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, 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
- 1,795
- +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
- 664 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 | 2,108 | $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, 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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 88,922 | $11.0M | 0.03% | +837+1.0% | Added |
| Corebridge Financial, Inc. | 92,111 | $11.4M | 0.07% | −2,806−3.0% | Reduced |
| Mattern Capital Management, LLC | 92,186 | $11.4M | 1.45% | −2,190−2.3% | Reduced |
| STRS Ohio | 92,332 | $11.4M | 0.05% | −1,087−1.2% | Reduced |
| Ensign Peak Advisors, Inc | 93,612 | $11.6M | 0.02% | −12,568−11.8% | Reduced |
| Avantax Advisory Services, Inc. | 94,085 | $11.6M | 0.07% | +4,802+5.4% | Added |
| Eldred Rock Partners, LLC | 94,915 | $11.7M | 3.56% | +8,904+10.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 94,445 | $11.7M | 0.07% | +6,631+7.6% | Added |
| Czech National Bank | 94,857 | $11.7M | 0.11% | +5,364+6.0% | Added |
| Oppenheimer Asset Management Inc. | 95,645 | $11.8M | 0.15% | +1,434+1.5% | Added |
| Voya Investment Management LLC | 96,007 | $11.9M | 0.01% | −89,037−48.1% | Reduced |
| D.A. Davidson & Co. | 96,057 | $11.9M | 0.10% | +32,859+52.0% | Added |
| Millennium Management LLC | 96,641 | $11.9M | 0.01% | −87,367−47.5% | Reduced |
| Verition Fund Management LLC | 96,766 | $11.9M | 0.07% | +24,752+34.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 97,524 | $12.0M | 0.04% | −827−0.8% | Reduced |
| Macquarie Group Ltd | 98,076 | $12.1M | 0.02% | −6,360−6.1% | Reduced |
| Richard C. Young & CO., LTD. | 98,078 | $12.1M | 1.30% | −5,639−5.4% | Reduced |
| Kestra Private Wealth Services, LLC | 99,616 | $12.3M | 0.21% | +3,566+3.7% | Added |
| Sanctuary Advisors, LLC | 99,972 | $12.3M | 0.09% | −3,512−3.4% | Reduced |
| Nearwater Capital Markets, Ltd | 100,000 | $12.3M | 0.35% | +100,000 | New |
| Associated Banc-Corp | 102,343 | $12.6M | 0.39% | −4,081−3.8% | Reduced |
| TCG Advisory Services, LLC | 103,178 | $12.7M | 0.51% | −229−0.2% | Reduced |
| Bollard Group LLC | 104,336 | $12.9M | 0.34% | +864+0.8% | Added |
| Verity & Verity, LLC | 104,622 | $12.9M | 1.13% | +14,362+15.9% | Added |
| Advisor Group Holdings, Inc. | 104,881 | $13.0M | 0.03% | −9,776−8.5% | Reduced |
| Schwerin Boyle Capital Management Inc | 105,236 | $13.0M | 1.34% | −424−0.4% | Reduced |
| MetLife Investment Management | 107,261 | $13.2M | 0.07% | −2,043−1.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 107,476 | $13.3M | 0.12% | +1,572+1.5% | Added |
| Manning & Napier Advisors LLC | 108,156 | $13.4M | 0.16% | −6,979−6.1% | Reduced |
| State of Tennessee, Treasury Department | 108,465 | $13.4M | 0.05% | +14,619+15.6% | Added |
| GF Fund Management Co. Ltd. | 109,388 | $13.5M | 0.32% | −4,334−3.8% | Reduced |
| Public Sector Pension Investment Board | 110,431 | $13.6M | 0.06% | +3,308+3.1% | Added |
| State of Michigan Retirement System | 112,012 | $13.8M | 0.08% | −100−0.1% | Reduced |
| Gabelli Funds LLC | 114,225 | $14.1M | 0.11% | −37,075−24.5% | Reduced |
| USS Investment Management Ltd | 115,794 | $14.3M | 0.11% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 115,977 | $14.3M | 0.15% | −54,192−31.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 118,868 | $14.8M | 0.03% | −1,254−1.0% | Reduced |
| Arizona State Retirement System | 121,201 | $15.0M | 0.10% | +1,274+1.1% | Added |
| Rafferty Asset Management, LLC | 123,042 | $15.2M | 0.06% | −23,794−16.2% | Reduced |
| Hikari Tsushin, Inc. | 123,691 | $15.3M | 1.02% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 124,619 | $15.4M | 0.19% | +57,366+85.3% | Added |
| Captrust Financial Advisors | 125,347 | $15.5M | 0.04% | −830−0.7% | Reduced |
| Wellington Management Group LLP | 126,209 | $15.6M | 0.00% | −463,204−78.6% | Reduced |
| Adams Natural Resources Fund, Inc. | 373,733 | $15.6M | 2.69% | +235,558+170.5% | Added |
| Janus Henderson Group PLC | 128,873 | $15.7M | 0.01% | −146,696−53.2% | Reduced |
| American Assets Investment Management, LLC | 130,800 | $16.2M | 1.41% | 00.0% | Unchanged |
| F&V Capital Management, LLC | 133,002 | $16.4M | 4.26% | −1,238−0.9% | Reduced |
| Wallington Asset Management, LLC | 133,735 | $16.5M | 2.38% | −170−0.1% | Reduced |
| Torray LLC | 134,853 | $16.7M | 2.48% | +1,035+0.8% | Added |
| AMF Pensionsforsakring AB | 136,865 | $16.9M | 0.12% | 00.0% | Unchanged |
| Cetera Investment Advisers | 138,417 | $17.1M | 0.03% | +11,771+9.3% | Added |
| SEI Investments Co | 138,830 | $17.1M | 0.02% | +21,674+18.5% | Added |
| Cerity Partners LLC | 139,341 | $17.2M | 0.04% | +70,759+103.2% | Added |
| Nomura Asset Management Co Ltd | 139,470 | $17.2M | 0.05% | +6,998+5.3% | Added |
| Keybank National Association | 140,226 | $17.3M | 0.07% | −4,417−3.1% | Reduced |
| State of New Jersey Common Pension Fund D | 140,695 | $17.4M | 0.08% | −16,335−10.4% | Reduced |
| Marshall Wace, LLP | 141,138 | $17.4M | 0.02% | +30,585+27.7% | Added |
| Resona Asset Management Co.,Ltd. | 142,764 | $17.6M | 0.10% | +9,108+6.8% | Added |
| Lawson Kroeker Investment Management Inc | 142,737 | $17.6M | 3.25% | +38,147+36.5% | Added |
| Toronto Dominion Bank | 144,783 | $17.9M | 0.05% | −15,467−9.7% | Reduced |
| Comerica Bank | 145,826 | $18.0M | 0.08% | −4,960−3.3% | Reduced |
| Chickasaw Capital Management LLC | 148,809 | $18.4M | 0.71% | +7,192+5.1% | Added |
| Citadel Advisors LLC | 149,082 | $18.4M | 0.02% | −42,857−22.3% | Reduced |
| Border to Coast Pensions Partnership Ltd | 149,162 | $18.4M | 0.38% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 149,700 | $18.5M | 0.10% | −4,039−2.6% | Reduced |
| SG Americas Securities, LLC | 149,891 | $18.5M | 0.06% | −43,637−22.5% | Reduced |
| Standard Life Aberdeen plc | 150,613 | $18.6M | 0.04% | −236,541−61.1% | Reduced |
| TD Asset Management Inc | 150,903 | $18.6M | 0.02% | −1,477−1.0% | Reduced |
| Rockefeller Capital Management L.P. | 152,261 | $18.8M | 0.05% | +16,428+12.1% | Added |
| Empowered Funds, LLC | 154,136 | $19.0M | 0.27% | −14,378−8.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 158,934 | $19.6M | 0.04% | +26,825+20.3% | Added |
| Credit Agricole S A | 159,929 | $19.7M | 0.07% | +4,447+2.9% | Added |
| CIBC Private Wealth Group, LLC | 213,645 | $19.8M | 0.04% | +84,401+65.3% | Added |
| Asset Management One Co.,Ltd. | 169,238 | $20.9M | 0.07% | +10,351+6.5% | Added |
| Public Employees Retirement System of Ohio | 176,023 | $21.7M | 0.08% | −9,581−5.2% | Reduced |
| Alyeska Investment Group, L.P. | 176,589 | $21.8M | 0.09% | −311,948−63.9% | Reduced |
| Blair William & Co | 182,821 | $22.6M | 0.07% | +12,224+7.2% | Added |
| Cushing Asset Management, LP | 183,186 | $22.6M | 1.40% | +14,880+8.8% | Added |
| Nisa Investment Advisors, LLC | 183,266 | $22.6M | 0.11% | −67,138−26.8% | Reduced |
| Pacer Advisors, Inc. | 183,937 | $22.7M | 0.05% | −27,187−12.9% | Reduced |
| Pictet Asset Management Holding SA | 185,548 | $22.9M | 0.03% | −69,732−27.3% | Reduced |
| Treasurer of the State of North Carolina | 188,934 | $23.3M | 0.09% | +7,370+4.1% | Added |
| Hikari Power Ltd | 190,330 | $23.5M | 1.86% | 00.0% | Unchanged |
| Alps Advisors Inc | 190,652 | $23.5M | 0.14% | −6,758−3.4% | Reduced |
| Natixis Advisors, L.P. | 193,222 | $23.9M | 0.04% | +4,046+2.1% | Added |
| Royal London Asset Management Ltd | 194,858 | $24.1M | 0.06% | +21,456+12.4% | Added |
| DekaBank Deutsche Girozentrale | 203,702 | $24.7M | 0.05% | +4,241+2.1% | Added |
| TCTC Holdings, LLC | 204,264 | $25.2M | 0.89% | +42,839+26.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 205,223 | $25.3M | 0.07% | −4,345−2.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 213,256 | $26.3M | 0.05% | −74,563−25.9% | Reduced |
| Janney Montgomery Scott LLC | 214,184 | $26.4M | 0.07% | −2,441−1.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 219,656 | $27.1M | 0.09% | −400−0.2% | Reduced |
| Stack Financial Management, Inc | 224,132 | $27.7M | 2.31% | −1,318−0.6% | Reduced |
| MML Investors Services, LLC | 230,474 | $28.5M | 0.09% | +4,106+1.8% | Added |
| Todd Asset Management LLC | 235,017 | $29.0M | 0.68% | +47,176+25.1% | Added |
| Baird Financial Group, Inc. | 235,039 | $29.0M | 0.06% | +11,399+5.1% | Added |
| Creative Planning | 237,681 | $29.3M | 0.03% | +14,359+6.4% | Added |
| Great Lakes Advisors, LLC | 243,804 | $29.7M | 0.27% | −67,344−21.6% | Reduced |
| Korea Investment CORP | 240,334 | $29.7M | 0.07% | −34,190−12.5% | Reduced |
| Van Eck Associates Corp | 244,041 | $30.1M | 0.04% | +507+0.2% | Added |