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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 1,321,535 | $240.8M | 0.08% | +271,764+25.9% | Added |
| Raymond James Financial Inc | 1,392,167 | $253.6M | 0.08% | −116,450−7.7% | Reduced |
| Neuberger Berman Group LLC | 1,424,106 | $259.6M | 0.20% | −30,901−2.1% | Reduced |
| Royal Bank of Canada | 1,489,962 | $271.4M | 0.05% | −108,373−6.8% | Reduced |
| Boston Partners | 1,651,820 | $301.3M | 0.32% | +267,472+19.3% | Added |
| Nuveen, LLC | 1,705,721 | $310.7M | 0.08% | +359,887+26.7% | Added |
| Legal & General Group Plc | 1,991,832 | $362.9M | 0.08% | −64,552−3.1% | Reduced |
| Vanguard Fiduciary Trust Co | 2,269,903 | $413.5M | 0.10% | +2,269,903 | New |
| JPMorgan Chase & Co | 2,239,805 | $413.9M | 0.03% | +751,884+50.5% | Added |
| UBS Asset Management Americas Inc | 2,321,649 | $423.0M | 0.09% | −68,779−2.9% | Reduced |
| Dimensional Fund Advisors LP | 2,839,278 | $517.4M | 0.11% | +42,671+1.5% | Added |
| Bank of America Corp | 2,971,036 | $541.3M | 0.04% | +35,167+1.2% | Added |
| UBS Group AG | 3,149,505 | $573.8M | 0.10% | +65,818+2.1% | Added |
| AQR Capital Management LLC | 3,383,523 | $616.4M | 0.28% | +121,041+3.7% | Added |
| Amundi | 3,667,451 | $668.1M | 0.18% | +1,403,493+62.0% | Added |
| Northern Trust Corp | 3,676,074 | $669.7M | 0.09% | −40,466−1.1% | Reduced |
| Invesco Ltd. | 3,960,848 | $721.6M | 0.07% | +90,450+2.3% | Added |
| Charles Schwab Investment Management Inc | 3,968,562 | $723.0M | 0.11% | +24,001+0.6% | Added |
| FMR LLC | 4,327,131 | $788.3M | 0.04% | −136,701−3.1% | Reduced |
| Price T Rowe Associates Inc | 4,776,330 | $870.2M | 0.10% | +551,516+13.1% | Added |
| Goldman Sachs Group Inc | 5,723,891 | $1.04B | 0.14% | +3,499,667+157.3% | Added |
| Bank of New York Mellon Corp | 6,879,213 | $1.25B | 0.23% | −224,344−3.2% | Reduced |
| Morgan Stanley | 7,100,129 | $1.29B | 0.08% | +308,705+4.5% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 9,134,428 | $1.66B | 2.22% | −4,844,064−34.7% | Reduced |
| Geode Capital Management, LLC | 10,658,175 | $1.93B | 0.12% | +244,351+2.3% | Added |
| Wells Fargo & Company | 13,788,007 | $2.51B | 0.50% | −364,865−2.6% | Reduced |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 19,251,000 | $3.51B | 22.01% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 22,100,692 | $4.03B | 0.21% | +22,100,692 | New |
| State Street Corp | 25,772,853 | $4.70B | 0.16% | +2,183,303+9.3% | Added |
| Vanguard Capital Management LLC | 26,107,984 | $4.76B | 0.12% | +26,107,984 | New |
| BlackRock, Inc. | 32,024,597 | $5.83B | 0.10% | +1,105,250+3.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −144,330−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −79,684−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −61,950−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −59,057−100.0% | Sold out |
| Strategic Planning Group, LLC | 0 | $0 | 0.00% | −58,540−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −52,715−100.0% | Sold out |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −46,598−100.0% | Sold out |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −45,786−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −41,953−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −38,900−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −36,475−100.0% | Sold out |
| Riverview Capital Advisers, LLC | 0 | $0 | 0.00% | −21,282−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −14,518−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −14,210−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −13,715−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −10,896−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −8,659−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −8,423−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −7,340−100.0% | Sold out |
| Campbell Capital Management Inc | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Heritage Wealth Management, Inc. | 0 | $0 | 0.00% | −6,561−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −5,168−100.0% | Sold out |
| Worth Financial Advisory Group, LLC | 0 | $0 | 0.00% | −5,084−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,396−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,225−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −4,220−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,155−100.0% | Sold out |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −4,079−100.0% | Sold out |
| Ambassador Advisors, LLC | 0 | $0 | 0.00% | −3,245−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −3,025−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −2,938−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −2,918−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,601−100.0% | Sold out |
| Limestone Investment Advisors LP | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| Opal Capital LLC | 0 | $0 | 0.00% | −1,985−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −2,395−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −2,292−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −2,201−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −2,168−100.0% | Sold out |
| LeClair Wealth Partners LLC | 0 | $0 | 0.00% | −1,992−100.0% | Sold out |
| BIP Wealth, LLC | 0 | $0 | 0.00% | −1,932−100.0% | Sold out |
| Cardinal Point Capital Management, ULC | 0 | $0 | 0.00% | −1,854−100.0% | Sold out |
| Hourglass Capital, LLC | 0 | $0 | 0.00% | −1,770−100.0% | Sold out |
| Moller Financial Services | 0 | $0 | 0.00% | −1,748−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,736−100.0% | Sold out |
| Allied Investment Advisors, LLC | 0 | $0 | 0.00% | −1,654−100.0% | Sold out |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −1,651−100.0% | Sold out |
| Ignite Planners, LLC | 0 | $0 | 0.00% | −1,481−100.0% | Sold out |
| Franklin Street Advisors Inc | 0 | $0 | 0.00% | −1,591−100.0% | Sold out |
| First National Bank of Hutchinson | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −970−100.0% | Sold out |
| Maseco LLP | 0 | $0 | 0.00% | −688−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| IFC & Insurance Marketing, Inc. | 0 | $0 | 0.00% | −527−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −520−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Quattro Advisors LLC | 0 | $0 | 0.00% | −504−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Longview Financial Advisors LLC | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| Winnow Wealth LLC | 0 | $0 | 0.00% | −279−100.0% | Sold out |
| Compass Financial Services Inc | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| SWAN Capital LLC | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| Board of the Pension Protection Fund | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −172−100.0% | Sold out |