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 |
|---|---|---|---|---|---|
| Zacks Investment Management | 110,693 | $18.7M | 0.13% | +38,029+52.3% | Added |
| Bollard Group LLC | 109,875 | $18.6M | 0.57% | +605+0.6% | Added |
| Richard C. Young & CO., LTD. | 109,824 | $18.6M | 1.37% | +1,630+1.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 108,973 | $18.4M | 0.02% | −14,734−11.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 108,933 | $18.4M | 0.04% | −68,596−38.6% | Reduced |
| Ceredex Value Advisors LLC | 107,700 | $18.2M | 0.51% | +107,700 | New |
| Hamilton Capital Partners Inc. | 107,262 | $18.1M | 0.53% | +7,395+7.4% | Added |
| OpenArc Corporate Advisory, LLC | 104,638 | $17.7M | 0.21% | +6,958+7.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 104,290 | $17.6M | 0.04% | +1,938+1.9% | Added |
| State of Michigan Retirement System | 102,612 | $17.3M | 0.08% | −2,600−2.5% | Reduced |
| Pacific Heights Asset Management LLC | 100,000 | $16.9M | 0.54% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 98,685 | $16.7M | 0.01% | +19,218+24.2% | Added |
| Eldred Rock Partners, LLC | 97,837 | $16.5M | 3.56% | +6,003+6.5% | Added |
| Jain Global LLC | 97,615 | $16.5M | 0.19% | +61,047+166.9% | Added |
| Bokf, NA | 97,159 | $16.4M | 0.23% | +15,945+19.6% | Added |
| Rafferty Asset Management, LLC | 96,951 | $16.4M | 0.04% | −22,221−18.6% | Reduced |
| Associated Banc-Corp | 96,657 | $16.3M | 0.39% | −662−0.7% | Reduced |
| Oppenheimer Asset Management Inc. | 96,515 | $16.3M | 0.17% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 96,251 | $16.3M | 0.09% | −1,201−1.2% | Reduced |
| Kestra Advisory Services, LLC | 96,020 | $16.2M | 0.05% | +8,925+10.2% | Added |
| Voya Investment Management LLC | 95,789 | $16.2M | 0.01% | +6,003+6.7% | Added |
| DnB Asset Management AS | 95,532 | $16.1M | 0.05% | +2,552+2.7% | Added |
| CIBC Asset Management Inc | 94,625 | $16.0M | 0.04% | −2,683−2.8% | Reduced |
| MetLife Investment Management | 92,687 | $15.7M | 0.07% | −2,759−2.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 91,421 | $15.5M | 0.03% | +8,666+10.5% | Added |
| Van Eck Associates Corp | 90,926 | $15.4M | 0.01% | −215,581−70.3% | Reduced |
| Schwerin Boyle Capital Management Inc | 89,788 | $15.2M | 1.86% | −1,775−1.9% | Reduced |
| Great Lakes Advisors, LLC | 89,077 | $15.1M | 0.11% | −1,451−1.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 88,556 | $15.0M | 0.07% | −5,302−5.6% | Reduced |
| Woodline Partners LP | 87,512 | $14.8M | 0.05% | +8,593+10.9% | Added |
| Ensign Peak Advisors, Inc | 87,394 | $14.8M | 0.02% | +7,037+8.8% | Added |
| Daymark Wealth Partners, LLC | 87,073 | $14.7M | 0.36% | +237+0.3% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 86,229 | $14.6M | 0.12% | +9,777+12.8% | Added |
| Aventail Capital Group, LP | 86,188 | $14.6M | 0.84% | +4,719+5.8% | Added |
| Eurizon Capital SGR S.p.A. | 85,596 | $14.5M | 0.04% | +21,822+34.2% | Added |
| Venture Visionary Partners LLC | 85,433 | $14.4M | 0.40% | +4,189+5.2% | Added |
| Viking Fund Management LLC | 85,000 | $14.4M | 1.29% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 84,917 | $14.4M | 0.13% | −17,198−16.8% | Reduced |
| Retirement Systems of Alabama | 84,227 | $14.2M | 0.04% | −1,337−1.6% | Reduced |
| TCG Advisory Services, LLC | 83,540 | $14.1M | 0.26% | +738+0.9% | Added |
| Lawson Kroeker Investment Management Inc | 82,799 | $14.0M | 3.88% | −3,800−4.4% | Reduced |
| Advisory Services Network, LLC | 82,580 | $14.0M | 0.16% | +8,890+12.1% | Added |
| Daiwa Securities Group Inc. | 82,438 | $13.9M | 0.03% | −4,465−5.1% | Reduced |
| Advisors Capital Management, LLC | 81,597 | $13.8M | 0.15% | +2,759+3.5% | Added |
| Sanctuary Advisors, LLC | 81,320 | $13.7M | 0.06% | −596−0.7% | Reduced |
| Gotham Asset Management, LLC | 81,042 | $13.7M | 0.03% | +6,768+9.1% | Added |
| Concurrent Investment Advisors, LLC | 79,658 | $13.5M | 0.12% | +15,169+23.5% | Added |
| Tortoise Capital Advisors, L.L.C. | 79,224 | $13.4M | 0.14% | −1,519−1.9% | Reduced |
| Quadrature Capital Ltd | 79,009 | $13.4M | 0.11% | +10,163+14.8% | Added |
| Illinois Municipal Retirement Fund | 77,956 | $13.2M | 0.15% | +446+0.6% | Added |
| Aquatic Capital Management LLC | 77,403 | $13.1M | 0.45% | +61,515+387.2% | Added |
| Adell Harriman & Carpenter Inc | 76,160 | $12.9M | 0.66% | +840+1.1% | Added |
| Marco Investment Management LLC | 75,961 | $12.8M | 0.84% | −1,550−2.0% | Reduced |
| ProShare Advisors LLC | 75,877 | $12.8M | 0.02% | +2,030+2.7% | Added |
| Swiss Life Asset Management Ltd | 75,839 | $12.8M | 0.05% | +7,330+10.7% | Added |
| JustInvest LLC | 75,670 | $12.8M | 0.10% | +3,948+5.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 75,146 | $12.7M | 0.11% | +2,650+3.7% | Added |
| Wealthfront Advisers LLC | 75,124 | $12.7M | 0.02% | +3,626+5.1% | Added |
| Sagefield Capital LP | 74,852 | $12.7M | 0.94% | +74,852 | New |
| Simmons Bank | 73,577 | $12.4M | 0.71% | −1,655−2.2% | Reduced |
| Brown Advisory Inc | 73,391 | $12.4M | 0.02% | +656+0.9% | Added |
| Cushing Asset Management, LP | 73,100 | $12.4M | 0.55% | −107,000−59.4% | Reduced |
| Guggenheim Capital LLC | 72,309 | $12.2M | 0.08% | −3,242−4.3% | Reduced |
| IFM Investors Pty Ltd | 71,928 | $12.2M | 0.08% | +5,037+7.5% | Added |
| Heritage Investors Management Corp | 71,343 | $12.1M | 0.33% | −3,114−4.2% | Reduced |
| Trexquant Investment LP | 70,428 | $11.9M | 0.07% | −46,479−39.8% | Reduced |
| Xponance, Inc. | 70,315 | $11.9M | 0.07% | +43+0.1% | Added |
| WSFS Capital Management, LLC | 70,057 | $11.8M | 0.52% | −643−0.9% | Reduced |
| Sterling Capital Management LLC | 69,979 | $11.8M | 0.20% | +1,259+1.8% | Added |
| Nomura Asset Management International Inc. | 69,865 | $11.8M | 0.02% | +4,342+6.6% | Added |
| Visionary Wealth Advisors | 69,764 | $11.8M | 0.47% | −40.0% | Reduced |
| Amalgamated Bank | 69,747 | $11.8M | 0.08% | −13,772−16.5% | Reduced |
| ING Groep NV | 69,596 | $11.8M | 0.06% | +17,631+33.9% | Added |
| Pathstone Holdings, LLC | 68,389 | $11.6M | 0.03% | +2,766+4.2% | Added |
| XTX Topco Ltd | 67,882 | $11.5M | 0.15% | +44,934+195.8% | Added |
| Calamos Advisors LLC | 67,875 | $11.5M | 0.04% | −4,286−5.9% | Reduced |
| Rakuten Investment Management, Inc. | 65,580 | $11.4M | 0.03% | +5,782+9.7% | Added |
| Macquarie Group Ltd | 67,311 | $11.4M | 0.05% | +11,834+21.3% | Added |
| Meitav Dash Investments Ltd | 47,721 | $11.4M | 0.08% | +47,721 | New |
| MAI Capital Management | 66,840 | $11.3M | 0.04% | +10,475+18.6% | Added |
| Savant Capital, LLC | 60,249 | $11.3M | 0.03% | +41,075+214.2% | Added |
| Osborne Partners Capital Management, LLC | 65,747 | $11.1M | 0.62% | −505−0.8% | Reduced |
| NEOS Investment Management LLC | 65,327 | $11.0M | 0.04% | +7,685+13.3% | Added |
| First Manhattan Co | 64,125 | $10.8M | 0.03% | +425+0.7% | Added |
| SRS Capital Advisors, Inc. | 63,441 | $10.7M | 0.07% | +58,702+1,238.7% | Added |
| Rothschild Investment LLC | 63,281 | $10.7M | 0.40% | +13,120+26.2% | Added |
| Nordwand Advisors, LLC | 62,724 | $10.6M | 1.63% | +1,428+2.3% | Added |
| TD Waterhouse Canada Inc. | 59,533 | $10.4M | 0.03% | −558−0.9% | Reduced |
| Foundation Resource Management Inc | 61,342 | $10.4M | 1.21% | −471−0.8% | Reduced |
| Advisors Asset Management, Inc. | 60,896 | $10.3M | 0.16% | +1,529+2.6% | Added |
| Utah Retirement Systems | 60,871 | $10.3M | 0.10% | −4,623−7.1% | Reduced |
| Worldquant Millennium Advisors LLC | 60,523 | $10.2M | 0.04% | −67,118−52.6% | Reduced |
| La Banque Postale Asset Management SA | 60,493 | $10.2M | 0.10% | +10.0% | Added |
| British Columbia Investment Management Corp | 60,221 | $10.2M | 0.06% | +4,690+8.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 60,008 | $10.1M | 0.08% | −2,199−3.5% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 60,000 | $10.1M | 0.07% | 00.0% | Unchanged |
| Navellier & Associates Inc | 59,960 | $10.1M | 0.80% | +19,693+48.9% | Added |
| Cypress Capital Group | 59,903 | $10.1M | 0.95% | +2,215+3.8% | Added |
| Sienna Gestion | 57,230 | $10.1M | 0.59% | −13,783−19.4% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 58,523 | $9.89M | 0.36% | +1,670+2.9% | Added |