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 |
|---|---|---|---|---|---|
| National Bank of Canada | 291,358 | $53.1M | 0.05% | −72,763−20.0% | Reduced |
| Assenagon Asset Management S.A. | 278,659 | $50.8M | 0.08% | +252,363+959.7% | Added |
| Ieq Capital, LLC | 277,608 | $50.6M | 0.23% | +13,348+5.1% | Added |
| First Trust Advisors LP | 277,463 | $50.5M | 0.04% | +79,349+40.1% | Added |
| Manufacturers Life Insurance Company, The | 274,978 | $50.1M | 0.04% | −30,773−10.1% | Reduced |
| Chickasaw Capital Management LLC | 270,230 | $49.2M | 1.74% | +126,451+87.9% | Added |
| STRS Ohio | 265,739 | $48.4M | 0.19% | +12,086+4.8% | Added |
| Robeco Institutional Asset Management B.V. | 262,974 | $47.9M | 0.07% | +72,535+38.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 263,210 | $47.9M | 0.24% | −18,367−6.5% | Reduced |
| Cetera Investment Advisers | 258,194 | $47.0M | 0.05% | +20,322+8.5% | Added |
| Stifel Financial Corp | 253,785 | $46.2M | 0.04% | −156,744−38.2% | Reduced |
| Fort Washington Investment Advisors Inc | 252,809 | $46.1M | 0.25% | +10,384+4.3% | Added |
| CIBC World Markets Inc. | 251,463 | $45.8M | 0.08% | −14,379−5.4% | Reduced |
| Pictet Asset Management Holding SA | 241,073 | $43.9M | 0.05% | +26,794+12.5% | Added |
| Empyrean Capital Partners, LP | 236,200 | $43.0M | 1.43% | −28,600−10.8% | Reduced |
| Great West Life Assurance Co | 235,163 | $43.0M | 0.08% | +9,045+4.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 233,081 | $42.4M | 0.07% | +5,713+2.5% | Added |
| US Bancorp | 230,635 | $42.0M | 0.05% | −5,712−2.4% | Reduced |
| Ofi Invest Asset Management | 264,186 | $42.0M | 0.55% | +76,578+40.8% | Added |
| Janney Montgomery Scott LLC | 229,750 | $41.9M | 0.10% | +7,688+3.5% | Added |
| State of Wisconsin Investment Board | 225,134 | $41.0M | 0.09% | −30,977−12.1% | Reduced |
| Stack Financial Management, Inc | 217,285 | $39.6M | 2.91% | −188−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 215,899 | $39.4M | 0.06% | +577+0.3% | Added |
| Commonwealth Equity Services, LLC | 210,092 | $38.3M | 0.05% | −1,825−0.9% | Reduced |
| Advisory Resource Group | 208,116 | $37.9M | 6.52% | −30,171−12.7% | Reduced |
| Blair William & Co | 206,924 | $37.7M | 0.11% | +3,850+1.9% | Added |
| DekaBank Deutsche Girozentrale | 199,461 | $37.6M | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 204,654 | $37.3M | 0.19% | +15,701+8.3% | Added |
| Cerity Partners LLC | 204,113 | $37.2M | 0.05% | −152,753−42.8% | Reduced |
| TCTC Holdings, LLC | 202,528 | $36.9M | 1.05% | −5,452−2.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 201,009 | $36.6M | 0.11% | −6,016−2.9% | Reduced |
| Hikari Power Ltd | 190,330 | $34.7M | 3.02% | 00.0% | Unchanged |
| Tran Capital Management, L.P. | 189,901 | $34.6M | 4.75% | +189,901 | New |
| CIBC Bancorp USA Inc. | 188,736 | $34.4M | 0.05% | +188,736 | New |
| Vanguard Investments Australia, Ltd. | 187,708 | $34.2M | 0.10% | +187,708 | New |
| NFJ Investment Group, LLC | 186,564 | $34.0M | 1.30% | +123,990+198.1% | Added |
| Allianz Asset Management GmbH | 181,779 | $33.1M | 0.04% | −222,238−55.0% | Reduced |
| Cushing Asset Management, LP | 180,100 | $32.8M | 1.63% | −10,800−5.7% | Reduced |
| Natixis Advisors, L.P. | 178,216 | $32.5M | 0.05% | −8,699−4.7% | Reduced |
| Nisa Investment Advisors, LLC | 178,031 | $32.4M | 0.12% | −528−0.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 177,529 | $32.3M | 0.07% | +4,838+2.8% | Added |
| Allspring Global Investments Holdings, LLC | 181,468 | $31.9M | 0.05% | +42,454+30.5% | Added |
| Treasurer of the State of North Carolina | 172,529 | $31.4M | 0.10% | +3,676+2.2% | Added |
| Royal London Asset Management Ltd | 171,097 | $31.2M | 0.07% | −12,073−6.6% | Reduced |
| Old Republic International Corporation | 170,100 | $31.0M | 1.23% | −110,500−39.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 169,095 | $30.8M | 0.08% | −14,612−8.0% | Reduced |
| Asset Management One Co.,Ltd. | 167,584 | $30.5M | 0.09% | −13,322−7.4% | Reduced |
| New York State Common Retirement Fund | 163,500 | $29.8M | 0.04% | 00.0% | Unchanged |
| MML Investors Services, LLC | 158,624 | $28.9M | 0.08% | −26,504−14.3% | Reduced |
| Adams Natural Resources Fund, Inc. | 155,475 | $28.3M | 3.28% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 153,254 | $27.9M | 0.12% | +95,737+166.4% | Added |
| Captrust Financial Advisors | 151,904 | $27.7M | 0.05% | −1,884−1.2% | Reduced |
| Rockefeller Capital Management L.P. | 150,663 | $27.4M | 0.05% | +267+0.2% | Added |
| SIR Capital Management, L.P. | 149,104 | $27.2M | 2.54% | +42,174+39.4% | Added |
| Nomura Asset Management Co Ltd | 145,421 | $26.5M | 0.07% | −1,987−1.3% | Reduced |
| Torray LLC | 141,031 | $25.7M | 3.77% | −65,564−31.7% | Reduced |
| Glenmede Trust Co NA | 140,173 | $25.5M | 0.13% | −3,104−2.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 139,646 | $25.4M | 0.13% | +30,562+28.0% | Added |
| F&V Capital Management, LLC | 138,637 | $25.3M | 5.34% | +855+0.6% | Added |
| CWM, LLC | 136,709 | $24.9M | 0.07% | +3,630+2.7% | Added |
| State of New Jersey Common Pension Fund D | 136,511 | $24.9M | 0.10% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 135,728 | $24.7M | 0.04% | +8,622+6.8% | Added |
| Keybank National Association | 132,743 | $24.2M | 0.09% | −450.0% | Reduced |
| Wallington Asset Management, LLC | 132,695 | $24.2M | 3.21% | −3,937−2.9% | Reduced |
| American Assets Investment Management, LLC | 130,800 | $23.8M | 1.62% | 00.0% | Unchanged |
| Credit Agricole S A | 128,939 | $23.5M | 0.08% | +22,967+21.7% | Added |
| Gabelli Funds LLC | 128,900 | $23.5M | 0.16% | −11,850−8.4% | Reduced |
| Mercer Global Advisors Inc | 128,746 | $23.5M | 0.03% | +17,919+16.2% | Added |
| Fifth Third Bancorp | 128,156 | $23.3M | 0.04% | +108,248+543.7% | Added |
| Worldquant Millennium Advisors LLC | 127,641 | $23.3M | 0.09% | −139,113−52.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 126,880 | $23.2M | 0.12% | +1,374+1.1% | Added |
| State of Tennessee, Treasury Department | 124,668 | $22.7M | 0.08% | +39,961+47.2% | Added |
| Public Employees Retirement System of Ohio | 124,328 | $22.7M | 0.07% | −3,453−2.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 123,707 | $22.5M | 0.03% | +11,367+10.1% | Added |
| Baird Financial Group, Inc. | 122,794 | $22.4M | 0.03% | −89,721−42.2% | Reduced |
| Empowered Funds, LLC | 122,663 | $22.3M | 0.14% | +122,663 | New |
| Wealth Enhancement Advisory Services, LLC | 144,581 | $21.9M | 0.05% | −6,645−4.4% | Reduced |
| Rafferty Asset Management, LLC | 119,172 | $21.7M | 0.09% | +7,756+7.0% | Added |
| Toronto Dominion Bank | 119,082 | $21.7M | 0.04% | −16,627−12.3% | Reduced |
| Kestra Private Wealth Services, LLC | 118,118 | $21.5M | 0.27% | +1,180+1.0% | Added |
| Trexquant Investment LP | 116,907 | $21.3M | 0.15% | +76,368+188.4% | Added |
| Hikari Tsushin, Inc. | 116,848 | $21.3M | 1.47% | −1,354−1.1% | Reduced |
| Public Sector Pension Investment Board | 114,579 | $20.9M | 0.06% | +11,996+11.7% | Added |
| Zurich Insurance Group Ltd | 113,704 | $20.7M | 0.16% | +113,704 | New |
| Verity & Verity, LLC | 112,574 | $20.5M | 1.53% | +3,629+3.3% | Added |
| Arizona State Retirement System | 110,422 | $20.1M | 0.12% | −2,925−2.6% | Reduced |
| Czech National Bank | 109,734 | $20.0M | 0.13% | +3,489+3.3% | Added |
| Richard C. Young & CO., LTD. | 108,194 | $19.9M | 1.65% | +14,537+15.5% | Added |
| Bollard Group LLC | 109,270 | $19.9M | 0.61% | −414−0.4% | Reduced |
| GF Fund Management Co. Ltd. | 108,386 | $19.7M | 0.33% | +13,169+13.8% | Added |
| Alyeska Investment Group, L.P. | 105,500 | $19.2M | 0.05% | −380,074−78.3% | Reduced |
| State of Michigan Retirement System | 105,212 | $19.2M | 0.10% | −300−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 102,352 | $18.6M | 0.05% | −3,654−3.4% | Reduced |
| ExodusPoint Capital Management, LP | 102,115 | $18.6M | 0.18% | +38,529+60.6% | Added |
| Pacific Heights Asset Management LLC | 100,000 | $18.2M | 0.61% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 99,867 | $18.2M | 0.61% | +6,307+6.7% | Added |
| Jones Financial Companies LLLP | 94,994 | $17.9M | 0.01% | +17,429+22.5% | Added |
| OpenArc Corporate Advisory, LLC | 97,680 | $17.8M | 0.25% | −502−0.5% | Reduced |
| D.A. Davidson & Co. | 97,452 | $17.8M | 0.11% | −774−0.8% | Reduced |
| Associated Banc-Corp | 97,319 | $17.7M | 0.47% | +477+0.5% | Added |