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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 227,221 | $30.9M | 0.24% | −8,520−3.6% | Reduced |
| Assenagon Asset Management S.A. | 220,616 | $30.0M | 0.04% | −33,635−13.2% | Reduced |
| Stack Financial Management, Inc | 219,339 | $29.8M | 2.48% | −2,517−1.1% | Reduced |
| Janney Montgomery Scott LLC | 219,191 | $29.8M | 0.07% | +1,110+0.5% | Added |
| Blair William & Co | 217,372 | $29.6M | 0.08% | +15,651+7.8% | Added |
| Empyrean Capital Partners, LP | 216,800 | $29.5M | 1.18% | +38,800+21.8% | Added |
| Baird Financial Group, Inc. | 214,546 | $29.2M | 0.05% | −21,621−9.2% | Reduced |
| Franklin Resources Inc | 212,975 | $29.0M | 0.01% | −18,866−8.1% | Reduced |
| Cushing Asset Management, LP | 209,700 | $28.5M | 1.62% | +10,000+5.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 209,177 | $28.5M | 0.08% | −8,740−4.0% | Reduced |
| Torray LLC | 208,850 | $28.4M | 3.85% | +6,096+3.0% | Added |
| TCTC Holdings, LLC | 208,720 | $28.4M | 0.84% | −2,619−1.2% | Reduced |
| Quantinno Capital Management LP | 208,597 | $28.4M | 0.08% | +64,983+45.2% | Added |
| Todd Asset Management LLC | 205,121 | $27.9M | 0.56% | −8,879−4.1% | Reduced |
| Pictet Asset Management Holding SA | 203,098 | $27.6M | 0.03% | +10,845+5.6% | Added |
| First Trust Advisors LP | 202,167 | $27.5M | 0.02% | −35,897−15.1% | Reduced |
| DekaBank Deutsche Girozentrale | 199,461 | $27.4M | 0.05% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 199,832 | $27.2M | 0.04% | −2,646−1.3% | Reduced |
| Advisor Group Holdings, Inc. | 194,466 | $26.3M | 0.04% | +81,390+72.0% | Added |
| Hikari Power Ltd | 190,330 | $25.9M | 2.08% | 00.0% | Unchanged |
| Alps Advisors Inc | 187,558 | $25.5M | 0.14% | −4,834−2.5% | Reduced |
| Ieq Capital, LLC | 186,987 | $25.4M | 0.08% | +130,738+232.4% | Added |
| Treasurer of the State of North Carolina | 183,285 | $24.9M | 0.08% | −7,148−3.8% | Reduced |
| SEI Investments Co | 181,660 | $24.7M | 0.03% | +24,205+15.4% | Added |
| Empowered Funds, LLC | 181,508 | $24.7M | 0.25% | −52,746−22.5% | Reduced |
| Royal London Asset Management Ltd | 178,389 | $24.3M | 0.05% | −4,465−2.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 176,333 | $24.0M | 0.05% | +2,190+1.3% | Added |
| TD Asset Management Inc | 174,413 | $23.7M | 0.02% | +23,364+15.5% | Added |
| Nisa Investment Advisors, LLC | 173,620 | $23.6M | 0.09% | −10,929−5.9% | Reduced |
| MML Investors Services, LLC | 173,484 | $23.6M | 0.06% | −64,069−27.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 172,737 | $23.5M | 0.03% | +169,186+4,764.5% | Added |
| Asset Management One Co.,Ltd. | 166,998 | $22.7M | 0.07% | −1,001−0.6% | Reduced |
| New York State Common Retirement Fund | 163,500 | $22.2M | 0.03% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 108,874 | $22.2M | 0.09% | +108,874 | New |
| Capital Fund Management S.A. | 160,984 | $21.9M | 0.22% | −122,594−43.2% | Reduced |
| Ofi Invest Asset Management | 188,003 | $21.8M | 0.46% | −120,970−39.2% | Reduced |
| Adams Natural Resources Fund, Inc. | 159,475 | $21.7M | 3.29% | +11,300+7.6% | Added |
| Mediolanum International Funds Ltd | 157,596 | $21.7M | 0.23% | +141,504+879.3% | Added |
| O'Shaughnessy Asset Management, LLC | 158,679 | $21.6M | 0.13% | +42,004+36.0% | Added |
| Toronto Dominion Bank | 149,895 | $20.4M | 0.04% | −15,328−9.3% | Reduced |
| Lawson Kroeker Investment Management Inc | 149,616 | $20.4M | 3.72% | −904−0.6% | Reduced |
| Credit Agricole S A | 147,734 | $20.1M | 0.07% | +147,734 | New |
| Chickasaw Capital Management LLC | 144,591 | $19.7M | 0.80% | −7,853−5.2% | Reduced |
| Nomura Asset Management Co Ltd | 144,237 | $19.6M | 0.05% | +420.0% | Added |
| Glenmede Investment Management, LP | 144,148 | $19.6M | 0.09% | −1,805−1.2% | Reduced |
| State of New Jersey Common Pension Fund D | 142,888 | $19.4M | 0.07% | +3,536+2.5% | Added |
| Rockefeller Capital Management L.P. | 142,638 | $19.4M | 0.04% | −268−0.2% | Reduced |
| Wellington Management Group LLP | 139,052 | $18.9M | 0.00% | +9,942+7.7% | Added |
| F&V Capital Management, LLC | 136,507 | $18.6M | 4.17% | +365+0.3% | Added |
| Captrust Financial Advisors | 135,922 | $18.5M | 0.04% | +10,891+8.7% | Added |
| Wallington Asset Management, LLC | 135,873 | $18.5M | 2.40% | +2,080+1.6% | Added |
| Keybank National Association | 135,812 | $18.5M | 0.06% | −2,495−1.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 137,188 | $18.2M | 0.03% | −48,770−26.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 134,609 | $18.1M | 0.03% | +15,209+12.7% | Added |
| Public Employees Retirement System of Ohio | 132,077 | $18.0M | 0.06% | +581+0.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 131,739 | $17.9M | 0.03% | +80,063+154.9% | Added |
| Resona Asset Management Co.,Ltd. | 131,146 | $17.9M | 0.08% | −6,969−5.0% | Reduced |
| Canada Pension Plan Investment Board | 130,893 | $17.8M | 0.01% | −374,956−74.1% | Reduced |
| American Assets Investment Management, LLC | 130,800 | $17.8M | 1.31% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 129,132 | $17.6M | 0.02% | +129,132 | New |
| Standard Life Aberdeen plc | 128,075 | $17.3M | 0.03% | −29,257−18.6% | Reduced |
| Trexquant Investment LP | 126,273 | $17.2M | 0.18% | +8,178+6.9% | Added |
| Hikari Tsushin, Inc. | 125,019 | $17.0M | 1.14% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 121,204 | $16.5M | 0.03% | −3,072−2.5% | Reduced |
| CIBC Private Wealth Group, LLC | 121,078 | $16.5M | 0.03% | −58,552−32.6% | Reduced |
| GWM Advisors LLC | 119,824 | $16.3M | 0.07% | +3,703+3.2% | Added |
| Rafferty Asset Management, LLC | 119,261 | $16.2M | 0.05% | −9,053−7.1% | Reduced |
| Arizona State Retirement System | 118,995 | $16.2M | 0.09% | −117−0.1% | Reduced |
| Bollard Group LLC | 116,924 | $15.9M | 0.39% | +5,106+4.6% | Added |
| Cerity Partners LLC | 116,022 | $15.8M | 0.03% | +40,960+54.6% | Added |
| Tortoise Capital Advisors, L.L.C. | 115,703 | $15.7M | 0.20% | −3,467−2.9% | Reduced |
| Comerica Bank | 115,244 | $15.7M | 0.06% | −12,096−9.5% | Reduced |
| Gabelli Funds LLC | 114,900 | $15.6M | 0.11% | +500.0% | Added |
| Aventail Capital Group, LP | 114,031 | $15.5M | 0.74% | −157,472−58.0% | Reduced |
| Kestra Advisory Services, LLC | 111,707 | $15.2M | 0.07% | +37,174+49.9% | Added |
| State of Michigan Retirement System | 109,312 | $14.9M | 0.07% | −1,500−1.4% | Reduced |
| Public Sector Pension Investment Board | 108,669 | $14.8M | 0.05% | 00.0% | Unchanged |
| Voya Investment Management LLC | 108,326 | $14.7M | 0.01% | −20,754−16.1% | Reduced |
| Verity & Verity, LLC | 108,225 | $14.7M | 1.18% | +2,122+2.0% | Added |
| Kestra Private Wealth Services, LLC | 107,788 | $14.7M | 0.19% | +1,080+1.0% | Added |
| Kempen Capital Management N.V. | 106,853 | $14.5M | 0.13% | −9,124−7.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 105,874 | $14.4M | 0.08% | −2,301−2.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 105,629 | $14.4M | 0.03% | +17,158+19.4% | Added |
| CWM, LLC | 105,117 | $14.3M | 0.04% | +62,913+149.1% | Added |
| Verition Fund Management LLC | 103,027 | $14.0M | 0.08% | +36,444+54.7% | Added |
| Czech National Bank | 102,640 | $14.0M | 0.10% | +3,048+3.1% | Added |
| MetLife Investment Management | 101,706 | $13.8M | 0.07% | −3,438−3.3% | Reduced |
| Eldred Rock Partners, LLC | 101,051 | $13.7M | 3.43% | +10,867+12.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 101,023 | $13.7M | 0.04% | +3,146+3.2% | Added |
| D.A. Davidson & Co. | 99,819 | $13.6M | 0.09% | +2,845+2.9% | Added |
| Guggenheim Capital LLC | 98,977 | $13.5M | 0.10% | +10,488+11.9% | Added |
| Oppenheimer Asset Management Inc. | 97,472 | $13.3M | 0.15% | +3,426+3.6% | Added |
| GF Fund Management Co. Ltd. | 97,408 | $13.2M | 0.24% | −8,342−7.9% | Reduced |
| Associated Banc-Corp | 97,406 | $13.2M | 0.35% | −787−0.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 97,045 | $13.2M | 0.07% | −2,881−2.9% | Reduced |
| Richard C. Young & CO., LTD. | 95,538 | $13.0M | 1.21% | −2,710−2.8% | Reduced |
| Schwerin Boyle Capital Management Inc | 94,846 | $12.9M | 1.41% | −2,476−2.5% | Reduced |
| CCM Investment Advisers LLC | 94,085 | $12.8M | 1.26% | +3,991+4.4% | Added |
| Mattern Capital Management, LLC | 93,087 | $12.7M | 1.49% | −1,111−1.2% | Reduced |
| TCG Advisory Services, LLC | 92,159 | $12.5M | 0.46% | −11,411−11.0% | Reduced |