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
- 2,131
- +258 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
- 352
- 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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 42,377 | $7.72M | 0.03% | +2,893+7.3% | Added |
| Canal Insurance CO | 42,500 | $7.74M | 1.66% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 42,781 | $7.79M | 2.80% | −2,710−6.0% | Reduced |
| Mutual of America Capital Management LLC | 42,849 | $7.81M | 0.09% | −408−0.9% | Reduced |
| Atlantic Union Bankshares Corp | 43,058 | $7.84M | 0.15% | −1,221−2.8% | Reduced |
| SG Americas Securities, LLC | 43,554 | $7.93M | 0.01% | −243,693−84.8% | Reduced |
| Kingsview Wealth Management, LLC | 43,721 | $7.97M | 0.11% | +746+1.7% | Added |
| Level Four Advisory Services, LLC | 43,985 | $8.01M | 0.26% | −4,056−8.4% | Reduced |
| Verition Fund Management LLC | 44,101 | $8.03M | 0.08% | +36,639+491.0% | Added |
| Allstate Corp | 44,325 | $8.08M | 0.09% | +13,332+43.0% | Added |
| Wesbanco Bank Inc | 44,895 | $8.18M | 0.23% | −557−1.2% | Reduced |
| McDonald Partners LLC | 45,090 | $8.21M | 1.94% | +27,026+149.6% | Added |
| Salem Investment Counselors Inc | 45,404 | $8.27M | 0.24% | −637−1.4% | Reduced |
| QRG Capital Management, Inc. | 45,409 | $8.27M | 0.09% | +26,245+136.9% | Added |
| Beacon Pointe Advisors, LLC | 45,516 | $8.29M | 0.04% | +6,218+15.8% | Added |
| Oregon Public Employees Retirement Fund | 46,160 | $8.41M | 0.11% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 46,170 | $8.41M | 1.69% | −1,308−2.8% | Reduced |
| Royal Fund Management, LLC | 46,312 | $8.44M | 0.81% | −7,589−14.1% | Reduced |
| Providence Capital Advisors, LLC | 46,500 | $8.47M | 1.38% | +46,500 | New |
| Mirador Capital Partners LP | 47,045 | $8.57M | 1.21% | −3,504−6.9% | Reduced |
| Leavell Investment Management, Inc. | 47,262 | $8.61M | 0.35% | +810+1.7% | Added |
| Aptus Capital Advisors, LLC | 48,204 | $8.78M | 0.07% | +240.0% | Added |
| Kornitzer Capital Management Inc | 48,264 | $8.79M | 0.19% | −498−1.0% | Reduced |
| Spirit of America Management Corp | 48,486 | $8.83M | 1.74% | −550−1.1% | Reduced |
| Stablepoint Partners, LLC | 48,615 | $8.86M | 1.32% | +226+0.5% | Added |
| Thrivent Financial for Lutherans | 49,311 | $8.99M | 0.02% | −2,085−4.1% | Reduced |
| RBF Capital, LLC | 50,000 | $9.11M | 0.45% | 00.0% | Unchanged |
| Rothschild Investment LLC | 50,161 | $9.14M | 0.48% | +8,785+21.2% | Added |
| Schroder Investment Management Group | 50,767 | $9.25M | 0.01% | +12,519+32.7% | Added |
| Public Employees Retirement Association of Colorado | 51,288 | $9.34M | 0.04% | −52−0.1% | Reduced |
| Hosking Partners LLP | 51,582 | $9.40M | 0.34% | +51,582 | New |
| Nissay Asset Management Corp | 51,637 | $9.41M | 0.05% | +572+1.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 51,866 | $9.45M | 0.08% | +1,030+2.0% | Added |
| Yousif Capital Management, LLC | 51,943 | $9.46M | 0.11% | −1,708−3.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 51,960 | $9.47M | 0.07% | +19,659+60.9% | Added |
| ING Groep NV | 51,965 | $9.47M | 0.06% | +5,893+12.8% | Added |
| Commerce Bank | 52,002 | $9.47M | 0.05% | +5,687+12.3% | Added |
| CCM Investment Advisers LLC | 52,177 | $9.51M | 0.91% | −42,397−44.8% | Reduced |
| Natixis | 52,438 | $9.55M | 0.04% | −376,733−87.8% | Reduced |
| Generali Asset Management SPA SGR | 53,307 | $9.71M | 0.20% | −3,340−5.9% | Reduced |
| Icon Advisers Inc | 53,417 | $9.73M | 2.25% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 53,816 | $9.80M | 0.09% | −3,564−6.2% | Reduced |
| USS Investment Management Ltd | 55,077 | $10.0M | 0.04% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 55,398 | $10.1M | 2.03% | −560−1.0% | Reduced |
| Macquarie Group Ltd | 55,477 | $10.1M | 0.06% | +519+0.9% | Added |
| British Columbia Investment Management Corp | 55,531 | $10.1M | 0.06% | −16,059−22.4% | Reduced |
| New York Life Investment Management LLC | 55,999 | $10.2M | 0.09% | +724+1.3% | Added |
| MAI Capital Management | 56,365 | $10.3M | 0.06% | +3,002+5.6% | Added |
| Telos Capital Management, Inc. | 56,791 | $10.3M | 0.99% | −1,012−1.8% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 56,853 | $10.4M | 0.47% | +753+1.3% | Added |
| NEOS Investment Management LLC | 57,642 | $10.5M | 0.05% | +3,053+5.6% | Added |
| Cypress Capital Group | 57,688 | $10.5M | 1.18% | −377−0.6% | Reduced |
| TD Waterhouse Canada Inc. | 60,091 | $10.5M | 0.03% | +1,747+3.0% | Added |
| Advisors Asset Management, Inc. | 59,367 | $10.8M | 0.18% | +6,278+11.8% | Added |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $10.9M | 0.09% | +60,000 | New |
| La Banque Postale Asset Management SA | 60,492 | $11.0M | 0.15% | +4,112+7.3% | Added |
| Rakuten Investment Management, Inc. | 59,798 | $11.1M | 0.02% | +6,743+12.7% | Added |
| Man Group plc | 60,749 | $11.1M | 0.02% | +7,504+14.1% | Added |
| Nordwand Advisors, LLC | 61,296 | $11.2M | 1.95% | +2,970+5.1% | Added |
| Foundation Resource Management Inc | 61,813 | $11.3M | 1.27% | −987−1.6% | Reduced |
| Allworth Financial LP | 61,865 | $11.3M | 0.05% | +174+0.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 62,207 | $11.3M | 0.10% | +771+1.3% | Added |
| First Manhattan Co | 63,700 | $11.6M | 0.03% | +8,206+14.8% | Added |
| Eurizon Capital SGR S.p.A. | 63,774 | $11.6M | 0.04% | −1,085−1.7% | Reduced |
| Concurrent Investment Advisors, LLC | 64,489 | $11.7M | 0.13% | +7,833+13.8% | Added |
| Campbell & CO Investment Adviser LLC | 64,718 | $11.8M | 0.67% | +58,707+976.7% | Added |
| Utah Retirement Systems | 65,494 | $11.9M | 0.12% | −1,610−2.4% | Reduced |
| Nomura Asset Management International Inc. | 65,523 | $11.9M | 0.02% | −86,921−57.0% | Reduced |
| Pathstone Holdings, LLC | 65,623 | $12.0M | 0.05% | −1,049−1.6% | Reduced |
| Osborne Partners Capital Management, LLC | 66,252 | $12.1M | 0.64% | −1,435−2.1% | Reduced |
| IFM Investors Pty Ltd | 66,891 | $12.2M | 0.10% | +4,750+7.6% | Added |
| Lighthouse Investment Partners, LLC | 67,500 | $12.3M | 0.46% | −894−1.3% | Reduced |
| Swiss Life Asset Management Ltd | 68,509 | $12.5M | 0.06% | +7,413+12.1% | Added |
| Sterling Capital Management LLC | 68,720 | $12.5M | 0.24% | −4,000−5.5% | Reduced |
| Quadrature Capital Ltd | 68,846 | $12.5M | 0.15% | +58,520+566.7% | Added |
| Visionary Wealth Advisors | 69,768 | $12.7M | 0.56% | −3,470−4.7% | Reduced |
| Xponance, Inc. | 70,272 | $12.8M | 0.09% | +9,262+15.2% | Added |
| WSFS Capital Management, LLC | 70,700 | $12.9M | 0.62% | −3,301−4.5% | Reduced |
| Wealthfront Advisers LLC | 71,498 | $13.0M | 0.03% | +977+1.4% | Added |
| JustInvest LLC | 71,722 | $13.1M | 0.13% | +6,189+9.4% | Added |
| Calamos Advisors LLC | 72,161 | $13.1M | 0.05% | +3,024+4.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 72,496 | $13.2M | 0.12% | −139−0.2% | Reduced |
| Sienna Gestion | 71,013 | $13.2M | 0.87% | +60,789+594.6% | Added |
| Zacks Investment Management | 72,664 | $13.2M | 0.11% | +4,250+6.2% | Added |
| Brown Advisory Inc | 72,735 | $13.3M | 0.02% | +4,382+6.4% | Added |
| Energy Income Partners, LLC | 73,405 | $13.4M | 0.22% | +59,904+443.7% | Added |
| Advisory Services Network, LLC | 73,690 | $13.4M | 0.18% | −2,479−3.3% | Reduced |
| ProShare Advisors LLC | 73,847 | $13.5M | 0.02% | −14,254−16.2% | Reduced |
| Gotham Asset Management, LLC | 74,274 | $13.5M | 0.04% | −283−0.4% | Reduced |
| Heritage Investors Management Corp | 74,457 | $13.6M | 0.41% | −3,632−4.7% | Reduced |
| Simmons Bank | 75,232 | $13.7M | 0.92% | +913+1.2% | Added |
| Adell Harriman & Carpenter Inc | 75,320 | $13.7M | 0.84% | +3,105+4.3% | Added |
| Guggenheim Capital LLC | 75,551 | $13.8M | 0.11% | +11,454+17.9% | Added |
| Horizon Investments, LLC | 76,382 | $13.9M | 0.16% | +13,092+20.7% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 76,452 | $13.9M | 0.14% | +5,332+7.5% | Added |
| Illinois Municipal Retirement Fund | 77,510 | $14.1M | 0.18% | −28,659−27.0% | Reduced |
| Marco Investment Management LLC | 77,511 | $14.1M | 1.07% | −145−0.2% | Reduced |
| Advisors Capital Management, LLC | 78,838 | $14.4M | 0.17% | +4,987+6.8% | Added |
| Woodline Partners LP | 78,919 | $14.4M | 0.05% | +10,151+14.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 79,467 | $14.5M | 0.01% | +51,895+188.2% | Added |