3,196,186 | $394.7M | 1.43% | +1,166,624+57.5% | Added |
| Charles Schwab Investment Management Inc | 3,103,316 | $383.2M | 0.07% | +100,321+3.3% | Added |
| JPMorgan Chase & Co | 2,716,777 | $335.5M | 0.03% | +988,831+57.2% | Added |
| UBS Asset Management Americas Inc | 2,572,986 | $317.7M | 0.08% | +37,569+1.5% | Added |
| Legal & General Group Plc | 2,311,152 | $285.4M | 0.08% | +14,780+0.6% | Added |
| Barclays PLC | 2,110,429 | $260.6M | 0.12% | −5,270,486−71.4% | Reduced |
| Amundi | 2,284,860 | $244.9M | 0.09% | −1,397,554−38.0% | Reduced |
| Envestnet Asset Management Inc | 1,762,512 | $217.6M | 0.07% | +32,960+1.9% | Added |
| Jacobs Levy Equity Management, Inc | 1,552,413 | $191.7M | 0.76% | +11,173+0.7% | Added |
| Raymond James Financial Inc | 1,520,782 | $187.8M | 0.07% | +39,259+2.6% | Added |
| LSV Asset Management | 1,514,526 | $187.0M | 0.45% | −204,290−11.9% | Reduced |
| Bahl & Gaynor Inc | 1,468,353 | $181.3M | 0.92% | −125,794−7.9% | Reduced |
| HSBC Holdings PLC | 1,459,471 | $179.9M | 0.12% | −169,904−10.4% | Reduced |
| Boston Partners | 1,441,606 | $177.9M | 0.22% | −1,110,594−43.5% | Reduced |
| Nuveen, LLC | 1,267,262 | $156.5M | 0.05% | +1,267,262 | New |
| National Pension Service | 1,180,552 | $145.8M | 0.14% | +59,895+5.3% | Added |
| Deutsche Bank AG | 1,178,611 | $145.5M | 0.06% | −1,400,754−54.3% | Reduced |
| Swiss National Bank | 1,164,750 | $143.8M | 0.10% | −17,700−1.5% | Reduced |
| Neuberger Berman Group LLC | 1,041,946 | $128.7M | 0.11% | +704,776+209.0% | Added |
| Massachusetts Financial Services Co | 995,595 | $122.9M | 0.04% | −111,802−10.1% | Reduced |
| Mariner, LLC | 993,065 | $122.6M | 0.20% | +43,463+4.6% | Added |
| BNP Paribas Arbitrage, SA | 990,914 | $122.4M | 0.09% | +527,035+113.6% | Added |
| Alliancebernstein L.P. | 975,977 | $120.5M | 0.04% | −86,039−8.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 963,724 | $119.0M | 0.26% | −30,276−3.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 924,321 | $114.1M | 0.08% | −20,077−2.1% | Reduced |
| Royal Bank of Canada | 914,046 | $112.9M | 0.03% | −583,254−39.0% | Reduced |
| Allianz Asset Management GmbH | 898,762 | $111.0M | 0.16% | −293,428−24.6% | Reduced |
| CI Private Wealth, LLC | 896,984 | $110.8M | 0.18% | −38,441−4.1% | Reduced |
| LPL Financial LLC | 861,772 | $106.4M | 0.04% | +127,288+17.3% | Added |
| The PNC Financial Services Group, Inc. | 813,474 | $100.4M | 0.05% | +12,609+1.6% | Added |
| Rhumbline Advisers | 789,440 | $97.5M | 0.09% | +23,839+3.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 739,326 | $91.3M | 0.08% | +87,658+13.5% | Added |
| Bank of Montreal | 672,674 | $83.1M | 0.04% | −104,122−13.4% | Reduced |
| California Public Employees Retirement System | 670,339 | $82.8M | 0.06% | −27,468−3.9% | Reduced |
| Fayez Sarofim & Co | 663,943 | $82.0M | 0.20% | −42,745−6.0% | Reduced |
| Truist Financial Corp | 586,515 | $72.4M | 0.12% | +13,232+2.3% | Added |
| Principal Financial Group Inc | 531,381 | $65.6M | 0.04% | +13,489+2.6% | Added |
| Stonegate Investment Group, LLC | 520,170 | $64.2M | 1.72% | +9,017+1.8% | Added |
| M&T Bank Corp | 507,283 | $62.6M | 0.23% | −14,107−2.7% | Reduced |
| Canada Pension Plan Investment Board | 503,474 | $62.2M | 0.06% | −92,264−15.5% | Reduced |
| Ameriprise Financial Inc | 503,383 | $62.2M | 0.02% | −10,374−2.0% | Reduced |
| California State Teachers Retirement System | 492,933 | $60.9M | 0.08% | −4,588−0.9% | Reduced |
| Jane Street Group, LLC | 479,716 | $59.2M | 0.11% | −82,311−14.6% | Reduced |
| Citigroup Inc | 451,767 | $55.8M | 0.04% | +108,469+31.6% | Added |
| Stifel Financial Corp | 447,485 | $55.3M | 0.06% | +76,399+20.6% | Added |
| Russell Investments Group, Ltd. | 446,528 | $55.1M | 0.08% | +69,122+18.3% | Added |
| New York State Common Retirement Fund | 429,977 | $53.1M | 0.08% | −14,300−3.2% | Reduced |
| Recurrent Investment Advisors LLC | 415,614 | $51.3M | 4.35% | +22,275+5.7% | Added |
| Capitolis Liquid Global Markets LLC | 410,000 | $50.6M | 0.45% | −838,000−67.1% | Reduced |
| Colony Group, LLC | 409,156 | $50.5M | 0.13% | +6,613+1.6% | Added |
| Adage Capital Partners GP, L.L.C. | 401,901 | $49.6M | 0.09% | +6,000+1.5% | Added |
| State Board of Administration of Florida Retirement System | 386,602 | $47.7M | 0.09% | 00.0% | Unchanged |
| Prudential Financial Inc | 377,687 | $46.6M | 0.07% | −116,577−23.6% | Reduced |
| National Bank of Canada | 373,421 | $46.1M | 0.05% | −761,161−67.1% | Reduced |
| First Trust Advisors LP | 373,291 | $46.1M | 0.04% | +12,606+3.5% | Added |
| HighTower Advisors, LLC | 368,763 | $45.5M | 0.06% | +1380.0% | Added |
| Davis R M Inc | 350,142 | $43.2M | 0.87% | +726+0.2% | Added |
| RNC Capital Management LLC | 334,871 | $41.3M | 2.11% | +1,825+0.5% | Added |
| Manufacturers Life Insurance Company, The | 317,691 | $39.2M | 0.04% | +1,874+0.6% | Added |
| New York State Teachers Retirement System | 312,546 | $38.6M | 0.09% | −24,147−7.2% | Reduced |
| Commonwealth Equity Services, LLC | 300,788 | $37.1M | 0.05% | +8,624+3.0% | Added |
| AQR Capital Management LLC | 302,484 | $37.1M | 0.04% | +180,495+148.0% | Added |
| State of Wisconsin Investment Board | 298,807 | $36.9M | 0.10% | +42,810+16.7% | Added |
| Aviva PLC | 292,941 | $36.2M | 0.09% | +40,252+15.9% | Added |
| Franklin Resources Inc | 287,534 | $35.5M | 0.01% | +837+0.3% | Added |
| Miller Howard Investments Inc | 285,566 | $35.3M | 1.12% | +354+0.1% | Added |
| Old Republic International Corporation | 280,600 | $34.6M | 1.35% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 269,056 | $33.2M | 1.35% | +12,288+4.8% | Added |
| Ofi Invest Asset Management | 287,589 | $32.9M | 0.86% | +77,000+36.6% | Added |
| Great West Life Assurance Co | 261,536 | $32.4M | 0.06% | +6,151+2.4% | Added |
| Victory Capital Management Inc | 261,578 | $32.3M | 0.03% | −60,787−18.9% | Reduced |
| Advisory Resource Group | 256,327 | $31.7M | 6.45% | +16,300+6.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 259,618 | $31.6M | 0.34% | −25,858−9.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 252,730 | $31.2M | 0.28% | +47,855+23.4% | Added |
| Fort Washington Investment Advisors Inc | 248,069 | $30.6M | 0.19% | +9,769+4.1% | Added |
| US Bancorp | 247,674 | $30.6M | 0.04% | −3,301−1.3% | Reduced |
| Van Eck Associates Corp | 244,041 | $30.1M | 0.04% | +507+0.2% | Added |
| Korea Investment CORP | 240,334 | $29.7M | 0.07% | −34,190−12.5% | Reduced |
| Great Lakes Advisors, LLC | 243,804 | $29.7M | 0.27% | −67,344−21.6% | Reduced |
| Creative Planning | 237,681 | $29.3M | 0.03% | +14,359+6.4% | Added |
| Baird Financial Group, Inc. | 235,039 | $29.0M | 0.06% | +11,399+5.1% | Added |