Phillips 66PSX
13F holders, Q1 2024 (March 31)1,876holders
11famous investors
$162.64avg. 13F price*
At the end of Q1 2024, 1,876 institutions reported holding Phillips 66 (PSX) in their 13F filings. The largest holders were Vanguard Group Inc. ($6.7B), BlackRock Inc. ($5.6B) and State Street Corp. ($4.6B). 11 famous investors held it, including Bill Nygren (2.0% of Harris Associates (Oakmark Funds)'s portfolio), Paul Singer (1.3% of Elliott Investment Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Phillips 66
- Sector
- Energy
- CUSIP
- 718546104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 177 | $568.6M |
| Exits | 96 | $310.8M |
Ownership 1,876 holders
| Vanguard Group Inc. | 0.13% | Add +4.0% | 41,271,077 | $6.7B |
| BlackRock Inc. | 0.13% | Reduce -2.5% | 34,113,974 | $5.6B |
| State Street Corp. | 0.20% | Reduce -5.0% | 27,894,901 | $4.6B |
| Wells Fargo & Company | 0.73% | Reduce -1.0% | 16,784,293 | $2.7B |
| Wellington Management Group LLP | 0.41% | Add +29.7% | 14,144,978 | $2.3B |
| Geode Capital Management, LLC | 0.15% | Add +1.8% | 10,003,972 | $1.6B |
| Bank of New York Mellon Corp | 0.25% | Add +38.0% | 8,019,795 | $1.3B |
| Harris Associates (Oakmark Funds) | 1.99% | Add +9.1% | 7,533,473 | $1.2B |
| Barclays PLC | 0.53% | Reduce -33.0% | 7,150,133 | $1.2B |
| Morgan Stanley | 0.09% | Reduce -3.5% | 6,796,450 | $1.1B |
| FMR LLC | 0.06% | Add +14.3% | 5,774,985 | $943.3M |
| Boston Partners | 1.06% | Add +41.4% | 5,453,892 | $889.2M |
| Bank of America Corp. | 0.09% | Add +2.0% | 5,294,472 | $864.8M |
| Northern Trust Corp. | 0.12% | Reduce -5.3% | 4,373,607 | $714.4M |
| Invesco Ltd. | 0.15% | Reduce -20.8% | 4,301,368 | $702.6M |
| Norges Bank | 0.11% | Add +0.2% | 4,208,950 | $687.5M |
| JPMorgan Chase & Co. | 0.06% | Add +38.3% | 4,088,848 | $667.9M |
| UBS Group AG | 0.20% | Add +21.6% | 3,767,317 | $615.4M |
| Dimensional Fund Advisors LP | 0.16% | Reduce -4.6% | 3,532,003 | $576.9M |
| Legal & General Group Plc | 0.14% | Reduce -5.5% | 2,908,537 | $475.1M |
| Charles Schwab Investment Management Inc. | 0.11% | Reduce -0.6% | 2,907,671 | $474.9M |
| T. Rowe Price Associates Inc. | 0.06% | Add +96.9% | 2,863,603 | $467.7M |
| Goldman Sachs Group Inc. | 0.10% | Add +17.8% | 2,770,047 | $452.5M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.50% | Reduce -18.6% | 2,734,278 | $446.6M |
| Arrowstreet Capital, Limited Partnership | 0.34% | New | 2,249,458 | $367.4M |
| Amundi | 0.15% | Reduce -14.9% | 2,245,190 | $344.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.12% | Add +25.8% | 2,031,175 | $331.8M |
| Envestnet Asset Management Inc. | 0.12% | Add +1.4% | 1,998,066 | $326.4M |
| LSV Asset Management | 0.66% | Reduce -0.8% | 1,952,256 | $318.9M |
| Allianz Asset Management GmbH | 0.48% | Reduce -17.4% | 1,745,446 | $285.1M |
| Bahl & Gaynor LLC | 1.51% | Add +11.7% | 1,660,427 | $271.2M |
| Nuveen Asset Management, LLC | 0.07% | Add +16.4% | 1,433,904 | $234.2M |
| Alliancebernstein L.P. | 0.08% | Reduce -13.7% | 1,333,845 | $217.9M |
| Swiss National Bank | 0.15% | Reduce -5.4% | 1,317,550 | $215.2M |
| HSBC Holdings PLC | 0.14% | Reduce -9.7% | 1,210,723 | $197.8M |
| Prudential Financial Inc. | 0.27% | Reduce -11.1% | 1,179,700 | $192.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.13% | Add +4.5% | 1,179,053 | $192.6M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -4.7% | 1,151,227 | $188.0M |
| Royal Bank of Canada | 0.04% | Reduce -18.9% | 1,125,496 | $183.8M |
| Deutsche Bank AG | 0.08% | Reduce -40.9% | 1,066,564 | $174.2M |
| Bank of Montreal | 0.05% | Reduce -10.4% | 969,954 | $154.2M |
| Public Employees Retirement Association of Colorado | 0.66% | Reduce -1.1% | 942,476 | $153.9M |
| National Pension Service | 0.18% | Add +0.2% | 929,273 | $151.8M |
| Rhumbline Advisers | 0.14% | Add +0.5% | 879,027 | $143.6M |
| California Public Employees Retirement System | 0.10% | Reduce -3.5% | 842,450 | $137.6M |
| Citadel Advisors | 0.13% | Reduce -24.1% | 820,330 | $134.0M |
| PNC Financial Services Group, Inc. | 0.09% | Reduce -2.0% | 818,028 | $133.6M |
| Corient Private Wealth LP | 0.24% | Add +1.3% | 812,102 | $132.6M |
| Mariner, LLC | 0.27% | Add +0.9% | 792,570 | $129.4M |
| Elliott Investment Management | 1.33% | No change | 775,000 | $126.6M |
| Raymond James & Associates | 0.08% | Add +2.3% | 762,302 | $124.5M |
| First Trust Advisors LP | 0.12% | Reduce -17.2% | 718,327 | $117.3M |
| California State Teachers Retirement System | 0.15% | Reduce -0.1% | 711,677 | $116.2M |
| Raymond James Financial Services Advisors, Inc. | 0.17% | Reduce -8.2% | 702,096 | $114.7M |
| Ameriprise Financial Inc. | 0.03% | Add +5.8% | 655,158 | $107.0M |
| LPL Financial LLC | 0.06% | Add +0.9% | 647,425 | $105.8M |
| Credit Suisse AG/ | 0.10% | Reduce -6.1% | 641,763 | $104.8M |
| Fayez Sarofim & Co | 0.31% | Reduce -0.2% | 631,904 | $103.2M |
| Aberdeen Group plc | 0.19% | Reduce -3.3% | 583,427 | $95.3M |
| Truist Financial Corp. | 0.14% | Add +2.1% | 569,512 | $93.0M |
| Principal Financial Group Inc. | 0.05% | Add +0.0% | 567,583 | $92.7M |
| Franklin Resources Inc. | 0.03% | Add +5.8% | 563,391 | $92.0M |
| BNP Paribas Financial Markets | 0.11% | Reduce -0.9% | 561,220 | $91.7M |
| M&T Bank Corp | 0.30% | Reduce -2.5% | 523,531 | $85.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.12% | Add +20.4% | 520,500 | $85.0M |
| Victory Capital Management Inc. | 0.08% | Add +14.7% | 508,918 | $83.1M |
| Stonegate Investment Group, LLC | 2.54% | Reduce -7.9% | 495,213 | $80.9M |
| Jacobs Levy Equity Management, Inc. | 0.32% | Add +1087.3% | 432,003 | $70.6M |
| Stifel Financial Corp. | 0.08% | Reduce -4.2% | 427,021 | $69.8M |
| Russell Investments Group, Ltd. | 0.11% | Add +17.7% | 411,609 | $67.1M |
| Capital Fund Management S.A. | 0.82% | Reduce -44.5% | 410,583 | $67.1M |
| New York State Teachers Retirement System | 0.14% | Reduce -6.9% | 407,295 | $66.5M |
| Korea Investment CORP | 0.17% | Reduce -18.3% | 399,616 | $65.3M |
| HRT Financial LP | 0.40% | Add +138.1% | 393,386 | $64.3M |
| Fort Washington Investment Advisors Inc. | 0.38% | Reduce -8.9% | 362,874 | $59.3M |
| Merewether Investment Management, LP | 3.14% | Reduce -52.0% | 361,507 | $59.0M |
| Davis R M Inc. | 1.23% | Reduce -2.7% | 359,479 | $58.7M |
| AQR Capital Management | 0.10% | Reduce -38.7% | 350,461 | $56.5M |
| State Board of Administration of Florida Retirement System | 0.13% | Add +10.0% | 556,671 | $56.4M |
| RNC Capital Management LLC | 3.12% | Reduce -7.4% | 335,778 | $54.8M |
| Neuberger Berman Group LLC | 0.05% | Reduce -0.2% | 334,973 | $54.7M |
| Manufacturers Life Insurance Company, The | 0.05% | Reduce -10.1% | 330,799 | $54.0M |
| Citigroup Inc. | 0.06% | Reduce -9.9% | 325,471 | $53.2M |
| Great Lakes Advisors, LLC | 0.45% | Add +0.7% | 324,208 | $53.0M |
| Adage Capital Partners Gp, L.L.C. | 0.10% | Reduce -19.0% | 321,801 | $52.6M |
| Miller Howard Investments Inc. | 1.65% | Reduce -5.0% | 307,278 | $50.2M |
| Natixis Advisors, LLC | 0.12% | Add +4.2% | 307,042 | $50.2M |
| Recurrent Investment Advisors LLC | 5.78% | Reduce -0.5% | 305,384 | $49.9M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -6.5% | 297,874 | $48.7M |
| American Century Companies Inc. | 0.03% | Reduce -0.9% | 297,767 | $48.6M |
| Todd Asset Management LLC | 0.98% | Reduce -7.4% | 293,987 | $48.0M |
| State of Wisconsin Investment Board | 0.13% | Add +5.6% | 293,246 | $47.9M |
| MML Investors Services, LLC | 0.20% | Add +3.1% | 291,543 | $47.6M |
| Cookson Peirce & Co. Inc. | 2.46% | Add +33.4% | 282,203 | $46.1M |
| Old Republic International Corp. | 1.80% | No change | 280,600 | $45.8M |
| Robeco Institutional Asset Management B.V. | 0.10% | Add +102.6% | 279,793 | $45.7M |
| Susquehanna International Group, LLP | 0.07% | Reduce -42.6% | 276,970 | $45.2M |
| Brandywine Global Investment Management, LLC | 0.33% | Reduce -1.0% | 274,318 | $44.8M |
| Mitsubishi UFJ Trust & Banking Corp | 0.10% | Reduce -8.3% | 272,402 | $44.5M |
| Natixis | 0.25% | New | 270,823 | $44.2M |
"% of holder's portfolio" is PSX's weight in each manager's 13F, not the share of Phillips 66 the manager owns.