Phillips 66PSX
13F holders, Q4 2024 (December 31)1,781holders +7
86new positions
181sold out
10famous investors
$113.93avg. 13F price*
At the end of Q4 2024, 1,781 institutions reported holding Phillips 66 (PSX) in their 13F filings, up 7 from Q3 2024. 86 opened new positions and 181 sold out. The largest holders were Vanguard Group Inc. ($4.6B), BlackRock, Inc. ($3.5B) and State Street Corp. ($3.0B). 10 famous investors held it, including Bill Nygren (2.2% of Harris Associates (Oakmark Funds)'s portfolio), Paul Singer (1.0% of Elliott Investment Management's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).
- Company
- Phillips 66
- Sector
- Energy
- CUSIP
- 718546104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $341.7M |
| Exits | 181 | $188.1M |
All 13F filers, Q3 2024 → Q4 2024: 27,052,166 shares bought and 24,613,583 shares sold, net +2,438,583 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,781 holders
| Vanguard Group Inc. | 0.08% | Reduce -0.6% | 40,500,230 | $4.6B |
| BlackRock, Inc. | 0.07% | Reduce -1.8% | 30,528,106 | $3.5B |
| State Street Corp. | 0.12% | Reduce -4.8% | 26,523,382 | $3.0B |
| Wells Fargo & Company | 0.44% | Reduce -0.8% | 16,030,294 | $1.8B |
| Harris Associates (Oakmark Funds) | 2.21% | Add +19.3% | 11,689,072 | $1.3B |
| Bank of New York Mellon Corp | 0.20% | Add +7.3% | 9,344,342 | $1.1B |
| UBS Group AG | 0.23% | Add +149.3% | 9,078,742 | $1.0B |
| Geode Capital Management, LLC | 0.08% | Add +1.0% | 8,530,242 | $968.8M |
| Barclays PLC | 0.42% | Add +5.5% | 7,380,915 | $840.9M |
| Morgan Stanley | 0.05% | Reduce -1.7% | 6,676,168 | $760.6M |
| T. Rowe Price Associates Inc. | 0.08% | Add +283.5% | 6,026,649 | $686.6M |
| Northern Trust Corp. | 0.07% | Add +10.6% | 4,589,079 | $522.8M |
| Norges Bank | 0.07% | Add +5.7% | 4,368,016 | $497.6M |
| Bank of America Corp. | 0.05% | Reduce -15.1% | 4,315,437 | $491.7M |
| Invesco Ltd. | 0.09% | Add +9.2% | 4,112,618 | $468.6M |
| Dimensional Fund Advisors LP | 0.11% | Add +9.8% | 4,014,113 | $457.3M |
| Amundi | 0.15% | Add +25.7% | 3,682,414 | $428.1M |
| Goldman Sachs Group Inc. | 0.07% | Add +61.3% | 3,403,932 | $387.8M |
| FMR LLC | 0.02% | Reduce -3.5% | 3,096,483 | $352.8M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +3.5% | 3,002,995 | $342.1M |
| Deutsche Bank AG | 0.12% | Add +9.7% | 2,579,365 | $293.9M |
| Boston Partners | 0.35% | Reduce -14.7% | 2,552,200 | $291.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.07% | Add +0.6% | 2,535,417 | $288.9M |
| Legal & General Group Plc | 0.07% | Reduce -2.5% | 2,296,372 | $261.6M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.79% | Reduce -2.1% | 2,029,562 | $231.2M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -7.3% | 1,729,552 | $197.0M |
| JPMorgan Chase & Co. | 0.02% | Reduce -49.1% | 1,727,946 | $196.9M |
| LSV Asset Management | 0.45% | Reduce -7.4% | 1,718,816 | $195.8M |
| HSBC Holdings PLC | 0.12% | Add +6.3% | 1,629,375 | $185.5M |
| Bahl & Gaynor LLC | 0.96% | Reduce -2.8% | 1,594,147 | $181.6M |
| Jacobs Levy Equity Management, Inc. | 0.62% | Add +157.6% | 1,541,240 | $175.6M |
| Royal Bank of Canada | 0.04% | Add +42.5% | 1,497,300 | $170.6M |
| Raymond James Financial Inc. | 0.06% | — | 1,481,523 | $168.8M |
| Capitolis Liquid Global Markets LLC | 1.38% | New | 1,248,000 | $142.2M |
| Allianz Asset Management GmbH | 0.20% | Reduce -11.4% | 1,192,190 | $135.8M |
| Swiss National Bank | 0.09% | Reduce -6.0% | 1,182,450 | $134.7M |
| National Bank of Canada | 0.17% | Add +166.7% | 1,134,582 | $129.3M |
| National Pension Service | 0.12% | Add +11.9% | 1,120,657 | $127.7M |
| Massachusetts Financial Services Co. | 0.04% | Add +4.1% | 1,107,397 | $126.2M |
| ING Groep NV | 0.82% | Reduce -9.3% | 1,072,747 | $122.2M |
| Alliancebernstein L.P. | 0.04% | Add +1.2% | 1,062,016 | $121.0M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.24% | Add +585.5% | 994,000 | $113.2M |
| Nuveen Asset Management, LLC | 0.03% | Reduce -27.7% | 955,230 | $108.8M |
| Mariner, LLC | 0.18% | Add +5.3% | 949,602 | $108.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Reduce -0.2% | 944,398 | $107.6M |
| Corient Private Wealth LP | 0.18% | Reduce -5.2% | 935,425 | $106.6M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -1.2% | 800,865 | $91.2M |
| Bank of Montreal | 0.04% | Reduce -52.5% | 776,796 | $88.5M |
| Elliott Investment Management | 0.98% | No change | 775,000 | $88.3M |
| Rhumbline Advisers | 0.08% | Reduce -2.1% | 765,601 | $87.2M |
| LPL Financial LLC | 0.03% | Add +10.2% | 734,484 | $83.7M |
| Fayez Sarofim & Co | 0.20% | Add +2.4% | 706,688 | $80.5M |
| California Public Employees Retirement System | 0.05% | Reduce -9.4% | 697,807 | $79.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Add +4.8% | 651,668 | $75.7M |
| Canada Pension Plan Investment Board | 0.06% | Reduce -48.0% | 595,738 | $67.9M |
| Wellington Management Group LLP | 0.01% | Reduce -85.9% | 589,413 | $67.2M |
| Assenagon Asset Management S.A. | 0.12% | Reduce -21.7% | 573,492 | $65.3M |
| Truist Financial Corp. | 0.10% | Add +0.8% | 573,283 | $65.3M |
| Jane Street Group, LLC | 0.10% | Add +13.2% | 562,027 | $64.0M |
| Mizuho Markets Americas LLC | 1.18% | No change | 540,000 | $61.5M |
| Holocene Advisors, LP | 0.20% | Add +999.7% | 534,293 | $60.9M |
| M&T Bank Corp | 0.20% | Reduce -0.8% | 521,390 | $59.4M |
| Principal Financial Group Inc. | 0.03% | Reduce -2.4% | 517,892 | $59.0M |
| Ameriprise Financial Inc. | 0.02% | Reduce -11.6% | 513,757 | $58.5M |
| Stonegate Investment Group, LLC | 1.55% | Reduce -0.4% | 511,153 | $58.2M |
| Nomura Holdings Inc. | 0.31% | Reduce -66.8% | 510,199 | $58.1M |
| California State Teachers Retirement System | 0.07% | Reduce -35.3% | 497,521 | $56.7M |
| Prudential Financial Inc. | 0.08% | Reduce -51.0% | 494,264 | $56.3M |
| Alyeska Investment Group, L.P. | 0.21% | Add +33.9% | 488,537 | $55.7M |
| BNP Paribas Financial Markets | 0.04% | Reduce -24.9% | 463,879 | $52.8M |
| Voloridge Investment Management, LLC | 0.19% | Reduce -5.0% | 459,938 | $52.4M |
| Balyasny Asset Management L.P. | 0.12% | Reduce -70.2% | 450,167 | $51.3M |
| New York State Common Retirement Fund | 0.07% | Reduce -1.6% | 444,277 | $50.6M |
| Focus Partners Wealth | 0.12% | Add +21.4% | 402,543 | $45.9M |
| Adage Capital Partners Gp, L.L.C. | 0.08% | Add +0.3% | 395,901 | $45.1M |
| Recurrent Investment Advisors LLC | 4.11% | Add +4.6% | 393,339 | $44.8M |
| Merewether Investment Management, LP | 1.77% | New | 388,740 | $44.3M |
| State Board of Administration of Florida Retirement System | 0.08% | Reduce -9.0% | 386,602 | $44.0M |
| Aberdeen Group plc | 0.08% | Reduce -4.8% | 387,154 | $43.9M |
| Russell Investments Group, Ltd. | 0.06% | Add +9.1% | 377,406 | $43.0M |
| Stifel Financial Corp. | 0.04% | Reduce -5.5% | 371,086 | $42.3M |
| HighTower Advisors, LLC | 0.06% | Add +62.7% | 368,625 | $42.0M |
| Susquehanna International Group, LLP | 0.06% | Add +80.2% | 364,062 | $41.5M |
| First Trust Advisors LP | 0.04% | Add +32.5% | 360,685 | $41.1M |
| Davis R M Inc. | 0.78% | Add +0.3% | 349,416 | $39.8M |
| Citigroup Inc. | 0.04% | Add +17.5% | 343,298 | $39.1M |
| Neuberger Berman Group LLC | 0.03% | Reduce -8.9% | 337,170 | $38.4M |
| New York State Teachers Retirement System | 0.08% | Reduce -6.7% | 336,693 | $38.4M |
| RNC Capital Management LLC | 2.03% | Reduce -4.9% | 333,046 | $37.9M |
| Victory Capital Management Inc. | 0.04% | Reduce -48.5% | 322,365 | $36.7M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +1.5% | 315,817 | $36.0M |
| Great Lakes Advisors, LLC | 0.30% | Reduce -0.9% | 311,148 | $35.4M |
| SIR Capital Management, L.P. | 3.53% | Reduce -17.7% | 300,119 | $34.2M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -3.2% | 292,164 | $33.3M |
| &partners | 0.40% | Add +51.9% | 285,476 | $33.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.07% | — | 287,819 | $32.8M |
| Franklin Resources Inc. | 0.01% | Reduce -0.9% | 286,697 | $32.7M |
| Miller Howard Investments Inc. | 1.07% | Reduce -2.2% | 285,212 | $32.5M |
| Old Republic International Corp. | 1.26% | No change | 280,600 | $32.0M |
| Janus Henderson Group PLC | 0.02% | Add +20.8% | 275,569 | $31.4M |
"% of holder's portfolio" is PSX's weight in each manager's 13F, not the share of Phillips 66 the manager owns.