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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 312,437 | $52.8M | 0.25% | +289,387+1,255.5% | Added |
| New York State Teachers Retirement System | 302,844 | $51.2M | 0.09% | −28,161−8.5% | Reduced |
| Prudential Financial Inc | 297,358 | $50.3M | 0.05% | −176,427−37.2% | Reduced |
| SEI Investments Co | 296,806 | $50.2M | 0.04% | −8,148−2.7% | Reduced |
| ZWJ Investment Counsel Inc | 294,015 | $49.7M | 1.61% | −1,016−0.3% | Reduced |
| Chickasaw Capital Management LLC | 294,013 | $49.7M | 1.79% | +23,783+8.8% | Added |
| Miller Howard Investments Inc | 293,135 | $49.6M | 1.31% | −1,085−0.4% | Reduced |
| Zurich Insurance Group Ltd | 289,016 | $48.9M | 0.34% | +175,312+154.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 283,968 | $48.0M | 0.20% | +20,758+7.9% | Added |
| Teacher Retirement System of Texas | 278,722 | $47.1M | 0.13% | −80,110−22.3% | Reduced |
| Panagora Asset Management Inc | 276,908 | $46.8M | 0.14% | +189,872+218.2% | Added |
| Massachusetts Financial Services Co | 274,797 | $46.5M | 0.01% | −166,141−37.7% | Reduced |
| Ieq Capital, LLC | 262,569 | $44.4M | 0.20% | −15,039−5.4% | Reduced |
| Manufacturers Life Insurance Company, The | 262,251 | $44.3M | 0.03% | −12,727−4.6% | Reduced |
| Cetera Investment Advisers | 254,943 | $43.1M | 0.04% | −3,251−1.3% | Reduced |
| Pictet Asset Management Holding SA | 254,580 | $43.0M | 0.04% | +13,507+5.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 254,110 | $42.9M | 0.07% | +21,029+9.0% | Added |
| Stifel Financial Corp | 250,347 | $42.3M | 0.04% | −3,438−1.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 247,606 | $41.9M | 0.05% | −15,368−5.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 234,905 | $41.0M | 0.06% | +53,437+29.4% | Added |
| Tudor Investment Corp Et Al | 236,629 | $40.0M | 0.17% | +236,629 | New |
| Janney Montgomery Scott LLC | 234,191 | $39.6M | 0.08% | +4,441+1.9% | Added |
| Assenagon Asset Management S.A. | 231,785 | $39.2M | 0.05% | −46,874−16.8% | Reduced |
| Great West Life Assurance Co | 230,620 | $38.9M | 0.06% | −4,543−1.9% | Reduced |
| Korea Investment CORP | 229,514 | $38.8M | 0.07% | −111,160−32.6% | Reduced |
| US Bancorp | 226,998 | $38.4M | 0.04% | −3,637−1.6% | Reduced |
| Cerity Partners LLC | 224,298 | $37.9M | 0.05% | +20,185+9.9% | Added |
| Advisor Group Holdings, Inc. | 223,910 | $37.9M | 0.04% | +8,011+3.7% | Added |
| Maryland State Retirement & Pension System | 222,129 | $37.6M | 0.64% | +201,978+1,002.3% | Added |
| State of Wisconsin Investment Board | 221,794 | $37.5M | 0.08% | −3,340−1.5% | Reduced |
| CIBC World Markets Inc. | 220,295 | $37.2M | 0.06% | −31,168−12.4% | Reduced |
| DekaBank Deutsche Girozentrale | 199,461 | $36.9M | 0.06% | 00.0% | Unchanged |
| Stack Financial Management, Inc | 214,827 | $36.3M | 2.83% | −2,458−1.1% | Reduced |
| Commonwealth Equity Services, LLC | 209,803 | $35.5M | 0.04% | −289−0.1% | Reduced |
| Blair William & Co | 204,103 | $34.5M | 0.09% | −2,821−1.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 202,921 | $34.3M | 0.08% | +33,826+20.0% | Added |
| TCTC Holdings, LLC | 202,788 | $34.3M | 0.90% | +260+0.1% | Added |
| Natixis Advisors, L.P. | 201,448 | $34.1M | 0.04% | +23,232+13.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 196,117 | $33.2M | 0.09% | −4,892−2.4% | Reduced |
| Advisory Resource Group | 193,572 | $32.7M | 4.92% | −14,544−7.0% | Reduced |
| Allianz Asset Management GmbH | 192,815 | $32.6M | 0.03% | +11,036+6.1% | Added |
| Vanguard Investments Australia, Ltd. | 192,014 | $32.5M | 0.08% | +4,306+2.3% | Added |
| O'Shaughnessy Asset Management, LLC | 191,754 | $32.4M | 0.15% | −12,900−6.3% | Reduced |
| MML Investors Services, LLC | 190,233 | $32.2M | 0.07% | +31,609+19.9% | Added |
| Tran Capital Management, L.P. | 189,102 | $32.0M | 3.68% | −799−0.4% | Reduced |
| NFJ Investment Group, LLC | 189,084 | $32.0M | 1.09% | +2,520+1.4% | Added |
| Fort Washington Investment Advisors Inc | 185,498 | $31.4M | 0.16% | −67,311−26.6% | Reduced |
| Glenmede Trust Co NA | 180,600 | $30.5M | 0.13% | +40,427+28.8% | Added |
| Empowered Funds, LLC | 179,617 | $30.4M | 0.16% | +56,954+46.4% | Added |
| Nisa Investment Advisors, LLC | 175,366 | $29.6M | 0.09% | −2,665−1.5% | Reduced |
| Public Employees Retirement System of Ohio | 173,128 | $29.3M | 0.09% | +48,800+39.3% | Added |
| Steward Partners Investment Advisory, LLC | 171,711 | $29.0M | 0.15% | +32,065+23.0% | Added |
| Treasurer of the State of North Carolina | 170,779 | $28.9M | 0.07% | −1,750−1.0% | Reduced |
| Old Republic International Corporation | 170,100 | $28.8M | 1.08% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 169,854 | $28.7M | 0.04% | −18,882−10.0% | Reduced |
| Freestone Grove Partners LP | 168,126 | $28.4M | 0.19% | −329,901−66.2% | Reduced |
| Asset Management One Co.,Ltd. | 166,861 | $28.2M | 0.07% | −723−0.4% | Reduced |
| New York State Common Retirement Fund | 165,500 | $28.0M | 0.04% | +2,000+1.2% | Added |
| Royal London Asset Management Ltd | 164,804 | $27.9M | 0.05% | −6,293−3.7% | Reduced |
| Artemis Investment Management LLP | 161,747 | $27.3M | 0.24% | +121,837+305.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 165,333 | $27.2M | 0.05% | +20,752+14.4% | Added |
| Susquehanna International Group, LLP | 158,838 | $26.9M | 0.02% | +73,864+86.9% | Added |
| Hikari Power Ltd | 155,300 | $26.3M | 3.07% | −35,030−18.4% | Reduced |
| STRS Ohio | 154,699 | $26.2M | 0.10% | −111,040−41.8% | Reduced |
| Mercer Global Advisors Inc | 154,232 | $26.1M | 0.03% | +25,486+19.8% | Added |
| Nomura Asset Management Co Ltd | 151,112 | $25.5M | 0.05% | +5,691+3.9% | Added |
| Arbejdsmarkedets Tillaegspension | 150,800 | $25.5M | 0.55% | +150,800 | New |
| Captrust Financial Advisors | 150,014 | $25.4M | 0.04% | −1,890−1.2% | Reduced |
| Empyrean Capital Partners, LP | 149,600 | $25.3M | 0.89% | −86,600−36.7% | Reduced |
| Nykredit A/S | 142,614 | $24.1M | 0.09% | +142,614 | New |
| Standard Life Aberdeen plc | 141,926 | $24.0M | 0.03% | +6,198+4.6% | Added |
| Adams Natural Resources Fund, Inc. | 141,475 | $23.9M | 3.13% | −14,000−9.0% | Reduced |
| Rockefeller Capital Management L.P. | 141,072 | $23.8M | 0.04% | −9,591−6.4% | Reduced |
| F&V Capital Management, LLC | 140,587 | $23.8M | 4.38% | +1,950+1.4% | Added |
| Wallington Asset Management, LLC | 133,499 | $22.6M | 2.77% | +804+0.6% | Added |
| Martingale Asset Management L P | 133,283 | $22.5M | 0.53% | +53,562+67.2% | Added |
| American Assets Investment Management, LLC | 130,800 | $22.1M | 1.34% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 130,452 | $22.1M | 0.08% | −6,059−4.4% | Reduced |
| Keybank National Association | 130,420 | $22.0M | 0.07% | −2,323−1.7% | Reduced |
| Cohen & Steers, Inc. | 130,387 | $22.0M | 0.03% | +130,387 | New |
| Credit Agricole S A | 127,795 | $21.6M | 0.05% | −1,144−0.9% | Reduced |
| Bridgewater Associates, LP | 125,491 | $21.2M | 0.09% | −27,763−18.1% | Reduced |
| Encompass Capital Advisors LLC | 124,833 | $21.1M | 0.91% | −179,867−59.0% | Reduced |
| State of Tennessee, Treasury Department | 124,000 | $21.0M | 0.06% | −668−0.5% | Reduced |
| AustralianSuper Pty Ltd | 122,998 | $20.8M | 0.09% | +122,998 | New |
| Toronto Dominion Bank | 121,662 | $20.6M | 0.03% | +2,580+2.2% | Added |
| Gabelli Funds LLC | 118,100 | $20.0M | 0.13% | −10,800−8.4% | Reduced |
| Torray LLC | 117,795 | $19.9M | 2.69% | −23,236−16.5% | Reduced |
| Fifth Third Bancorp | 117,652 | $19.9M | 0.03% | −10,504−8.2% | Reduced |
| Baird Financial Group, Inc. | 117,597 | $19.9M | 0.03% | −5,197−4.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 116,844 | $19.9M | 0.09% | −10,036−7.9% | Reduced |
| Ofi Invest Asset Management | 131,728 | $19.7M | 0.20% | −132,458−50.1% | Reduced |
| Kestra Private Wealth Services, LLC | 116,104 | $19.6M | 0.22% | −2,014−1.7% | Reduced |
| Hikari Tsushin, Inc. | 114,729 | $19.4M | 1.29% | −2,119−1.8% | Reduced |
| Energy Income Partners, LLC | 114,652 | $19.4M | 0.30% | +41,247+56.2% | Added |
| Public Sector Pension Investment Board | 114,480 | $19.4M | 0.05% | −99−0.1% | Reduced |
| Czech National Bank | 114,121 | $19.3M | 0.11% | +4,387+4.0% | Added |
| Verity & Verity, LLC | 112,031 | $18.9M | 1.30% | −543−0.5% | Reduced |
| Arizona State Retirement System | 111,265 | $18.8M | 0.09% | +843+0.8% | Added |
| Jones Financial Companies LLLP | 109,245 | $18.7M | 0.01% | +14,251+15.0% | Added |