PHILLIPS 66 (PSX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
2,011
Reporting holders
$53.8B
Reported value
78.4%
Of shares outstanding
1.8%
Held as options
-15
Holder change
Institutions report 312,777,786 shares against 399,020,916 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $5.8B | 34,112,861 | 0.09% | 8q | +6.5%+$353.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.4B | 26,183,335 | 0.09% | 2q | HELD |
| STATE STREET CORP | $4.4B | 26,044,694 | 0.13% | 31q | +1.1%+$46.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $3.8B | 22,214,319 | 0.17% | 2q | +0.5%+$19.2M |
| Elliott Investment Management L.P. | $3.3B | 19,251,000 | 14.36% | 13q | HELD |
| WELLS FARGO & COMPANY/MN | $2.1B | 12,479,393 | 0.34% | 31q | -54.7%-$2.6B |
| GEODE CAPITAL MANAGEMENT, LLC | $1.9B | 11,122,010 | 0.10% | 31q | +4.4%+$78.1M |
| MORGAN STANLEY | $1.2B | 7,206,592 | 0.06% | 35q | +1.5%+$18.0M |
| Bank of New York Mellon Corp | $1.1B | 6,466,764 | 0.18% | 31q | -6.0%-$69.7M |
| GOLDMAN SACHS GROUP INC | $948.9M | 5,613,271 | 0.08% | 31q | -1.9%-$18.7M |
| AQR CAPITAL MANAGEMENT LLC | $759.0M | 4,489,507 | 0.26% | 31q | +32.7%+$187.0M |
| NORGES BANK | $704.0M | 4,164,661 | 0.07% | 32q | -16.1%-$134.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $691.1M | 4,088,240 | 0.09% | 31q | +3.0%+$20.2M |
| Sixth Street Partners Management Company, L.P. | $691.1M | 4,088,240 | 0.09% | new | NEW |
| Invesco Ltd. | $632.6M | 3,741,815 | 0.05% | 31q | -5.5%-$37.0M |
| FMR LLC | $630.2M | 3,728,108 | 0.03% | 31q | -13.8%-$101.3M |
| NORTHERN TRUST CORP | $606.0M | 3,584,780 | 0.07% | 31q | -2.5%-$15.4M |
| DIMENSIONAL FUND ADVISORS LP | $525.2M | 3,106,122 | 0.10% | 31q | +9.4%+$45.1M |
| Amundi | $500.1M | 2,958,255 | 0.12% | 21q | -19.3%-$119.9M |
| BANK OF AMERICA CORP /DE/ | $470.0M | 2,780,067 | 0.03% | 31q | -6.4%-$32.3M |
| UBS Group AG | $411.6M | 2,400,725 | 0.05% | 31q | -23.8%-$128.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $399.2M | 2,361,396 | 0.07% | 31q | +1.7%+$6.7M |
| VANGUARD FIDUCIARY TRUST CO | $381.1M | 2,254,520 | 0.08% | 2q | -0.7%-$2.6M |
| CITADEL ADVISORS LLC | $367.4M | 1,363,770 | 0.04% | 31q | +160.3%+$226.2M |
| JPMORGAN CHASE & CO | $353.1M | 1,934,094 | 0.02% | 31q | -13.6%-$55.8M |
| Legal & General Group Plc | $303.6M | 1,796,203 | 0.06% | 31q | -9.8%-$33.1M |
| HARRIS ASSOCIATES L P | $297.2M | 1,757,891 | 0.39% | 12q | -80.8%-$1.2B |
| Nuveen, LLC | $293.5M | 1,736,076 | 0.07% | 6q | +1.8%+$5.1M |
| Boston Partners | $286.1M | 1,690,972 | 0.25% | 31q | +2.4%+$6.6M |
| DEUTSCHE BANK AG\ | $271.1M | 1,603,832 | 0.08% | 34q | +21.4%+$47.7M |
| NEUBERGER BERMAN GROUP LLC | $262.1M | 1,547,269 | 0.17% | 31q | +8.6%+$20.9M |
| HSBC HOLDINGS PLC | $261.7M | 1,338,613 | 0.11% | 31q | +51.4%+$88.9M |
| Corient Private Wealth LP | $248.5M | 1,539,497 | 0.16% | 15q | +117.8%+$134.4M |
| ROYAL BANK OF CANADA | $241.2M | 1,426,974 | 0.04% | 31q | -4.2%-$10.6M |
| MACKENZIE FINANCIAL CORP | $238.4M | 1,410,114 | 0.24% | 31q | +118.7%+$129.4M |
| RAYMOND JAMES FINANCIAL INC | $234.2M | 1,385,609 | 0.06% | 7q | HELD |
| Mariner, LLC | $221.8M | 1,311,840 | 0.23% | 31q | +7.3%+$15.1M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $211.0M | 1,248,269 | 0.78% | 19q | +3.5%+$7.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $210.1M | 158,838 | 0.02% | 31q | +86.9%+$97.7M |
| JANE STREET GROUP, LLC | $204.6M | 517,595 | 0.02% | 31q | +1803.5%+$193.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $201.7M | 1,193,125 | 0.09% | 2q | +49.8%+$67.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $199.3M | 1,178,961 | 0.03% | 31q | +30.3%+$46.3M |
| Swiss National Bank | $191.2M | 1,130,950 | 0.10% | 31q | -4.4%-$8.7M |
| VICTORY CAPITAL MANAGEMENT INC | $186.5M | 1,103,316 | 0.10% | 31q | +195.2%+$123.3M |
| MARSHALL WACE, LLP | $183.7M | 1,086,732 | 0.15% | 8q | +40.8%+$53.2M |
| CITIGROUP INC | $170.6M | 626,219 | 0.06% | 31q | +63.4%+$66.2M |
| ENVESTNET ASSET MANAGEMENT INC | $170.5M | 1,008,833 | 0.04% | 31q | -1.8%-$3.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $166.2M | 982,876 | 0.09% | 31q | +7.2%+$11.1M |
| BNP PARIBAS FINANCIAL MARKETS | $163.7M | 821,974 | 0.06% | 31q | +40.5%+$47.2M |
| Merewether Investment Management, LP | $163.5M | 967,351 | 3.08% | 2q | +1075.4%+$149.6M |
| Qube Research & Technologies Ltd | $163.1M | 943,033 | 0.15% | 15q | +48.6%+$53.3M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $159.8M | 945,251 | 0.57% | 21q | -8.2%-$14.3M |
| Vanguard Global Advisers, LLC | $150.6M | 891,113 | 0.07% | 2q | -0.9%-$1.4M |
| LPL Financial LLC | $148.1M | 876,262 | 0.03% | 31q | -1.3%-$1.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | $146.0M | 863,553 | 0.10% | 2q | +14.1%+$18.1M |
| Sumitomo Mitsui Trust Group, Inc. | $144.3M | 853,719 | 0.08% | 31q | -1.0%-$1.4M |
| AMERIPRISE FINANCIAL INC | $140.2M | 829,621 | 0.03% | 31q | -26.7%-$51.0M |
| NewEdge Advisors, LLC | $139.2M | 823,275 | 0.41% | new | NEW |
| CANADA PENSION PLAN INVESTMENT BOARD | $128.5M | 760,293 | 0.07% | 31q | -23.9%-$40.4M |
| PNC Financial Services Group, Inc. | $125.2M | 740,879 | 0.06% | 31q | -1.8%-$2.3M |
| RHUMBLINE ADVISERS | $124.5M | 736,736 | 0.09% | 31q | -1.7%-$2.1M |
| TRUIST FINANCIAL CORP | $123.9M | 733,069 | 0.15% | 31q | +5.0%+$5.9M |
| National Pension Service | $123.9M | 732,811 | 0.08% | 31q | +5.0%+$5.9M |
| California Public Employees Retirement System | $122.7M | 725,889 | 0.07% | 31q | +5.6%+$6.5M |
| Point72 Asset Management, L.P. | $120.1M | 632,300 | 0.13% | 14q | HELD |
| BANK OF MONTREAL /CAN/ | $119.1M | 690,089 | 0.04% | 31q | -5.0%-$6.3M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $111.0M | 656,397 | 0.34% | 31q | -33.1%-$54.9M |
| FRANKLIN RESOURCES INC | $109.2M | 645,982 | 0.02% | 31q | -3.0%-$3.4M |
| TWO SIGMA INVESTMENTS, LP | $105.6M | 550,361 | 0.08% | 4q | +18245.4%+$105.0M |
| ALLIANCEBERNSTEIN L.P. | $103.9M | 570,173 | 0.03% | 31q | +2.7%+$2.7M |
| NATIONAL BANK OF CANADA /FI/ | $103.4M | 611,599 | 0.07% | 19q | +109.9%+$54.1M |
| Russell Investments Group, Ltd. | $101.6M | 600,166 | 0.09% | 31q | -7.6%-$8.4M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $96.7M | 572,301 | 0.14% | 31q | -26.7%-$35.3M |
| Focus Partners Wealth | $95.8M | 566,960 | 0.10% | 11q | +5.4%+$4.9M |
| Squarepoint Ops LLC | $94.2M | 542,563 | 0.10% | 16q | -3.5%-$3.4M |
| IMC-Chicago, LLC | $94.1M | 5,384 | 0.02% | 16q | HELD |
| MILLENNIUM MANAGEMENT LLC | $93.5M | 462,062 | 0.03% | 31q | -61.3%-$148.1M |
| BARCLAYS PLC | $87.7M | 518,620 | 0.02% | 31q | -31.7%-$40.7M |
| M&T Bank Corp | $79.6M | 470,824 | 0.23% | 31q | -1.1%-$910.0K |
| Assenagon Asset Management S.A. | $78.4M | 463,570 | 0.05% | 20q | +66.4%+$31.3M |
| PRINCIPAL FINANCIAL GROUP INC | $77.0M | 455,645 | 0.04% | 31q | -3.1%-$2.4M |
| AMERICAN CENTURY COMPANIES INC | $76.6M | 453,394 | 0.03% | 31q | -33.8%-$39.1M |
| Bahl & Gaynor LLC | $75.9M | 448,919 | 0.35% | 31q | -0.9%-$727.4K |
| Fayez Sarofim & Co | $72.7M | 429,784 | 0.17% | 31q | -8.5%-$6.8M |
| FEDERATED HERMES, INC. | $71.9M | 425,101 | 0.10% | 31q | +24.0%+$13.9M |
| Recurrent Investment Advisors LLC | $68.1M | 403,016 | 4.23% | 27q | -2.7%-$1.9M |
| TD Asset Management Inc | $67.6M | 399,740 | 0.06% | 31q | +24.1%+$13.1M |
| AVIVA PLC | $66.3M | 391,997 | 0.10% | 31q | +3.1%+$2.0M |
| Walleye Capital LLC | $63.5M | 312,437 | 0.23% | 13q | +1255.5%+$58.8M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $59.9M | 354,166 | 0.08% | 11q | +1299.5%+$55.6M |
| Quantinno Capital Management LP | $58.7M | 347,169 | 0.07% | 17q | +17.9%+$8.9M |
| Alyeska Investment Group, L.P. | $58.3M | 345,112 | 0.15% | 8q | +227.1%+$40.5M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $58.2M | 344,136 | 0.10% | 31q | -3.2%-$1.9M |
| HighTower Advisors, LLC | $57.0M | 337,441 | 0.06% | 31q | HELD |
| Empower Advisory Group, LLC | $56.8M | 335,903 | 0.14% | 2q | +24708.2%+$56.6M |
| Creative Planning | $56.5M | 334,458 | 0.03% | 31q | +8.9%+$4.6M |
| Allianz Asset Management GmbH | $54.3M | 189,006 | 0.05% | 40q | +4.0%+$2.1M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | $53.6M | 317,000 | 0.23% | new | NEW |
| RNC CAPITAL MANAGEMENT LLC | $53.4M | 315,716 | 2.20% | 31q | HELD |
| DAVIS R M INC | $53.0M | 313,812 | 0.84% | 31q | -1.5%-$812.8K |
Showing the largest 100 of 2,111 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,011 | $53.8B | 312,777,786 | 132 | 702 | 633 | 1.8% |
| Q1 2026 | 2,026 | $58.8B | 316,638,424 | 317 | 578 | 643 | 1.9% |
| Q4 2025 | 1,809 | $39.8B | 301,414,398 | 121 | 591 | 522 | 2.2% |
| Q3 2025 | 1,746 | $41.4B | 297,205,432 | 184 | 525 | 542 | 2.3% |
| Q2 2025 | 1,661 | $36.6B | 299,316,523 | 112 | 524 | 602 | 2.5% |
| Q1 2025 | 1,677 | $37.0B | 294,590,922 | 155 | 529 | 564 | 1.9% |
| Q4 2024 | 1,650 | $34.0B | 293,609,690 | 81 | 507 | 531 | 1.7% |
| Q3 2024 | 1,634 | $39.7B | 296,485,700 | 94 | 507 | 575 | 1.8% |
| Q2 2024 | 1,648 | $44.0B | 305,526,864 | 81 | 537 | 572 | 2.0% |
| Q1 2024 | 1,717 | $53.8B | 322,839,145 | 173 | 493 | 652 | 2.1% |
| Q4 2023 | 1,633 | $44.9B | 326,679,841 | 138 | 450 | 554 | 3.1% |
| Q3 2023 | 1,488 | $38.1B | 308,706,882 | 172 | 435 | 482 | 2.7% |
| Q2 2023 | 1,356 | $30.4B | 310,909,784 | 71 | 439 | 505 | 2.4% |
| Q1 2023 | 1,351 | $32.8B | 317,584,082 | 99 | 427 | 454 | 2.3% |
| Q4 2022 | 1,262 | $31.8B | 297,099,744 | 167 | 375 | 382 | 3.0% |
| Q3 2022 | 1,419 | $28.3B | 338,994,881 | 85 | 541 | 415 | 3.0% |
| Q2 2022 | 1,446 | $29.2B | 345,406,376 | 115 | 533 | 430 | 3.0% |
| Q1 2022 | 1,452 | $29.9B | 337,869,160 | 188 | 575 | 388 | 2.4% |
| Q4 2021 | 1,356 | $23.5B | 310,764,448 | 116 | 428 | 431 | 4.2% |
| Q3 2021 | 1,230 | $21.9B | 303,187,582 | 70 | 434 | 431 | 3.1% |
| Q2 2021 | 1,330 | $26.9B | 307,401,825 | 114 | 447 | 420 | 2.1% |
| Q1 2021 | 1,278 | $25.7B | 307,847,191 | 122 | 398 | 470 | 2.4% |
| Q4 2020 | 1,240 | $22.1B | 303,153,651 | 140 | 339 | 489 | 3.7% |
| Q3 2020 | 1,131 | $15.6B | 294,267,184 | 57 | 316 | 517 | 2.2% |
| Q2 2020 | 1,274 | $21.4B | 293,276,545 | 163 | 369 | 532 | 1.8% |
| Q1 2020 | 1,226 | $16.3B | 299,260,074 | 79 | 399 | 560 | 1.6% |
| Q4 2019 | 1,544 | $35.8B | 315,612,675 | 116 | 472 | 523 | 1.8% |
| Q3 2019 | 1,393 | $32.2B | 310,145,476 | 102 | 479 | 486 | 1.5% |
| Q2 2019 | 1,365 | $30.3B | 315,338,692 | 72 | 474 | 476 | 2.8% |
| Q1 2019 | 1,403 | $31.2B | 323,557,331 | 102 | 510 | 463 | 1.4% |
| Q4 2018 | 1,362 | $29.0B | 332,611,380 | 11 | 27 | 20 | 1.6% |