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, 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
- −6 vs. Q1 2025
- Shares held
- 314.9M
- +7.25M (+2.4%) vs. Q1 2025
- Total value
- $37.4B
- −$428.9M (−1.1%) vs. Q1 2025
- New holders
- 141
- 622 more added
- Sold out
- 147
- 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 | 2,108 | $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, 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 |
|---|---|---|---|---|---|
| Tortoise Capital Advisors, L.L.C. | 119,170 | $14.2M | 0.19% | −5,449−4.4% | Reduced |
| Citadel Advisors LLC | 119,848 | $14.3M | 0.01% | −29,234−19.6% | Reduced |
| SIR Capital Management, L.P. | 120,803 | $14.4M | 1.29% | +120,803 | New |
| Gotham Asset Management, LLC | 122,070 | $14.6M | 0.09% | +70,757+137.9% | Added |
| Allspring Global Investments Holdings, LLC | 119,400 | $14.7M | 0.02% | +532+0.4% | Added |
| CIBC World Markets Inc. | 124,276 | $14.8M | 0.03% | +54,764+78.8% | Added |
| Hikari Tsushin, Inc. | 125,019 | $14.9M | 1.05% | +1,328+1.1% | Added |
| Captrust Financial Advisors | 125,031 | $14.9M | 0.03% | −316−0.3% | Reduced |
| Comerica Bank | 127,340 | $15.2M | 0.06% | −18,486−12.7% | Reduced |
| Rafferty Asset Management, LLC | 128,314 | $15.3M | 0.05% | +5,272+4.3% | Added |
| Voya Investment Management LLC | 129,080 | $15.4M | 0.02% | +33,073+34.4% | Added |
| Wellington Management Group LLP | 129,110 | $15.4M | 0.00% | +2,901+2.3% | Added |
| American Assets Investment Management, LLC | 130,800 | $15.6M | 1.25% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 131,496 | $15.7M | 0.05% | −44,527−25.3% | Reduced |
| Engineers Gate Manager LP | 131,516 | $15.7M | 0.20% | +109,776+504.9% | Added |
| Wallington Asset Management, LLC | 133,793 | $16.0M | 2.25% | +580.0% | Added |
| F&V Capital Management, LLC | 136,142 | $16.2M | 4.15% | +3,140+2.4% | Added |
| Resona Asset Management Co.,Ltd. | 138,115 | $16.5M | 0.08% | −4,649−3.3% | Reduced |
| Keybank National Association | 138,307 | $16.5M | 0.06% | −1,919−1.4% | Reduced |
| State of New Jersey Common Pension Fund D | 139,352 | $16.6M | 0.06% | −1,343−1.0% | Reduced |
| Cetera Investment Advisers | 141,627 | $16.9M | 0.03% | +3,210+2.3% | Added |
| Rockefeller Capital Management L.P. | 142,906 | $17.0M | 0.04% | −9,355−6.1% | Reduced |
| Quantinno Capital Management LP | 143,614 | $17.1M | 0.07% | +70,440+96.3% | Added |
| Nomura Asset Management Co Ltd | 144,195 | $17.2M | 0.05% | +4,725+3.4% | Added |
| Glenmede Investment Management, LP | 145,953 | $17.4M | 0.09% | +145,953 | New |
| Adams Natural Resources Fund, Inc. | 148,175 | $17.7M | 2.80% | −225,558−60.4% | Reduced |
| SG Americas Securities, LLC | 148,796 | $17.8M | 0.08% | −1,095−0.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 150,520 | $18.0M | 3.34% | +7,783+5.5% | Added |
| TD Asset Management Inc | 151,049 | $18.0M | 0.02% | +146+0.1% | Added |
| Chickasaw Capital Management LLC | 152,444 | $18.2M | 0.72% | +3,635+2.4% | Added |
| SEI Investments Co | 157,455 | $18.8M | 0.02% | +18,625+13.4% | Added |
| Standard Life Aberdeen plc | 157,332 | $18.9M | 0.03% | +6,719+4.5% | Added |
| New York State Common Retirement Fund | 163,500 | $19.5M | 0.03% | −266,477−62.0% | Reduced |
| Toronto Dominion Bank | 165,223 | $19.7M | 0.04% | +20,440+14.1% | Added |
| Asset Management One Co.,Ltd. | 167,999 | $20.0M | 0.06% | −1,239−0.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 174,143 | $20.8M | 0.05% | −31,080−15.1% | Reduced |
| Empyrean Capital Partners, LP | 178,000 | $21.2M | 0.98% | +178,000 | New |
| CIBC Private Wealth Group, LLC | 179,630 | $21.4M | 0.04% | −34,015−15.9% | Reduced |
| Royal London Asset Management Ltd | 182,854 | $21.8M | 0.05% | −12,004−6.2% | Reduced |
| Nisa Investment Advisors, LLC | 184,549 | $22.0M | 0.10% | +1,283+0.7% | Added |
| Hikari Power Ltd | 190,330 | $22.7M | 1.89% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 190,433 | $22.7M | 0.07% | +1,499+0.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 192,253 | $22.9M | 0.05% | −771,471−80.1% | Reduced |
| Pictet Asset Management Holding SA | 192,253 | $22.9M | 0.02% | +6,705+3.6% | Added |
| Alps Advisors Inc | 192,392 | $23.0M | 0.13% | +1,740+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 185,958 | $23.7M | 0.04% | +27,024+17.0% | Added |
| DekaBank Deutsche Girozentrale | 199,461 | $23.8M | 0.04% | −4,241−2.1% | Reduced |
| Cushing Asset Management, LP | 199,700 | $23.8M | 1.45% | +16,514+9.0% | Added |
| Blair William & Co | 201,721 | $24.1M | 0.07% | +18,900+10.3% | Added |
| Natixis Advisors, L.P. | 202,478 | $24.2M | 0.04% | +9,256+4.8% | Added |
| Torray LLC | 202,754 | $24.2M | 3.51% | +67,901+50.4% | Added |
| Marshall Wace, LLP | 204,320 | $24.4M | 0.03% | +63,182+44.8% | Added |
| TCTC Holdings, LLC | 211,339 | $25.2M | 0.81% | +7,075+3.5% | Added |
| Todd Asset Management LLC | 214,000 | $25.5M | 0.55% | −21,017−8.9% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 217,917 | $26.0M | 0.08% | −1,739−0.8% | Reduced |
| Janney Montgomery Scott LLC | 218,081 | $26.0M | 0.07% | +3,897+1.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 219,672 | $26.2M | 0.05% | +6,416+3.0% | Added |
| Stack Financial Management, Inc | 221,856 | $26.5M | 2.34% | −2,276−1.0% | Reduced |
| Franklin Resources Inc | 231,841 | $27.7M | 0.01% | −55,693−19.4% | Reduced |
| Creative Planning | 233,972 | $27.9M | 0.02% | −3,709−1.6% | Reduced |
| Empowered Funds, LLC | 234,254 | $27.9M | 0.32% | +80,118+52.0% | Added |
| Great Lakes Advisors, LLC | 235,654 | $28.1M | 0.24% | −8,150−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 235,741 | $28.1M | 0.23% | −16,989−6.7% | Reduced |
| Baird Financial Group, Inc. | 236,167 | $28.2M | 0.05% | +1,128+0.5% | Added |
| MML Investors Services, LLC | 237,553 | $28.3M | 0.08% | +7,079+3.1% | Added |
| First Trust Advisors LP | 238,064 | $28.4M | 0.02% | −135,227−36.2% | Reduced |
| US Bancorp | 246,576 | $29.4M | 0.04% | −1,098−0.4% | Reduced |
| Fort Washington Investment Advisors Inc | 248,902 | $29.7M | 0.17% | +833+0.3% | Added |
| Assenagon Asset Management S.A. | 254,251 | $30.3M | 0.05% | +239,358+1,607.2% | Added |
| Great West Life Assurance Co | 254,522 | $30.4M | 0.05% | −7,014−2.7% | Reduced |
| State of Wisconsin Investment Board | 257,263 | $30.7M | 0.08% | −41,544−13.9% | Reduced |
| Advisory Resource Group | 258,897 | $30.9M | 5.94% | +2,570+1.0% | Added |
| Ofi Invest Asset Management | 308,973 | $31.4M | 0.78% | +21,384+7.4% | Added |
| Brandywine Global Investment Management, LLC | 266,183 | $31.8M | 0.22% | +266,183 | New |
| Aventail Capital Group, LP | 271,503 | $32.4M | 1.44% | +271,503 | New |
| Korea Investment CORP | 274,339 | $32.7M | 0.07% | +34,005+14.1% | Added |
| Commonwealth Equity Services, LLC | 276,731 | $33.0M | 0.04% | −24,057−8.0% | Reduced |
| STRS Ohio | 276,888 | $33.0M | 0.12% | +184,556+199.9% | Added |
| Old Republic International Corporation | 280,600 | $33.5M | 1.31% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 283,518 | $33.8M | 1.07% | −2,048−0.7% | Reduced |
| Capital Fund Management S.A. | 283,578 | $33.8M | 0.37% | +248,061+698.4% | Added |
| ZWJ Investment Counsel Inc | 285,629 | $34.1M | 1.27% | +16,573+6.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 291,716 | $34.8M | 0.27% | +32,098+12.4% | Added |
| Van Eck Associates Corp | 296,171 | $35.3M | 0.04% | +52,130+21.4% | Added |
| New York State Teachers Retirement System | 306,379 | $36.6M | 0.08% | −6,167−2.0% | Reduced |
| Aviva PLC | 311,887 | $37.2M | 0.08% | +18,946+6.5% | Added |
| National Bank of Canada | 329,723 | $39.3M | 0.04% | −43,698−11.7% | Reduced |
| RNC Capital Management LLC | 330,711 | $39.5M | 1.91% | −4,160−1.2% | Reduced |
| Davis R M Inc | 341,348 | $40.7M | 0.76% | −8,794−2.5% | Reduced |
| Manufacturers Life Insurance Company, The | 346,679 | $41.4M | 0.04% | +28,988+9.1% | Added |
| Alyeska Investment Group, L.P. | 349,914 | $41.7M | 0.15% | +173,325+98.2% | Added |
| HighTower Advisors, LLC | 359,065 | $42.8M | 0.05% | −9,698−2.6% | Reduced |
| AQR Capital Management LLC | 360,806 | $43.0M | 0.04% | +58,322+19.3% | Added |
| Citigroup Inc | 379,886 | $45.3M | 0.03% | −71,881−15.9% | Reduced |
| State Board of Administration of Florida Retirement System | 390,982 | $46.6M | 0.08% | +4,380+1.1% | Added |
| Adage Capital Partners GP, L.L.C. | 398,201 | $47.5M | 0.08% | −3,700−0.9% | Reduced |
| Colony Group, LLC | 405,659 | $48.4M | 0.10% | −3,497−0.9% | Reduced |
| Ameriprise Financial Inc | 420,409 | $50.2M | 0.01% | −82,974−16.5% | Reduced |
| Stifel Financial Corp | 444,546 | $53.0M | 0.05% | −2,939−0.7% | Reduced |
| Prudential Financial Inc | 446,957 | $53.3M | 0.07% | +69,270+18.3% | Added |