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, Q4 2025
Institutional positions in Phillips 66 as of Dec 31, 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
- 1,904
- +100 vs. Q3 2025
- Shares held
- 309.3M
- +4.54M (+1.5%) vs. Q3 2025
- Total value
- $39.9B
- −$1.53B (−3.7%) vs. Q3 2025
- New holders
- 225
- 699 more added
- Sold out
- 125
- 626 more reduced
34 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 51,930,038 | $6.70B | 0.10% | +205,480+0.4% | Added |
| BlackRock, Inc. | 30,919,347 | $3.99B | 0.07% | +703,069+2.3% | Added |
| State Street Corp | 23,589,550 | $3.04B | 0.10% | +175,616+0.8% | Added |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 19,251,000 | $2.48B | 17.03% | 00.0% | Unchanged |
| Wells Fargo & Company | 14,152,872 | $1.83B | 0.36% | −951,095−6.3% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 13,978,492 | $1.80B | 2.29% | +338,114+2.5% | Added |
| Geode Capital Management, LLC | 10,413,824 | $1.34B | 0.08% | +45,340+0.4% | Added |
| Bank of New York Mellon Corp | 7,103,557 | $916.6M | 0.16% | −1,410,831−16.6% | Reduced |
| Morgan Stanley | 6,791,424 | $876.4M | 0.05% | −115,699−1.7% | Reduced |
| Norges Bank | 4,961,297 | $640.2M | 0.07% | +4,961,297 | New |
| FMR LLC | 4,463,832 | $576.0M | 0.03% | +794,219+21.6% | Added |
| Price T Rowe Associates Inc | 4,224,814 | $545.2M | 0.06% | −1,225,109−22.5% | Reduced |
| Charles Schwab Investment Management Inc | 3,944,561 | $509.0M | 0.08% | +89,621+2.3% | Added |
| Invesco Ltd. | 3,870,398 | $499.4M | 0.05% | −185,668−4.6% | Reduced |
| Northern Trust Corp | 3,716,540 | $479.6M | 0.06% | −117,598−3.1% | Reduced |
| AQR Capital Management LLC | 3,262,482 | $421.0M | 0.22% | +1,369,287+72.3% | Added |
| UBS Group AG | 3,083,687 | $397.9M | 0.08% | −1,348,908−30.4% | Reduced |
| Bank of America Corp | 2,935,869 | $378.8M | 0.03% | +203,982+7.5% | Added |
| Dimensional Fund Advisors LP | 2,796,607 | $360.9M | 0.08% | −33,790−1.2% | Reduced |
| UBS Asset Management Americas Inc | 2,390,428 | $308.5M | 0.07% | −38,836−1.6% | Reduced |
| Amundi | 2,263,958 | $292.1M | 0.08% | −136,222−5.7% | Reduced |
| Goldman Sachs Group Inc | 2,224,224 | $287.0M | 0.04% | −518,158−18.9% | Reduced |
| Legal & General Group Plc | 2,056,384 | $265.4M | 0.06% | −219,652−9.7% | Reduced |
| Royal Bank of Canada | 1,598,335 | $206.2M | 0.04% | +317,035+24.7% | Added |
| Raymond James Financial Inc | 1,508,617 | $194.7M | 0.06% | −26,213−1.7% | Reduced |
| JPMorgan Chase & Co | 1,487,921 | $192.0M | 0.01% | −371,889−20.0% | Reduced |
| Neuberger Berman Group LLC | 1,455,007 | $187.8M | 0.14% | +478,343+49.0% | Added |
| Boston Partners | 1,384,348 | $178.7M | 0.19% | −33,552−2.4% | Reduced |
| Holocene Advisors, LP | 1,373,650 | $177.3M | 0.37% | +374,650+37.5% | Added |
| Massachusetts Financial Services Co | 1,371,804 | $177.0M | 0.06% | +199,646+17.0% | Added |
| Nuveen, LLC | 1,345,834 | $173.7M | 0.05% | −27,352−2.0% | Reduced |
| Envestnet Asset Management Inc | 1,310,265 | $169.1M | 0.05% | −65,465−4.8% | Reduced |
| Citadel Advisors LLC | 1,273,044 | $164.3M | 0.11% | −117,392−8.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,213,635 | $156.6M | 0.60% | −208,601−14.7% | Reduced |
| Mariner, LLC | 1,179,388 | $152.2M | 0.18% | +98,361+9.1% | Added |
| Swiss National Bank | 1,107,350 | $142.9M | 0.09% | −67,100−5.7% | Reduced |
| Victory Capital Management Inc | 1,057,512 | $136.5M | 0.08% | +286,688+37.2% | Added |
| Deutsche Bank AG | 1,049,771 | $135.5M | 0.04% | +75,729+7.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,017,320 | $131.3M | 0.44% | −2,131,878−67.7% | Reduced |
| GWM Advisors LLC | 996,955 | $128.6M | 0.47% | +877,131+732.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 907,130 | $117.1M | 0.07% | −41,997−4.4% | Reduced |
| LPL Financial LLC | 894,443 | $115.4M | 0.03% | −3710.0% | Reduced |
| HSBC Holdings PLC | 860,459 | $110.8M | 0.06% | −168,649−16.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 846,035 | $110.5M | 0.07% | +28,010+3.4% | Added |
| LSV Asset Management | 837,349 | $108.1M | 0.24% | −7,379−0.9% | Reduced |
| Los Angeles Capital Management LLC | 788,034 | $108.0M | 0.37% | +85,686+12.2% | Added |
| Rhumbline Advisers | 766,445 | $98.9M | 0.08% | −22,400−2.8% | Reduced |
| The PNC Financial Services Group, Inc. | 751,929 | $97.0M | 0.05% | −211,700−22.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 738,801 | $95.3M | 0.14% | +345,900+88.0% | Added |
| CI Private Wealth, LLC | 724,532 | $93.5M | 0.13% | −40,092−5.2% | Reduced |
| Bank of Montreal | 720,126 | $92.9M | 0.04% | +53,680+8.1% | Added |
| California Public Employees Retirement System | 702,341 | $90.6M | 0.05% | −20,128−2.8% | Reduced |
| Truist Financial Corp | 675,084 | $87.1M | 0.12% | +10,585+1.6% | Added |
| BNP Paribas Arbitrage, SA | 659,034 | $85.0M | 0.05% | +210,235+46.8% | Added |
| Alliancebernstein L.P. | 627,169 | $80.9M | 0.03% | −132,865−17.5% | Reduced |
| Canada Pension Plan Investment Board | 619,141 | $79.9M | 0.05% | +488,248+373.0% | Added |
| National Pension Service | 614,059 | $79.2M | 0.06% | +11,960+2.0% | Added |
| Barclays PLC | 598,738 | $77.3M | 0.03% | −143,177−19.3% | Reduced |
| Russell Investments Group, Ltd. | 575,891 | $74.3M | 0.08% | +20,766+3.7% | Added |
| Bahl & Gaynor Inc | 572,343 | $73.9M | 0.37% | −13,309−2.3% | Reduced |
| Colony Group, LLC | 515,909 | $67.9M | 0.08% | +88,051+20.6% | Added |
| Ameriprise Financial Inc | 521,250 | $67.2M | 0.02% | +108,852+26.4% | Added |
| Principal Financial Group Inc | 519,383 | $67.0M | 0.03% | +2,658+0.5% | Added |
| Fayez Sarofim & Co | 508,265 | $65.6M | 0.16% | −113,778−18.3% | Reduced |
| Alyeska Investment Group, L.P. | 485,574 | $62.7M | 0.18% | +243,031+100.2% | Added |
| Prudential Financial Inc | 483,539 | $62.4M | 0.08% | +59,192+13.9% | Added |
| California State Teachers Retirement System | 482,799 | $62.3M | 0.06% | −8,275−1.7% | Reduced |
| M&T Bank Corp | 479,039 | $61.8M | 0.20% | −5,581−1.2% | Reduced |
| Citigroup Inc | 470,192 | $60.7M | 0.04% | +177,507+60.6% | Added |
| Recurrent Investment Advisors LLC | 454,741 | $58.7M | 4.34% | −9,729−2.1% | Reduced |
| Natixis | 429,171 | $55.4M | 0.22% | +429,171 | New |
| Stifel Financial Corp | 410,529 | $53.0M | 0.05% | −3,959−1.0% | Reduced |
| Allianz Asset Management GmbH | 404,017 | $52.1M | 0.06% | −205,980−33.8% | Reduced |
| Wellington Management Group LLP | 403,653 | $52.1M | 0.01% | +264,601+190.3% | Added |
| SEI Investments Co | 376,371 | $48.6M | 0.05% | +194,711+107.2% | Added |
| HighTower Advisors, LLC | 369,586 | $47.7M | 0.05% | +6,058+1.7% | Added |
| Aviva PLC | 366,820 | $47.3M | 0.08% | +24,460+7.1% | Added |
| State Board of Administration of Florida Retirement System | 364,121 | $47.0M | 0.08% | −11,973−3.2% | Reduced |
| National Bank of Canada | 364,121 | $47.0M | 0.05% | +66,143+22.2% | Added |
| Cerity Partners LLC | 356,866 | $46.1M | 0.07% | +240,844+207.6% | Added |
| Freestone Grove Partners LP | 350,480 | $45.2M | 0.33% | +350,480 | New |
| RNC Capital Management LLC | 330,885 | $42.7M | 1.94% | +2,399+0.7% | Added |
| TD Asset Management Inc | 326,317 | $42.1M | 0.03% | +151,904+87.1% | Added |
| Davis R M Inc | 323,879 | $41.8M | 0.72% | −11,746−3.5% | Reduced |
| Korea Investment CORP | 313,727 | $40.5M | 0.08% | +49,695+18.8% | Added |
| Acadian Asset Management LLC | 306,295 | $39.5M | 0.06% | +52,114+20.5% | Added |
| New York State Teachers Retirement System | 306,106 | $39.5M | 0.08% | −520.0% | Reduced |
| Manufacturers Life Insurance Company, The | 305,751 | $39.5M | 0.03% | −35,162−10.3% | Reduced |
| Miller Howard Investments Inc | 290,810 | $37.5M | 1.13% | +8,319+2.9% | Added |
| ZWJ Investment Counsel Inc | 288,195 | $37.2M | 1.34% | −664−0.2% | Reduced |
| SG Americas Securities, LLC | 287,247 | $37.1M | 0.05% | +276,958+2,691.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 281,577 | $36.3M | 0.19% | +15,872+6.0% | Added |
| Brandywine Global Investment Management, LLC | 280,896 | $36.2M | 0.24% | −5,683−2.0% | Reduced |
| Creative Planning | 280,630 | $36.2M | 0.03% | +22,575+8.7% | Added |
| Old Republic International Corporation | 280,600 | $36.2M | 1.46% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 274,366 | $35.4M | 0.05% | +208,903+319.1% | Added |
| Squarepoint Ops LLC | 269,044 | $34.7M | 0.07% | +258,265+2,396.0% | Added |
| Quantinno Capital Management LP | 268,152 | $34.6M | 0.07% | +59,555+28.6% | Added |
| Worldquant Millennium Advisors LLC | 266,754 | $34.4M | 0.13% | −964,138−78.3% | Reduced |
| CIBC World Markets Inc. | 265,842 | $34.3M | 0.06% | +144,638+119.3% | Added |