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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 104,290 | $17.6M | 0.04% | +1,938+1.9% | Added |
| OpenArc Corporate Advisory, LLC | 104,638 | $17.7M | 0.21% | +6,958+7.1% | Added |
| Hamilton Capital Partners Inc. | 107,262 | $18.1M | 0.53% | +7,395+7.4% | Added |
| Ceredex Value Advisors LLC | 107,700 | $18.2M | 0.51% | +107,700 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 108,933 | $18.4M | 0.04% | −68,596−38.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 108,973 | $18.4M | 0.02% | −14,734−11.9% | Reduced |
| Richard C. Young & CO., LTD. | 109,824 | $18.6M | 1.37% | +1,630+1.5% | Added |
| Bollard Group LLC | 109,875 | $18.6M | 0.57% | +605+0.6% | Added |
| Zacks Investment Management | 110,693 | $18.7M | 0.13% | +38,029+52.3% | Added |
| Jones Financial Companies LLLP | 109,245 | $18.7M | 0.01% | +14,251+15.0% | Added |
| Arizona State Retirement System | 111,265 | $18.8M | 0.09% | +843+0.8% | Added |
| Verity & Verity, LLC | 112,031 | $18.9M | 1.30% | −543−0.5% | Reduced |
| Czech National Bank | 114,121 | $19.3M | 0.11% | +4,387+4.0% | Added |
| Public Sector Pension Investment Board | 114,480 | $19.4M | 0.05% | −99−0.1% | Reduced |
| Energy Income Partners, LLC | 114,652 | $19.4M | 0.30% | +41,247+56.2% | Added |
| Hikari Tsushin, Inc. | 114,729 | $19.4M | 1.29% | −2,119−1.8% | Reduced |
| Kestra Private Wealth Services, LLC | 116,104 | $19.6M | 0.22% | −2,014−1.7% | Reduced |
| Ofi Invest Asset Management | 131,728 | $19.7M | 0.20% | −132,458−50.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 116,844 | $19.9M | 0.09% | −10,036−7.9% | Reduced |
| Baird Financial Group, Inc. | 117,597 | $19.9M | 0.03% | −5,197−4.2% | Reduced |
| Fifth Third Bancorp | 117,652 | $19.9M | 0.03% | −10,504−8.2% | Reduced |
| Torray LLC | 117,795 | $19.9M | 2.69% | −23,236−16.5% | Reduced |
| Gabelli Funds LLC | 118,100 | $20.0M | 0.13% | −10,800−8.4% | Reduced |
| Toronto Dominion Bank | 121,662 | $20.6M | 0.03% | +2,580+2.2% | Added |
| AustralianSuper Pty Ltd | 122,998 | $20.8M | 0.09% | +122,998 | New |
| State of Tennessee, Treasury Department | 124,000 | $21.0M | 0.06% | −668−0.5% | Reduced |
| Encompass Capital Advisors LLC | 124,833 | $21.1M | 0.91% | −179,867−59.0% | Reduced |
| Bridgewater Associates, LP | 125,491 | $21.2M | 0.09% | −27,763−18.1% | Reduced |
| Credit Agricole S A | 127,795 | $21.6M | 0.05% | −1,144−0.9% | Reduced |
| Cohen & Steers, Inc. | 130,387 | $22.0M | 0.03% | +130,387 | New |
| Keybank National Association | 130,420 | $22.0M | 0.07% | −2,323−1.7% | Reduced |
| State of New Jersey Common Pension Fund D | 130,452 | $22.1M | 0.08% | −6,059−4.4% | Reduced |
| American Assets Investment Management, LLC | 130,800 | $22.1M | 1.34% | 00.0% | Unchanged |
| Martingale Asset Management L P | 133,283 | $22.5M | 0.53% | +53,562+67.2% | Added |
| Wallington Asset Management, LLC | 133,499 | $22.6M | 2.77% | +804+0.6% | Added |
| F&V Capital Management, LLC | 140,587 | $23.8M | 4.38% | +1,950+1.4% | Added |
| Rockefeller Capital Management L.P. | 141,072 | $23.8M | 0.04% | −9,591−6.4% | Reduced |
| Adams Natural Resources Fund, Inc. | 141,475 | $23.9M | 3.13% | −14,000−9.0% | Reduced |
| Standard Life Aberdeen plc | 141,926 | $24.0M | 0.03% | +6,198+4.6% | Added |
| Nykredit A/S | 142,614 | $24.1M | 0.09% | +142,614 | New |
| Empyrean Capital Partners, LP | 149,600 | $25.3M | 0.89% | −86,600−36.7% | Reduced |
| Captrust Financial Advisors | 150,014 | $25.4M | 0.04% | −1,890−1.2% | Reduced |
| Arbejdsmarkedets Tillaegspension | 150,800 | $25.5M | 0.55% | +150,800 | New |
| Nomura Asset Management Co Ltd | 151,112 | $25.5M | 0.05% | +5,691+3.9% | Added |
| Mercer Global Advisors Inc | 154,232 | $26.1M | 0.03% | +25,486+19.8% | Added |
| STRS Ohio | 154,699 | $26.2M | 0.10% | −111,040−41.8% | Reduced |
| Hikari Power Ltd | 155,300 | $26.3M | 3.07% | −35,030−18.4% | Reduced |
| Susquehanna International Group, LLP | 158,838 | $26.9M | 0.02% | +73,864+86.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 165,333 | $27.2M | 0.05% | +20,752+14.4% | Added |
| Artemis Investment Management LLP | 161,747 | $27.3M | 0.24% | +121,837+305.3% | Added |
| Royal London Asset Management Ltd | 164,804 | $27.9M | 0.05% | −6,293−3.7% | Reduced |
| New York State Common Retirement Fund | 165,500 | $28.0M | 0.04% | +2,000+1.2% | Added |
| Asset Management One Co.,Ltd. | 166,861 | $28.2M | 0.07% | −723−0.4% | Reduced |
| Freestone Grove Partners LP | 168,126 | $28.4M | 0.19% | −329,901−66.2% | Reduced |
| CIBC Bancorp USA Inc. | 169,854 | $28.7M | 0.04% | −18,882−10.0% | Reduced |
| Old Republic International Corporation | 170,100 | $28.8M | 1.08% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 170,779 | $28.9M | 0.07% | −1,750−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 171,711 | $29.0M | 0.15% | +32,065+23.0% | Added |
| Public Employees Retirement System of Ohio | 173,128 | $29.3M | 0.09% | +48,800+39.3% | Added |
| Nisa Investment Advisors, LLC | 175,366 | $29.6M | 0.09% | −2,665−1.5% | Reduced |
| Empowered Funds, LLC | 179,617 | $30.4M | 0.16% | +56,954+46.4% | Added |
| Glenmede Trust Co NA | 180,600 | $30.5M | 0.13% | +40,427+28.8% | Added |
| Fort Washington Investment Advisors Inc | 185,498 | $31.4M | 0.16% | −67,311−26.6% | Reduced |
| NFJ Investment Group, LLC | 189,084 | $32.0M | 1.09% | +2,520+1.4% | Added |
| Tran Capital Management, L.P. | 189,102 | $32.0M | 3.68% | −799−0.4% | Reduced |
| MML Investors Services, LLC | 190,233 | $32.2M | 0.07% | +31,609+19.9% | Added |
| O'Shaughnessy Asset Management, LLC | 191,754 | $32.4M | 0.15% | −12,900−6.3% | Reduced |
| Vanguard Investments Australia, Ltd. | 192,014 | $32.5M | 0.08% | +4,306+2.3% | Added |
| Allianz Asset Management GmbH | 192,815 | $32.6M | 0.03% | +11,036+6.1% | Added |
| Advisory Resource Group | 193,572 | $32.7M | 4.92% | −14,544−7.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 196,117 | $33.2M | 0.09% | −4,892−2.4% | Reduced |
| Natixis Advisors, L.P. | 201,448 | $34.1M | 0.04% | +23,232+13.0% | Added |
| TCTC Holdings, LLC | 202,788 | $34.3M | 0.90% | +260+0.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 202,921 | $34.3M | 0.08% | +33,826+20.0% | Added |
| Blair William & Co | 204,103 | $34.5M | 0.09% | −2,821−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 209,803 | $35.5M | 0.04% | −289−0.1% | Reduced |
| Stack Financial Management, Inc | 214,827 | $36.3M | 2.83% | −2,458−1.1% | Reduced |
| DekaBank Deutsche Girozentrale | 199,461 | $36.9M | 0.06% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 220,295 | $37.2M | 0.06% | −31,168−12.4% | Reduced |
| State of Wisconsin Investment Board | 221,794 | $37.5M | 0.08% | −3,340−1.5% | Reduced |
| Maryland State Retirement & Pension System | 222,129 | $37.6M | 0.64% | +201,978+1,002.3% | Added |
| Advisor Group Holdings, Inc. | 223,910 | $37.9M | 0.04% | +8,011+3.7% | Added |
| Cerity Partners LLC | 224,298 | $37.9M | 0.05% | +20,185+9.9% | Added |
| US Bancorp | 226,998 | $38.4M | 0.04% | −3,637−1.6% | Reduced |
| Korea Investment CORP | 229,514 | $38.8M | 0.07% | −111,160−32.6% | Reduced |
| Great West Life Assurance Co | 230,620 | $38.9M | 0.06% | −4,543−1.9% | Reduced |
| Assenagon Asset Management S.A. | 231,785 | $39.2M | 0.05% | −46,874−16.8% | Reduced |
| Janney Montgomery Scott LLC | 234,191 | $39.6M | 0.08% | +4,441+1.9% | Added |
| Tudor Investment Corp Et Al | 236,629 | $40.0M | 0.17% | +236,629 | New |
| Allspring Global Investments Holdings, LLC | 234,905 | $41.0M | 0.06% | +53,437+29.4% | Added |
| Robeco Institutional Asset Management B.V. | 247,606 | $41.9M | 0.05% | −15,368−5.8% | Reduced |
| Stifel Financial Corp | 250,347 | $42.3M | 0.04% | −3,438−1.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 254,110 | $42.9M | 0.07% | +21,029+9.0% | Added |
| Pictet Asset Management Holding SA | 254,580 | $43.0M | 0.04% | +13,507+5.6% | Added |
| Cetera Investment Advisers | 254,943 | $43.1M | 0.04% | −3,251−1.3% | Reduced |
| Manufacturers Life Insurance Company, The | 262,251 | $44.3M | 0.03% | −12,727−4.6% | Reduced |
| Ieq Capital, LLC | 262,569 | $44.4M | 0.20% | −15,039−5.4% | Reduced |
| Massachusetts Financial Services Co | 274,797 | $46.5M | 0.01% | −166,141−37.7% | Reduced |
| Panagora Asset Management Inc | 276,908 | $46.8M | 0.14% | +189,872+218.2% | Added |
| Teacher Retirement System of Texas | 278,722 | $47.1M | 0.13% | −80,110−22.3% | Reduced |