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, Q1 2026
Institutional positions in Phillips 66 as of Mar 31, 2026. 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
- 2,132
- +259 vs. Q4 2025
- Shares held
- 313.1M
- +61.4M (+24.4%) vs. Q4 2025
- Total value
- $57.0B
- +$24.5B (+75.4%) vs. Q4 2025
- New holders
- 353
- 689 more added
- Sold out
- 94
- 744 more reduced
31 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 32,024,597 | $5.83B | 0.10% | +1,105,250+3.6% | Added |
| Vanguard Capital Management LLC | 26,107,984 | $4.76B | 0.12% | +26,107,984 | New |
| State Street Corp | 25,772,853 | $4.70B | 0.16% | +2,183,303+9.3% | Added |
| Vanguard Portfolio Management LLC | 22,100,692 | $4.03B | 0.21% | +22,100,692 | New |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 19,251,000 | $3.51B | 22.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 13,788,007 | $2.51B | 0.50% | −364,865−2.6% | Reduced |
| Geode Capital Management, LLC | 10,658,175 | $1.93B | 0.12% | +244,351+2.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 9,134,428 | $1.66B | 2.22% | −4,844,064−34.7% | Reduced |
| Morgan Stanley | 7,100,129 | $1.29B | 0.08% | +308,705+4.5% | Added |
| Bank of New York Mellon Corp | 6,879,213 | $1.25B | 0.23% | −224,344−3.2% | Reduced |
| Goldman Sachs Group Inc | 5,723,891 | $1.04B | 0.14% | +3,499,667+157.3% | Added |
| Price T Rowe Associates Inc | 4,776,330 | $870.2M | 0.10% | +551,516+13.1% | Added |
| FMR LLC | 4,327,131 | $788.3M | 0.04% | −136,701−3.1% | Reduced |
| Charles Schwab Investment Management Inc | 3,968,562 | $723.0M | 0.11% | +24,001+0.6% | Added |
| Invesco Ltd. | 3,960,848 | $721.6M | 0.07% | +90,450+2.3% | Added |
| Northern Trust Corp | 3,676,074 | $669.7M | 0.09% | −40,466−1.1% | Reduced |
| Amundi | 3,667,451 | $668.1M | 0.18% | +1,403,493+62.0% | Added |
| AQR Capital Management LLC | 3,383,523 | $616.4M | 0.28% | +121,041+3.7% | Added |
| UBS Group AG | 3,149,505 | $573.8M | 0.10% | +65,818+2.1% | Added |
| Bank of America Corp | 2,971,036 | $541.3M | 0.04% | +35,167+1.2% | Added |
| Dimensional Fund Advisors LP | 2,839,278 | $517.4M | 0.11% | +42,671+1.5% | Added |
| UBS Asset Management Americas Inc | 2,321,649 | $423.0M | 0.09% | −68,779−2.9% | Reduced |
| JPMorgan Chase & Co | 2,239,805 | $413.9M | 0.03% | +751,884+50.5% | Added |
| Vanguard Fiduciary Trust Co | 2,269,903 | $413.5M | 0.10% | +2,269,903 | New |
| Legal & General Group Plc | 1,991,832 | $362.9M | 0.08% | −64,552−3.1% | Reduced |
| Nuveen, LLC | 1,705,721 | $310.7M | 0.08% | +359,887+26.7% | Added |
| Boston Partners | 1,651,820 | $301.3M | 0.32% | +267,472+19.3% | Added |
| Royal Bank of Canada | 1,489,962 | $271.4M | 0.05% | −108,373−6.8% | Reduced |
| Neuberger Berman Group LLC | 1,424,106 | $259.6M | 0.20% | −30,901−2.1% | Reduced |
| Raymond James Financial Inc | 1,392,167 | $253.6M | 0.08% | −116,450−7.7% | Reduced |
| Deutsche Bank AG | 1,321,535 | $240.8M | 0.08% | +271,764+25.9% | Added |
| Mariner, LLC | 1,222,327 | $222.7M | 0.26% | +42,939+3.6% | Added |
| Los Angeles Capital Management LLC | 1,205,785 | $219.7M | 0.87% | +417,751+53.0% | Added |
| Millennium Management LLC | 1,194,043 | $217.5M | 0.16% | +952,144+393.6% | Added |
| Swiss National Bank | 1,182,450 | $215.4M | 0.12% | +75,100+6.8% | Added |
| Jacobs Levy Equity Management, Inc | 1,029,791 | $187.6M | 0.79% | −183,844−15.1% | Reduced |
| Envestnet Asset Management Inc | 1,027,210 | $187.1M | 0.05% | −283,055−21.6% | Reduced |
| Canada Pension Plan Investment Board | 999,314 | $182.1M | 0.12% | +380,173+61.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 981,432 | $178.8M | 0.59% | −35,888−3.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 916,943 | $167.0M | 0.11% | +70,908+8.4% | Added |
| Wellington Management Group LLP | 904,814 | $164.8M | 0.03% | +501,161+124.2% | Added |
| Vanguard Global Advisers, LLC | 899,110 | $163.8M | 0.09% | +899,110 | New |
| LPL Financial LLC | 887,797 | $161.7M | 0.04% | −6,646−0.7% | Reduced |
| HSBC Holdings PLC | 883,907 | $161.0M | 0.10% | +23,448+2.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 862,141 | $157.1M | 0.10% | −44,989−5.0% | Reduced |
| GWM Advisors LLC | 824,364 | $150.2M | 0.54% | −172,591−17.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 796,505 | $145.1M | 0.08% | +796,505 | New |
| LSV Asset Management | 790,599 | $144.0M | 0.31% | −46,750−5.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 781,001 | $142.3M | 0.22% | +42,200+5.7% | Added |
| Marshall Wace, LLP | 772,013 | $140.6M | 0.15% | +738,745+2,220.6% | Added |
| Barclays PLC | 759,668 | $138.4M | 0.05% | +160,930+26.9% | Added |
| Vanguard Asset Management, Ltd | 756,628 | $137.8M | 0.12% | +756,628 | New |
| The PNC Financial Services Group, Inc. | 754,343 | $137.4M | 0.08% | +2,414+0.3% | Added |
| Rhumbline Advisers | 749,243 | $136.5M | 0.12% | −17,202−2.2% | Reduced |
| Bank of Montreal | 726,489 | $132.4M | 0.06% | +6,363+0.9% | Added |
| CI Private Wealth, LLC | 706,748 | $128.7M | 0.18% | −17,784−2.5% | Reduced |
| Acadian Asset Management LLC | 703,241 | $128.1M | 0.18% | +396,946+129.6% | Added |
| Truist Financial Corp | 698,272 | $127.2M | 0.17% | +23,188+3.4% | Added |
| National Pension Service | 698,069 | $127.2M | 0.10% | +84,010+13.7% | Added |
| California Public Employees Retirement System | 687,713 | $125.3M | 0.08% | −14,628−2.1% | Reduced |
| American Century Companies Inc | 684,461 | $124.7M | 0.06% | +568,363+489.6% | Added |
| Franklin Resources Inc | 666,040 | $121.3M | 0.03% | +451,185+210.0% | Added |
| Russell Investments Group, Ltd. | 649,692 | $118.7M | 0.13% | +73,801+12.8% | Added |
| Mackenzie Financial Corp | 644,710 | $117.5M | 0.14% | +583,218+948.4% | Added |
| Qube Research & Technologies Ltd | 634,790 | $115.6M | 0.16% | +634,790 | New |
| BNP Paribas Arbitrage, SA | 585,034 | $106.6M | 0.07% | −74,000−11.2% | Reduced |
| Ameriprise Financial Inc | 565,575 | $103.1M | 0.02% | +44,325+8.5% | Added |
| Squarepoint Ops LLC | 562,185 | $102.4M | 0.22% | +293,141+109.0% | Added |
| Colony Group, LLC | 538,005 | $98.0M | 0.11% | +22,096+4.3% | Added |
| Citadel Advisors LLC | 523,970 | $95.5M | 0.07% | −749,074−58.8% | Reduced |
| Freestone Grove Partners LP | 498,027 | $90.7M | 0.66% | +147,547+42.1% | Added |
| M&T Bank Corp | 477,840 | $87.1M | 0.29% | −1,199−0.3% | Reduced |
| Prudential Financial Inc | 473,785 | $86.3M | 0.11% | −9,754−2.0% | Reduced |
| Principal Financial Group Inc | 470,073 | $85.6M | 0.05% | −49,310−9.5% | Reduced |
| Fayez Sarofim & Co | 469,734 | $85.6M | 0.22% | −38,531−7.6% | Reduced |
| California State Teachers Retirement System | 467,419 | $85.2M | 0.09% | −15,380−3.2% | Reduced |
| Bahl & Gaynor Inc | 453,222 | $82.6M | 0.42% | −119,121−20.8% | Reduced |
| Massachusetts Financial Services Co | 440,938 | $80.3M | 0.03% | −930,866−67.9% | Reduced |
| Recurrent Investment Advisors LLC | 414,064 | $75.4M | 4.54% | −40,677−8.9% | Reduced |
| Alliancebernstein L.P. | 555,423 | $71.7M | 0.02% | −71,746−11.4% | Reduced |
| Citigroup Inc | 383,134 | $69.8M | 0.04% | −87,058−18.5% | Reduced |
| Holocene Advisors, LP | 382,100 | $69.6M | 0.17% | −991,550−72.2% | Reduced |
| Aviva PLC | 380,306 | $69.3M | 0.12% | +13,486+3.7% | Added |
| Victory Capital Management Inc | 373,722 | $68.1M | 0.04% | −683,790−64.7% | Reduced |
| Teacher Retirement System of Texas | 358,832 | $65.4M | 0.27% | +268,006+295.1% | Added |
| State Board of Administration of Florida Retirement System | 355,551 | $64.8M | 0.12% | −8,570−2.4% | Reduced |
| Federated Hermes, Inc. | 342,845 | $62.5M | 0.10% | +245,134+250.9% | Added |
| Korea Investment CORP | 340,674 | $62.1M | 0.13% | +26,947+8.6% | Added |
| HighTower Advisors, LLC | 336,509 | $61.3M | 0.07% | −33,077−8.9% | Reduced |
| New York State Teachers Retirement System | 331,005 | $60.3M | 0.12% | +24,899+8.1% | Added |
| TD Asset Management Inc | 322,067 | $58.7M | 0.05% | −4,250−1.3% | Reduced |
| Davis R M Inc | 318,620 | $58.0M | 1.03% | −5,259−1.6% | Reduced |
| RNC Capital Management LLC | 315,352 | $57.5M | 2.51% | −15,533−4.7% | Reduced |
| Creative Planning | 307,033 | $55.9M | 0.04% | +26,403+9.4% | Added |
| Van Eck Associates Corp | 306,507 | $55.8M | 0.04% | +91,325+42.4% | Added |
| SEI Investments Co | 304,954 | $55.6M | 0.05% | −71,417−19.0% | Reduced |
| Encompass Capital Advisors LLC | 304,700 | $55.5M | 2.26% | +304,700 | New |
| ZWJ Investment Counsel Inc | 295,031 | $53.7M | 1.94% | +6,836+2.4% | Added |
| Quantinno Capital Management LP | 294,580 | $53.7M | 0.09% | +26,428+9.9% | Added |
| Miller Howard Investments Inc | 294,220 | $53.6M | 1.47% | +3,410+1.2% | Added |