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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 237,553 | $28.3M | 0.08% | +7,079+3.1% | Added |
| Baird Financial Group, Inc. | 236,167 | $28.2M | 0.05% | +1,128+0.5% | Added |
| Teachers Retirement System of the State of Kentucky | 235,741 | $28.1M | 0.23% | −16,989−6.7% | Reduced |
| Great Lakes Advisors, LLC | 235,654 | $28.1M | 0.24% | −8,150−3.3% | Reduced |
| Empowered Funds, LLC | 234,254 | $27.9M | 0.32% | +80,118+52.0% | Added |
| Creative Planning | 233,972 | $27.9M | 0.02% | −3,709−1.6% | Reduced |
| Franklin Resources Inc | 231,841 | $27.7M | 0.01% | −55,693−19.4% | Reduced |
| Stack Financial Management, Inc | 221,856 | $26.5M | 2.34% | −2,276−1.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 219,672 | $26.2M | 0.05% | +6,416+3.0% | Added |
| Janney Montgomery Scott LLC | 218,081 | $26.0M | 0.07% | +3,897+1.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 217,917 | $26.0M | 0.08% | −1,739−0.8% | Reduced |
| Todd Asset Management LLC | 214,000 | $25.5M | 0.55% | −21,017−8.9% | Reduced |
| TCTC Holdings, LLC | 211,339 | $25.2M | 0.81% | +7,075+3.5% | Added |
| Marshall Wace, LLP | 204,320 | $24.4M | 0.03% | +63,182+44.8% | Added |
| Torray LLC | 202,754 | $24.2M | 3.51% | +67,901+50.4% | Added |
| Natixis Advisors, L.P. | 202,478 | $24.2M | 0.04% | +9,256+4.8% | Added |
| Blair William & Co | 201,721 | $24.1M | 0.07% | +18,900+10.3% | Added |
| Cushing Asset Management, LP | 199,700 | $23.8M | 1.45% | +16,514+9.0% | Added |
| DekaBank Deutsche Girozentrale | 199,461 | $23.8M | 0.04% | −4,241−2.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 185,958 | $23.7M | 0.04% | +27,024+17.0% | Added |
| Alps Advisors Inc | 192,392 | $23.0M | 0.13% | +1,740+0.9% | 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 |
| Treasurer of the State of North Carolina | 190,433 | $22.7M | 0.07% | +1,499+0.8% | Added |
| Hikari Power Ltd | 190,330 | $22.7M | 1.89% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 184,549 | $22.0M | 0.10% | +1,283+0.7% | Added |
| Royal London Asset Management Ltd | 182,854 | $21.8M | 0.05% | −12,004−6.2% | Reduced |
| CIBC Private Wealth Group, LLC | 179,630 | $21.4M | 0.04% | −34,015−15.9% | Reduced |
| Empyrean Capital Partners, LP | 178,000 | $21.2M | 0.98% | +178,000 | New |
| Mitsubishi UFJ Trust & Banking Corp | 174,143 | $20.8M | 0.05% | −31,080−15.1% | Reduced |
| Asset Management One Co.,Ltd. | 167,999 | $20.0M | 0.06% | −1,239−0.7% | Reduced |
| Toronto Dominion Bank | 165,223 | $19.7M | 0.04% | +20,440+14.1% | Added |
| New York State Common Retirement Fund | 163,500 | $19.5M | 0.03% | −266,477−62.0% | Reduced |
| Standard Life Aberdeen plc | 157,332 | $18.9M | 0.03% | +6,719+4.5% | Added |
| SEI Investments Co | 157,455 | $18.8M | 0.02% | +18,625+13.4% | Added |
| Chickasaw Capital Management LLC | 152,444 | $18.2M | 0.72% | +3,635+2.4% | Added |
| TD Asset Management Inc | 151,049 | $18.0M | 0.02% | +146+0.1% | Added |
| Lawson Kroeker Investment Management Inc | 150,520 | $18.0M | 3.34% | +7,783+5.5% | Added |
| SG Americas Securities, LLC | 148,796 | $17.8M | 0.08% | −1,095−0.7% | Reduced |
| Adams Natural Resources Fund, Inc. | 148,175 | $17.7M | 2.80% | −225,558−60.4% | Reduced |
| Glenmede Investment Management, LP | 145,953 | $17.4M | 0.09% | +145,953 | New |
| Nomura Asset Management Co Ltd | 144,195 | $17.2M | 0.05% | +4,725+3.4% | Added |
| Quantinno Capital Management LP | 143,614 | $17.1M | 0.07% | +70,440+96.3% | Added |
| Rockefeller Capital Management L.P. | 142,906 | $17.0M | 0.04% | −9,355−6.1% | Reduced |
| Cetera Investment Advisers | 141,627 | $16.9M | 0.03% | +3,210+2.3% | Added |
| State of New Jersey Common Pension Fund D | 139,352 | $16.6M | 0.06% | −1,343−1.0% | Reduced |
| Keybank National Association | 138,307 | $16.5M | 0.06% | −1,919−1.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 138,115 | $16.5M | 0.08% | −4,649−3.3% | Reduced |
| F&V Capital Management, LLC | 136,142 | $16.2M | 4.15% | +3,140+2.4% | Added |
| Wallington Asset Management, LLC | 133,793 | $16.0M | 2.25% | +580.0% | Added |
| Engineers Gate Manager LP | 131,516 | $15.7M | 0.20% | +109,776+504.9% | Added |
| Public Employees Retirement System of Ohio | 131,496 | $15.7M | 0.05% | −44,527−25.3% | Reduced |
| American Assets Investment Management, LLC | 130,800 | $15.6M | 1.25% | 00.0% | Unchanged |
| Wellington Management Group LLP | 129,110 | $15.4M | 0.00% | +2,901+2.3% | Added |
| Voya Investment Management LLC | 129,080 | $15.4M | 0.02% | +33,073+34.4% | Added |
| Rafferty Asset Management, LLC | 128,314 | $15.3M | 0.05% | +5,272+4.3% | Added |
| Comerica Bank | 127,340 | $15.2M | 0.06% | −18,486−12.7% | Reduced |
| Captrust Financial Advisors | 125,031 | $14.9M | 0.03% | −316−0.3% | Reduced |
| Hikari Tsushin, Inc. | 125,019 | $14.9M | 1.05% | +1,328+1.1% | Added |
| CIBC World Markets Inc. | 124,276 | $14.8M | 0.03% | +54,764+78.8% | Added |
| Allspring Global Investments Holdings, LLC | 119,400 | $14.7M | 0.02% | +532+0.4% | Added |
| Gotham Asset Management, LLC | 122,070 | $14.6M | 0.09% | +70,757+137.9% | Added |
| SIR Capital Management, L.P. | 120,803 | $14.4M | 1.29% | +120,803 | New |
| Citadel Advisors LLC | 119,848 | $14.3M | 0.01% | −29,234−19.6% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 119,170 | $14.2M | 0.19% | −5,449−4.4% | Reduced |
| Arizona State Retirement System | 119,112 | $14.2M | 0.08% | −2,089−1.7% | Reduced |
| Trexquant Investment LP | 118,095 | $14.1M | 0.16% | +118,095 | New |
| O'Shaughnessy Asset Management, LLC | 116,675 | $13.9M | 0.09% | +29,153+33.3% | Added |
| GWM Advisors LLC | 116,121 | $13.9M | 0.07% | +34,596+42.4% | Added |
| Kempen Capital Management N.V. | 115,977 | $13.8M | 0.13% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 115,642 | $13.8M | 0.02% | +47,666+70.1% | Added |
| Gabelli Funds LLC | 114,850 | $13.7M | 0.10% | +625+0.5% | Added |
| Advisor Group Holdings, Inc. | 113,076 | $13.5M | 0.02% | +8,195+7.8% | Added |
| Bollard Group LLC | 111,818 | $13.3M | 0.31% | +7,482+7.2% | Added |
| State of Michigan Retirement System | 110,812 | $13.2M | 0.07% | −1,200−1.1% | Reduced |
| Public Sector Pension Investment Board | 108,669 | $13.0M | 0.06% | −1,762−1.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 108,175 | $12.9M | 0.10% | +699+0.7% | Added |
| Kestra Private Wealth Services, LLC | 106,708 | $12.7M | 0.18% | +7,092+7.1% | Added |
| Verity & Verity, LLC | 106,103 | $12.7M | 1.09% | +1,481+1.4% | Added |
| GF Fund Management Co. Ltd. | 105,750 | $12.6M | 0.25% | −3,638−3.3% | Reduced |
| MetLife Investment Management | 105,144 | $12.5M | 0.07% | −2,117−2.0% | Reduced |
| TCG Advisory Services, LLC | 103,570 | $12.4M | 0.43% | +392+0.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 99,926 | $11.9M | 0.06% | +5,481+5.8% | Added |
| Czech National Bank | 99,592 | $11.9M | 0.09% | +4,735+5.0% | Added |
| Sanctuary Advisors, LLC | 98,730 | $11.8M | 0.07% | −1,242−1.2% | Reduced |
| Los Angeles Capital Management LLC | 98,609 | $11.8M | 0.04% | +96,559+4,710.2% | Added |
| Richard C. Young & CO., LTD. | 98,248 | $11.7M | 1.16% | +170+0.2% | Added |
| Associated Banc-Corp | 98,193 | $11.7M | 0.33% | −4,150−4.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 97,877 | $11.7M | 0.04% | +353+0.4% | Added |
| Steamboat Capital Partners, LLC | 97,743 | $11.7M | 3.32% | +97,743 | New |
| Schwerin Boyle Capital Management Inc | 97,322 | $11.6M | 1.29% | −7,914−7.5% | Reduced |
| D.A. Davidson & Co. | 96,974 | $11.6M | 0.08% | +917+1.0% | Added |
| Avantax Advisory Services, Inc. | 95,431 | $11.4M | 0.06% | +1,346+1.4% | Added |
| Mattern Capital Management, LLC | 94,198 | $11.2M | 1.35% | +2,012+2.2% | Added |
| Oppenheimer Asset Management Inc. | 94,046 | $11.2M | 0.13% | −1,599−1.7% | Reduced |
| Viking Fund Management LLC | 92,000 | $11.0M | 1.51% | +5,000+5.7% | Added |
| Eldred Rock Partners, LLC | 90,184 | $10.8M | 3.27% | −4,731−5.0% | Reduced |
| CCM Investment Advisers LLC | 90,094 | $10.7M | 1.16% | +1,861+2.1% | Added |
| Pacific Heights Asset Management LLC | 90,000 | $10.7M | 0.57% | +15,000+20.0% | Added |
| ProShare Advisors LLC | 89,066 | $10.6M | 0.02% | +5,988+7.2% | Added |