Phillips 66PSX
13F holders, Q1 2026 (March 31)2,133holders +228
321new positions
91sold out
12famous investors
$181.97avg. 13F price*
At the end of Q1 2026, 2,133 institutions reported holding Phillips 66 (PSX) in their 13F filings, up 228 from Q4 2025. 321 opened new positions and 91 sold out. The largest holders were BlackRock, Inc. ($5.8B), Vanguard Capital Management LLC ($4.8B) and State Street Corp. ($4.7B). 12 famous investors held it, including Paul Singer (22.1% of Elliott Investment Management's portfolio), Bill Nygren (2.2% of Harris Associates (Oakmark Funds)'s portfolio) and Cliff Asness (0.3% of AQR Capital 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 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 321 | $601.9M |
| Exits | 91 | $116.5M |
All 13F filers, Q4 2025 → Q1 2026: 24,525,872 shares bought and 15,713,602 shares sold, net +8,812,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,133 holders
| BlackRock, Inc. | 0.10% | Add +3.6% | 32,024,597 | $5.8B |
| Vanguard Capital Management LLC | 0.12% | — | 26,107,984 | $4.8B |
| State Street Corp. | 0.16% | Add +9.3% | 25,772,853 | $4.7B |
| Vanguard Portfolio Management LLC | 0.21% | — | 22,100,692 | $4.0B |
| Elliott Investment Management | 22.06% | No change | 19,251,000 | $3.5B |
| Wells Fargo & Company | 0.50% | Reduce -2.6% | 13,788,007 | $2.5B |
| Geode Capital Management, LLC | 0.12% | Add +2.4% | 10,658,175 | $1.9B |
| Harris Associates (Oakmark Funds) | 2.22% | Reduce -34.6% | 9,134,428 | $1.7B |
| Morgan Stanley | 0.08% | Add +4.5% | 7,100,129 | $1.3B |
| Bank of New York Mellon Corp | 0.23% | Reduce -3.2% | 6,879,213 | $1.3B |
| Goldman Sachs Group Inc. | 0.14% | Add +157.3% | 5,723,891 | $1.0B |
| T. Rowe Price Associates Inc. | 0.10% | Add +13.1% | 4,776,330 | $870.2M |
| FMR LLC | 0.04% | Reduce -3.1% | 4,327,131 | $788.3M |
| Charles Schwab Investment Management Inc. | 0.11% | Add +0.6% | 3,968,562 | $723.0M |
| Invesco Ltd. | 0.07% | Add +2.3% | 3,960,848 | $721.6M |
| Northern Trust Corp. | 0.09% | Reduce -1.1% | 3,676,074 | $669.7M |
| Amundi | 0.18% | Add +62.0% | 3,667,451 | $668.1M |
| AQR Capital Management | 0.28% | Add +3.7% | 3,383,523 | $616.4M |
| UBS Group AG | 0.10% | Add +2.1% | 3,149,505 | $573.8M |
| Bank of America Corp. | 0.04% | Add +1.2% | 2,971,036 | $541.3M |
| Dimensional Fund Advisors LP | 0.11% | Add +1.5% | 2,839,278 | $517.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.09% | Reduce -2.9% | 2,321,649 | $423.0M |
| JPMorgan Chase & Co. | 0.03% | Add +50.5% | 2,239,805 | $413.9M |
| Vanguard Fiduciary Trust Co. | 0.10% | — | 2,269,903 | $413.5M |
| Legal & General Group Plc | 0.08% | Reduce -3.1% | 1,991,832 | $362.9M |
| Nuveen, LLC | 0.08% | Add +26.7% | 1,705,721 | $310.7M |
| Boston Partners | 0.32% | Add +19.3% | 1,651,820 | $301.3M |
| Royal Bank of Canada | 0.05% | Reduce -6.8% | 1,489,962 | $271.4M |
| Neuberger Berman Group LLC | 0.20% | Reduce -2.1% | 1,424,106 | $259.6M |
| Raymond James Financial Inc. | 0.08% | Reduce -7.7% | 1,392,167 | $253.6M |
| Deutsche Bank AG | 0.08% | Add +25.9% | 1,321,535 | $240.8M |
| Mariner, LLC | 0.26% | Add +3.6% | 1,222,327 | $222.7M |
| Los Angeles Capital Management LLC | 0.87% | Add +53.0% | 1,205,785 | $219.7M |
| Millennium Management | 0.17% | Add +393.6% | 1,194,043 | $217.5M |
| Swiss National Bank | 0.12% | Add +6.8% | 1,182,450 | $215.4M |
| Jacobs Levy Equity Management, Inc. | 0.79% | Reduce -15.2% | 1,029,791 | $187.6M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -21.6% | 1,027,210 | $187.1M |
| Canada Pension Plan Investment Board | 0.12% | Add +61.4% | 999,314 | $182.1M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.59% | Reduce -3.5% | 981,432 | $178.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.11% | Add +8.4% | 916,943 | $167.0M |
| Wellington Management Group LLP | 0.03% | Add +124.2% | 904,814 | $164.8M |
| Vanguard Global Advisers, LLC | 0.09% | — | 899,110 | $163.8M |
| LPL Financial LLC | 0.04% | Reduce -0.7% | 887,797 | $161.7M |
| HSBC Holdings PLC | 0.10% | Add +2.7% | 883,907 | $161.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.10% | Reduce -5.0% | 862,141 | $157.1M |
| NewEdge Advisors, LLC | 0.54% | Reduce -17.3% | 824,364 | $150.2M |
| Arrowstreet Capital, Limited Partnership | 0.08% | New | 796,505 | $145.1M |
| LSV Asset Management | 0.31% | Reduce -5.6% | 790,599 | $144.0M |
| Adage Capital Partners Gp, L.L.C. | 0.22% | Add +5.7% | 781,001 | $142.3M |
| Marshall Wace, LLP | 0.15% | Add +2220.6% | 772,013 | $140.6M |
| Barclays PLC | 0.05% | Add +26.9% | 759,668 | $138.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.12% | — | 756,628 | $137.8M |
| PNC Financial Services Group, Inc. | 0.08% | Add +0.3% | 754,343 | $137.4M |
| Rhumbline Advisers | 0.12% | Reduce -2.2% | 749,243 | $136.5M |
| Bank of Montreal | 0.05% | Add +0.9% | 726,489 | $132.4M |
| Corient Private Wealth LP | 0.18% | Reduce -2.5% | 706,748 | $128.7M |
| Acadian Asset Management LLC | 0.18% | Add +129.6% | 703,241 | $128.1M |
| Truist Financial Corp. | 0.17% | Add +3.4% | 698,272 | $127.2M |
| National Pension Service | 0.10% | Add +13.7% | 698,069 | $127.2M |
| California Public Employees Retirement System | 0.08% | Reduce -2.1% | 687,713 | $125.3M |
| American Century Companies Inc. | 0.06% | Add +489.6% | 684,461 | $124.7M |
| Franklin Resources Inc. | 0.03% | Add +210.0% | 666,040 | $121.3M |
| Russell Investments Group, Ltd. | 0.13% | Add +12.8% | 649,692 | $118.7M |
| Mackenzie Financial Corp. | 0.14% | Add +948.5% | 644,710 | $117.5M |
| Qube Research & Technologies Ltd | 0.16% | New | 634,790 | $115.6M |
| BNP Paribas Financial Markets | 0.07% | Reduce -11.2% | 585,034 | $106.6M |
| Ameriprise Financial Inc. | 0.02% | Add +8.5% | 565,575 | $103.1M |
| Squarepoint Ops LLC | 0.22% | Add +109.0% | 562,185 | $102.4M |
| Focus Partners Wealth | 0.11% | Add +4.3% | 538,005 | $98.0M |
| Citadel Advisors | 0.07% | Reduce -58.8% | 523,970 | $95.5M |
| Freestone Grove Partners LP | 0.66% | Add +42.1% | 498,027 | $90.7M |
| M&T Bank Corp | 0.29% | Reduce -0.3% | 477,840 | $87.1M |
| Prudential Financial Inc. | 0.11% | Reduce -2.0% | 473,785 | $86.3M |
| Principal Financial Group Inc. | 0.05% | Reduce -9.5% | 470,073 | $85.6M |
| Fayez Sarofim & Co | 0.22% | Reduce -7.6% | 469,734 | $85.6M |
| California State Teachers Retirement System | 0.09% | Reduce -3.2% | 467,419 | $85.2M |
| Bahl & Gaynor LLC | 0.42% | Reduce -20.8% | 453,222 | $82.6M |
| Massachusetts Financial Services Co. | 0.03% | Reduce -67.9% | 440,938 | $80.3M |
| Recurrent Investment Advisors LLC | 4.54% | Reduce -8.9% | 414,064 | $75.4M |
| Alliancebernstein L.P. | 0.02% | Reduce -11.4% | 555,423 | $71.7M |
| Citigroup Inc. | 0.04% | Reduce -18.5% | 383,134 | $69.8M |
| Holocene Advisors, LP | 0.17% | Reduce -72.2% | 382,100 | $69.6M |
| Aviva PLC | 0.12% | Add +3.7% | 380,306 | $69.3M |
| Victory Capital Management Inc. | 0.04% | Reduce -64.7% | 373,722 | $68.1M |
| Teacher Retirement System of Texas | 0.27% | Add +295.1% | 358,832 | $65.4M |
| State Board of Administration of Florida Retirement System | 0.12% | Reduce -2.4% | 355,551 | $64.8M |
| Federated Hermes, Inc. | 0.10% | Add +250.9% | 342,845 | $62.5M |
| Korea Investment CORP | 0.13% | Add +8.6% | 340,674 | $62.1M |
| HighTower Advisors, LLC | 0.07% | Reduce -8.9% | 336,509 | $61.3M |
| New York State Teachers Retirement System | 0.12% | Add +8.1% | 331,005 | $60.3M |
| TD Asset Management Inc | 0.05% | Reduce -1.3% | 322,067 | $58.7M |
| Davis R M Inc. | 1.03% | Reduce -1.6% | 318,620 | $58.0M |
| RNC Capital Management LLC | 2.51% | Reduce -4.7% | 315,352 | $57.5M |
| Creative Planning | 0.04% | Add +9.4% | 307,033 | $55.9M |
| Van Eck Associates Corp. | 0.04% | Add +42.4% | 306,507 | $55.8M |
| Sei Investments Co. | 0.05% | Reduce -19.0% | 304,954 | $55.6M |
| Encompass Capital Advisors LLC | 2.26% | New | 304,700 | $55.5M |
| ZWJ Investment Counsel Inc. | 1.94% | Add +2.4% | 295,031 | $53.7M |
| Quantinno Capital Management LP | 0.09% | Add +9.9% | 294,580 | $53.7M |
| Miller Howard Investments Inc. | 1.47% | Add +1.2% | 294,220 | $53.6M |
"% of holder's portfolio" is PSX's weight in each manager's 13F, not the share of Phillips 66 the manager owns.