Phillips 66PSX
13F holders, Q1 2025 (March 31)1,794holders +13
152new positions
132sold out
9famous investors
$123.18avg. 13F price*
At the end of Q1 2025, 1,794 institutions reported holding Phillips 66 (PSX) in their 13F filings, up 13 from Q4 2024. 152 opened new positions and 132 sold out. The largest holders were Vanguard Group Inc. ($5.0B), BlackRock, Inc. ($3.7B) and State Street Corp. ($3.2B). 9 famous investors held it, including Paul Singer (17.8% of Elliott Investment Management's portfolio), Bill Nygren (2.9% of Harris Associates (Oakmark Funds)'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 152 | $112.0M |
| Exits | 132 | $418.9M |
All 13F filers, Q4 2024 → Q1 2025: 31,819,718 shares bought and 31,015,802 shares sold, net +803,916 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,794 holders
| Vanguard Group Inc. | 0.09% | Reduce -0.3% | 40,389,159 | $5.0B |
| BlackRock, Inc. | 0.08% | Reduce -2.0% | 29,909,169 | $3.7B |
| State Street Corp. | 0.13% | Reduce -1.8% | 26,054,785 | $3.2B |
| Wells Fargo & Company | 0.48% | Reduce -0.5% | 15,953,749 | $2.0B |
| Elliott Investment Management | 17.78% | Add +1929.0% | 15,725,000 | $1.9B |
| Harris Associates (Oakmark Funds) | 2.87% | Add +18.4% | 13,834,824 | $1.7B |
| Bank of New York Mellon Corp | 0.22% | Reduce -5.2% | 8,857,505 | $1.1B |
| Geode Capital Management, LLC | 0.09% | Add +3.1% | 8,794,337 | $1.1B |
| Morgan Stanley | 0.06% | Add +1.0% | 6,745,351 | $832.9M |
| T. Rowe Price Associates Inc. | 0.10% | Add +11.3% | 6,709,108 | $828.4M |
| Invesco Ltd. | 0.11% | Add +15.9% | 4,765,866 | $588.5M |
| UBS Group AG | 0.13% | Reduce -49.0% | 4,633,868 | $572.2M |
| Northern Trust Corp. | 0.08% | Reduce -3.3% | 4,439,651 | $548.2M |
| Norges Bank | 0.07% | Reduce -1.2% | 4,314,125 | $532.7M |
| Nomura Holdings Inc. | 2.78% | Add +724.8% | 4,208,161 | $519.6M |
| FMR LLC | 0.03% | Add +34.6% | 4,169,006 | $514.8M |
| Bank of America Corp. | 0.05% | Reduce -4.3% | 4,129,459 | $509.9M |
| Goldman Sachs Group Inc. | 0.09% | Add +11.1% | 3,781,064 | $466.9M |
| Dimensional Fund Advisors LP | 0.11% | Reduce -7.2% | 3,726,262 | $460.0M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.43% | Add +57.5% | 3,196,186 | $394.7M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +3.3% | 3,103,316 | $383.2M |
| JPMorgan Chase & Co. | 0.03% | Add +57.2% | 2,716,777 | $335.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.08% | Add +1.5% | 2,572,986 | $317.7M |
| Legal & General Group Plc | 0.08% | Add +0.6% | 2,311,152 | $285.4M |
| Barclays PLC | 0.12% | Reduce -71.4% | 2,110,429 | $260.6M |
| Amundi | 0.09% | Reduce -38.0% | 2,284,860 | $244.9M |
| Envestnet Asset Management Inc. | 0.07% | Add +1.9% | 1,762,512 | $217.6M |
| Jacobs Levy Equity Management, Inc. | 0.76% | Add +0.7% | 1,552,413 | $191.7M |
| Raymond James Financial Inc. | 0.07% | Add +2.6% | 1,520,782 | $187.8M |
| LSV Asset Management | 0.45% | Reduce -11.9% | 1,514,526 | $187.0M |
| Bahl & Gaynor LLC | 0.92% | Reduce -7.9% | 1,468,353 | $181.3M |
| HSBC Holdings PLC | 0.12% | Reduce -10.4% | 1,459,471 | $179.9M |
| Boston Partners | 0.22% | Reduce -43.5% | 1,441,606 | $177.9M |
| Nuveen, LLC | 0.05% | — | 1,267,262 | $156.5M |
| National Pension Service | 0.14% | Add +5.3% | 1,180,552 | $145.8M |
| Deutsche Bank AG | 0.06% | Reduce -54.3% | 1,178,611 | $145.5M |
| Swiss National Bank | 0.10% | Reduce -1.5% | 1,164,750 | $143.8M |
| Neuberger Berman Group LLC | 0.11% | Add +209.0% | 1,041,946 | $128.7M |
| Massachusetts Financial Services Co. | 0.04% | Reduce -10.1% | 995,595 | $122.9M |
| Mariner, LLC | 0.20% | Add +4.6% | 993,065 | $122.6M |
| BNP Paribas Financial Markets | 0.09% | Add +113.6% | 990,914 | $122.4M |
| Alliancebernstein L.P. | 0.04% | Reduce -8.1% | 975,977 | $120.5M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.27% | Reduce -3.0% | 963,724 | $119.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.08% | Reduce -2.1% | 924,321 | $114.1M |
| Royal Bank of Canada | 0.03% | Reduce -39.0% | 914,046 | $112.9M |
| Allianz Asset Management GmbH | 0.16% | Reduce -24.6% | 898,762 | $111.0M |
| Corient Private Wealth LP | 0.18% | Reduce -4.1% | 896,984 | $110.8M |
| LPL Financial LLC | 0.04% | Add +17.3% | 861,772 | $106.4M |
| PNC Financial Services Group, Inc. | 0.05% | Add +1.6% | 813,474 | $100.4M |
| Rhumbline Advisers | 0.09% | Add +3.1% | 789,440 | $97.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.08% | Add +13.4% | 739,326 | $91.3M |
| Bank of Montreal | 0.04% | Reduce -13.4% | 672,674 | $83.1M |
| California Public Employees Retirement System | 0.06% | Reduce -3.9% | 670,339 | $82.8M |
| Fayez Sarofim & Co | 0.20% | Reduce -6.0% | 663,943 | $82.0M |
| Truist Financial Corp. | 0.12% | Add +2.3% | 586,515 | $72.4M |
| Principal Financial Group Inc. | 0.04% | Add +2.6% | 531,381 | $65.6M |
| Stonegate Investment Group, LLC | 1.72% | Add +1.8% | 520,170 | $64.2M |
| M&T Bank Corp | 0.23% | Reduce -2.7% | 507,283 | $62.6M |
| Canada Pension Plan Investment Board | 0.06% | Reduce -15.5% | 503,474 | $62.2M |
| Ameriprise Financial Inc. | 0.02% | Reduce -2.0% | 503,383 | $62.2M |
| California State Teachers Retirement System | 0.08% | Reduce -0.9% | 492,933 | $60.9M |
| Jane Street Group, LLC | 0.11% | Reduce -14.7% | 479,716 | $59.2M |
| Citigroup Inc. | 0.04% | Add +31.6% | 451,767 | $55.8M |
| Stifel Financial Corp. | 0.06% | Add +20.6% | 447,485 | $55.3M |
| Russell Investments Group, Ltd. | 0.08% | Add +18.3% | 446,528 | $55.1M |
| New York State Common Retirement Fund | 0.08% | Reduce -3.2% | 429,977 | $53.1M |
| Recurrent Investment Advisors LLC | 4.35% | Add +5.7% | 415,614 | $51.3M |
| Capitolis Liquid Global Markets LLC | 0.45% | Reduce -67.2% | 410,000 | $50.6M |
| Focus Partners Wealth | 0.13% | Add +1.6% | 409,156 | $50.5M |
| Adage Capital Partners Gp, L.L.C. | 0.09% | Add +1.5% | 401,901 | $49.6M |
| State Board of Administration of Florida Retirement System | 0.09% | No change | 386,602 | $47.7M |
| Prudential Financial Inc. | 0.07% | Reduce -23.6% | 377,687 | $46.6M |
| National Bank of Canada | 0.05% | Reduce -67.1% | 373,421 | $46.1M |
| First Trust Advisors LP | 0.04% | Add +3.5% | 373,291 | $46.1M |
| HighTower Advisors, LLC | 0.06% | Add +0.0% | 368,763 | $45.5M |
| Davis R M Inc. | 0.87% | Add +0.2% | 350,142 | $43.2M |
| RNC Capital Management LLC | 2.11% | Add +0.6% | 334,871 | $41.3M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +0.6% | 317,691 | $39.2M |
| New York State Teachers Retirement System | 0.09% | Reduce -7.2% | 312,546 | $38.6M |
| Commonwealth Equity Services, LLC | 0.05% | Add +3.0% | 300,788 | $37.1M |
| AQR Capital Management | 0.04% | Add +148.0% | 302,484 | $37.1M |
| State of Wisconsin Investment Board | 0.10% | Add +16.7% | 298,807 | $36.9M |
| Aviva PLC | 0.09% | Add +15.9% | 292,941 | $36.2M |
| Franklin Resources Inc. | 0.01% | Add +0.3% | 287,534 | $35.5M |
| Miller Howard Investments Inc. | 1.12% | Add +0.1% | 285,566 | $35.3M |
| Old Republic International Corp. | 1.35% | No change | 280,600 | $34.6M |
| ZWJ Investment Counsel Inc. | 1.35% | Add +4.8% | 269,056 | $33.2M |
| Ofi Invest Asset Management | 0.86% | Add +36.6% | 287,589 | $32.9M |
| CANADA LIFE ASSURANCE Co | 0.06% | Add +2.4% | 261,536 | $32.4M |
| Victory Capital Management Inc. | 0.03% | Reduce -18.9% | 261,578 | $32.3M |
| Advisory Resource Group | 6.45% | Add +6.8% | 256,327 | $31.7M |
| &partners | 0.34% | Reduce -9.1% | 259,618 | $31.6M |
| Teachers Retirement System of the State of Kentucky | 0.28% | Add +23.4% | 252,730 | $31.2M |
| Fort Washington Investment Advisors Inc. | 0.19% | Add +4.1% | 248,069 | $30.6M |
| US Bancorp \de | 0.04% | Reduce -1.3% | 247,674 | $30.6M |
| Van Eck Associates Corp. | 0.04% | Add +0.2% | 244,041 | $30.1M |
| Korea Investment CORP | 0.07% | Reduce -12.4% | 240,334 | $29.7M |
| Great Lakes Advisors, LLC | 0.27% | Reduce -21.6% | 243,804 | $29.7M |
| Creative Planning | 0.03% | Add +6.4% | 237,681 | $29.3M |
| Baird Financial Group, Inc. | 0.06% | Add +5.1% | 235,039 | $29.0M |
"% of holder's portfolio" is PSX's weight in each manager's 13F, not the share of Phillips 66 the manager owns.