Phillips 66PSX
13F holders, Q2 2025 (June 30)1,764holders −30
115new positions
147sold out
8famous investors
$118.75avg. 13F price*
At the end of Q2 2025, 1,764 institutions reported holding Phillips 66 (PSX) in their 13F filings, down 30 from Q1 2025. 115 opened new positions and 147 sold out. The largest holders were Vanguard Group Inc. ($5.5B), BlackRock, Inc. ($3.8B) and State Street Corp. ($2.9B). 8 famous investors held it, including Paul Singer (19.0% of Elliott Investment Management's portfolio), Bill Nygren (2.6% 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 115 | $330.4M |
| Exits | 147 | $279.3M |
All 13F filers, Q1 2025 → Q2 2025: 28,452,790 shares bought and 20,892,952 shares sold, net +7,559,838 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,764 holders
| Vanguard Group Inc. | 0.09% | Add +14.8% | 46,368,000 | $5.5B |
| BlackRock, Inc. | 0.07% | Add +6.6% | 31,877,118 | $3.8B |
| State Street Corp. | 0.11% | Reduce -6.7% | 24,318,409 | $2.9B |
| Elliott Investment Management | 19.00% | Add +22.4% | 19,251,000 | $2.3B |
| Wells Fargo & Company | 0.41% | Reduce -2.1% | 15,624,294 | $1.9B |
| Harris Associates (Oakmark Funds) | 2.61% | Reduce -2.8% | 13,449,090 | $1.6B |
| Geode Capital Management, LLC | 0.09% | Add +17.4% | 10,327,304 | $1.2B |
| Bank of New York Mellon Corp | 0.21% | Add +6.1% | 9,394,750 | $1.1B |
| T. Rowe Price Associates Inc. | 0.12% | Add +33.8% | 8,976,104 | $1.1B |
| Morgan Stanley | 0.05% | Add +1.8% | 6,867,580 | $819.3M |
| Invesco Ltd. | 0.10% | Reduce -1.3% | 4,704,727 | $561.3M |
| Norges Bank | 0.07% | Add +1.8% | 4,390,231 | $523.8M |
| UBS Group AG | 0.10% | Reduce -9.4% | 4,196,893 | $500.7M |
| Northern Trust Corp. | 0.07% | Reduce -9.6% | 4,012,833 | $478.7M |
| FMR LLC | 0.03% | Reduce -7.4% | 3,861,197 | $460.6M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +5.3% | 3,268,830 | $390.0M |
| Bank of America Corp. | 0.03% | Reduce -21.5% | 3,242,016 | $386.8M |
| Barrow Hanley Mewhinney & Strauss LLC | 1.28% | Reduce -0.5% | 3,181,658 | $379.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.07% | Add +15.3% | 2,965,255 | $353.8M |
| Goldman Sachs Group Inc. | 0.06% | Reduce -23.9% | 2,875,418 | $343.0M |
| Dimensional Fund Advisors LP | 0.08% | Reduce -22.9% | 2,872,339 | $342.7M |
| JPMorgan Chase & Co. | 0.02% | Reduce -3.6% | 2,619,467 | $312.5M |
| Amundi | 0.10% | Add +2.2% | 2,334,612 | $295.2M |
| Legal & General Group Plc | 0.07% | Reduce -3.0% | 2,242,639 | $267.5M |
| Pacer Advisors, Inc. | 0.58% | Add +920.8% | 1,877,705 | $224.0M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -5.9% | 1,658,017 | $197.8M |
| Jacobs Levy Equity Management, Inc. | 0.71% | Reduce -2.0% | 1,521,294 | $181.5M |
| Raymond James Financial Inc. | 0.06% | Reduce -1.0% | 1,505,913 | $179.7M |
| LSV Asset Management | 0.40% | Reduce -5.9% | 1,424,626 | $170.0M |
| Boston Partners | 0.19% | Reduce -1.8% | 1,416,063 | $169.0M |
| Nuveen, LLC | 0.04% | Add +1.5% | 1,286,436 | $153.5M |
| Swiss National Bank | 0.09% | Add +5.9% | 1,233,350 | $147.1M |
| Barclays PLC | 0.06% | Reduce -42.5% | 1,212,540 | $144.7M |
| Mariner, LLC | 0.18% | Add +4.9% | 1,042,134 | $124.3M |
| Neuberger Berman Group LLC | 0.10% | Reduce -0.5% | 1,036,721 | $123.7M |
| Royal Bank of Canada | 0.02% | Add +12.5% | 1,027,994 | $122.6M |
| HSBC Holdings PLC | 0.08% | Reduce -30.0% | 1,021,121 | $122.0M |
| Massachusetts Financial Services Co. | 0.04% | Add +1.6% | 1,011,751 | $120.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Add +1.9% | 941,568 | $112.3M |
| Worldquant Millennium Advisors LLC | 0.54% | New | 905,005 | $108.0M |
| LPL Financial LLC | 0.04% | Add +4.1% | 897,241 | $107.0M |
| Deutsche Bank AG | 0.04% | Reduce -24.4% | 891,111 | $106.3M |
| Stonegate Investment Group, LLC | 2.67% | Add +71.0% | 889,763 | $106.1M |
| Bahl & Gaynor LLC | 0.52% | Reduce -41.8% | 854,543 | $101.9M |
| PNC Financial Services Group, Inc. | 0.06% | Add +0.3% | 815,500 | $97.3M |
| Rhumbline Advisers | 0.08% | Add +0.8% | 796,026 | $95.0M |
| Victory Capital Management Inc. | 0.06% | Add +200.3% | 785,498 | $93.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Add +5.3% | 778,433 | $92.9M |
| Corient Private Wealth LP | 0.12% | Reduce -14.4% | 767,416 | $91.6M |
| Holocene Advisors, LP | 0.21% | Add +2433.1% | 711,599 | $84.9M |
| California Public Employees Retirement System | 0.05% | Add +3.9% | 696,577 | $83.1M |
| Alliancebernstein L.P. | 0.03% | Reduce -28.8% | 695,337 | $83.0M |
| BNP Paribas Financial Markets | 0.06% | Reduce -33.6% | 657,755 | $78.5M |
| Millennium Management | 0.07% | Add +566.1% | 643,738 | $76.8M |
| Bank of Montreal | 0.04% | Reduce -5.0% | 639,206 | $76.3M |
| Fayez Sarofim & Co | 0.18% | Reduce -5.1% | 629,795 | $75.1M |
| Allianz Asset Management GmbH | 0.10% | Reduce -30.2% | 626,968 | $74.8M |
| Truist Financial Corp. | 0.10% | Add +0.4% | 588,650 | $70.2M |
| National Pension Service | 0.06% | Reduce -50.7% | 581,886 | $69.4M |
| Principal Financial Group Inc. | 0.03% | Reduce -1.5% | 523,636 | $62.5M |
| Canada Pension Plan Investment Board | 0.05% | Add +0.5% | 505,849 | $60.3M |
| M&T Bank Corp | 0.20% | Reduce -2.8% | 493,201 | $58.8M |
| California State Teachers Retirement System | 0.07% | Reduce -0.5% | 490,721 | $58.5M |
| Russell Investments Group, Ltd. | 0.07% | Add +8.4% | 483,994 | $57.7M |
| Recurrent Investment Advisors LLC | 4.51% | Add +12.4% | 466,980 | $55.7M |
| Prudential Financial Inc. | 0.07% | Add +18.3% | 446,957 | $53.3M |
| Stifel Financial Corp. | 0.05% | Reduce -0.7% | 444,546 | $53.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -16.5% | 420,409 | $50.2M |
| Focus Partners Wealth | 0.10% | Reduce -0.8% | 405,659 | $48.4M |
| Adage Capital Partners Gp, L.L.C. | 0.08% | Reduce -0.9% | 398,201 | $47.5M |
| State Board of Administration of Florida Retirement System | 0.08% | Add +1.1% | 390,982 | $46.6M |
| Citigroup Inc. | 0.03% | Reduce -15.9% | 379,886 | $45.3M |
| AQR Capital Management | 0.04% | Add +19.3% | 360,806 | $43.0M |
| HighTower Advisors, LLC | 0.05% | Reduce -2.6% | 359,065 | $42.8M |
| Alyeska Investment Group, L.P. | 0.15% | Add +98.2% | 349,914 | $41.7M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +9.1% | 346,679 | $41.4M |
| Davis R M Inc. | 0.76% | Reduce -2.5% | 341,348 | $40.7M |
| RNC Capital Management LLC | 1.91% | Reduce -1.2% | 330,711 | $39.5M |
| National Bank of Canada | 0.04% | Reduce -11.7% | 329,723 | $39.3M |
| Aviva PLC | 0.08% | Add +6.5% | 311,887 | $37.2M |
| New York State Teachers Retirement System | 0.08% | Reduce -2.0% | 306,379 | $36.6M |
| Van Eck Associates Corp. | 0.04% | Add +21.4% | 296,171 | $35.3M |
| &partners | 0.27% | Add +12.4% | 291,716 | $34.8M |
| ZWJ Investment Counsel Inc. | 1.27% | Add +6.2% | 285,629 | $34.1M |
| Capital Fund Management S.A. | 0.37% | Add +698.4% | 283,578 | $33.8M |
| Miller Howard Investments Inc. | 1.07% | Reduce -0.7% | 283,518 | $33.8M |
| Old Republic International Corp. | 1.31% | No change | 280,600 | $33.5M |
| STRS Ohio | 0.12% | Add +199.9% | 276,888 | $33.0M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -8.0% | 276,731 | $33.0M |
| Korea Investment CORP | 0.07% | Add +14.2% | 274,339 | $32.7M |
| Aventail Capital Group, LP | 1.44% | New | 271,503 | $32.4M |
| Brandywine Global Investment Management, LLC | 0.23% | New | 266,183 | $31.8M |
| Ofi Invest Asset Management | 0.78% | Add +7.4% | 308,973 | $31.4M |
| Advisory Resource Group | 5.94% | Add +1.0% | 258,897 | $30.9M |
| State of Wisconsin Investment Board | 0.08% | Reduce -13.9% | 257,263 | $30.7M |
| CANADA LIFE ASSURANCE Co | 0.05% | Reduce -2.7% | 254,522 | $30.4M |
| Assenagon Asset Management S.A. | 0.05% | Add +1607.2% | 254,251 | $30.3M |
| Fort Washington Investment Advisors Inc. | 0.17% | Add +0.3% | 248,902 | $29.7M |
| US Bancorp \de | 0.04% | Reduce -0.4% | 246,576 | $29.4M |
| First Trust Advisors LP | 0.02% | Reduce -36.2% | 238,064 | $28.4M |
"% of holder's portfolio" is PSX's weight in each manager's 13F, not the share of Phillips 66 the manager owns.