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 |
|---|---|---|---|---|---|
| Recurrent Investment Advisors LLC | 466,980 | $55.7M | 4.51% | +51,366+12.4% | Added |
| Russell Investments Group, Ltd. | 483,994 | $57.7M | 0.07% | +37,466+8.4% | Added |
| California State Teachers Retirement System | 490,721 | $58.5M | 0.07% | −2,212−0.4% | Reduced |
| M&T Bank Corp | 493,201 | $58.8M | 0.20% | −14,082−2.8% | Reduced |
| Canada Pension Plan Investment Board | 505,849 | $60.3M | 0.05% | +2,375+0.5% | Added |
| Principal Financial Group Inc | 523,636 | $62.5M | 0.03% | −7,745−1.5% | Reduced |
| National Pension Service | 581,886 | $69.4M | 0.06% | −598,666−50.7% | Reduced |
| Truist Financial Corp | 588,650 | $70.2M | 0.10% | +2,135+0.4% | Added |
| Allianz Asset Management GmbH | 626,968 | $74.8M | 0.10% | −271,794−30.2% | Reduced |
| Fayez Sarofim & Co | 629,795 | $75.1M | 0.18% | −34,148−5.1% | Reduced |
| Bank of Montreal | 639,206 | $76.3M | 0.04% | −33,468−5.0% | Reduced |
| Millennium Management LLC | 643,738 | $76.8M | 0.07% | +547,097+566.1% | Added |
| BNP Paribas Arbitrage, SA | 657,755 | $78.5M | 0.06% | −333,159−33.6% | Reduced |
| Alliancebernstein L.P. | 695,337 | $83.0M | 0.03% | −280,640−28.8% | Reduced |
| California Public Employees Retirement System | 696,577 | $83.1M | 0.05% | +26,238+3.9% | Added |
| Holocene Advisors, LP | 711,599 | $84.9M | 0.21% | +683,507+2,433.1% | Added |
| CI Private Wealth, LLC | 767,416 | $91.6M | 0.13% | −129,568−14.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 778,433 | $92.9M | 0.07% | +39,107+5.3% | Added |
| Victory Capital Management Inc | 785,498 | $93.8M | 0.06% | +523,920+200.3% | Added |
| Rhumbline Advisers | 796,026 | $95.0M | 0.08% | +6,586+0.8% | Added |
| The PNC Financial Services Group, Inc. | 815,500 | $97.3M | 0.06% | +2,026+0.2% | Added |
| Bahl & Gaynor Inc | 854,543 | $101.9M | 0.52% | −613,810−41.8% | Reduced |
| Stonegate Investment Group, LLC | 889,763 | $106.1M | 2.67% | +369,593+71.1% | Added |
| Deutsche Bank AG | 891,111 | $106.3M | 0.04% | −287,500−24.4% | Reduced |
| LPL Financial LLC | 897,241 | $107.0M | 0.04% | +35,469+4.1% | Added |
| Worldquant Millennium Advisors LLC | 905,005 | $108.0M | 0.54% | +905,005 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 941,568 | $112.3M | 0.07% | +17,247+1.9% | Added |
| Massachusetts Financial Services Co | 1,011,751 | $120.7M | 0.04% | +16,156+1.6% | Added |
| HSBC Holdings PLC | 1,021,121 | $122.0M | 0.08% | −438,350−30.0% | Reduced |
| Royal Bank of Canada | 1,027,994 | $122.6M | 0.02% | +113,948+12.5% | Added |
| Neuberger Berman Group LLC | 1,036,721 | $123.7M | 0.10% | −5,225−0.5% | Reduced |
| Mariner, LLC | 1,042,134 | $124.3M | 0.18% | +49,069+4.9% | Added |
| Barclays PLC | 1,212,540 | $144.7M | 0.06% | −897,889−42.5% | Reduced |
| Swiss National Bank | 1,233,350 | $147.1M | 0.09% | +68,600+5.9% | Added |
| Nuveen, LLC | 1,286,436 | $153.5M | 0.04% | +19,174+1.5% | Added |
| Boston Partners | 1,416,063 | $169.0M | 0.19% | −25,543−1.8% | Reduced |
| LSV Asset Management | 1,424,626 | $170.0M | 0.40% | −89,900−5.9% | Reduced |
| Raymond James Financial Inc | 1,505,913 | $179.7M | 0.06% | −14,869−1.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,521,294 | $181.5M | 0.71% | −31,119−2.0% | Reduced |
| Envestnet Asset Management Inc | 1,658,017 | $197.8M | 0.06% | −104,495−5.9% | Reduced |
| Pacer Advisors, Inc. | 1,877,705 | $224.0M | 0.57% | +1,693,768+920.8% | Added |
| Legal & General Group Plc | 2,242,639 | $267.5M | 0.07% | −68,513−3.0% | Reduced |
| Amundi | 2,334,612 | $295.2M | 0.10% | +49,752+2.2% | Added |
| JPMorgan Chase & Co | 2,619,467 | $312.5M | 0.02% | −97,310−3.6% | Reduced |
| Dimensional Fund Advisors LP | 2,872,339 | $342.7M | 0.08% | −853,923−22.9% | Reduced |
| Goldman Sachs Group Inc | 2,875,418 | $343.0M | 0.06% | −905,646−24.0% | Reduced |
| UBS Asset Management Americas Inc | 2,965,255 | $353.8M | 0.07% | +392,269+15.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 3,181,658 | $379.6M | 1.28% | −14,528−0.5% | Reduced |
| Bank of America Corp | 3,242,016 | $386.8M | 0.03% | −887,443−21.5% | Reduced |
| Charles Schwab Investment Management Inc | 3,268,830 | $390.0M | 0.07% | +165,514+5.3% | Added |
| FMR LLC | 3,861,197 | $460.6M | 0.03% | −307,809−7.4% | Reduced |
| Northern Trust Corp | 4,012,833 | $478.7M | 0.07% | −426,818−9.6% | Reduced |
| UBS Group AG | 4,196,893 | $500.7M | 0.10% | −436,975−9.4% | Reduced |
| Norges Bank | 4,390,231 | $523.8M | 0.07% | +76,106+1.8% | Added |
| Invesco Ltd. | 4,704,727 | $561.3M | 0.10% | −61,139−1.3% | Reduced |
| Morgan Stanley | 6,867,580 | $819.3M | 0.05% | +122,229+1.8% | Added |
| Price T Rowe Associates Inc | 8,976,104 | $1.07B | 0.12% | +2,266,996+33.8% | Added |
| Bank of New York Mellon Corp | 9,394,750 | $1.12B | 0.21% | +537,245+6.1% | Added |
| Geode Capital Management, LLC | 10,327,304 | $1.23B | 0.09% | +1,532,967+17.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 13,449,090 | $1.60B | 2.61% | −385,734−2.8% | Reduced |
| Wells Fargo & Company | 15,624,294 | $1.86B | 0.41% | −329,455−2.1% | Reduced |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 19,251,000 | $2.30B | 18.90% | +3,526,000+22.4% | Added |
| State Street Corp | 24,318,409 | $2.90B | 0.11% | −1,736,376−6.7% | Reduced |
| BlackRock, Inc. | 31,877,118 | $3.80B | 0.07% | +1,967,949+6.6% | Added |
| Vanguard Group Inc | 46,368,000 | $5.53B | 0.09% | +5,978,841+14.8% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −479,716−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −410,000−100.0% | Sold out |
| Border to Coast Pensions Partnership Ltd | 0 | $0 | 0.00% | −149,162−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −136,865−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −92,111−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −76,500−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −73,800−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −65,636−100.0% | Sold out |
| Brick & Kyle, Associates | 0 | $0 | 0.00% | −51,808−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −33,061−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −30,200−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −29,748−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −23,395−100.0% | Sold out |
| Clearwater Capital Advisors, LLC | 0 | $0 | 0.00% | −22,097−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −21,788−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −20,919−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −19,778−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −19,674−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −17,120−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −16,355−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −16,290−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| Orca Wealth Management, LLC | 0 | $0 | 0.00% | −12,165−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Ethos Financial Group, LLC | 0 | $0 | 0.00% | −11,334−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −10,780−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −10,278−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −10,061−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −10,034−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −9,709−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −9,124−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −8,523−100.0% | Sold out |