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, Q2 2025
Institutional positions in Phillips 66 as of Jun 30, 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
- 1,765
- −7 vs. Q1 2025
- Shares held
- 314.9M
- +7.24M (+2.4%) vs. Q1 2025
- Total value
- $37.4B
- −$429.2M (−1.1%) vs. Q1 2025
- New holders
- 141
- 622 more added
- Sold out
- 148
- 689 more reduced
24 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 46,368,000 | $5.53B | 0.09% | +5,978,841+14.8% | Added |
| BlackRock, Inc. | 31,877,118 | $3.80B | 0.07% | +1,967,949+6.6% | Added |
| State Street Corp | 24,318,409 | $2.90B | 0.11% | −1,736,376−6.7% | Reduced |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 19,251,000 | $2.30B | 18.90% | +3,526,000+22.4% | Added |
| Wells Fargo & Company | 15,624,294 | $1.86B | 0.41% | −329,455−2.1% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 13,449,090 | $1.60B | 2.61% | −385,734−2.8% | Reduced |
| Geode Capital Management, LLC | 10,327,304 | $1.23B | 0.09% | +1,532,967+17.4% | Added |
| Bank of New York Mellon Corp | 9,394,750 | $1.12B | 0.21% | +537,245+6.1% | Added |
| Price T Rowe Associates Inc | 8,976,104 | $1.07B | 0.12% | +2,266,996+33.8% | Added |
| Morgan Stanley | 6,867,580 | $819.3M | 0.05% | +122,229+1.8% | Added |
| Invesco Ltd. | 4,704,727 | $561.3M | 0.10% | −61,139−1.3% | Reduced |
| Norges Bank | 4,390,231 | $523.8M | 0.07% | +76,106+1.8% | Added |
| UBS Group AG | 4,196,893 | $500.7M | 0.10% | −436,975−9.4% | Reduced |
| Northern Trust Corp | 4,012,833 | $478.7M | 0.07% | −426,818−9.6% | Reduced |
| FMR LLC | 3,861,197 | $460.6M | 0.03% | −307,809−7.4% | Reduced |
| Charles Schwab Investment Management Inc | 3,268,830 | $390.0M | 0.07% | +165,514+5.3% | Added |
| Bank of America Corp | 3,242,016 | $386.8M | 0.03% | −887,443−21.5% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 3,181,658 | $379.6M | 1.28% | −14,528−0.5% | Reduced |
| UBS Asset Management Americas Inc | 2,965,255 | $353.8M | 0.07% | +392,269+15.2% | Added |
| Goldman Sachs Group Inc | 2,875,418 | $343.0M | 0.06% | −905,646−24.0% | Reduced |
| Dimensional Fund Advisors LP | 2,872,339 | $342.7M | 0.08% | −853,923−22.9% | Reduced |
| JPMorgan Chase & Co | 2,619,467 | $312.5M | 0.02% | −97,310−3.6% | Reduced |
| Amundi | 2,334,612 | $295.2M | 0.10% | +49,752+2.2% | Added |
| Legal & General Group Plc | 2,242,639 | $267.5M | 0.07% | −68,513−3.0% | Reduced |
| Pacer Advisors, Inc. | 1,877,705 | $224.0M | 0.57% | +1,693,768+920.8% | Added |
| Envestnet Asset Management Inc | 1,658,017 | $197.8M | 0.06% | −104,495−5.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,521,294 | $181.5M | 0.71% | −31,119−2.0% | Reduced |
| Raymond James Financial Inc | 1,505,913 | $179.7M | 0.06% | −14,869−1.0% | Reduced |
| LSV Asset Management | 1,424,626 | $170.0M | 0.40% | −89,900−5.9% | Reduced |
| Boston Partners | 1,416,063 | $169.0M | 0.19% | −25,543−1.8% | Reduced |
| Nuveen, LLC | 1,286,436 | $153.5M | 0.04% | +19,174+1.5% | Added |
| Swiss National Bank | 1,233,350 | $147.1M | 0.09% | +68,600+5.9% | Added |
| Barclays PLC | 1,212,540 | $144.7M | 0.06% | −897,889−42.5% | Reduced |
| Mariner, LLC | 1,042,134 | $124.3M | 0.18% | +49,069+4.9% | Added |
| Neuberger Berman Group LLC | 1,036,721 | $123.7M | 0.10% | −5,225−0.5% | Reduced |
| Royal Bank of Canada | 1,027,994 | $122.6M | 0.02% | +113,948+12.5% | Added |
| HSBC Holdings PLC | 1,021,121 | $122.0M | 0.08% | −438,350−30.0% | Reduced |
| Massachusetts Financial Services Co | 1,011,751 | $120.7M | 0.04% | +16,156+1.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 941,568 | $112.3M | 0.07% | +17,247+1.9% | Added |
| Worldquant Millennium Advisors LLC | 905,005 | $108.0M | 0.54% | +905,005 | New |
| LPL Financial LLC | 897,241 | $107.0M | 0.04% | +35,469+4.1% | Added |
| Deutsche Bank AG | 891,111 | $106.3M | 0.04% | −287,500−24.4% | Reduced |
| Stonegate Investment Group, LLC | 889,763 | $106.1M | 2.67% | +369,593+71.1% | Added |
| Bahl & Gaynor Inc | 854,543 | $101.9M | 0.52% | −613,810−41.8% | Reduced |
| The PNC Financial Services Group, Inc. | 815,500 | $97.3M | 0.06% | +2,026+0.2% | Added |
| Rhumbline Advisers | 796,026 | $95.0M | 0.08% | +6,586+0.8% | Added |
| Victory Capital Management Inc | 785,498 | $93.8M | 0.06% | +523,920+200.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 778,433 | $92.9M | 0.07% | +39,107+5.3% | Added |
| CI Private Wealth, LLC | 767,416 | $91.6M | 0.13% | −129,568−14.4% | Reduced |
| Holocene Advisors, LP | 711,599 | $84.9M | 0.21% | +683,507+2,433.1% | Added |
| California Public Employees Retirement System | 696,577 | $83.1M | 0.05% | +26,238+3.9% | Added |
| Alliancebernstein L.P. | 695,337 | $83.0M | 0.03% | −280,640−28.8% | Reduced |
| BNP Paribas Arbitrage, SA | 657,755 | $78.5M | 0.06% | −333,159−33.6% | Reduced |
| Millennium Management LLC | 643,738 | $76.8M | 0.07% | +547,097+566.1% | Added |
| Bank of Montreal | 639,206 | $76.3M | 0.04% | −33,468−5.0% | Reduced |
| Fayez Sarofim & Co | 629,795 | $75.1M | 0.18% | −34,148−5.1% | Reduced |
| Allianz Asset Management GmbH | 626,968 | $74.8M | 0.10% | −271,794−30.2% | Reduced |
| Truist Financial Corp | 588,650 | $70.2M | 0.10% | +2,135+0.4% | Added |
| National Pension Service | 581,886 | $69.4M | 0.06% | −598,666−50.7% | Reduced |
| Principal Financial Group Inc | 523,636 | $62.5M | 0.03% | −7,745−1.5% | Reduced |
| Canada Pension Plan Investment Board | 505,849 | $60.3M | 0.05% | +2,375+0.5% | Added |
| M&T Bank Corp | 493,201 | $58.8M | 0.20% | −14,082−2.8% | Reduced |
| California State Teachers Retirement System | 490,721 | $58.5M | 0.07% | −2,212−0.4% | Reduced |
| Russell Investments Group, Ltd. | 483,994 | $57.7M | 0.07% | +37,466+8.4% | Added |
| Recurrent Investment Advisors LLC | 466,980 | $55.7M | 4.51% | +51,366+12.4% | Added |
| Prudential Financial Inc | 446,957 | $53.3M | 0.07% | +69,270+18.3% | Added |
| Stifel Financial Corp | 444,546 | $53.0M | 0.05% | −2,939−0.7% | Reduced |
| Ameriprise Financial Inc | 420,409 | $50.2M | 0.01% | −82,974−16.5% | Reduced |
| Colony Group, LLC | 405,659 | $48.4M | 0.10% | −3,497−0.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 398,201 | $47.5M | 0.08% | −3,700−0.9% | Reduced |
| State Board of Administration of Florida Retirement System | 390,982 | $46.6M | 0.08% | +4,380+1.1% | Added |
| Citigroup Inc | 379,886 | $45.3M | 0.03% | −71,881−15.9% | Reduced |
| AQR Capital Management LLC | 360,806 | $43.0M | 0.04% | +58,322+19.3% | Added |
| HighTower Advisors, LLC | 359,065 | $42.8M | 0.05% | −9,698−2.6% | Reduced |
| Alyeska Investment Group, L.P. | 349,914 | $41.7M | 0.15% | +173,325+98.2% | Added |
| Manufacturers Life Insurance Company, The | 346,679 | $41.4M | 0.04% | +28,988+9.1% | Added |
| Davis R M Inc | 341,348 | $40.7M | 0.76% | −8,794−2.5% | Reduced |
| RNC Capital Management LLC | 330,711 | $39.5M | 1.91% | −4,160−1.2% | Reduced |
| National Bank of Canada | 329,723 | $39.3M | 0.04% | −43,698−11.7% | Reduced |
| Aviva PLC | 311,887 | $37.2M | 0.08% | +18,946+6.5% | Added |
| New York State Teachers Retirement System | 306,379 | $36.6M | 0.08% | −6,167−2.0% | Reduced |
| Van Eck Associates Corp | 296,171 | $35.3M | 0.04% | +52,130+21.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 291,716 | $34.8M | 0.27% | +32,098+12.4% | Added |
| ZWJ Investment Counsel Inc | 285,629 | $34.1M | 1.27% | +16,573+6.2% | Added |
| Capital Fund Management S.A. | 283,578 | $33.8M | 0.37% | +248,061+698.4% | Added |
| Miller Howard Investments Inc | 283,518 | $33.8M | 1.07% | −2,048−0.7% | Reduced |
| Old Republic International Corporation | 280,600 | $33.5M | 1.31% | 00.0% | Unchanged |
| STRS Ohio | 276,888 | $33.0M | 0.12% | +184,556+199.9% | Added |
| Commonwealth Equity Services, LLC | 276,731 | $33.0M | 0.04% | −24,057−8.0% | Reduced |
| Korea Investment CORP | 274,339 | $32.7M | 0.07% | +34,005+14.1% | Added |
| Aventail Capital Group, LP | 271,503 | $32.4M | 1.44% | +271,503 | New |
| Brandywine Global Investment Management, LLC | 266,183 | $31.8M | 0.22% | +266,183 | New |
| Ofi Invest Asset Management | 308,973 | $31.4M | 0.78% | +21,384+7.4% | Added |
| Advisory Resource Group | 258,897 | $30.9M | 5.94% | +2,570+1.0% | Added |
| State of Wisconsin Investment Board | 257,263 | $30.7M | 0.08% | −41,544−13.9% | Reduced |
| Great West Life Assurance Co | 254,522 | $30.4M | 0.05% | −7,014−2.7% | Reduced |
| Assenagon Asset Management S.A. | 254,251 | $30.3M | 0.05% | +239,358+1,607.2% | Added |
| Fort Washington Investment Advisors Inc | 248,902 | $29.7M | 0.17% | +833+0.3% | Added |
| US Bancorp | 246,576 | $29.4M | 0.04% | −1,098−0.4% | Reduced |
| First Trust Advisors LP | 238,064 | $28.4M | 0.02% | −135,227−36.2% | Reduced |