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 |
|---|---|---|---|---|---|
| Chevy Chase Trust Holdings, Inc. | 201,009 | $36.6M | 0.11% | −6,016−2.9% | Reduced |
| TCTC Holdings, LLC | 202,528 | $36.9M | 1.05% | −5,452−2.6% | Reduced |
| Cerity Partners LLC | 204,113 | $37.2M | 0.05% | −152,753−42.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 204,654 | $37.3M | 0.19% | +15,701+8.3% | Added |
| DekaBank Deutsche Girozentrale | 199,461 | $37.6M | 0.06% | 00.0% | Unchanged |
| Blair William & Co | 206,924 | $37.7M | 0.11% | +3,850+1.9% | Added |
| Advisory Resource Group | 208,116 | $37.9M | 6.52% | −30,171−12.7% | Reduced |
| Commonwealth Equity Services, LLC | 210,092 | $38.3M | 0.05% | −1,825−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 215,899 | $39.4M | 0.06% | +577+0.3% | Added |
| Stack Financial Management, Inc | 217,285 | $39.6M | 2.91% | −188−0.1% | Reduced |
| State of Wisconsin Investment Board | 225,134 | $41.0M | 0.09% | −30,977−12.1% | Reduced |
| Janney Montgomery Scott LLC | 229,750 | $41.9M | 0.10% | +7,688+3.5% | Added |
| Ofi Invest Asset Management | 264,186 | $42.0M | 0.55% | +76,578+40.8% | Added |
| US Bancorp | 230,635 | $42.0M | 0.05% | −5,712−2.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 233,081 | $42.4M | 0.07% | +5,713+2.5% | Added |
| Great West Life Assurance Co | 235,163 | $43.0M | 0.08% | +9,045+4.0% | Added |
| Empyrean Capital Partners, LP | 236,200 | $43.0M | 1.43% | −28,600−10.8% | Reduced |
| Pictet Asset Management Holding SA | 241,073 | $43.9M | 0.05% | +26,794+12.5% | Added |
| CIBC World Markets Inc. | 251,463 | $45.8M | 0.08% | −14,379−5.4% | Reduced |
| Fort Washington Investment Advisors Inc | 252,809 | $46.1M | 0.25% | +10,384+4.3% | Added |
| Stifel Financial Corp | 253,785 | $46.2M | 0.04% | −156,744−38.2% | Reduced |
| Cetera Investment Advisers | 258,194 | $47.0M | 0.05% | +20,322+8.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 263,210 | $47.9M | 0.24% | −18,367−6.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 262,974 | $47.9M | 0.07% | +72,535+38.1% | Added |
| STRS Ohio | 265,739 | $48.4M | 0.19% | +12,086+4.8% | Added |
| Chickasaw Capital Management LLC | 270,230 | $49.2M | 1.74% | +126,451+87.9% | Added |
| Manufacturers Life Insurance Company, The | 274,978 | $50.1M | 0.04% | −30,773−10.1% | Reduced |
| First Trust Advisors LP | 277,463 | $50.5M | 0.04% | +79,349+40.1% | Added |
| Ieq Capital, LLC | 277,608 | $50.6M | 0.23% | +13,348+5.1% | Added |
| Assenagon Asset Management S.A. | 278,659 | $50.8M | 0.08% | +252,363+959.7% | Added |
| National Bank of Canada | 291,358 | $53.1M | 0.05% | −72,763−20.0% | Reduced |
| Miller Howard Investments Inc | 294,220 | $53.6M | 1.47% | +3,410+1.2% | Added |
| Quantinno Capital Management LP | 294,580 | $53.7M | 0.09% | +26,428+9.9% | Added |
| ZWJ Investment Counsel Inc | 295,031 | $53.7M | 1.94% | +6,836+2.4% | Added |
| Encompass Capital Advisors LLC | 304,700 | $55.5M | 2.26% | +304,700 | New |
| SEI Investments Co | 304,954 | $55.6M | 0.05% | −71,417−19.0% | Reduced |
| Van Eck Associates Corp | 306,507 | $55.8M | 0.04% | +91,325+42.4% | Added |
| Creative Planning | 307,033 | $55.9M | 0.04% | +26,403+9.4% | Added |
| RNC Capital Management LLC | 315,352 | $57.5M | 2.51% | −15,533−4.7% | Reduced |
| Davis R M Inc | 318,620 | $58.0M | 1.03% | −5,259−1.6% | Reduced |
| TD Asset Management Inc | 322,067 | $58.7M | 0.05% | −4,250−1.3% | Reduced |
| New York State Teachers Retirement System | 331,005 | $60.3M | 0.12% | +24,899+8.1% | Added |
| HighTower Advisors, LLC | 336,509 | $61.3M | 0.07% | −33,077−8.9% | Reduced |
| Korea Investment CORP | 340,674 | $62.1M | 0.13% | +26,947+8.6% | Added |
| Federated Hermes, Inc. | 342,845 | $62.5M | 0.10% | +245,134+250.9% | Added |
| State Board of Administration of Florida Retirement System | 355,551 | $64.8M | 0.12% | −8,570−2.4% | Reduced |
| Teacher Retirement System of Texas | 358,832 | $65.4M | 0.27% | +268,006+295.1% | Added |
| Victory Capital Management Inc | 373,722 | $68.1M | 0.04% | −683,790−64.7% | Reduced |
| Aviva PLC | 380,306 | $69.3M | 0.12% | +13,486+3.7% | Added |
| Holocene Advisors, LP | 382,100 | $69.6M | 0.17% | −991,550−72.2% | Reduced |
| Citigroup Inc | 383,134 | $69.8M | 0.04% | −87,058−18.5% | Reduced |
| Alliancebernstein L.P. | 555,423 | $71.7M | 0.02% | −71,746−11.4% | Reduced |
| Recurrent Investment Advisors LLC | 414,064 | $75.4M | 4.54% | −40,677−8.9% | Reduced |
| Massachusetts Financial Services Co | 440,938 | $80.3M | 0.03% | −930,866−67.9% | Reduced |
| Bahl & Gaynor Inc | 453,222 | $82.6M | 0.42% | −119,121−20.8% | Reduced |
| California State Teachers Retirement System | 467,419 | $85.2M | 0.09% | −15,380−3.2% | Reduced |
| Fayez Sarofim & Co | 469,734 | $85.6M | 0.22% | −38,531−7.6% | Reduced |
| Principal Financial Group Inc | 470,073 | $85.6M | 0.05% | −49,310−9.5% | Reduced |
| Prudential Financial Inc | 473,785 | $86.3M | 0.11% | −9,754−2.0% | Reduced |
| M&T Bank Corp | 477,840 | $87.1M | 0.29% | −1,199−0.3% | Reduced |
| Freestone Grove Partners LP | 498,027 | $90.7M | 0.66% | +147,547+42.1% | Added |
| Citadel Advisors LLC | 523,970 | $95.5M | 0.07% | −749,074−58.8% | Reduced |
| Colony Group, LLC | 538,005 | $98.0M | 0.11% | +22,096+4.3% | Added |
| Squarepoint Ops LLC | 562,185 | $102.4M | 0.22% | +293,141+109.0% | Added |
| Ameriprise Financial Inc | 565,575 | $103.1M | 0.02% | +44,325+8.5% | Added |
| BNP Paribas Arbitrage, SA | 585,034 | $106.6M | 0.07% | −74,000−11.2% | Reduced |
| Qube Research & Technologies Ltd | 634,790 | $115.6M | 0.16% | +634,790 | New |
| Mackenzie Financial Corp | 644,710 | $117.5M | 0.14% | +583,218+948.4% | Added |
| Russell Investments Group, Ltd. | 649,692 | $118.7M | 0.13% | +73,801+12.8% | Added |
| Franklin Resources Inc | 666,040 | $121.3M | 0.03% | +451,185+210.0% | Added |
| American Century Companies Inc | 684,461 | $124.7M | 0.06% | +568,363+489.6% | Added |
| California Public Employees Retirement System | 687,713 | $125.3M | 0.08% | −14,628−2.1% | Reduced |
| National Pension Service | 698,069 | $127.2M | 0.10% | +84,010+13.7% | Added |
| Truist Financial Corp | 698,272 | $127.2M | 0.17% | +23,188+3.4% | Added |
| Acadian Asset Management LLC | 703,241 | $128.1M | 0.18% | +396,946+129.6% | Added |
| CI Private Wealth, LLC | 706,748 | $128.7M | 0.18% | −17,784−2.5% | Reduced |
| Bank of Montreal | 726,489 | $132.4M | 0.06% | +6,363+0.9% | Added |
| Rhumbline Advisers | 749,243 | $136.5M | 0.12% | −17,202−2.2% | Reduced |
| The PNC Financial Services Group, Inc. | 754,343 | $137.4M | 0.08% | +2,414+0.3% | Added |
| Vanguard Asset Management, Ltd | 756,628 | $137.8M | 0.12% | +756,628 | New |
| Barclays PLC | 759,668 | $138.4M | 0.05% | +160,930+26.9% | Added |
| Marshall Wace, LLP | 772,013 | $140.6M | 0.15% | +738,745+2,220.6% | Added |
| Adage Capital Partners GP, L.L.C. | 781,001 | $142.3M | 0.22% | +42,200+5.7% | Added |
| LSV Asset Management | 790,599 | $144.0M | 0.31% | −46,750−5.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 796,505 | $145.1M | 0.08% | +796,505 | New |
| GWM Advisors LLC | 824,364 | $150.2M | 0.54% | −172,591−17.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 862,141 | $157.1M | 0.10% | −44,989−5.0% | Reduced |
| HSBC Holdings PLC | 883,907 | $161.0M | 0.10% | +23,448+2.7% | Added |
| LPL Financial LLC | 887,797 | $161.7M | 0.04% | −6,646−0.7% | Reduced |
| Vanguard Global Advisers, LLC | 899,110 | $163.8M | 0.09% | +899,110 | New |
| Wellington Management Group LLP | 904,814 | $164.8M | 0.03% | +501,161+124.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 916,943 | $167.0M | 0.11% | +70,908+8.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 981,432 | $178.8M | 0.59% | −35,888−3.5% | Reduced |
| Canada Pension Plan Investment Board | 999,314 | $182.1M | 0.12% | +380,173+61.4% | Added |
| Envestnet Asset Management Inc | 1,027,210 | $187.1M | 0.05% | −283,055−21.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,029,791 | $187.6M | 0.79% | −183,844−15.1% | Reduced |
| Swiss National Bank | 1,182,450 | $215.4M | 0.12% | +75,100+6.8% | Added |
| Millennium Management LLC | 1,194,043 | $217.5M | 0.16% | +952,144+393.6% | Added |
| Los Angeles Capital Management LLC | 1,205,785 | $219.7M | 0.87% | +417,751+53.0% | Added |
| Mariner, LLC | 1,222,327 | $222.7M | 0.26% | +42,939+3.6% | Added |