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, 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 | 2,108 | $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, 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 |
|---|---|---|---|---|---|
| DekaBank Deutsche Girozentrale | 199,461 | $32.8M | 0.06% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 256,111 | $33.0M | 0.07% | +7,410+3.0% | Added |
| Ieq Capital, LLC | 264,260 | $34.1M | 0.10% | +77,273+41.3% | Added |
| Empyrean Capital Partners, LP | 264,800 | $34.2M | 1.19% | +48,000+22.1% | Added |
| CIBC World Markets Inc. | 265,842 | $34.3M | 0.06% | +144,638+119.3% | Added |
| Worldquant Millennium Advisors LLC | 266,754 | $34.4M | 0.13% | −964,138−78.3% | Reduced |
| Quantinno Capital Management LP | 268,152 | $34.6M | 0.07% | +59,555+28.6% | Added |
| Squarepoint Ops LLC | 269,044 | $34.7M | 0.07% | +258,265+2,396.0% | Added |
| Susquehanna International Group, LLP | 274,366 | $35.4M | 0.05% | +208,903+319.1% | Added |
| Old Republic International Corporation | 280,600 | $36.2M | 1.46% | 00.0% | Unchanged |
| Creative Planning | 280,630 | $36.2M | 0.03% | +22,575+8.7% | Added |
| Brandywine Global Investment Management, LLC | 280,896 | $36.2M | 0.24% | −5,683−2.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 281,577 | $36.3M | 0.19% | +15,872+6.0% | Added |
| SG Americas Securities, LLC | 287,247 | $37.1M | 0.05% | +276,958+2,691.8% | Added |
| ZWJ Investment Counsel Inc | 288,195 | $37.2M | 1.34% | −664−0.2% | Reduced |
| Miller Howard Investments Inc | 290,810 | $37.5M | 1.13% | +8,319+2.9% | Added |
| Manufacturers Life Insurance Company, The | 305,751 | $39.5M | 0.03% | −35,162−10.3% | Reduced |
| New York State Teachers Retirement System | 306,106 | $39.5M | 0.08% | −520.0% | Reduced |
| Acadian Asset Management LLC | 306,295 | $39.5M | 0.06% | +52,114+20.5% | Added |
| Korea Investment CORP | 313,727 | $40.5M | 0.08% | +49,695+18.8% | Added |
| Davis R M Inc | 323,879 | $41.8M | 0.72% | −11,746−3.5% | Reduced |
| TD Asset Management Inc | 326,317 | $42.1M | 0.03% | +151,904+87.1% | Added |
| RNC Capital Management LLC | 330,885 | $42.7M | 1.94% | +2,399+0.7% | Added |
| Freestone Grove Partners LP | 350,480 | $45.2M | 0.33% | +350,480 | New |
| Cerity Partners LLC | 356,866 | $46.1M | 0.07% | +240,844+207.6% | Added |
| National Bank of Canada | 364,121 | $47.0M | 0.05% | +66,143+22.2% | Added |
| State Board of Administration of Florida Retirement System | 364,121 | $47.0M | 0.08% | −11,973−3.2% | Reduced |
| Aviva PLC | 366,820 | $47.3M | 0.08% | +24,460+7.1% | Added |
| HighTower Advisors, LLC | 369,586 | $47.7M | 0.05% | +6,058+1.7% | Added |
| SEI Investments Co | 376,371 | $48.6M | 0.05% | +194,711+107.2% | Added |
| Wellington Management Group LLP | 403,653 | $52.1M | 0.01% | +264,601+190.3% | Added |
| Allianz Asset Management GmbH | 404,017 | $52.1M | 0.06% | −205,980−33.8% | Reduced |
| Stifel Financial Corp | 410,529 | $53.0M | 0.05% | −3,959−1.0% | Reduced |
| Natixis | 429,171 | $55.4M | 0.22% | +429,171 | New |
| Recurrent Investment Advisors LLC | 454,741 | $58.7M | 4.34% | −9,729−2.1% | Reduced |
| Citigroup Inc | 470,192 | $60.7M | 0.04% | +177,507+60.6% | Added |
| M&T Bank Corp | 479,039 | $61.8M | 0.20% | −5,581−1.2% | Reduced |
| California State Teachers Retirement System | 482,799 | $62.3M | 0.06% | −8,275−1.7% | Reduced |
| Prudential Financial Inc | 483,539 | $62.4M | 0.08% | +59,192+13.9% | Added |
| Alyeska Investment Group, L.P. | 485,574 | $62.7M | 0.18% | +243,031+100.2% | Added |
| Fayez Sarofim & Co | 508,265 | $65.6M | 0.16% | −113,778−18.3% | Reduced |
| Principal Financial Group Inc | 519,383 | $67.0M | 0.03% | +2,658+0.5% | Added |
| Ameriprise Financial Inc | 521,250 | $67.2M | 0.02% | +108,852+26.4% | Added |
| Colony Group, LLC | 515,909 | $67.9M | 0.08% | +88,051+20.6% | Added |
| Bahl & Gaynor Inc | 572,343 | $73.9M | 0.37% | −13,309−2.3% | Reduced |
| Russell Investments Group, Ltd. | 575,891 | $74.3M | 0.08% | +20,766+3.7% | Added |
| Barclays PLC | 598,738 | $77.3M | 0.03% | −143,177−19.3% | Reduced |
| National Pension Service | 614,059 | $79.2M | 0.06% | +11,960+2.0% | Added |
| Canada Pension Plan Investment Board | 619,141 | $79.9M | 0.05% | +488,248+373.0% | Added |
| Alliancebernstein L.P. | 627,169 | $80.9M | 0.03% | −132,865−17.5% | Reduced |
| BNP Paribas Arbitrage, SA | 659,034 | $85.0M | 0.05% | +210,235+46.8% | Added |
| Truist Financial Corp | 675,084 | $87.1M | 0.12% | +10,585+1.6% | Added |
| California Public Employees Retirement System | 702,341 | $90.6M | 0.05% | −20,128−2.8% | Reduced |
| Bank of Montreal | 720,126 | $92.9M | 0.04% | +53,680+8.1% | Added |
| CI Private Wealth, LLC | 724,532 | $93.5M | 0.13% | −40,092−5.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 738,801 | $95.3M | 0.14% | +345,900+88.0% | Added |
| The PNC Financial Services Group, Inc. | 751,929 | $97.0M | 0.05% | −211,700−22.0% | Reduced |
| Rhumbline Advisers | 766,445 | $98.9M | 0.08% | −22,400−2.8% | Reduced |
| Los Angeles Capital Management LLC | 788,034 | $108.0M | 0.37% | +85,686+12.2% | Added |
| LSV Asset Management | 837,349 | $108.1M | 0.24% | −7,379−0.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 846,035 | $110.5M | 0.07% | +28,010+3.4% | Added |
| HSBC Holdings PLC | 860,459 | $110.8M | 0.06% | −168,649−16.4% | Reduced |
| LPL Financial LLC | 894,443 | $115.4M | 0.03% | −3710.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 907,130 | $117.1M | 0.07% | −41,997−4.4% | Reduced |
| GWM Advisors LLC | 996,955 | $128.6M | 0.47% | +877,131+732.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,017,320 | $131.3M | 0.44% | −2,131,878−67.7% | Reduced |
| Deutsche Bank AG | 1,049,771 | $135.5M | 0.04% | +75,729+7.8% | Added |
| Victory Capital Management Inc | 1,057,512 | $136.5M | 0.08% | +286,688+37.2% | Added |
| Swiss National Bank | 1,107,350 | $142.9M | 0.09% | −67,100−5.7% | Reduced |
| Mariner, LLC | 1,179,388 | $152.2M | 0.18% | +98,361+9.1% | Added |
| Jacobs Levy Equity Management, Inc | 1,213,635 | $156.6M | 0.60% | −208,601−14.7% | Reduced |
| Citadel Advisors LLC | 1,273,044 | $164.3M | 0.11% | −117,392−8.4% | Reduced |
| Envestnet Asset Management Inc | 1,310,265 | $169.1M | 0.05% | −65,465−4.8% | Reduced |
| Nuveen, LLC | 1,345,834 | $173.7M | 0.05% | −27,352−2.0% | Reduced |
| Massachusetts Financial Services Co | 1,371,804 | $177.0M | 0.06% | +199,646+17.0% | Added |
| Holocene Advisors, LP | 1,373,650 | $177.3M | 0.37% | +374,650+37.5% | Added |
| Boston Partners | 1,384,348 | $178.7M | 0.19% | −33,552−2.4% | Reduced |
| Neuberger Berman Group LLC | 1,455,007 | $187.8M | 0.14% | +478,343+49.0% | Added |
| JPMorgan Chase & Co | 1,487,921 | $192.0M | 0.01% | −371,889−20.0% | Reduced |
| Raymond James Financial Inc | 1,508,617 | $194.7M | 0.06% | −26,213−1.7% | Reduced |
| Royal Bank of Canada | 1,598,335 | $206.2M | 0.04% | +317,035+24.7% | Added |
| Legal & General Group Plc | 2,056,384 | $265.4M | 0.06% | −219,652−9.7% | Reduced |
| Goldman Sachs Group Inc | 2,224,224 | $287.0M | 0.04% | −518,158−18.9% | Reduced |
| Amundi | 2,263,958 | $292.1M | 0.08% | −136,222−5.7% | Reduced |
| UBS Asset Management Americas Inc | 2,390,428 | $308.5M | 0.07% | −38,836−1.6% | Reduced |
| Dimensional Fund Advisors LP | 2,796,607 | $360.9M | 0.08% | −33,790−1.2% | Reduced |
| Bank of America Corp | 2,935,869 | $378.8M | 0.03% | +203,982+7.5% | Added |
| UBS Group AG | 3,083,687 | $397.9M | 0.08% | −1,348,908−30.4% | Reduced |
| AQR Capital Management LLC | 3,262,482 | $421.0M | 0.22% | +1,369,287+72.3% | Added |
| Northern Trust Corp | 3,716,540 | $479.6M | 0.06% | −117,598−3.1% | Reduced |
| Invesco Ltd. | 3,870,398 | $499.4M | 0.05% | −185,668−4.6% | Reduced |
| Charles Schwab Investment Management Inc | 3,944,561 | $509.0M | 0.08% | +89,621+2.3% | Added |
| Price T Rowe Associates Inc | 4,224,814 | $545.2M | 0.06% | −1,225,109−22.5% | Reduced |
| FMR LLC | 4,463,832 | $576.0M | 0.03% | +794,219+21.6% | Added |
| Norges Bank | 4,961,297 | $640.2M | 0.07% | +4,961,297 | New |
| Morgan Stanley | 6,791,424 | $876.4M | 0.05% | −115,699−1.7% | Reduced |
| Bank of New York Mellon Corp | 7,103,557 | $916.6M | 0.16% | −1,410,831−16.6% | Reduced |
| Geode Capital Management, LLC | 10,413,824 | $1.34B | 0.08% | +45,340+0.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 13,978,492 | $1.80B | 2.29% | +338,114+2.5% | Added |
| Wells Fargo & Company | 14,152,872 | $1.83B | 0.36% | −951,095−6.3% | Reduced |