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 |
|---|---|---|---|---|---|
| Todd Asset Management LLC | 235,017 | $29.0M | 0.68% | +47,176+25.1% | Added |
| MML Investors Services, LLC | 230,474 | $28.5M | 0.09% | +4,106+1.8% | Added |
| Stack Financial Management, Inc | 224,132 | $27.7M | 2.31% | −1,318−0.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 219,656 | $27.1M | 0.09% | −400−0.2% | Reduced |
| Janney Montgomery Scott LLC | 214,184 | $26.4M | 0.07% | −2,441−1.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 213,256 | $26.3M | 0.05% | −74,563−25.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 205,223 | $25.3M | 0.07% | −4,345−2.1% | Reduced |
| TCTC Holdings, LLC | 204,264 | $25.2M | 0.89% | +42,839+26.5% | Added |
| DekaBank Deutsche Girozentrale | 203,702 | $24.7M | 0.05% | +4,241+2.1% | Added |
| Royal London Asset Management Ltd | 194,858 | $24.1M | 0.06% | +21,456+12.4% | Added |
| Natixis Advisors, L.P. | 193,222 | $23.9M | 0.04% | +4,046+2.1% | Added |
| Alps Advisors Inc | 190,652 | $23.5M | 0.14% | −6,758−3.4% | Reduced |
| Hikari Power Ltd | 190,330 | $23.5M | 1.86% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 188,934 | $23.3M | 0.09% | +7,370+4.1% | Added |
| Pictet Asset Management Holding SA | 185,548 | $22.9M | 0.03% | −69,732−27.3% | Reduced |
| Pacer Advisors, Inc. | 183,937 | $22.7M | 0.05% | −27,187−12.9% | Reduced |
| Nisa Investment Advisors, LLC | 183,266 | $22.6M | 0.11% | −67,138−26.8% | Reduced |
| Cushing Asset Management, LP | 183,186 | $22.6M | 1.40% | +14,880+8.8% | Added |
| Blair William & Co | 182,821 | $22.6M | 0.07% | +12,224+7.2% | Added |
| Alyeska Investment Group, L.P. | 176,589 | $21.8M | 0.09% | −311,948−63.9% | Reduced |
| Public Employees Retirement System of Ohio | 176,023 | $21.7M | 0.08% | −9,581−5.2% | Reduced |
| Asset Management One Co.,Ltd. | 169,238 | $20.9M | 0.07% | +10,351+6.5% | Added |
| CIBC Private Wealth Group, LLC | 213,645 | $19.8M | 0.04% | +84,401+65.3% | Added |
| Credit Agricole S A | 159,929 | $19.7M | 0.07% | +4,447+2.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 158,934 | $19.6M | 0.04% | +26,825+20.3% | Added |
| Empowered Funds, LLC | 154,136 | $19.0M | 0.27% | −14,378−8.5% | Reduced |
| Rockefeller Capital Management L.P. | 152,261 | $18.8M | 0.05% | +16,428+12.1% | Added |
| TD Asset Management Inc | 150,903 | $18.6M | 0.02% | −1,477−1.0% | Reduced |
| Standard Life Aberdeen plc | 150,613 | $18.6M | 0.04% | −236,541−61.1% | Reduced |
| SG Americas Securities, LLC | 149,891 | $18.5M | 0.06% | −43,637−22.5% | Reduced |
| Glenmede Trust Co NA | 149,700 | $18.5M | 0.10% | −4,039−2.6% | Reduced |
| Border to Coast Pensions Partnership Ltd | 149,162 | $18.4M | 0.38% | 00.0% | Unchanged |
| Citadel Advisors LLC | 149,082 | $18.4M | 0.02% | −42,857−22.3% | Reduced |
| Chickasaw Capital Management LLC | 148,809 | $18.4M | 0.71% | +7,192+5.1% | Added |
| Comerica Bank | 145,826 | $18.0M | 0.08% | −4,960−3.3% | Reduced |
| Toronto Dominion Bank | 144,783 | $17.9M | 0.05% | −15,467−9.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 142,737 | $17.6M | 3.25% | +38,147+36.5% | Added |
| Resona Asset Management Co.,Ltd. | 142,764 | $17.6M | 0.10% | +9,108+6.8% | Added |
| Marshall Wace, LLP | 141,138 | $17.4M | 0.02% | +30,585+27.7% | Added |
| State of New Jersey Common Pension Fund D | 140,695 | $17.4M | 0.08% | −16,335−10.4% | Reduced |
| Keybank National Association | 140,226 | $17.3M | 0.07% | −4,417−3.1% | Reduced |
| Nomura Asset Management Co Ltd | 139,470 | $17.2M | 0.05% | +6,998+5.3% | Added |
| Cerity Partners LLC | 139,341 | $17.2M | 0.04% | +70,759+103.2% | Added |
| SEI Investments Co | 138,830 | $17.1M | 0.02% | +21,674+18.5% | Added |
| Cetera Investment Advisers | 138,417 | $17.1M | 0.03% | +11,771+9.3% | Added |
| AMF Pensionsforsakring AB | 136,865 | $16.9M | 0.12% | 00.0% | Unchanged |
| Torray LLC | 134,853 | $16.7M | 2.48% | +1,035+0.8% | Added |
| Wallington Asset Management, LLC | 133,735 | $16.5M | 2.38% | −170−0.1% | Reduced |
| F&V Capital Management, LLC | 133,002 | $16.4M | 4.26% | −1,238−0.9% | Reduced |
| American Assets Investment Management, LLC | 130,800 | $16.2M | 1.41% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 128,873 | $15.7M | 0.01% | −146,696−53.2% | Reduced |
| Adams Natural Resources Fund, Inc. | 373,733 | $15.6M | 2.69% | +235,558+170.5% | Added |
| Wellington Management Group LLP | 126,209 | $15.6M | 0.00% | −463,204−78.6% | Reduced |
| Captrust Financial Advisors | 125,347 | $15.5M | 0.04% | −830−0.7% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 124,619 | $15.4M | 0.19% | +57,366+85.3% | Added |
| Hikari Tsushin, Inc. | 123,691 | $15.3M | 1.02% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 123,042 | $15.2M | 0.06% | −23,794−16.2% | Reduced |
| Arizona State Retirement System | 121,201 | $15.0M | 0.10% | +1,274+1.1% | Added |
| Allspring Global Investments Holdings, LLC | 118,868 | $14.8M | 0.03% | −1,254−1.0% | Reduced |
| Kempen Capital Management N.V. | 115,977 | $14.3M | 0.15% | −54,192−31.8% | Reduced |
| USS Investment Management Ltd | 115,794 | $14.3M | 0.11% | 00.0% | Unchanged |
| Gabelli Funds LLC | 114,225 | $14.1M | 0.11% | −37,075−24.5% | Reduced |
| State of Michigan Retirement System | 112,012 | $13.8M | 0.08% | −100−0.1% | Reduced |
| Public Sector Pension Investment Board | 110,431 | $13.6M | 0.06% | +3,308+3.1% | Added |
| GF Fund Management Co. Ltd. | 109,388 | $13.5M | 0.32% | −4,334−3.8% | Reduced |
| State of Tennessee, Treasury Department | 108,465 | $13.4M | 0.05% | +14,619+15.6% | Added |
| Manning & Napier Advisors LLC | 108,156 | $13.4M | 0.16% | −6,979−6.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 107,476 | $13.3M | 0.12% | +1,572+1.5% | Added |
| MetLife Investment Management | 107,261 | $13.2M | 0.07% | −2,043−1.9% | Reduced |
| Schwerin Boyle Capital Management Inc | 105,236 | $13.0M | 1.34% | −424−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 104,881 | $13.0M | 0.03% | −9,776−8.5% | Reduced |
| Verity & Verity, LLC | 104,622 | $12.9M | 1.13% | +14,362+15.9% | Added |
| Bollard Group LLC | 104,336 | $12.9M | 0.34% | +864+0.8% | Added |
| TCG Advisory Services, LLC | 103,178 | $12.7M | 0.51% | −229−0.2% | Reduced |
| Associated Banc-Corp | 102,343 | $12.6M | 0.39% | −4,081−3.8% | Reduced |
| Nearwater Capital Markets, Ltd | 100,000 | $12.3M | 0.35% | +100,000 | New |
| Sanctuary Advisors, LLC | 99,972 | $12.3M | 0.09% | −3,512−3.4% | Reduced |
| Kestra Private Wealth Services, LLC | 99,616 | $12.3M | 0.21% | +3,566+3.7% | Added |
| Richard C. Young & CO., LTD. | 98,078 | $12.1M | 1.30% | −5,639−5.4% | Reduced |
| Macquarie Group Ltd | 98,076 | $12.1M | 0.02% | −6,360−6.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 97,524 | $12.0M | 0.04% | −827−0.8% | Reduced |
| Verition Fund Management LLC | 96,766 | $11.9M | 0.07% | +24,752+34.4% | Added |
| Millennium Management LLC | 96,641 | $11.9M | 0.01% | −87,367−47.5% | Reduced |
| D.A. Davidson & Co. | 96,057 | $11.9M | 0.10% | +32,859+52.0% | Added |
| Voya Investment Management LLC | 96,007 | $11.9M | 0.01% | −89,037−48.1% | Reduced |
| Oppenheimer Asset Management Inc. | 95,645 | $11.8M | 0.15% | +1,434+1.5% | Added |
| Czech National Bank | 94,857 | $11.7M | 0.11% | +5,364+6.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 94,445 | $11.7M | 0.07% | +6,631+7.6% | Added |
| Eldred Rock Partners, LLC | 94,915 | $11.7M | 3.56% | +8,904+10.4% | Added |
| Avantax Advisory Services, Inc. | 94,085 | $11.6M | 0.07% | +4,802+5.4% | Added |
| Ensign Peak Advisors, Inc | 93,612 | $11.6M | 0.02% | −12,568−11.8% | Reduced |
| STRS Ohio | 92,332 | $11.4M | 0.05% | −1,087−1.2% | Reduced |
| Mattern Capital Management, LLC | 92,186 | $11.4M | 1.45% | −2,190−2.3% | Reduced |
| Corebridge Financial, Inc. | 92,111 | $11.4M | 0.07% | −2,806−3.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 88,922 | $11.0M | 0.03% | +837+1.0% | Added |
| Retirement Systems of Alabama | 88,746 | $11.0M | 0.04% | −669−0.7% | Reduced |
| CCM Investment Advisers LLC | 88,233 | $10.9M | 1.34% | −5,548−5.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 87,522 | $10.8M | 0.09% | −5,913−6.3% | Reduced |
| Viking Fund Management LLC | 87,000 | $10.7M | 1.55% | +20,000+29.9% | Added |
| Magnetar Financial LLC | 85,895 | $10.6M | 0.14% | +85,895 | New |