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, Q3 2025
Institutional positions in Phillips 66 as of Sep 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
- 1,838
- +99 vs. Q2 2025
- Shares held
- 306.1M
- −4.10M (−1.3%) vs. Q2 2025
- Total value
- $41.6B
- +$4.79B (+13.0%) vs. Q2 2025
- New holders
- 209
- 631 more added
- Sold out
- 110
- 641 more reduced
26 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 51,724,558 | $7.04B | 0.11% | +5,356,558+11.6% | Added |
| BlackRock, Inc. | 30,216,278 | $4.11B | 0.07% | −1,660,840−5.2% | Reduced |
| State Street Corp | 23,413,934 | $3.18B | 0.11% | −904,475−3.7% | Reduced |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 19,251,000 | $2.62B | 19.11% | 00.0% | Unchanged |
| Wells Fargo & Company | 15,103,967 | $2.05B | 0.42% | −520,327−3.3% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 13,640,378 | $1.86B | 2.97% | +191,288+1.4% | Added |
| Geode Capital Management, LLC | 10,368,484 | $1.40B | 0.09% | +41,180+0.4% | Added |
| Bank of New York Mellon Corp | 8,514,388 | $1.16B | 0.21% | −880,362−9.4% | Reduced |
| Morgan Stanley | 6,907,123 | $939.5M | 0.06% | +39,543+0.6% | Added |
| Price T Rowe Associates Inc | 5,449,923 | $741.3M | 0.08% | −3,526,181−39.3% | Reduced |
| UBS Group AG | 4,432,595 | $602.9M | 0.12% | +235,702+5.6% | Added |
| Invesco Ltd. | 4,056,066 | $551.7M | 0.09% | −648,661−13.8% | Reduced |
| Charles Schwab Investment Management Inc | 3,854,940 | $524.3M | 0.08% | +586,110+17.9% | Added |
| Northern Trust Corp | 3,834,138 | $521.5M | 0.07% | −178,695−4.5% | Reduced |
| FMR LLC | 3,669,613 | $499.1M | 0.03% | −191,584−5.0% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 3,149,198 | $428.4M | 1.36% | −32,460−1.0% | Reduced |
| Dimensional Fund Advisors LP | 2,830,397 | $385.0M | 0.08% | −41,942−1.5% | Reduced |
| Goldman Sachs Group Inc | 2,742,382 | $373.0M | 0.05% | −133,036−4.6% | Reduced |
| Bank of America Corp | 2,731,887 | $371.6M | 0.03% | −510,129−15.7% | Reduced |
| UBS Asset Management Americas Inc | 2,429,264 | $330.4M | 0.07% | −535,991−18.1% | Reduced |
| Amundi | 2,400,180 | $319.1M | 0.10% | +65,568+2.8% | Added |
| Legal & General Group Plc | 2,276,036 | $309.6M | 0.07% | +33,397+1.5% | Added |
| AQR Capital Management LLC | 1,893,195 | $257.5M | 0.17% | +1,532,389+424.7% | Added |
| JPMorgan Chase & Co | 1,859,810 | $253.0M | 0.02% | −759,657−29.0% | Reduced |
| Raymond James Financial Inc | 1,534,830 | $208.8M | 0.07% | +28,917+1.9% | Added |
| Jacobs Levy Equity Management, Inc | 1,422,236 | $193.5M | 0.77% | −99,058−6.5% | Reduced |
| Boston Partners | 1,417,900 | $192.8M | 0.20% | +1,837+0.1% | Added |
| Citadel Advisors LLC | 1,390,436 | $189.1M | 0.15% | +1,270,588+1,060.2% | Added |
| Envestnet Asset Management Inc | 1,375,730 | $187.1M | 0.05% | −282,287−17.0% | Reduced |
| Nuveen, LLC | 1,373,186 | $186.8M | 0.05% | +86,750+6.7% | Added |
| Royal Bank of Canada | 1,281,300 | $174.3M | 0.03% | +253,306+24.6% | Added |
| Worldquant Millennium Advisors LLC | 1,230,892 | $167.4M | 0.72% | +325,887+36.0% | Added |
| Swiss National Bank | 1,174,450 | $159.7M | 0.09% | −58,900−4.8% | Reduced |
| Massachusetts Financial Services Co | 1,172,158 | $159.4M | 0.05% | +160,407+15.9% | Added |
| Mariner, LLC | 1,081,027 | $147.1M | 0.19% | +38,893+3.7% | Added |
| HSBC Holdings PLC | 1,029,108 | $139.9M | 0.08% | +7,987+0.8% | Added |
| Holocene Advisors, LP | 999,000 | $135.9M | 0.31% | +287,401+40.4% | Added |
| Neuberger Berman Group LLC | 976,664 | $132.8M | 0.10% | −60,057−5.8% | Reduced |
| Deutsche Bank AG | 974,042 | $132.5M | 0.04% | +82,931+9.3% | Added |
| The PNC Financial Services Group, Inc. | 963,629 | $131.1M | 0.08% | +148,129+18.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 949,127 | $129.1M | 0.07% | +7,559+0.8% | Added |
| LPL Financial LLC | 894,814 | $121.7M | 0.04% | −2,427−0.3% | Reduced |
| Stonegate Investment Group, LLC | 883,634 | $120.2M | 2.79% | −6,129−0.7% | Reduced |
| LSV Asset Management | 844,728 | $114.9M | 0.25% | −579,898−40.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 818,025 | $111.3M | 0.08% | +39,592+5.1% | Added |
| Rhumbline Advisers | 788,845 | $107.3M | 0.09% | −7,181−0.9% | Reduced |
| Millennium Management LLC | 784,834 | $106.8M | 0.08% | +141,096+21.9% | Added |
| Victory Capital Management Inc | 770,824 | $104.8M | 0.07% | −14,674−1.9% | Reduced |
| CI Private Wealth, LLC | 764,624 | $104.0M | 0.16% | −2,792−0.4% | Reduced |
| Alliancebernstein L.P. | 760,034 | $103.4M | 0.03% | +64,697+9.3% | Added |
| Barclays PLC | 741,915 | $100.9M | 0.04% | −470,625−38.8% | Reduced |
| California Public Employees Retirement System | 722,469 | $98.3M | 0.06% | +25,892+3.7% | Added |
| Los Angeles Capital Management LLC | 702,348 | $95.5M | 0.32% | +603,739+612.3% | Added |
| Bank of Montreal | 666,446 | $90.7M | 0.04% | +27,240+4.3% | Added |
| Truist Financial Corp | 664,499 | $90.4M | 0.12% | +75,849+12.9% | Added |
| Fayez Sarofim & Co | 622,043 | $84.6M | 0.20% | −7,752−1.2% | Reduced |
| Allianz Asset Management GmbH | 609,997 | $83.0M | 0.10% | −16,971−2.7% | Reduced |
| National Pension Service | 602,099 | $81.9M | 0.06% | +20,213+3.5% | Added |
| Bahl & Gaynor Inc | 585,652 | $79.7M | 0.40% | −268,891−31.5% | Reduced |
| Russell Investments Group, Ltd. | 555,125 | $75.5M | 0.09% | +71,131+14.7% | Added |
| Principal Financial Group Inc | 516,725 | $70.3M | 0.04% | −6,911−1.3% | Reduced |
| California State Teachers Retirement System | 491,074 | $66.8M | 0.07% | +353+0.1% | Added |
| M&T Bank Corp | 484,620 | $65.9M | 0.22% | −8,581−1.7% | Reduced |
| Recurrent Investment Advisors LLC | 464,470 | $63.2M | 4.84% | −2,510−0.5% | Reduced |
| BNP Paribas Arbitrage, SA | 448,799 | $61.0M | 0.05% | −208,956−31.8% | Reduced |
| Colony Group, LLC | 427,858 | $58.2M | 0.10% | +22,199+5.5% | Added |
| Prudential Financial Inc | 424,347 | $57.7M | 0.07% | −22,610−5.1% | Reduced |
| Stifel Financial Corp | 414,488 | $56.4M | 0.05% | −30,058−6.8% | Reduced |
| Ameriprise Financial Inc | 412,398 | $56.1M | 0.01% | −8,011−1.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 392,901 | $53.4M | 0.08% | −5,300−1.3% | Reduced |
| State Board of Administration of Florida Retirement System | 376,094 | $51.2M | 0.09% | −14,888−3.8% | Reduced |
| Marshall Wace, LLP | 374,584 | $51.0M | 0.06% | +170,264+83.3% | Added |
| HighTower Advisors, LLC | 363,528 | $49.4M | 0.06% | +4,463+1.2% | Added |
| Aviva PLC | 342,360 | $46.6M | 0.08% | +30,473+9.8% | Added |
| Manufacturers Life Insurance Company, The | 340,913 | $46.4M | 0.04% | −5,766−1.7% | Reduced |
| Davis R M Inc | 335,625 | $45.7M | 0.80% | −5,723−1.7% | Reduced |
| RNC Capital Management LLC | 328,486 | $44.7M | 2.06% | −2,225−0.7% | Reduced |
| Ossiam | 318,377 | $43.3M | 0.56% | +318,377 | New |
| New York State Teachers Retirement System | 306,158 | $41.6M | 0.08% | −221−0.1% | Reduced |
| National Bank of Canada | 297,978 | $40.5M | 0.05% | −31,745−9.6% | Reduced |
| Citigroup Inc | 292,685 | $39.8M | 0.03% | −87,201−23.0% | Reduced |
| ZWJ Investment Counsel Inc | 288,859 | $39.3M | 1.39% | +3,230+1.1% | Added |
| Brandywine Global Investment Management, LLC | 286,579 | $39.0M | 0.27% | +20,396+7.7% | Added |
| Miller Howard Investments Inc | 282,491 | $38.4M | 1.17% | −1,027−0.4% | Reduced |
| Old Republic International Corporation | 280,600 | $38.2M | 1.42% | 00.0% | Unchanged |
| Van Eck Associates Corp | 278,278 | $37.9M | 0.04% | −17,893−6.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 265,705 | $36.1M | 0.23% | −26,011−8.9% | Reduced |
| Korea Investment CORP | 264,032 | $35.9M | 0.07% | −10,307−3.8% | Reduced |
| Great West Life Assurance Co | 256,466 | $35.3M | 0.05% | +1,944+0.8% | Added |
| Creative Planning | 258,055 | $35.1M | 0.03% | +24,083+10.3% | Added |
| Commonwealth Equity Services, LLC | 255,839 | $34.8M | 0.05% | −20,892−7.5% | Reduced |
| Acadian Asset Management LLC | 254,181 | $34.6M | 0.06% | +254,181 | New |
| STRS Ohio | 253,748 | $34.5M | 0.13% | −23,140−8.4% | Reduced |
| State of Wisconsin Investment Board | 248,701 | $33.8M | 0.08% | −8,562−3.3% | Reduced |
| Alyeska Investment Group, L.P. | 242,543 | $33.0M | 0.10% | −107,371−30.7% | Reduced |
| Advisory Resource Group | 239,498 | $32.6M | 5.84% | −19,399−7.5% | Reduced |
| US Bancorp | 237,561 | $32.3M | 0.04% | −9,015−3.7% | Reduced |
| Fort Washington Investment Advisors Inc | 234,940 | $32.0M | 0.17% | −13,962−5.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 230,421 | $31.3M | 0.05% | +10,749+4.9% | Added |
| Cetera Investment Advisers | 229,670 | $31.2M | 0.04% | +88,043+62.2% | Added |