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, 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 | 2,108 | $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, 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 |
|---|---|---|---|---|---|
| Mediolanum International Funds Ltd | 157,596 | $21.7M | 0.23% | +141,504+879.3% | Added |
| Adams Natural Resources Fund, Inc. | 159,475 | $21.7M | 3.29% | +11,300+7.6% | Added |
| Ofi Invest Asset Management | 188,003 | $21.8M | 0.46% | −120,970−39.2% | Reduced |
| Capital Fund Management S.A. | 160,984 | $21.9M | 0.22% | −122,594−43.2% | Reduced |
| Rakuten Investment Management, Inc. | 108,874 | $22.2M | 0.09% | +108,874 | New |
| New York State Common Retirement Fund | 163,500 | $22.2M | 0.03% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 166,998 | $22.7M | 0.07% | −1,001−0.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 172,737 | $23.5M | 0.03% | +169,186+4,764.5% | Added |
| MML Investors Services, LLC | 173,484 | $23.6M | 0.06% | −64,069−27.0% | Reduced |
| Nisa Investment Advisors, LLC | 173,620 | $23.6M | 0.09% | −10,929−5.9% | Reduced |
| TD Asset Management Inc | 174,413 | $23.7M | 0.02% | +23,364+15.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 176,333 | $24.0M | 0.05% | +2,190+1.3% | Added |
| Royal London Asset Management Ltd | 178,389 | $24.3M | 0.05% | −4,465−2.4% | Reduced |
| Empowered Funds, LLC | 181,508 | $24.7M | 0.25% | −52,746−22.5% | Reduced |
| SEI Investments Co | 181,660 | $24.7M | 0.03% | +24,205+15.4% | Added |
| Treasurer of the State of North Carolina | 183,285 | $24.9M | 0.08% | −7,148−3.8% | Reduced |
| Ieq Capital, LLC | 186,987 | $25.4M | 0.08% | +130,738+232.4% | Added |
| Alps Advisors Inc | 187,558 | $25.5M | 0.14% | −4,834−2.5% | Reduced |
| Hikari Power Ltd | 190,330 | $25.9M | 2.08% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 194,466 | $26.3M | 0.04% | +81,390+72.0% | Added |
| Natixis Advisors, L.P. | 199,832 | $27.2M | 0.04% | −2,646−1.3% | Reduced |
| DekaBank Deutsche Girozentrale | 199,461 | $27.4M | 0.05% | 00.0% | Unchanged |
| First Trust Advisors LP | 202,167 | $27.5M | 0.02% | −35,897−15.1% | Reduced |
| Pictet Asset Management Holding SA | 203,098 | $27.6M | 0.03% | +10,845+5.6% | Added |
| Todd Asset Management LLC | 205,121 | $27.9M | 0.56% | −8,879−4.1% | Reduced |
| Quantinno Capital Management LP | 208,597 | $28.4M | 0.08% | +64,983+45.2% | Added |
| TCTC Holdings, LLC | 208,720 | $28.4M | 0.84% | −2,619−1.2% | Reduced |
| Torray LLC | 208,850 | $28.4M | 3.85% | +6,096+3.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 209,177 | $28.5M | 0.08% | −8,740−4.0% | Reduced |
| Cushing Asset Management, LP | 209,700 | $28.5M | 1.62% | +10,000+5.0% | Added |
| Franklin Resources Inc | 212,975 | $29.0M | 0.01% | −18,866−8.1% | Reduced |
| Baird Financial Group, Inc. | 214,546 | $29.2M | 0.05% | −21,621−9.2% | Reduced |
| Empyrean Capital Partners, LP | 216,800 | $29.5M | 1.18% | +38,800+21.8% | Added |
| Blair William & Co | 217,372 | $29.6M | 0.08% | +15,651+7.8% | Added |
| Janney Montgomery Scott LLC | 219,191 | $29.8M | 0.07% | +1,110+0.5% | Added |
| Stack Financial Management, Inc | 219,339 | $29.8M | 2.48% | −2,517−1.1% | Reduced |
| Assenagon Asset Management S.A. | 220,616 | $30.0M | 0.04% | −33,635−13.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 227,221 | $30.9M | 0.24% | −8,520−3.6% | Reduced |
| Cetera Investment Advisers | 229,670 | $31.2M | 0.04% | +88,043+62.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 230,421 | $31.3M | 0.05% | +10,749+4.9% | Added |
| Fort Washington Investment Advisors Inc | 234,940 | $32.0M | 0.17% | −13,962−5.6% | Reduced |
| US Bancorp | 237,561 | $32.3M | 0.04% | −9,015−3.7% | Reduced |
| Advisory Resource Group | 239,498 | $32.6M | 5.84% | −19,399−7.5% | Reduced |
| Alyeska Investment Group, L.P. | 242,543 | $33.0M | 0.10% | −107,371−30.7% | Reduced |
| State of Wisconsin Investment Board | 248,701 | $33.8M | 0.08% | −8,562−3.3% | Reduced |
| STRS Ohio | 253,748 | $34.5M | 0.13% | −23,140−8.4% | Reduced |
| Acadian Asset Management LLC | 254,181 | $34.6M | 0.06% | +254,181 | New |
| Commonwealth Equity Services, LLC | 255,839 | $34.8M | 0.05% | −20,892−7.5% | Reduced |
| Creative Planning | 258,055 | $35.1M | 0.03% | +24,083+10.3% | Added |
| Great West Life Assurance Co | 256,466 | $35.3M | 0.05% | +1,944+0.8% | Added |
| Korea Investment CORP | 264,032 | $35.9M | 0.07% | −10,307−3.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 265,705 | $36.1M | 0.23% | −26,011−8.9% | Reduced |
| Van Eck Associates Corp | 278,278 | $37.9M | 0.04% | −17,893−6.0% | Reduced |
| Old Republic International Corporation | 280,600 | $38.2M | 1.42% | 00.0% | Unchanged |
| Miller Howard Investments Inc | 282,491 | $38.4M | 1.17% | −1,027−0.4% | Reduced |
| Brandywine Global Investment Management, LLC | 286,579 | $39.0M | 0.27% | +20,396+7.7% | Added |
| ZWJ Investment Counsel Inc | 288,859 | $39.3M | 1.39% | +3,230+1.1% | Added |
| Citigroup Inc | 292,685 | $39.8M | 0.03% | −87,201−23.0% | Reduced |
| National Bank of Canada | 297,978 | $40.5M | 0.05% | −31,745−9.6% | Reduced |
| New York State Teachers Retirement System | 306,158 | $41.6M | 0.08% | −221−0.1% | Reduced |
| Ossiam | 318,377 | $43.3M | 0.56% | +318,377 | New |
| RNC Capital Management LLC | 328,486 | $44.7M | 2.06% | −2,225−0.7% | Reduced |
| Davis R M Inc | 335,625 | $45.7M | 0.80% | −5,723−1.7% | Reduced |
| Manufacturers Life Insurance Company, The | 340,913 | $46.4M | 0.04% | −5,766−1.7% | Reduced |
| Aviva PLC | 342,360 | $46.6M | 0.08% | +30,473+9.8% | Added |
| HighTower Advisors, LLC | 363,528 | $49.4M | 0.06% | +4,463+1.2% | Added |
| Marshall Wace, LLP | 374,584 | $51.0M | 0.06% | +170,264+83.3% | Added |
| State Board of Administration of Florida Retirement System | 376,094 | $51.2M | 0.09% | −14,888−3.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 392,901 | $53.4M | 0.08% | −5,300−1.3% | Reduced |
| Ameriprise Financial Inc | 412,398 | $56.1M | 0.01% | −8,011−1.9% | Reduced |
| Stifel Financial Corp | 414,488 | $56.4M | 0.05% | −30,058−6.8% | Reduced |
| Prudential Financial Inc | 424,347 | $57.7M | 0.07% | −22,610−5.1% | Reduced |
| Colony Group, LLC | 427,858 | $58.2M | 0.10% | +22,199+5.5% | Added |
| BNP Paribas Arbitrage, SA | 448,799 | $61.0M | 0.05% | −208,956−31.8% | Reduced |
| Recurrent Investment Advisors LLC | 464,470 | $63.2M | 4.84% | −2,510−0.5% | Reduced |
| M&T Bank Corp | 484,620 | $65.9M | 0.22% | −8,581−1.7% | Reduced |
| California State Teachers Retirement System | 491,074 | $66.8M | 0.07% | +353+0.1% | Added |
| Principal Financial Group Inc | 516,725 | $70.3M | 0.04% | −6,911−1.3% | Reduced |
| Russell Investments Group, Ltd. | 555,125 | $75.5M | 0.09% | +71,131+14.7% | Added |
| Bahl & Gaynor Inc | 585,652 | $79.7M | 0.40% | −268,891−31.5% | Reduced |
| National Pension Service | 602,099 | $81.9M | 0.06% | +20,213+3.5% | Added |
| Allianz Asset Management GmbH | 609,997 | $83.0M | 0.10% | −16,971−2.7% | Reduced |
| Fayez Sarofim & Co | 622,043 | $84.6M | 0.20% | −7,752−1.2% | Reduced |
| Truist Financial Corp | 664,499 | $90.4M | 0.12% | +75,849+12.9% | Added |
| Bank of Montreal | 666,446 | $90.7M | 0.04% | +27,240+4.3% | Added |
| Los Angeles Capital Management LLC | 702,348 | $95.5M | 0.32% | +603,739+612.3% | Added |
| California Public Employees Retirement System | 722,469 | $98.3M | 0.06% | +25,892+3.7% | Added |
| Barclays PLC | 741,915 | $100.9M | 0.04% | −470,625−38.8% | Reduced |
| Alliancebernstein L.P. | 760,034 | $103.4M | 0.03% | +64,697+9.3% | Added |
| CI Private Wealth, LLC | 764,624 | $104.0M | 0.16% | −2,792−0.4% | Reduced |
| Victory Capital Management Inc | 770,824 | $104.8M | 0.07% | −14,674−1.9% | Reduced |
| Millennium Management LLC | 784,834 | $106.8M | 0.08% | +141,096+21.9% | Added |
| Rhumbline Advisers | 788,845 | $107.3M | 0.09% | −7,181−0.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 818,025 | $111.3M | 0.08% | +39,592+5.1% | Added |
| LSV Asset Management | 844,728 | $114.9M | 0.25% | −579,898−40.7% | Reduced |
| Stonegate Investment Group, LLC | 883,634 | $120.2M | 2.79% | −6,129−0.7% | Reduced |
| LPL Financial LLC | 894,814 | $121.7M | 0.04% | −2,427−0.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 949,127 | $129.1M | 0.07% | +7,559+0.8% | Added |
| The PNC Financial Services Group, Inc. | 963,629 | $131.1M | 0.08% | +148,129+18.2% | Added |
| Deutsche Bank AG | 974,042 | $132.5M | 0.04% | +82,931+9.3% | Added |