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 |
|---|---|---|---|---|---|
| US Bancorp | 247,674 | $30.6M | 0.04% | −3,301−1.3% | Reduced |
| Fort Washington Investment Advisors Inc | 248,069 | $30.6M | 0.19% | +9,769+4.1% | Added |
| Teachers Retirement System of the State of Kentucky | 252,730 | $31.2M | 0.28% | +47,855+23.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 259,618 | $31.6M | 0.34% | −25,858−9.1% | Reduced |
| Advisory Resource Group | 256,327 | $31.7M | 6.45% | +16,300+6.8% | Added |
| Victory Capital Management Inc | 261,578 | $32.3M | 0.03% | −60,787−18.9% | Reduced |
| Great West Life Assurance Co | 261,536 | $32.4M | 0.06% | +6,151+2.4% | Added |
| Ofi Invest Asset Management | 287,589 | $32.9M | 0.86% | +77,000+36.6% | Added |
| ZWJ Investment Counsel Inc | 269,056 | $33.2M | 1.35% | +12,288+4.8% | Added |
| Old Republic International Corporation | 280,600 | $34.6M | 1.35% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 285,566 | $35.3M | 1.12% | +354+0.1% | Added |
| Franklin Resources Inc | 287,534 | $35.5M | 0.01% | +837+0.3% | Added |
| Aviva PLC | 292,941 | $36.2M | 0.09% | +40,252+15.9% | Added |
| State of Wisconsin Investment Board | 298,807 | $36.9M | 0.10% | +42,810+16.7% | Added |
| AQR Capital Management LLC | 302,484 | $37.1M | 0.04% | +180,495+148.0% | Added |
| Commonwealth Equity Services, LLC | 300,788 | $37.1M | 0.05% | +8,624+3.0% | Added |
| New York State Teachers Retirement System | 312,546 | $38.6M | 0.09% | −24,147−7.2% | Reduced |
| Manufacturers Life Insurance Company, The | 317,691 | $39.2M | 0.04% | +1,874+0.6% | Added |
| RNC Capital Management LLC | 334,871 | $41.3M | 2.11% | +1,825+0.5% | Added |
| Davis R M Inc | 350,142 | $43.2M | 0.87% | +726+0.2% | Added |
| HighTower Advisors, LLC | 368,763 | $45.5M | 0.06% | +1380.0% | Added |
| First Trust Advisors LP | 373,291 | $46.1M | 0.04% | +12,606+3.5% | Added |
| National Bank of Canada | 373,421 | $46.1M | 0.05% | −761,161−67.1% | Reduced |
| Prudential Financial Inc | 377,687 | $46.6M | 0.07% | −116,577−23.6% | Reduced |
| State Board of Administration of Florida Retirement System | 386,602 | $47.7M | 0.09% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 401,901 | $49.6M | 0.09% | +6,000+1.5% | Added |
| Colony Group, LLC | 409,156 | $50.5M | 0.13% | +6,613+1.6% | Added |
| Capitolis Liquid Global Markets LLC | 410,000 | $50.6M | 0.45% | −838,000−67.1% | Reduced |
| Recurrent Investment Advisors LLC | 415,614 | $51.3M | 4.35% | +22,275+5.7% | Added |
| New York State Common Retirement Fund | 429,977 | $53.1M | 0.08% | −14,300−3.2% | Reduced |
| Russell Investments Group, Ltd. | 446,528 | $55.1M | 0.08% | +69,122+18.3% | Added |
| Stifel Financial Corp | 447,485 | $55.3M | 0.06% | +76,399+20.6% | Added |
| Citigroup Inc | 451,767 | $55.8M | 0.04% | +108,469+31.6% | Added |
| Jane Street Group, LLC | 479,716 | $59.2M | 0.11% | −82,311−14.6% | Reduced |
| California State Teachers Retirement System | 492,933 | $60.9M | 0.08% | −4,588−0.9% | Reduced |
| Ameriprise Financial Inc | 503,383 | $62.2M | 0.02% | −10,374−2.0% | Reduced |
| Canada Pension Plan Investment Board | 503,474 | $62.2M | 0.06% | −92,264−15.5% | Reduced |
| M&T Bank Corp | 507,283 | $62.6M | 0.23% | −14,107−2.7% | Reduced |
| Stonegate Investment Group, LLC | 520,170 | $64.2M | 1.72% | +9,017+1.8% | Added |
| Principal Financial Group Inc | 531,381 | $65.6M | 0.04% | +13,489+2.6% | Added |
| Truist Financial Corp | 586,515 | $72.4M | 0.12% | +13,232+2.3% | Added |
| Fayez Sarofim & Co | 663,943 | $82.0M | 0.20% | −42,745−6.0% | Reduced |
| California Public Employees Retirement System | 670,339 | $82.8M | 0.06% | −27,468−3.9% | Reduced |
| Bank of Montreal | 672,674 | $83.1M | 0.04% | −104,122−13.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 739,326 | $91.3M | 0.08% | +87,658+13.5% | Added |
| Rhumbline Advisers | 789,440 | $97.5M | 0.09% | +23,839+3.1% | Added |
| The PNC Financial Services Group, Inc. | 813,474 | $100.4M | 0.05% | +12,609+1.6% | Added |
| LPL Financial LLC | 861,772 | $106.4M | 0.04% | +127,288+17.3% | Added |
| CI Private Wealth, LLC | 896,984 | $110.8M | 0.18% | −38,441−4.1% | Reduced |
| Allianz Asset Management GmbH | 898,762 | $111.0M | 0.16% | −293,428−24.6% | Reduced |
| Royal Bank of Canada | 914,046 | $112.9M | 0.03% | −583,254−39.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 924,321 | $114.1M | 0.08% | −20,077−2.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 963,724 | $119.0M | 0.26% | −30,276−3.0% | Reduced |
| Alliancebernstein L.P. | 975,977 | $120.5M | 0.04% | −86,039−8.1% | Reduced |
| BNP Paribas Arbitrage, SA | 990,914 | $122.4M | 0.09% | +527,035+113.6% | Added |
| Mariner, LLC | 993,065 | $122.6M | 0.20% | +43,463+4.6% | Added |
| Massachusetts Financial Services Co | 995,595 | $122.9M | 0.04% | −111,802−10.1% | Reduced |
| Neuberger Berman Group LLC | 1,041,946 | $128.7M | 0.11% | +704,776+209.0% | Added |
| Swiss National Bank | 1,164,750 | $143.8M | 0.10% | −17,700−1.5% | Reduced |
| Deutsche Bank AG | 1,178,611 | $145.5M | 0.06% | −1,400,754−54.3% | Reduced |
| National Pension Service | 1,180,552 | $145.8M | 0.14% | +59,895+5.3% | Added |
| Nuveen, LLC | 1,267,262 | $156.5M | 0.05% | +1,267,262 | New |
| Boston Partners | 1,441,606 | $177.9M | 0.22% | −1,110,594−43.5% | Reduced |
| HSBC Holdings PLC | 1,459,471 | $179.9M | 0.12% | −169,904−10.4% | Reduced |
| Bahl & Gaynor Inc | 1,468,353 | $181.3M | 0.92% | −125,794−7.9% | Reduced |
| LSV Asset Management | 1,514,526 | $187.0M | 0.45% | −204,290−11.9% | Reduced |
| Raymond James Financial Inc | 1,520,782 | $187.8M | 0.07% | +39,259+2.6% | Added |
| Jacobs Levy Equity Management, Inc | 1,552,413 | $191.7M | 0.76% | +11,173+0.7% | Added |
| Envestnet Asset Management Inc | 1,762,512 | $217.6M | 0.07% | +32,960+1.9% | Added |
| Amundi | 2,284,860 | $244.9M | 0.09% | −1,397,554−38.0% | Reduced |
| Barclays PLC | 2,110,429 | $260.6M | 0.12% | −5,270,486−71.4% | Reduced |
| Legal & General Group Plc | 2,311,152 | $285.4M | 0.08% | +14,780+0.6% | Added |
| UBS Asset Management Americas Inc | 2,572,986 | $317.7M | 0.08% | +37,569+1.5% | Added |
| JPMorgan Chase & Co | 2,716,777 | $335.5M | 0.03% | +988,831+57.2% | Added |
| Charles Schwab Investment Management Inc | 3,103,316 | $383.2M | 0.07% | +100,321+3.3% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 3,196,186 | $394.7M | 1.43% | +1,166,624+57.5% | Added |
| Dimensional Fund Advisors LP | 3,726,262 | $460.0M | 0.11% | −287,851−7.2% | Reduced |
| Goldman Sachs Group Inc | 3,781,064 | $466.9M | 0.09% | +377,132+11.1% | Added |
| Bank of America Corp | 4,129,459 | $509.9M | 0.05% | −185,978−4.3% | Reduced |
| FMR LLC | 4,169,006 | $514.8M | 0.03% | +1,072,523+34.6% | Added |
| Nomura Holdings Inc | 4,208,161 | $519.6M | 2.78% | +3,697,962+724.8% | Added |
| Norges Bank | 4,314,125 | $532.7M | 0.07% | −53,891−1.2% | Reduced |
| Northern Trust Corp | 4,439,651 | $548.2M | 0.08% | −149,428−3.3% | Reduced |
| UBS Group AG | 4,633,868 | $572.2M | 0.13% | −4,444,874−49.0% | Reduced |
| Invesco Ltd. | 4,765,866 | $588.5M | 0.11% | +653,248+15.9% | Added |
| Price T Rowe Associates Inc | 6,709,108 | $828.4M | 0.10% | +682,459+11.3% | Added |
| Morgan Stanley | 6,745,351 | $832.9M | 0.06% | +69,183+1.0% | Added |
| Geode Capital Management, LLC | 8,794,337 | $1.08B | 0.09% | +264,095+3.1% | Added |
| Bank of New York Mellon Corp | 8,857,505 | $1.09B | 0.22% | −486,837−5.2% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 13,834,824 | $1.71B | 2.87% | +2,145,752+18.4% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 15,725,000 | $1.94B | 17.53% | +14,950,000+1,929.0% | Added |
| Wells Fargo & Company | 15,953,749 | $1.97B | 0.47% | −76,545−0.5% | Reduced |
| State Street Corp | 26,054,785 | $3.22B | 0.13% | −468,597−1.8% | Reduced |
| BlackRock, Inc. | 29,909,169 | $3.69B | 0.08% | −618,937−2.0% | Reduced |
| Vanguard Group Inc | 40,389,159 | $4.99B | 0.09% | −111,071−0.3% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,585−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −540,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −459,938−100.0% | Sold out |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −388,740−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −300,119−100.0% | Sold out |