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, 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 | 2,108 | $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, 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 |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 79,721 | $14.5M | 0.36% | +74,298+1,370.1% | Added |
| Ensign Peak Advisors, Inc | 80,357 | $14.6M | 0.03% | +12,468+18.4% | Added |
| Tortoise Capital Advisors, L.L.C. | 80,743 | $14.7M | 0.15% | −28,841−26.3% | Reduced |
| Bokf, NA | 81,214 | $14.8M | 0.23% | +7,848+10.7% | Added |
| Venture Visionary Partners LLC | 81,244 | $14.8M | 0.49% | −15,300−15.8% | Reduced |
| Aventail Capital Group, LP | 81,469 | $14.8M | 0.72% | −47,580−36.9% | Reduced |
| Sanctuary Advisors, LLC | 81,916 | $14.9M | 0.08% | −868−1.0% | Reduced |
| Merewether Investment Management, LP | 82,300 | $15.0M | 0.29% | +82,300 | New |
| Mirae Asset Global Investments Co., Ltd. | 82,755 | $15.1M | 0.04% | +12,416+17.7% | Added |
| TCG Advisory Services, LLC | 82,802 | $15.1M | 0.37% | −8,422−9.2% | Reduced |
| Skba Capital Management LLC | 83,235 | $15.2M | 2.08% | 00.0% | Unchanged |
| Amalgamated Bank | 83,519 | $15.2M | 0.12% | +1,802+2.2% | Added |
| Susquehanna International Group, LLP | 84,974 | $15.5M | 0.02% | −189,392−69.0% | Reduced |
| Viking Fund Management LLC | 85,000 | $15.5M | 1.59% | −2,000−2.3% | Reduced |
| Retirement Systems of Alabama | 85,564 | $15.6M | 0.05% | −151−0.2% | Reduced |
| Lawson Kroeker Investment Management Inc | 86,599 | $15.8M | 4.60% | −16,365−15.9% | Reduced |
| Daymark Wealth Partners, LLC | 86,836 | $15.8M | 0.50% | −199−0.2% | Reduced |
| Daiwa Securities Group Inc. | 86,903 | $15.8M | 0.05% | −52−0.1% | Reduced |
| Panagora Asset Management Inc | 87,036 | $15.9M | 0.06% | +80,743+1,283.1% | Added |
| Kestra Advisory Services, LLC | 87,095 | $15.9M | 0.06% | −1,098−1.2% | Reduced |
| Mattern Capital Management, LLC | 88,599 | $16.1M | 1.93% | −1,850−2.0% | Reduced |
| Voya Investment Management LLC | 89,786 | $16.4M | 0.02% | −5,463−5.7% | Reduced |
| Great Lakes Advisors, LLC | 90,528 | $16.5M | 0.14% | +43,087+90.8% | Added |
| Schwerin Boyle Capital Management Inc | 91,563 | $16.7M | 2.12% | −2,928−3.1% | Reduced |
| Eldred Rock Partners, LLC | 91,834 | $16.7M | 4.26% | +1,793+2.0% | Added |
| DnB Asset Management AS | 92,980 | $16.9M | 0.06% | +7,937+9.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 93,858 | $17.1M | 0.09% | +136+0.1% | Added |
| Bank of Nova Scotia | 94,725 | $17.3M | 0.03% | −51,775−35.3% | Reduced |
| MetLife Investment Management | 95,446 | $17.4M | 0.09% | −2,530−2.6% | Reduced |
| Oppenheimer Asset Management Inc. | 96,515 | $17.6M | 0.20% | +1,696+1.8% | Added |
| CIBC Asset Management Inc | 97,308 | $17.7M | 0.04% | +1,423+1.5% | Added |
| Associated Banc-Corp | 97,319 | $17.7M | 0.47% | +477+0.5% | Added |
| D.A. Davidson & Co. | 97,452 | $17.8M | 0.11% | −774−0.8% | Reduced |
| OpenArc Corporate Advisory, LLC | 97,680 | $17.8M | 0.25% | −502−0.5% | Reduced |
| Jones Financial Companies LLLP | 94,994 | $17.9M | 0.01% | +17,429+22.5% | Added |
| Hamilton Capital Partners Inc. | 99,867 | $18.2M | 0.61% | +6,307+6.7% | Added |
| Pacific Heights Asset Management LLC | 100,000 | $18.2M | 0.61% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 102,115 | $18.6M | 0.18% | +38,529+60.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 102,352 | $18.6M | 0.05% | −3,654−3.4% | Reduced |
| State of Michigan Retirement System | 105,212 | $19.2M | 0.10% | −300−0.3% | Reduced |
| Alyeska Investment Group, L.P. | 105,500 | $19.2M | 0.05% | −380,074−78.3% | Reduced |
| GF Fund Management Co. Ltd. | 108,386 | $19.7M | 0.33% | +13,169+13.8% | Added |
| Bollard Group LLC | 109,270 | $19.9M | 0.61% | −414−0.4% | Reduced |
| Richard C. Young & CO., LTD. | 108,194 | $19.9M | 1.65% | +14,537+15.5% | Added |
| Czech National Bank | 109,734 | $20.0M | 0.13% | +3,489+3.3% | Added |
| Arizona State Retirement System | 110,422 | $20.1M | 0.12% | −2,925−2.6% | Reduced |
| Verity & Verity, LLC | 112,574 | $20.5M | 1.53% | +3,629+3.3% | Added |
| Zurich Insurance Group Ltd | 113,704 | $20.7M | 0.16% | +113,704 | New |
| Public Sector Pension Investment Board | 114,579 | $20.9M | 0.06% | +11,996+11.7% | Added |
| Hikari Tsushin, Inc. | 116,848 | $21.3M | 1.47% | −1,354−1.1% | Reduced |
| Trexquant Investment LP | 116,907 | $21.3M | 0.15% | +76,368+188.4% | Added |
| Kestra Private Wealth Services, LLC | 118,118 | $21.5M | 0.27% | +1,180+1.0% | Added |
| Toronto Dominion Bank | 119,082 | $21.7M | 0.04% | −16,627−12.3% | Reduced |
| Rafferty Asset Management, LLC | 119,172 | $21.7M | 0.09% | +7,756+7.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 144,581 | $21.9M | 0.05% | −6,645−4.4% | Reduced |
| Empowered Funds, LLC | 122,663 | $22.3M | 0.14% | +122,663 | New |
| Baird Financial Group, Inc. | 122,794 | $22.4M | 0.03% | −89,721−42.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 123,707 | $22.5M | 0.03% | +11,367+10.1% | Added |
| Public Employees Retirement System of Ohio | 124,328 | $22.7M | 0.07% | −3,453−2.7% | Reduced |
| State of Tennessee, Treasury Department | 124,668 | $22.7M | 0.08% | +39,961+47.2% | Added |
| Resona Asset Management Co.,Ltd. | 126,880 | $23.2M | 0.12% | +1,374+1.1% | Added |
| Worldquant Millennium Advisors LLC | 127,641 | $23.3M | 0.09% | −139,113−52.2% | Reduced |
| Fifth Third Bancorp | 128,156 | $23.3M | 0.04% | +108,248+543.7% | Added |
| Mercer Global Advisors Inc | 128,746 | $23.5M | 0.03% | +17,919+16.2% | Added |
| Gabelli Funds LLC | 128,900 | $23.5M | 0.16% | −11,850−8.4% | Reduced |
| Credit Agricole S A | 128,939 | $23.5M | 0.08% | +22,967+21.7% | Added |
| American Assets Investment Management, LLC | 130,800 | $23.8M | 1.62% | 00.0% | Unchanged |
| Wallington Asset Management, LLC | 132,695 | $24.2M | 3.21% | −3,937−2.9% | Reduced |
| Keybank National Association | 132,743 | $24.2M | 0.09% | −450.0% | Reduced |
| Standard Life Aberdeen plc | 135,728 | $24.7M | 0.04% | +8,622+6.8% | Added |
| State of New Jersey Common Pension Fund D | 136,511 | $24.9M | 0.10% | 00.0% | Unchanged |
| CWM, LLC | 136,709 | $24.9M | 0.07% | +3,630+2.7% | Added |
| F&V Capital Management, LLC | 138,637 | $25.3M | 5.34% | +855+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 139,646 | $25.4M | 0.13% | +30,562+28.0% | Added |
| Glenmede Trust Co NA | 140,173 | $25.5M | 0.13% | −3,104−2.2% | Reduced |
| Torray LLC | 141,031 | $25.7M | 3.77% | −65,564−31.7% | Reduced |
| Nomura Asset Management Co Ltd | 145,421 | $26.5M | 0.07% | −1,987−1.3% | Reduced |
| SIR Capital Management, L.P. | 149,104 | $27.2M | 2.54% | +42,174+39.4% | Added |
| Rockefeller Capital Management L.P. | 150,663 | $27.4M | 0.05% | +267+0.2% | Added |
| Captrust Financial Advisors | 151,904 | $27.7M | 0.05% | −1,884−1.2% | Reduced |
| Bridgewater Associates, LP | 153,254 | $27.9M | 0.12% | +95,737+166.4% | Added |
| Adams Natural Resources Fund, Inc. | 155,475 | $28.3M | 3.28% | 00.0% | Unchanged |
| MML Investors Services, LLC | 158,624 | $28.9M | 0.08% | −26,504−14.3% | Reduced |
| New York State Common Retirement Fund | 163,500 | $29.8M | 0.04% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 167,584 | $30.5M | 0.09% | −13,322−7.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 169,095 | $30.8M | 0.08% | −14,612−8.0% | Reduced |
| Old Republic International Corporation | 170,100 | $31.0M | 1.23% | −110,500−39.4% | Reduced |
| Royal London Asset Management Ltd | 171,097 | $31.2M | 0.07% | −12,073−6.6% | Reduced |
| Treasurer of the State of North Carolina | 172,529 | $31.4M | 0.10% | +3,676+2.2% | Added |
| Allspring Global Investments Holdings, LLC | 181,468 | $31.9M | 0.05% | +42,454+30.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 177,529 | $32.3M | 0.07% | +4,838+2.8% | Added |
| Nisa Investment Advisors, LLC | 178,031 | $32.4M | 0.12% | −528−0.3% | Reduced |
| Natixis Advisors, L.P. | 178,216 | $32.5M | 0.05% | −8,699−4.7% | Reduced |
| Cushing Asset Management, LP | 180,100 | $32.8M | 1.63% | −10,800−5.7% | Reduced |
| Allianz Asset Management GmbH | 181,779 | $33.1M | 0.04% | −222,238−55.0% | Reduced |
| NFJ Investment Group, LLC | 186,564 | $34.0M | 1.30% | +123,990+198.1% | Added |
| Vanguard Investments Australia, Ltd. | 187,708 | $34.2M | 0.10% | +187,708 | New |
| CIBC Bancorp USA Inc. | 188,736 | $34.4M | 0.05% | +188,736 | New |
| Tran Capital Management, L.P. | 189,901 | $34.6M | 4.75% | +189,901 | New |
| Hikari Power Ltd | 190,330 | $34.7M | 3.02% | 00.0% | Unchanged |