PSX Institutional Holdings
Phillips 66 · SEC 13F
As of 2026Q1 · SEC EDGAR 13F
Quarterly Changes
2025Q4 → 2026Q1
↑ New Positions (5)
VANGUARD CAPITAL MANAGEMENT LLC $9.5B
VANGUARD PORTFOLIO MANAGEMENT LLC $4.0B
Employees Provident Fund Board $760M
VANGUARD FIDUCIARY TRUST CO $414M
HSBC HOLDINGS PLC $383M
↑ Increased (5)
Erste Asset Management GmbH +Infinity%
BNP PARIBAS ASSET MANAGEMENT Holding S.A. +155402.2%
IFM Investors Pty Ltd +151866.6%
CWM, LLC +144936.8%
Daiwa Securities Group Inc. +141005.1%
↓ Decreased (5)
Kentucky Retirement Systems -99.9%
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL -99.9%
BNP PARIBAS -98.8%
TIAA TRUST, NATIONAL ASSOCIATION -97.8%
Pacifica Partners Inc. -97.4%
↓ Exited Positions (5)
VANGUARD GROUP INC $6.7B
NewEdge Advisors, LLC $129M
PNC Financial Services Group, Inc. $97M
RNC CAPITAL MANAGEMENT LLC $43M
Brandywine Global Investment Management, LLC $36M
All Holders (Top 100)
| Rank | Institution | Shares | Value |
|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 52.2M | $9.5B |
| 2 | BARCLAYS PLC | 68.8M | $8.8B |
| 3 | BlackRock, Inc. | 32.0M | $5.8B |
| 4 | STATE STREET CORP | 25.8M | $4.7B |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 22.1M | $4.0B |
| 6 | Elliott Investment Management L.P. | 19.3M | $3.5B |
| 7 | MORGAN STANLEY | 20.8M | $3.1B |
| 8 | WELLS FARGO & COMPANY/MN | 13.8M | $2.5B |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 10.7M | $1.9B |
| 10 | HARRIS ASSOCIATES L P | 9.1M | $1.7B |
| 11 | GOLDMAN SACHS GROUP INC | 7.9M | $1.3B |
| 12 | Bank of New York Mellon Corp | 6.9M | $1.3B |
| 13 | FMR LLC | 4.3M | $788M |
| 14 | Employees Provident Fund Board | 9.6M | $760M |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.0M | $723M |
| 16 | Invesco Ltd. | 4.0M | $722M |
| 17 | NORTHERN TRUST CORP | 3.7M | $670M |
| 18 | Amundi | 3.7M | $668M |
| 19 | AQR CAPITAL MANAGEMENT LLC | 3.4M | $616M |
| 20 | UBS Group AG | 3.1M | $574M |
| 21 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6.2M | $562M |
| 22 | BANK OF AMERICA CORP /DE/ | 3.0M | $541M |
| 23 | NORGES BANK | 4.3M | $533M |
| 24 | DIMENSIONAL FUND ADVISORS LP | 2.8M | $517M |
| 25 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.3M | $423M |
| 26 | JPMORGAN CHASE & CO | 2.2M | $414M |
| 27 | VANGUARD FIDUCIARY TRUST CO | 2.3M | $414M |
| 28 | HSBC HOLDINGS PLC | 2.6M | $383M |
| 29 | Legal & General Group Plc | 2.0M | $363M |
| 30 | Nuveen, LLC | 1.7M | $311M |
| 31 | Boston Partners | 1.7M | $301M |
| 32 | ROYAL BANK OF CANADA | 1.5M | $271M |
| 33 | NEUBERGER BERMAN GROUP LLC | 1.4M | $260M |
| 34 | RAYMOND JAMES FINANCIAL INC | 1.4M | $254M |
| 35 | DEUTSCHE BANK AG\ | 1.3M | $241M |
| 36 | Mariner, LLC | 1.2M | $223M |
| 37 | Corient Private Wealth LLC | 1.4M | $222M |
| 38 | LOS ANGELES CAPITAL MANAGEMENT LLC | 1.2M | $220M |
| 39 | MILLENNIUM MANAGEMENT LLC | 1.2M | $218M |
| 40 | Swiss National Bank | 1.2M | $215M |
| 41 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.0M | $188M |
| 42 | ENVESTNET ASSET MANAGEMENT INC | 1.0M | $187M |
| 43 | CANADA PENSION PLAN INVESTMENT BOARD | 999K | $182M |
| 44 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 981K | $179M |
| 45 | Mitsubishi UFJ Asset Management Co., Ltd. | 917K | $167M |
| 46 | WELLINGTON MANAGEMENT GROUP LLP | 905K | $165M |
| 47 | Vanguard Global Advisers, LLC | 899K | $164M |
| 48 | LPL Financial LLC | 888K | $162M |
| 49 | Sumitomo Mitsui Trust Group, Inc. | 862K | $157M |
| 50 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 797K | $145M |
| 51 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 781K | $142M |
| 52 | MARSHALL WACE, LLP | 772K | $141M |
| 53 | VANGUARD ASSET MANAGEMENT, Ltd | 757K | $138M |
| 54 | PNC FINANCIAL SERVICES GROUP, INC. | 754K | $137M |
| 55 | RHUMBLINE ADVISERS | 749K | $136M |
| 56 | BANK OF MONTREAL /CAN/ | 726K | $132M |
| 57 | TRUIST FINANCIAL CORP | 698K | $127M |
| 58 | National Pension Service | 698K | $127M |
| 59 | California Public Employees Retirement System | 688K | $125M |
| 60 | AMERICAN CENTURY COMPANIES INC | 684K | $125M |
| 61 | FRANKLIN RESOURCES INC | 666K | $121M |
| 62 | Russell Investments Group, Ltd. | 650K | $119M |
| 63 | MACKENZIE FINANCIAL CORP | 645K | $117M |
| 64 | Qube Research & Technologies Ltd | 635K | $116M |
| 65 | BNP PARIBAS FINANCIAL MARKETS | 585K | $107M |
| 66 | AMERIPRISE FINANCIAL INC | 566K | $103M |
| 67 | Squarepoint Ops LLC | 562K | $102M |
| 68 | Focus Partners Wealth | 538K | $98M |
| 69 | CITADEL ADVISORS LLC | 524K | $95M |
| 70 | Freestone Grove Partners LP | 498K | $91M |
| 71 | M&T Bank Corp | 476K | $87M |
| 72 | PRUDENTIAL FINANCIAL INC | 474K | $86M |
| 73 | PRINCIPAL FINANCIAL GROUP INC | 470K | $86M |
| 74 | Fayez Sarofim & Co | 470K | $86M |
| 75 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 467K | $85M |
| 76 | BAHL & GAYNOR INC | 453K | $83M |
| 77 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 441K | $80M |
| 78 | Recurrent Investment Advisors LLC | 414K | $75M |
| 79 | ALLIANCEBERNSTEIN L.P. | 555K | $72M |
| 80 | CITIGROUP INC | 383K | $70M |
| 81 | Holocene Advisors, LP | 382K | $70M |
| 82 | AVIVA PLC | 380K | $69M |
| 83 | VICTORY CAPITAL MANAGEMENT INC | 374K | $68M |
| 84 | TEACHER RETIREMENT SYSTEM OF TEXAS | 359K | $65M |
| 85 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 356K | $65M |
| 86 | FEDERATED HERMES, INC. | 343K | $62M |
| 87 | Korea Investment CORP | 341K | $62M |
| 88 | HighTower Advisors, LLC | 337K | $61M |
| 89 | TD Asset Management Inc | 322K | $59M |
| 90 | DAVIS R M INC | 319K | $58M |
| 91 | Creative Planning | 307K | $56M |
| 92 | SEI INVESTMENTS CO | 305K | $56M |
| 93 | Encompass Capital Advisors LLC | 305K | $56M |
| 94 | ZWJ INVESTMENT COUNSEL INC | 295K | $54M |
| 95 | Quantinno Capital Management LP | 295K | $54M |
| 96 | MILLER HOWARD INVESTMENTS INC /NY | 294K | $54M |
| 97 | NATIONAL BANK OF CANADA /FI/ | 291K | $53M |
| 98 | Assenagon Asset Management S.A. | 279K | $51M |
| 99 | IEQ CAPITAL, LLC | 278K | $51M |
| 100 | FIRST TRUST ADVISORS LP | 277K | $51M |
Data source: SEC EDGAR Form 13F · Updated 2026-07-09