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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 97,308 | $17.7M | 0.04% | +1,423+1.5% | Added |
| Oppenheimer Asset Management Inc. | 96,515 | $17.6M | 0.20% | +1,696+1.8% | Added |
| MetLife Investment Management | 95,446 | $17.4M | 0.09% | −2,530−2.6% | Reduced |
| Bank of Nova Scotia | 94,725 | $17.3M | 0.03% | −51,775−35.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 93,858 | $17.1M | 0.09% | +136+0.1% | Added |
| DnB Asset Management AS | 92,980 | $16.9M | 0.06% | +7,937+9.3% | Added |
| Eldred Rock Partners, LLC | 91,834 | $16.7M | 4.26% | +1,793+2.0% | Added |
| Schwerin Boyle Capital Management Inc | 91,563 | $16.7M | 2.12% | −2,928−3.1% | Reduced |
| Great Lakes Advisors, LLC | 90,528 | $16.5M | 0.14% | +43,087+90.8% | Added |
| Voya Investment Management LLC | 89,786 | $16.4M | 0.02% | −5,463−5.7% | Reduced |
| Mattern Capital Management, LLC | 88,599 | $16.1M | 1.93% | −1,850−2.0% | Reduced |
| Kestra Advisory Services, LLC | 87,095 | $15.9M | 0.06% | −1,098−1.2% | Reduced |
| Panagora Asset Management Inc | 87,036 | $15.9M | 0.06% | +80,743+1,283.1% | Added |
| Daiwa Securities Group Inc. | 86,903 | $15.8M | 0.05% | −52−0.1% | Reduced |
| Daymark Wealth Partners, LLC | 86,836 | $15.8M | 0.50% | −199−0.2% | Reduced |
| Lawson Kroeker Investment Management Inc | 86,599 | $15.8M | 4.60% | −16,365−15.9% | Reduced |
| Retirement Systems of Alabama | 85,564 | $15.6M | 0.05% | −151−0.2% | Reduced |
| Viking Fund Management LLC | 85,000 | $15.5M | 1.59% | −2,000−2.3% | Reduced |
| Susquehanna International Group, LLP | 84,974 | $15.5M | 0.02% | −189,392−69.0% | Reduced |
| Amalgamated Bank | 83,519 | $15.2M | 0.12% | +1,802+2.2% | Added |
| Skba Capital Management LLC | 83,235 | $15.2M | 2.08% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 82,802 | $15.1M | 0.37% | −8,422−9.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 82,755 | $15.1M | 0.04% | +12,416+17.7% | Added |
| Merewether Investment Management, LP | 82,300 | $15.0M | 0.29% | +82,300 | New |
| Sanctuary Advisors, LLC | 81,916 | $14.9M | 0.08% | −868−1.0% | Reduced |
| Aventail Capital Group, LP | 81,469 | $14.8M | 0.72% | −47,580−36.9% | Reduced |
| Venture Visionary Partners LLC | 81,244 | $14.8M | 0.49% | −15,300−15.8% | Reduced |
| Bokf, NA | 81,214 | $14.8M | 0.23% | +7,848+10.7% | Added |
| Tortoise Capital Advisors, L.L.C. | 80,743 | $14.7M | 0.15% | −28,841−26.3% | Reduced |
| Ensign Peak Advisors, Inc | 80,357 | $14.6M | 0.03% | +12,468+18.4% | Added |
| Martingale Asset Management L P | 79,721 | $14.5M | 0.36% | +74,298+1,370.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 79,467 | $14.5M | 0.01% | +51,895+188.2% | Added |
| Woodline Partners LP | 78,919 | $14.4M | 0.05% | +10,151+14.8% | Added |
| Advisors Capital Management, LLC | 78,838 | $14.4M | 0.17% | +4,987+6.8% | Added |
| Marco Investment Management LLC | 77,511 | $14.1M | 1.07% | −145−0.2% | Reduced |
| Illinois Municipal Retirement Fund | 77,510 | $14.1M | 0.18% | −28,659−27.0% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 76,452 | $13.9M | 0.14% | +5,332+7.5% | Added |
| Horizon Investments, LLC | 76,382 | $13.9M | 0.16% | +13,092+20.7% | Added |
| Guggenheim Capital LLC | 75,551 | $13.8M | 0.11% | +11,454+17.9% | Added |
| Adell Harriman & Carpenter Inc | 75,320 | $13.7M | 0.84% | +3,105+4.3% | Added |
| Simmons Bank | 75,232 | $13.7M | 0.92% | +913+1.2% | Added |
| Heritage Investors Management Corp | 74,457 | $13.6M | 0.41% | −3,632−4.7% | Reduced |
| Gotham Asset Management, LLC | 74,274 | $13.5M | 0.04% | −283−0.4% | Reduced |
| ProShare Advisors LLC | 73,847 | $13.5M | 0.02% | −14,254−16.2% | Reduced |
| Advisory Services Network, LLC | 73,690 | $13.4M | 0.18% | −2,479−3.3% | Reduced |
| Energy Income Partners, LLC | 73,405 | $13.4M | 0.22% | +59,904+443.7% | Added |
| Brown Advisory Inc | 72,735 | $13.3M | 0.02% | +4,382+6.4% | Added |
| Zacks Investment Management | 72,664 | $13.2M | 0.11% | +4,250+6.2% | Added |
| Sienna Gestion | 71,013 | $13.2M | 0.87% | +60,789+594.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 72,496 | $13.2M | 0.12% | −139−0.2% | Reduced |
| Calamos Advisors LLC | 72,161 | $13.1M | 0.05% | +3,024+4.4% | Added |
| JustInvest LLC | 71,722 | $13.1M | 0.13% | +6,189+9.4% | Added |
| Wealthfront Advisers LLC | 71,498 | $13.0M | 0.03% | +977+1.4% | Added |
| WSFS Capital Management, LLC | 70,700 | $12.9M | 0.62% | −3,301−4.5% | Reduced |
| Xponance, Inc. | 70,272 | $12.8M | 0.09% | +9,262+15.2% | Added |
| Visionary Wealth Advisors | 69,768 | $12.7M | 0.56% | −3,470−4.7% | Reduced |
| Quadrature Capital Ltd | 68,846 | $12.5M | 0.15% | +58,520+566.7% | Added |
| Sterling Capital Management LLC | 68,720 | $12.5M | 0.24% | −4,000−5.5% | Reduced |
| Swiss Life Asset Management Ltd | 68,509 | $12.5M | 0.06% | +7,413+12.1% | Added |
| Lighthouse Investment Partners, LLC | 67,500 | $12.3M | 0.46% | −894−1.3% | Reduced |
| IFM Investors Pty Ltd | 66,891 | $12.2M | 0.10% | +4,750+7.6% | Added |
| Osborne Partners Capital Management, LLC | 66,252 | $12.1M | 0.64% | −1,435−2.1% | Reduced |
| Pathstone Holdings, LLC | 65,623 | $12.0M | 0.05% | −1,049−1.6% | Reduced |
| Nomura Asset Management International Inc. | 65,523 | $11.9M | 0.02% | −86,921−57.0% | Reduced |
| Utah Retirement Systems | 65,494 | $11.9M | 0.12% | −1,610−2.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 64,718 | $11.8M | 0.67% | +58,707+976.7% | Added |
| Concurrent Investment Advisors, LLC | 64,489 | $11.7M | 0.13% | +7,833+13.8% | Added |
| Eurizon Capital SGR S.p.A. | 63,774 | $11.6M | 0.04% | −1,085−1.7% | Reduced |
| First Manhattan Co | 63,700 | $11.6M | 0.03% | +8,206+14.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 62,207 | $11.3M | 0.10% | +771+1.3% | Added |
| Allworth Financial LP | 61,865 | $11.3M | 0.05% | +174+0.3% | Added |
| Foundation Resource Management Inc | 61,813 | $11.3M | 1.27% | −987−1.6% | Reduced |
| Nordwand Advisors, LLC | 61,296 | $11.2M | 1.95% | +2,970+5.1% | Added |
| Man Group plc | 60,749 | $11.1M | 0.02% | +7,504+14.1% | Added |
| Rakuten Investment Management, Inc. | 59,798 | $11.1M | 0.02% | +6,743+12.7% | Added |
| La Banque Postale Asset Management SA | 60,492 | $11.0M | 0.15% | +4,112+7.3% | Added |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $10.9M | 0.09% | +60,000 | New |
| Advisors Asset Management, Inc. | 59,367 | $10.8M | 0.18% | +6,278+11.8% | Added |
| TD Waterhouse Canada Inc. | 60,091 | $10.5M | 0.03% | +1,747+3.0% | Added |
| Cypress Capital Group | 57,688 | $10.5M | 1.18% | −377−0.6% | Reduced |
| NEOS Investment Management LLC | 57,642 | $10.5M | 0.05% | +3,053+5.6% | Added |
| AG2R la Mondiale Gestion D'Actifs | 56,853 | $10.4M | 0.47% | +753+1.3% | Added |
| Telos Capital Management, Inc. | 56,791 | $10.3M | 0.99% | −1,012−1.8% | Reduced |
| MAI Capital Management | 56,365 | $10.3M | 0.06% | +3,002+5.6% | Added |
| New York Life Investment Management LLC | 55,999 | $10.2M | 0.09% | +724+1.3% | Added |
| British Columbia Investment Management Corp | 55,531 | $10.1M | 0.06% | −16,059−22.4% | Reduced |
| Macquarie Group Ltd | 55,477 | $10.1M | 0.06% | +519+0.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 55,398 | $10.1M | 2.03% | −560−1.0% | Reduced |
| USS Investment Management Ltd | 55,077 | $10.0M | 0.04% | 00.0% | Unchanged |
| Kempen Capital Management N.V. | 53,816 | $9.80M | 0.09% | −3,564−6.2% | Reduced |
| Icon Advisers Inc | 53,417 | $9.73M | 2.25% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 53,307 | $9.71M | 0.20% | −3,340−5.9% | Reduced |
| Natixis | 52,438 | $9.55M | 0.04% | −376,733−87.8% | Reduced |
| CCM Investment Advisers LLC | 52,177 | $9.51M | 0.91% | −42,397−44.8% | Reduced |
| Commerce Bank | 52,002 | $9.47M | 0.05% | +5,687+12.3% | Added |
| ING Groep NV | 51,965 | $9.47M | 0.06% | +5,893+12.8% | Added |
| Teachers Retirement System of the State of Kentucky | 51,960 | $9.47M | 0.07% | +19,659+60.9% | Added |
| Yousif Capital Management, LLC | 51,943 | $9.46M | 0.11% | −1,708−3.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 51,866 | $9.45M | 0.08% | +1,030+2.0% | Added |
| Nissay Asset Management Corp | 51,637 | $9.41M | 0.05% | +572+1.1% | Added |