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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 283,968 | $48.0M | 0.20% | +20,758+7.9% | Added |
| Zurich Insurance Group Ltd | 289,016 | $48.9M | 0.34% | +175,312+154.2% | Added |
| Miller Howard Investments Inc | 293,135 | $49.6M | 1.31% | −1,085−0.4% | Reduced |
| Chickasaw Capital Management LLC | 294,013 | $49.7M | 1.79% | +23,783+8.8% | Added |
| ZWJ Investment Counsel Inc | 294,015 | $49.7M | 1.61% | −1,016−0.3% | Reduced |
| SEI Investments Co | 296,806 | $50.2M | 0.04% | −8,148−2.7% | Reduced |
| Prudential Financial Inc | 297,358 | $50.3M | 0.05% | −176,427−37.2% | Reduced |
| New York State Teachers Retirement System | 302,844 | $51.2M | 0.09% | −28,161−8.5% | Reduced |
| Walleye Capital LLC | 312,437 | $52.8M | 0.25% | +289,387+1,255.5% | Added |
| First Trust Advisors LP | 313,477 | $53.0M | 0.03% | +36,014+13.0% | Added |
| Davis R M Inc | 313,812 | $53.0M | 0.84% | −4,808−1.5% | Reduced |
| RNC Capital Management LLC | 315,716 | $53.4M | 2.20% | +364+0.1% | Added |
| Capitolis Liquid Global Markets LLC | 317,000 | $53.6M | 0.23% | +317,000 | New |
| Creative Planning | 334,458 | $56.5M | 0.03% | +27,425+8.9% | Added |
| Empower Advisory Group, LLC | 335,903 | $56.8M | 0.14% | +334,549+24,708.2% | Added |
| HighTower Advisors, LLC | 337,441 | $57.0M | 0.05% | +932+0.3% | Added |
| State Board of Administration of Florida Retirement System | 344,136 | $58.2M | 0.10% | −11,415−3.2% | Reduced |
| Alyeska Investment Group, L.P. | 345,112 | $58.3M | 0.15% | +239,612+227.1% | Added |
| Quantinno Capital Management LP | 347,169 | $58.7M | 0.07% | +52,589+17.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 354,166 | $59.9M | 0.09% | +328,860+1,299.5% | Added |
| Aviva PLC | 391,997 | $66.3M | 0.10% | +11,691+3.1% | Added |
| TD Asset Management Inc | 399,740 | $67.6M | 0.06% | +77,673+24.1% | Added |
| Recurrent Investment Advisors LLC | 403,016 | $68.1M | 4.23% | −11,048−2.7% | Reduced |
| Federated Hermes, Inc. | 425,101 | $71.9M | 0.10% | +82,256+24.0% | Added |
| Fayez Sarofim & Co | 429,784 | $72.7M | 0.17% | −39,950−8.5% | Reduced |
| Bahl & Gaynor Inc | 448,919 | $75.9M | 0.35% | −4,303−0.9% | Reduced |
| American Century Companies Inc | 453,394 | $76.6M | 0.03% | −231,067−33.8% | Reduced |
| Principal Financial Group Inc | 455,645 | $77.0M | 0.04% | −14,428−3.1% | Reduced |
| Millennium Management LLC | 462,062 | $78.1M | 0.05% | −731,981−61.3% | Reduced |
| SG Americas Securities, LLC | 469,325 | $79.3M | 0.05% | +425,771+977.6% | Added |
| M&T Bank Corp | 470,824 | $79.6M | 0.23% | −7,016−1.5% | Reduced |
| Acadian Asset Management LLC | 502,791 | $85.0M | 0.10% | −200,450−28.5% | Reduced |
| Jane Street Group, LLC | 517,595 | $87.5M | 0.06% | +490,403+1,803.5% | Added |
| Barclays PLC | 518,620 | $87.7M | 0.03% | −241,048−31.7% | Reduced |
| Squarepoint Ops LLC | 542,563 | $91.7M | 0.18% | −19,622−3.5% | Reduced |
| Two Sigma Investments, LP | 550,361 | $93.0M | 0.07% | +547,361+18,245.4% | Added |
| Colony Group, LLC | 566,960 | $95.8M | 0.10% | +28,955+5.4% | Added |
| Adage Capital Partners GP, L.L.C. | 572,301 | $96.7M | 0.14% | −208,700−26.7% | Reduced |
| Russell Investments Group, Ltd. | 600,166 | $101.6M | 0.09% | −49,526−7.6% | Reduced |
| National Bank of Canada | 611,599 | $103.4M | 0.09% | +320,241+109.9% | Added |
| Alliancebernstein L.P. | 570,173 | $103.9M | 0.04% | +14,750+2.7% | Added |
| Citigroup Inc | 626,219 | $105.9M | 0.05% | +243,085+63.4% | Added |
| California State Teachers Retirement System | 627,773 | $106.1M | 0.10% | +160,354+34.3% | Added |
| CI Private Wealth, LLC | 628,169 | $106.2M | 0.15% | −78,579−11.1% | Reduced |
| Point72 Asset Management, L.P. | 632,300 | $106.9M | 0.16% | +632,300 | New |
| Franklin Resources Inc | 645,982 | $109.2M | 0.02% | −20,058−3.0% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 656,397 | $111.0M | 0.34% | −325,035−33.1% | Reduced |
| Bank of Montreal | 690,089 | $116.7M | 0.04% | −36,400−5.0% | Reduced |
| California Public Employees Retirement System | 725,889 | $122.7M | 0.07% | +38,176+5.6% | Added |
| National Pension Service | 732,811 | $123.9M | 0.08% | +34,742+5.0% | Added |
| Truist Financial Corp | 733,069 | $123.9M | 0.15% | +34,797+5.0% | Added |
| Rhumbline Advisers | 736,736 | $124.5M | 0.09% | −12,507−1.7% | Reduced |
| The PNC Financial Services Group, Inc. | 740,879 | $125.2M | 0.06% | −13,464−1.8% | Reduced |
| Canada Pension Plan Investment Board | 760,293 | $128.5M | 0.07% | −239,021−23.9% | Reduced |
| LSV Asset Management | 775,649 | $131.1M | 0.24% | −14,950−1.9% | Reduced |
| BNP Paribas Arbitrage, SA | 821,974 | $139.0M | 0.07% | +236,940+40.5% | Added |
| GWM Advisors LLC | 823,275 | $139.2M | 0.41% | −1,089−0.1% | Reduced |
| Ameriprise Financial Inc | 829,621 | $140.2M | 0.03% | +264,046+46.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 853,719 | $144.3M | 0.08% | −8,422−1.0% | Reduced |
| Vanguard Asset Management, Ltd | 863,553 | $146.0M | 0.10% | +106,925+14.1% | Added |
| LPL Financial LLC | 876,262 | $148.1M | 0.03% | −11,535−1.3% | Reduced |
| Vanguard Global Advisers, LLC | 891,113 | $150.6M | 0.07% | −7,997−0.9% | Reduced |
| Qube Research & Technologies Ltd | 943,033 | $159.4M | 0.18% | +308,243+48.6% | Added |
| Jacobs Levy Equity Management, Inc | 945,251 | $159.8M | 0.57% | −84,540−8.2% | Reduced |
| Merewether Investment Management, LP | 967,351 | $163.5M | 3.08% | +885,051+1,075.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 982,876 | $166.2M | 0.09% | +65,933+7.2% | Added |
| Envestnet Asset Management Inc | 1,008,833 | $170.5M | 0.04% | −18,377−1.8% | Reduced |
| Marshall Wace, LLP | 1,086,732 | $183.7M | 0.16% | +314,719+40.8% | Added |
| Victory Capital Management Inc | 1,103,316 | $186.5M | 0.10% | +729,594+195.2% | Added |
| Swiss National Bank | 1,130,950 | $191.2M | 0.10% | −51,500−4.4% | Reduced |
| Wellington Management Group LLP | 1,178,961 | $199.3M | 0.03% | +274,147+30.3% | Added |
| Arrowstreet Capital, Limited Partnership | 1,193,125 | $201.7M | 0.09% | +396,620+49.8% | Added |
| Los Angeles Capital Management LLC | 1,248,269 | $211.0M | 0.78% | +42,484+3.5% | Added |
| Mariner, LLC | 1,311,840 | $221.8M | 0.23% | +89,513+7.3% | Added |
| HSBC Holdings PLC | 1,338,613 | $227.9M | 0.11% | +454,706+51.4% | Added |
| Citadel Advisors LLC | 1,363,770 | $230.5M | 0.13% | +839,800+160.3% | Added |
| Raymond James Financial Inc | 1,385,609 | $234.2M | 0.06% | −6,558−0.5% | Reduced |
| Mackenzie Financial Corp | 1,410,114 | $238.4M | 0.24% | +765,404+118.7% | Added |
| Royal Bank of Canada | 1,426,974 | $241.2M | 0.04% | −62,988−4.2% | Reduced |
| Neuberger Berman Group LLC | 1,547,269 | $262.1M | 0.17% | +123,163+8.6% | Added |
| Deutsche Bank AG | 1,603,832 | $271.1M | 0.08% | +282,297+21.4% | Added |
| Boston Partners | 1,690,972 | $286.1M | 0.25% | +39,152+2.4% | Added |
| Nuveen, LLC | 1,736,076 | $293.5M | 0.07% | +30,355+1.8% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,757,891 | $297.2M | 0.40% | −7,376,537−80.8% | Reduced |
| Legal & General Group Plc | 1,796,203 | $303.6M | 0.06% | −195,629−9.8% | Reduced |
| JPMorgan Chase & Co | 1,934,094 | $336.6M | 0.02% | −305,711−13.6% | Reduced |
| Vanguard Fiduciary Trust Co | 2,254,520 | $381.1M | 0.08% | −15,383−0.7% | Reduced |
| UBS Asset Management Americas Inc | 2,361,396 | $399.2M | 0.07% | +39,747+1.7% | Added |
| UBS Group AG | 2,400,725 | $405.8M | 0.06% | −748,780−23.8% | Reduced |
| Bank of America Corp | 2,780,067 | $470.0M | 0.03% | −190,969−6.4% | Reduced |
| Amundi | 2,958,255 | $500.1M | 0.12% | −709,196−19.3% | Reduced |
| Dimensional Fund Advisors LP | 3,106,122 | $525.2M | 0.10% | +266,844+9.4% | Added |
| Northern Trust Corp | 3,584,780 | $606.0M | 0.07% | −91,294−2.5% | Reduced |
| FMR LLC | 3,728,108 | $630.2M | 0.03% | −599,023−13.8% | Reduced |
| Invesco Ltd. | 3,741,815 | $632.6M | 0.05% | −219,033−5.5% | Reduced |
| Price T Rowe Associates Inc | 3,795,912 | $641.7M | 0.06% | −980,418−20.5% | Reduced |
| Charles Schwab Investment Management Inc | 4,088,240 | $691.1M | 0.09% | +119,678+3.0% | Added |
| Norges Bank | 4,164,661 | $704.0M | 0.07% | +4,164,661 | New |
| AQR Capital Management LLC | 4,489,507 | $759.0M | 0.26% | +1,105,984+32.7% | Added |
| Goldman Sachs Group Inc | 5,613,271 | $948.9M | 0.10% | −110,620−1.9% | Reduced |