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, Q2 2026
Institutional positions in Phillips 66 as of Jun 30, 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
- 2,109
- +2 vs. Q1 2026
- Shares held
- 317.7M
- +4.96M (+1.6%) vs. Q1 2026
- Total value
- $53.5B
- −$3.38B (−5.9%) vs. Q1 2026
- New holders
- 164
- 806 more added
- Sold out
- 162
- 738 more reduced
25 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 53,639 | $9.07M | 0.04% | +2,002+3.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 54,278 | $9.18M | 0.06% | +2,412+4.7% | Added |
| First Fiduciary Investment Counsel, Inc. | 54,691 | $9.25M | 1.75% | −707−1.3% | Reduced |
| Carlson Capital L P | 55,375 | $9.36M | 1.93% | +43,618+371.0% | Added |
| QRG Capital Management, Inc. | 55,595 | $9.40M | 0.08% | +10,186+22.4% | Added |
| Telos Capital Management, Inc. | 55,644 | $9.41M | 0.83% | −1,147−2.0% | Reduced |
| New York Life Investment Management LLC | 55,869 | $9.44M | 0.07% | −130−0.2% | Reduced |
| Edgestream Partners, L.P. | 57,055 | $9.65M | 0.29% | +57,055 | New |
| Hudson Bay Capital Management LP | 57,418 | $9.71M | 0.05% | +57,418 | New |
| AG2R la Mondiale Gestion D'Actifs | 58,523 | $9.89M | 0.36% | +1,670+2.9% | Added |
| Sienna Gestion | 57,230 | $10.1M | 0.59% | −13,783−19.4% | Reduced |
| Cypress Capital Group | 59,903 | $10.1M | 0.95% | +2,215+3.8% | Added |
| Navellier & Associates Inc | 59,960 | $10.1M | 0.80% | +19,693+48.9% | Added |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $10.1M | 0.07% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 60,008 | $10.1M | 0.08% | −2,199−3.5% | Reduced |
| British Columbia Investment Management Corp | 60,221 | $10.2M | 0.06% | +4,690+8.4% | Added |
| La Banque Postale Asset Management SA | 60,493 | $10.2M | 0.10% | +10.0% | Added |
| Worldquant Millennium Advisors LLC | 60,523 | $10.2M | 0.04% | −67,118−52.6% | Reduced |
| Utah Retirement Systems | 60,871 | $10.3M | 0.10% | −4,623−7.1% | Reduced |
| Advisors Asset Management, Inc. | 60,896 | $10.3M | 0.16% | +1,529+2.6% | Added |
| Foundation Resource Management Inc | 61,342 | $10.4M | 1.21% | −471−0.8% | Reduced |
| TD Waterhouse Canada Inc. | 59,533 | $10.4M | 0.03% | −558−0.9% | Reduced |
| Nordwand Advisors, LLC | 62,724 | $10.6M | 1.63% | +1,428+2.3% | Added |
| Rothschild Investment LLC | 63,281 | $10.7M | 0.40% | +13,120+26.2% | Added |
| SRS Capital Advisors, Inc. | 63,441 | $10.7M | 0.07% | +58,702+1,238.7% | Added |
| First Manhattan Co | 64,125 | $10.8M | 0.03% | +425+0.7% | Added |
| NEOS Investment Management LLC | 65,327 | $11.0M | 0.04% | +7,685+13.3% | Added |
| Osborne Partners Capital Management, LLC | 65,747 | $11.1M | 0.62% | −505−0.8% | Reduced |
| Savant Capital, LLC | 60,249 | $11.3M | 0.03% | +41,075+214.2% | Added |
| MAI Capital Management | 66,840 | $11.3M | 0.04% | +10,475+18.6% | Added |
| Meitav Dash Investments Ltd | 47,721 | $11.4M | 0.08% | +47,721 | New |
| Macquarie Group Ltd | 67,311 | $11.4M | 0.05% | +11,834+21.3% | Added |
| Rakuten Investment Management, Inc. | 65,580 | $11.4M | 0.03% | +5,782+9.7% | Added |
| Calamos Advisors LLC | 67,875 | $11.5M | 0.04% | −4,286−5.9% | Reduced |
| XTX Topco Ltd | 67,882 | $11.5M | 0.15% | +44,934+195.8% | Added |
| Pathstone Holdings, LLC | 68,389 | $11.6M | 0.03% | +2,766+4.2% | Added |
| ING Groep NV | 69,596 | $11.8M | 0.06% | +17,631+33.9% | Added |
| Amalgamated Bank | 69,747 | $11.8M | 0.08% | −13,772−16.5% | Reduced |
| Visionary Wealth Advisors | 69,764 | $11.8M | 0.47% | −40.0% | Reduced |
| Nomura Asset Management International Inc. | 69,865 | $11.8M | 0.02% | +4,342+6.6% | Added |
| Sterling Capital Management LLC | 69,979 | $11.8M | 0.20% | +1,259+1.8% | Added |
| WSFS Capital Management, LLC | 70,057 | $11.8M | 0.52% | −643−0.9% | Reduced |
| Xponance, Inc. | 70,315 | $11.9M | 0.07% | +43+0.1% | Added |
| Trexquant Investment LP | 70,428 | $11.9M | 0.07% | −46,479−39.8% | Reduced |
| Heritage Investors Management Corp | 71,343 | $12.1M | 0.33% | −3,114−4.2% | Reduced |
| IFM Investors Pty Ltd | 71,928 | $12.2M | 0.08% | +5,037+7.5% | Added |
| Guggenheim Capital LLC | 72,309 | $12.2M | 0.08% | −3,242−4.3% | Reduced |
| Cushing Asset Management, LP | 73,100 | $12.4M | 0.55% | −107,000−59.4% | Reduced |
| Brown Advisory Inc | 73,391 | $12.4M | 0.02% | +656+0.9% | Added |
| Simmons Bank | 73,577 | $12.4M | 0.71% | −1,655−2.2% | Reduced |
| Sagefield Capital LP | 74,852 | $12.7M | 0.94% | +74,852 | New |
| Wealthfront Advisers LLC | 75,124 | $12.7M | 0.02% | +3,626+5.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 75,146 | $12.7M | 0.11% | +2,650+3.7% | Added |
| JustInvest LLC | 75,670 | $12.8M | 0.10% | +3,948+5.5% | Added |
| Swiss Life Asset Management Ltd | 75,839 | $12.8M | 0.05% | +7,330+10.7% | Added |
| ProShare Advisors LLC | 75,877 | $12.8M | 0.02% | +2,030+2.7% | Added |
| Marco Investment Management LLC | 75,961 | $12.8M | 0.84% | −1,550−2.0% | Reduced |
| Adell Harriman & Carpenter Inc | 76,160 | $12.9M | 0.66% | +840+1.1% | Added |
| Aquatic Capital Management LLC | 77,403 | $13.1M | 0.45% | +61,515+387.2% | Added |
| Illinois Municipal Retirement Fund | 77,956 | $13.2M | 0.15% | +446+0.6% | Added |
| Quadrature Capital Ltd | 79,009 | $13.4M | 0.11% | +10,163+14.8% | Added |
| Tortoise Capital Advisors, L.L.C. | 79,224 | $13.4M | 0.14% | −1,519−1.9% | Reduced |
| Concurrent Investment Advisors, LLC | 79,658 | $13.5M | 0.12% | +15,169+23.5% | Added |
| Gotham Asset Management, LLC | 81,042 | $13.7M | 0.03% | +6,768+9.1% | Added |
| Sanctuary Advisors, LLC | 81,320 | $13.7M | 0.06% | −596−0.7% | Reduced |
| Advisors Capital Management, LLC | 81,597 | $13.8M | 0.15% | +2,759+3.5% | Added |
| Daiwa Securities Group Inc. | 82,438 | $13.9M | 0.03% | −4,465−5.1% | Reduced |
| Advisory Services Network, LLC | 82,580 | $14.0M | 0.16% | +8,890+12.1% | Added |
| Lawson Kroeker Investment Management Inc | 82,799 | $14.0M | 3.88% | −3,800−4.4% | Reduced |
| TCG Advisory Services, LLC | 83,540 | $14.1M | 0.26% | +738+0.9% | Added |
| Retirement Systems of Alabama | 84,227 | $14.2M | 0.04% | −1,337−1.6% | Reduced |
| ExodusPoint Capital Management, LP | 84,917 | $14.4M | 0.13% | −17,198−16.8% | Reduced |
| Viking Fund Management LLC | 85,000 | $14.4M | 1.29% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 85,433 | $14.4M | 0.40% | +4,189+5.2% | Added |
| Eurizon Capital SGR S.p.A. | 85,596 | $14.5M | 0.04% | +21,822+34.2% | Added |
| Aventail Capital Group, LP | 86,188 | $14.6M | 0.84% | +4,719+5.8% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 86,229 | $14.6M | 0.12% | +9,777+12.8% | Added |
| Daymark Wealth Partners, LLC | 87,073 | $14.7M | 0.36% | +237+0.3% | Added |
| Ensign Peak Advisors, Inc | 87,394 | $14.8M | 0.02% | +7,037+8.8% | Added |
| Woodline Partners LP | 87,512 | $14.8M | 0.05% | +8,593+10.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 88,556 | $15.0M | 0.07% | −5,302−5.6% | Reduced |
| Great Lakes Advisors, LLC | 89,077 | $15.1M | 0.11% | −1,451−1.6% | Reduced |
| Schwerin Boyle Capital Management Inc | 89,788 | $15.2M | 1.86% | −1,775−1.9% | Reduced |
| Van Eck Associates Corp | 90,926 | $15.4M | 0.01% | −215,581−70.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 91,421 | $15.5M | 0.03% | +8,666+10.5% | Added |
| MetLife Investment Management | 92,687 | $15.7M | 0.07% | −2,759−2.9% | Reduced |
| CIBC Asset Management Inc | 94,625 | $16.0M | 0.04% | −2,683−2.8% | Reduced |
| DnB Asset Management AS | 95,532 | $16.1M | 0.05% | +2,552+2.7% | Added |
| Voya Investment Management LLC | 95,789 | $16.2M | 0.01% | +6,003+6.7% | Added |
| Kestra Advisory Services, LLC | 96,020 | $16.2M | 0.05% | +8,925+10.2% | Added |
| D.A. Davidson & Co. | 96,251 | $16.3M | 0.09% | −1,201−1.2% | Reduced |
| Oppenheimer Asset Management Inc. | 96,515 | $16.3M | 0.17% | 00.0% | Unchanged |
| Associated Banc-Corp | 96,657 | $16.3M | 0.39% | −662−0.7% | Reduced |
| Rafferty Asset Management, LLC | 96,951 | $16.4M | 0.04% | −22,221−18.6% | Reduced |
| Bokf, NA | 97,159 | $16.4M | 0.23% | +15,945+19.6% | Added |
| Jain Global LLC | 97,615 | $16.5M | 0.19% | +61,047+166.9% | Added |
| Eldred Rock Partners, LLC | 97,837 | $16.5M | 3.56% | +6,003+6.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 98,685 | $16.7M | 0.01% | +19,218+24.2% | Added |
| Pacific Heights Asset Management LLC | 100,000 | $16.9M | 0.54% | 00.0% | Unchanged |
| State of Michigan Retirement System | 102,612 | $17.3M | 0.08% | −2,600−2.5% | Reduced |