Phillips 66PSX
13F holders, Q3 2024 (September 30)1,774holders −10
112new positions
122sold out
10famous investors
$131.47avg. 13F price*
At the end of Q3 2024, 1,774 institutions reported holding Phillips 66 (PSX) in their 13F filings, down 10 from Q2 2024. 112 opened new positions and 122 sold out. The largest holders were Vanguard Group Inc. ($5.4B), BlackRock, Inc. ($4.1B) and State Street Corp. ($3.7B). 10 famous investors held it, including Bill Nygren (2.1% of Harris Associates (Oakmark Funds)'s portfolio), Paul Singer (1.0% of Elliott Investment Management's portfolio) and Joel Greenblatt (0.2% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 112 | $568.3M |
| Exits | 122 | $100.8M |
All 13F filers, Q2 2024 → Q3 2024: 17,895,962 shares bought and 27,642,043 shares sold, net −9,746,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,774 holders
| Vanguard Group Inc. | 0.10% | Reduce -0.6% | 40,728,398 | $5.4B |
| BlackRock, Inc. | 0.09% | — | 31,090,426 | $4.1B |
| State Street Corp. | 0.15% | Reduce -2.9% | 27,849,686 | $3.7B |
| Wells Fargo & Company | 0.52% | Reduce -2.8% | 16,153,480 | $2.1B |
| Harris Associates (Oakmark Funds) | 2.12% | Add +16.0% | 9,794,562 | $1.3B |
| Bank of New York Mellon Corp | 0.21% | Add +3.4% | 8,705,019 | $1.1B |
| Geode Capital Management, LLC | 0.09% | Reduce -0.4% | 8,447,484 | $1.1B |
| Barclays PLC | 0.41% | Reduce -9.8% | 6,993,604 | $919.3M |
| Morgan Stanley | 0.06% | Add +0.6% | 6,790,618 | $892.6M |
| Bank of America Corp. | 0.06% | Add +2.0% | 5,083,631 | $668.2M |
| Wellington Management Group LLP | 0.10% | Reduce -67.3% | 4,178,787 | $549.3M |
| Northern Trust Corp. | 0.09% | Reduce -3.2% | 4,148,972 | $545.4M |
| Norges Bank | 0.08% | Reduce -0.8% | 4,132,378 | $543.2M |
| Invesco Ltd. | 0.10% | Reduce -15.7% | 3,764,713 | $494.9M |
| Dimensional Fund Advisors LP | 0.12% | Add +0.4% | 3,656,408 | $480.6M |
| UBS Group AG | 0.13% | Reduce -1.2% | 3,641,547 | $478.7M |
| JPMorgan Chase & Co. | 0.04% | Reduce -18.8% | 3,394,670 | $446.2M |
| FMR LLC | 0.03% | Reduce -42.8% | 3,207,135 | $421.6M |
| Boston Partners | 0.46% | Reduce -38.4% | 2,993,417 | $393.5M |
| Amundi | 0.14% | Add +31.7% | 2,928,761 | $387.6M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +0.6% | 2,901,887 | $381.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.09% | Reduce -4.5% | 2,520,845 | $331.4M |
| Legal & General Group Plc | 0.08% | Reduce -9.8% | 2,356,063 | $309.7M |
| Deutsche Bank AG | 0.13% | Add +154.7% | 2,352,270 | $309.2M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -23.9% | 2,110,550 | $277.4M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.89% | Reduce -26.3% | 2,073,283 | $272.5M |
| Envestnet Asset Management Inc. | 0.08% | Add +0.5% | 1,865,843 | $245.3M |
| LSV Asset Management | 0.52% | Reduce -2.7% | 1,856,816 | $244.1M |
| Bahl & Gaynor LLC | 1.11% | Reduce -0.2% | 1,640,053 | $215.6M |
| Bank of Montreal | 0.10% | Add +63.4% | 1,633,876 | $214.1M |
| T. Rowe Price Associates Inc. | 0.02% | Add +2.4% | 1,571,429 | $206.6M |
| Nomura Holdings Inc. | 1.55% | Reduce -38.9% | 1,538,393 | $202.2M |
| HSBC Holdings PLC | 0.13% | Add +10.4% | 1,532,181 | $201.4M |
| Balyasny Asset Management L.P. | 0.52% | New | 1,511,107 | $198.6M |
| Allianz Asset Management GmbH | 0.27% | Reduce -10.7% | 1,346,133 | $176.9M |
| Nuveen Asset Management, LLC | 0.05% | Add +0.1% | 1,321,973 | $173.8M |
| Swiss National Bank | 0.11% | Reduce -0.7% | 1,258,550 | $165.4M |
| ING Groep NV | 0.90% | Add +123.2% | 1,182,980 | $155.5M |
| Canada Pension Plan Investment Board | 0.14% | Add +158.6% | 1,145,590 | $150.6M |
| Massachusetts Financial Services Co. | 0.04% | Reduce -7.2% | 1,064,159 | $139.9M |
| Royal Bank of Canada | 0.03% | Reduce -8.1% | 1,050,856 | $138.1M |
| Alliancebernstein L.P. | 0.05% | Reduce -9.0% | 1,049,472 | $138.0M |
| Prudential Financial Inc. | 0.19% | Add +19.1% | 1,009,801 | $132.7M |
| National Pension Service | 0.13% | Add +6.8% | 1,001,734 | $131.7M |
| Corient Private Wealth LP | 0.20% | Add +13.1% | 986,322 | $129.7M |
| Public Employees Retirement Association of Colorado | 0.51% | Reduce -7.0% | 974,563 | $128.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.09% | Reduce -4.8% | 946,078 | $124.4M |
| Mariner, LLC | 0.21% | Add +7.6% | 902,247 | $118.6M |
| Citadel Advisors | 0.12% | Add +2641.8% | 882,578 | $116.0M |
| Millennium Management | 0.10% | Add +98.0% | 872,927 | $114.7M |
| PNC Financial Services Group, Inc. | 0.07% | Add +0.0% | 810,412 | $106.5M |
| Rhumbline Advisers | 0.09% | Reduce -3.4% | 782,243 | $102.8M |
| Elliott Investment Management | 0.98% | No change | 775,000 | $101.9M |
| California Public Employees Retirement System | 0.07% | Reduce -4.1% | 769,832 | $101.2M |
| California State Teachers Retirement System | 0.12% | Add +1.1% | 768,564 | $101.0M |
| Assenagon Asset Management S.A. | 0.20% | Add +73.2% | 732,556 | $96.3M |
| Raymond James Financial Services Advisors, Inc. | 0.12% | Add +0.3% | 707,249 | $93.0M |
| Fayez Sarofim & Co | 0.23% | Add +8.1% | 689,904 | $90.7M |
| LPL Financial LLC | 0.04% | Add +0.4% | 666,491 | $87.6M |
| Raymond James & Associates | 0.05% | Reduce -8.2% | 662,908 | $87.1M |
| Victory Capital Management Inc. | 0.08% | Add +27.6% | 625,290 | $82.2M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.09% | Add +7.6% | 621,995 | $81.8M |
| BNP Paribas Financial Markets | 0.08% | Add +46.0% | 618,109 | $81.3M |
| Jacobs Levy Equity Management, Inc. | 0.30% | Add +10.2% | 598,318 | $78.6M |
| Qube Research & Technologies Ltd | 0.14% | Add +256.2% | 584,615 | $76.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -6.8% | 581,080 | $76.4M |
| Truist Financial Corp. | 0.12% | Add +4.7% | 568,947 | $74.8M |
| Mizuho Markets Americas LLC | 1.74% | New | 540,000 | $71.0M |
| Principal Financial Group Inc. | 0.04% | Add +2.8% | 530,807 | $69.8M |
| M&T Bank Corp | 0.23% | Reduce -2.9% | 525,317 | $69.1M |
| Stonegate Investment Group, LLC | 1.78% | Add +2.3% | 513,289 | $67.5M |
| Jane Street Group, LLC | 0.11% | Add +1.7% | 496,591 | $65.3M |
| Voloridge Investment Management, LLC | 0.23% | Add +230.6% | 484,407 | $63.7M |
| Aventail Capital Group, LP | 3.69% | Add +854.3% | 477,123 | $62.7M |
| New York State Common Retirement Fund | 0.08% | Reduce -10.8% | 451,277 | $59.3M |
| National Bank of Canada | 0.07% | Add +22.6% | 425,363 | $55.9M |
| State Board of Administration of Florida Retirement System | 0.11% | Reduce -5.6% | 424,880 | $55.9M |
| Aberdeen Group plc | 0.10% | Reduce -16.4% | 406,887 | $53.2M |
| Credit Agricole S A | 0.28% | Add +322.0% | 400,219 | $52.6M |
| Brandywine Global Investment Management, LLC | 0.35% | Add +22.4% | 383,792 | $52.0M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Add +10.6% | 394,501 | $51.9M |
| Stifel Financial Corp. | 0.05% | Reduce -7.0% | 392,592 | $51.6M |
| Korea Investment CORP | 0.12% | Add +2.7% | 382,927 | $50.3M |
| RNC Capital Management LLC | 2.74% | No change | 350,198 | $49.4M |
| Recurrent Investment Advisors LLC | 4.91% | Add +13.1% | 376,007 | $49.4M |
| Neuberger Berman Group LLC | 0.04% | Add +0.5% | 370,181 | $48.7M |
| Alyeska Investment Group, L.P. | 0.24% | New | 364,893 | $48.0M |
| SIR Capital Management, L.P. | 4.66% | Add +17.0% | 364,624 | $47.9M |
| Todd Asset Management LLC | 1.11% | Add +24.2% | 363,281 | $47.8M |
| New York State Teachers Retirement System | 0.10% | Reduce -4.2% | 360,894 | $47.4M |
| Teachers Retirement System of the State of Kentucky | 0.40% | Add +35.5% | 351,186 | $46.2M |
| Davis R M Inc. | 0.89% | Reduce -2.0% | 348,460 | $45.8M |
| Russell Investments Group, Ltd. | 0.07% | Reduce -8.6% | 345,965 | $45.5M |
| Thomist Capital Management, LP | 11.40% | Add +220.8% | 344,500 | $45.1M |
| American Century Companies Inc. | 0.03% | Add +9.4% | 338,558 | $44.5M |
| Focus Partners Wealth | 0.14% | Reduce -25.8% | 331,624 | $43.6M |
| Macquarie Group Ltd. | 0.05% | Add +264.1% | 322,823 | $42.4M |
| Great Lakes Advisors, LLC | 0.35% | Reduce -1.0% | 314,045 | $41.3M |
| Manufacturers Life Insurance Company, The | 0.04% | Reduce -3.7% | 311,180 | $40.9M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -0.1% | 301,803 | $39.7M |
"% of holder's portfolio" is PSX's weight in each manager's 13F, not the share of Phillips 66 the manager owns.