Phillips 66PSX
13F holders, Q2 2024 (June 30)1,784holders −92
86new positions
175sold out
12famous investors
$141.09avg. 13F price*
At the end of Q2 2024, 1,784 institutions reported holding Phillips 66 (PSX) in their 13F filings, down 92 from Q1 2024. 86 opened new positions and 175 sold out. The largest holders were Vanguard Group Inc. ($5.8B), BlackRock Inc. ($4.4B) and State Street Corp. ($4.0B). 12 famous investors held it, including Bill Nygren (2.0% of Harris Associates (Oakmark Funds)'s portfolio), Paul Singer (1.1% of Elliott Investment Management's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $194.2M |
| Exits | 175 | $246.2M |
All 13F filers, Q1 2024 → Q2 2024: 13,500,615 shares bought and 20,615,757 shares sold, net −7,115,142 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,784 holders
| Vanguard Group Inc. | 0.11% | Reduce -0.7% | 40,978,037 | $5.8B |
| BlackRock Inc. | 0.10% | Reduce -9.6% | 30,841,697 | $4.4B |
| State Street Corp. | 0.18% | Add +2.8% | 28,676,548 | $4.0B |
| Wells Fargo & Company | 0.61% | Reduce -1.0% | 16,620,512 | $2.3B |
| Wellington Management Group LLP | 0.32% | Reduce -9.5% | 12,797,952 | $1.8B |
| Geode Capital Management, LLC | 0.10% | Reduce -15.2% | 8,479,098 | $1.2B |
| Harris Associates (Oakmark Funds) | 2.02% | Add +12.1% | 8,446,771 | $1.2B |
| Bank of New York Mellon Corp | 0.23% | Add +5.0% | 8,422,720 | $1.2B |
| Barclays PLC | 0.50% | Add +8.4% | 7,751,489 | $1.1B |
| Morgan Stanley | 0.07% | Reduce -0.6% | 6,753,728 | $953.4M |
| FMR LLC | 0.05% | Reduce -2.9% | 5,610,658 | $792.1M |
| Bank of America Corp. | 0.07% | Reduce -5.9% | 4,982,223 | $703.3M |
| Boston Partners | 0.85% | Reduce -10.9% | 4,859,778 | $685.7M |
| Invesco Ltd. | 0.13% | Add +3.8% | 4,463,443 | $630.1M |
| Northern Trust Corp. | 0.10% | Reduce -2.0% | 4,287,682 | $605.3M |
| JPMorgan Chase & Co. | 0.05% | Add +2.3% | 4,180,705 | $590.2M |
| Norges Bank | 0.09% | Reduce -1.1% | 4,163,694 | $587.8M |
| UBS Group AG | 0.16% | Reduce -2.2% | 3,684,804 | $520.2M |
| Dimensional Fund Advisors LP | 0.13% | Add +3.1% | 3,643,264 | $514.3M |
| Charles Schwab Investment Management Inc. | 0.08% | Reduce -0.8% | 2,884,946 | $407.3M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.36% | Add +2.9% | 2,813,579 | $397.2M |
| Goldman Sachs Group Inc. | 0.08% | Add +0.1% | 2,774,139 | $391.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.11% | Add +30.0% | 2,640,137 | $372.7M |
| Legal & General Group Plc | 0.10% | Reduce -10.2% | 2,611,005 | $368.6M |
| Nomura Holdings Inc. | 2.29% | Add +8004.9% | 2,518,511 | $355.5M |
| Amundi | 0.12% | Reduce -1.0% | 2,223,554 | $312.1M |
| LSV Asset Management | 0.59% | Reduce -2.3% | 1,908,306 | $269.4M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -7.1% | 1,856,658 | $262.1M |
| Bahl & Gaynor LLC | 1.30% | Reduce -1.0% | 1,643,160 | $232.0M |
| T. Rowe Price Associates Inc. | 0.03% | Reduce -46.4% | 1,534,776 | $216.7M |
| Allianz Asset Management GmbH | 0.34% | Reduce -13.6% | 1,507,667 | $212.8M |
| HSBC Holdings PLC | 0.13% | Add +14.7% | 1,388,407 | $196.0M |
| Nuveen Asset Management, LLC | 0.05% | Reduce -7.9% | 1,321,016 | $186.5M |
| Arrowstreet Capital, Limited Partnership | 0.16% | Reduce -42.3% | 1,299,077 | $183.4M |
| Swiss National Bank | 0.12% | Reduce -3.9% | 1,266,750 | $178.8M |
| Alliancebernstein L.P. | 0.06% | Reduce -13.5% | 1,153,642 | $162.9M |
| Massachusetts Financial Services Co. | 0.05% | Reduce -0.4% | 1,146,477 | $161.8M |
| Royal Bank of Canada | 0.04% | Add +1.6% | 1,143,680 | $161.5M |
| Public Employees Retirement Association of Colorado | 0.62% | Add +11.2% | 1,047,699 | $147.9M |
| Bank of Montreal | 0.04% | Add +3.1% | 999,906 | $140.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.10% | Reduce -15.7% | 993,450 | $140.2M |
| National Pension Service | 0.15% | Add +1.0% | 938,385 | $132.5M |
| Deutsche Bank AG | 0.06% | Reduce -13.4% | 923,531 | $130.4M |
| Corient Private Wealth LP | 0.21% | Add +7.4% | 872,148 | $123.1M |
| Prudential Financial Inc. | 0.18% | Reduce -28.1% | 848,213 | $119.7M |
| Mariner, LLC | 0.23% | Add +5.8% | 838,234 | $118.3M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -0.9% | 810,263 | $114.4M |
| Rhumbline Advisers | 0.11% | Reduce -7.9% | 809,792 | $114.3M |
| California Public Employees Retirement System | 0.08% | Reduce -4.7% | 802,533 | $113.3M |
| Elliott Investment Management | 1.09% | No change | 775,000 | $109.4M |
| California State Teachers Retirement System | 0.13% | Add +6.9% | 760,487 | $107.4M |
| Blackstone Inc. | 0.46% | Add +178.2% | 726,665 | $102.6M |
| Raymond James & Associates | 0.07% | Reduce -5.3% | 722,304 | $102.0M |
| Raymond James Financial Services Advisors, Inc. | 0.14% | Add +0.5% | 705,226 | $99.6M |
| LPL Financial LLC | 0.05% | Add +2.6% | 664,044 | $93.7M |
| Fayez Sarofim & Co | 0.24% | Add +1.0% | 638,243 | $90.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -4.9% | 623,274 | $88.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.10% | Add +11.0% | 577,962 | $81.6M |
| Truist Financial Corp. | 0.12% | Reduce -4.6% | 543,558 | $76.7M |
| Jacobs Levy Equity Management, Inc. | 0.32% | Add +25.6% | 542,773 | $76.6M |
| M&T Bank Corp | 0.26% | Add +3.3% | 540,801 | $76.3M |
| ING Groep NV | 0.44% | Add +684.8% | 529,948 | $74.8M |
| Principal Financial Group Inc. | 0.04% | Reduce -9.0% | 516,598 | $72.9M |
| New York State Common Retirement Fund | 0.09% | Add +93.1% | 505,877 | $71.4M |
| Stonegate Investment Group, LLC | 2.05% | Add +1.4% | 501,893 | $70.9M |
| Victory Capital Management Inc. | 0.07% | Reduce -3.7% | 490,148 | $69.2M |
| Jane Street Group, LLC | 0.07% | Add +104.9% | 488,233 | $68.9M |
| Aberdeen Group plc | 0.13% | Reduce -16.5% | 487,004 | $68.8M |
| State Board of Administration of Florida Retirement System | 0.13% | Reduce -19.2% | 449,890 | $63.5M |
| Focus Partners Wealth | 0.21% | Add +392.0% | 447,004 | $62.9M |
| Canada Pension Plan Investment Board | 0.06% | Add +574.0% | 443,044 | $62.5M |
| Millennium Management | 0.05% | Add +138.4% | 440,804 | $62.2M |
| BNP Paribas Financial Markets | 0.07% | Reduce -24.6% | 423,305 | $59.8M |
| Assenagon Asset Management S.A. | 0.15% | Add +273.6% | 423,049 | $59.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.18% | Add +243.9% | 423,000 | $59.7M |
| Stifel Financial Corp. | 0.07% | Reduce -1.1% | 422,165 | $59.6M |
| Franklin Resources Inc. | 0.02% | Reduce -29.4% | 398,056 | $56.2M |
| Citigroup Inc. | 0.05% | Add +16.4% | 378,868 | $53.5M |
| Russell Investments Group, Ltd. | 0.09% | Reduce -8.0% | 378,589 | $53.4M |
| New York State Teachers Retirement System | 0.11% | Reduce -7.5% | 376,623 | $53.2M |
| Korea Investment CORP | 0.13% | Reduce -6.7% | 372,787 | $52.6M |
| AQR Capital Management | 0.08% | Add +6.4% | 372,992 | $52.1M |
| Neuberger Berman Group LLC | 0.04% | Add +9.9% | 368,246 | $52.0M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Add +10.8% | 356,701 | $50.4M |
| Fort Washington Investment Advisors Inc. | 0.33% | Reduce -1.7% | 356,570 | $50.3M |
| Davis R M Inc. | 1.02% | Reduce -1.1% | 355,563 | $50.2M |
| RNC Capital Management LLC | 2.74% | Add +4.3% | 350,198 | $49.4M |
| National Bank of Canada | 0.08% | Add +21.3% | 346,984 | $48.9M |
| Recurrent Investment Advisors LLC | 4.94% | Add +8.9% | 332,590 | $47.0M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -2.3% | 323,107 | $45.6M |
| Great Lakes Advisors, LLC | 0.40% | Reduce -2.1% | 317,267 | $44.8M |
| Brandywine Global Investment Management, LLC | 0.33% | Add +14.3% | 313,520 | $44.3M |
| Cookson Peirce & Co. Inc. | 2.13% | Add +10.9% | 312,877 | $44.2M |
| SIR Capital Management, L.P. | 4.38% | New | 311,700 | $44.0M |
| Natixis Advisors, LLC | 0.10% | Add +1.0% | 310,062 | $43.8M |
| American Century Companies Inc. | 0.03% | Add +3.9% | 309,478 | $43.7M |
| Commonwealth Equity Services, LLC | 0.07% | Add +1.4% | 301,939 | $42.6M |
| Miller Howard Investments Inc. | 1.40% | Reduce -2.4% | 299,768 | $42.3M |
| Todd Asset Management LLC | 0.86% | Reduce -0.5% | 292,458 | $41.3M |
| Aviva PLC | 0.12% | Add +14.9% | 288,245 | $40.7M |
"% of holder's portfolio" is PSX's weight in each manager's 13F, not the share of Phillips 66 the manager owns.