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Livermore
Livermore
ZHEN

Phillips 66

PSX
Exchange
NYSE
Industry
Petroleum Refining
SEC CIK
0001534701

In the last 90 days, Phillips 66 insiders filed 0 open-market purchases and 7 sales; 2,109 institutions reported holding it in 13F filings for Q2 2026, worth $53.5B in total; 3 superinvestors hold it, including Elliott Investment Management and Harris Associates (Oakmark).

Q4 2023 vs. Q3 2023

How the institutions holding Phillips 66 changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of PSX: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1,664281,793+157
Shares320.6M899.0K328.4M+8.69M (+2.7%)
Value$38.5B$108.0M$43.7B+$5.33B (+13.9%)

28 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (259)

Institutions that held Phillips 66 at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 259 by value.

Institutions new to PSX in Q4 2023
InstitutionSharesValue% of portfolio
SIR Capital Management, L.P.349,114$46.5M4.76%
Holocene Advisors, LP297,441$39.6M0.16%
Alyeska Investment Group, L.P.229,017$30.5M0.20%
Kempen Capital Management N.V.209,792$27.9M0.39%
Healthcare of Ontario Pension Plan Trust Fund200,000$26.6M0.09%
Susquehanna Portfolio Strategies, LLC108,627$14.5M0.26%
Cushing Asset Management, LP107,000$14.2M1.31%
Marshall Wace, LLP105,551$14.1M0.03%
Eldred Rock Partners, LLC78,128$10.4M6.63%
Degroof Petercam Asset Management72,102$9.60M0.13%
FIL Ltd66,963$8.92M0.01%
Railway Pension Investments Ltd63,000$8.39M0.09%
AlTi Global, Inc.62,410$8.31M0.25%
Weiss Multi-Strategy Advisers LLC57,333$7.63M0.19%
Westchester Capital Management, LLC53,400$7.11M0.29%
Pathstone Holdings, LLC52,131$6.94M0.04%
Quantitative Investment Management, LLC46,740$6.22M0.36%
Stablepoint Partners, LLC43,420$5.78M1.48%
Rothschild Investment LLC38,631$5.14M0.43%
Quotient Wealth Partners, LLC35,406$4.71M0.18%
Walleye Capital LLC35,044$4.67M0.07%
AustralianSuper Pty Ltd31,522$4.20M0.03%
Bremer Bank National Association24,273$3.23M0.60%
Catalyst Capital Advisors LLC23,750$3.16M0.08%
Groupama Asset Managment23,428$3.12M0.08%
Paragon Associates & Paragon Associates II Joint Venture20,000$2.66M6.11%
Varma Mutual Pension Insurance Co19,300$2.57M0.03%
Rockline Wealth Management, LLC19,280$2.57M1.07%
LRT Capital Management, LLC18,681$2.49M2.35%
Icon Wealth Advisors, LLC17,707$2.36M0.25%
Strategic Planning Group, LLC16,360$2.18M0.72%
Principal Securities, Inc.16,095$2.14M0.08%
Mesirow Financial Investment Management, Inc.15,731$2.09M0.08%
Tyche Wealth Partners LLC15,720$2.09M0.50%
BKM Wealth Management, LLC15,496$2.06M0.88%
International Assets Investment Management, LLC14,348$1.91M0.24%
Cypress Point Wealth Management, LLC12,379$1.65M1.22%
17 Capital Partners, LLC11,915$1.59M1.46%
FJ Investments, LLC11,534$1.54M0.07%
Concurrent Investment Advisors, LLC10,516$1.40M0.07%
Investment Management Corp of Ontario10,401$1.38M0.03%
Steward Partners Investment Solutions, LLC10,284$1.37M0.57%
Y-Intercept (Hong Kong) Ltd10,240$1.36M0.13%
Focus Financial Network Inc10,234$1.36M0.05%
Laird Norton Trust Company, LLC10,117$1.35M0.16%
JBR Co Financial Management Inc9,565$1.27M1.20%
GTS Securities LLC9,327$1.24M0.03%
BayBridge Capital Group, LLC9,123$1.21M1.12%
Great Lakes Retirement, Inc.8,826$1.18M0.19%
Laurion Capital Management LP8,331$1.11M0.04%
Point72 Europe (London) LLP8,187$1.09M0.14%
Brevan Howard Capital Management LP8,164$1.09M0.11%
Secured Retirement Advisors, LLC7,917$1.05M1.01%
Colony Group, LLC7,913$1.05M0.01%
Castlekeep Investment Advisors LLC7,556$1.01M0.71%
Red Cedar Investment Management, LLC7,448$991.6K0.14%
Lake Street Financial LLC7,323$975.0K0.15%
Creekmur Asset Management LLC7,289$970.4K0.30%
Vista Investment Partners LLC6,952$925.6K0.34%
Summit Global Investments6,910$920.0K0.06%
Everpar Advisors LLC6,880$916.0K0.43%
Sanibel Captiva Trust Company, Inc.6,762$900.3K0.03%
FCG Investment Co6,695$891.4K0.87%
Financial Sense Advisors, Inc.6,613$880.5K0.33%
Cidel Asset Management Inc6,571$874.9K0.04%
Wiley Bros.-Aintree Capital, LLC6,430$857.1K0.21%
Fox Run Management, L.L.C.6,302$839.0K0.21%
Jackson Square Capital, LLC6,263$833.9K0.27%
Castleark Management LLC6,260$833.5K0.04%
HighPoint Advisor Group LLC5,293$828.0K0.06%
Camden Capital, LLC6,146$818.3K0.08%
Concentric Capital Strategies, LP5,723$762.0K0.10%
Atomi Financial Group, Inc.5,372$715.2K0.10%
Burns Matteson Capital Management, LLC5,164$687.5K0.48%
GAMMA Investing LLC4,525$653.0K0.18%
Baader Bank INC4,909$651.6K0.06%
EPG Wealth Management LLC4,326$627.9K0.17%
Greenfield Seitz Capital Management, LLC4,663$620.8K0.25%
Bennett Associates Wealth Management4,580$609.8K0.59%
Sutton Place Investors LLC4,416$587.9K0.43%
Premier Path Wealth Partners, LLC4,393$584.9K0.13%
Smart Portfolios, LLC3,820$551.8K0.65%
SAM Advisors, LLC4,136$550.7K0.22%
Unigestion Holding SA4,126$549.3K0.03%
Triasima Portfolio Management inc.4,125$549.2K0.05%
Burford Brothers, Inc.4,014$534.4K0.38%
Kuhn & Co Investment Counsel3,968$528.3K0.54%
Harbour Trust & Investment Management Co3,921$522.0K0.07%
Vivid Wealth Management, LLC3,858$513.7K0.35%
Arvest Investments, Inc.3,852$512.9K0.08%
49 Wealth Management, LLC3,788$504.3K0.13%
Saxon Interests, Inc.3,730$496.6K0.25%
Granite Group Advisors, LLC3,087$461.5K0.33%
Cambridge Financial Group, LLC3,454$459.9K0.24%
Lake Street Advisors Group, LLC3,294$438.6K0.02%
Arete Wealth Advisors, LLC3,245$431.7K0.03%
McDaniel Terry & Co3,168$422.0K0.04%
Cambria Investment Management, L.P.3,154$419.9K0.03%
Advisor Resource Council3,125$416.0K0.05%
Sharp Financial Services, LLC3,093$411.8K0.45%

Sold out (102)

Institutions that held Phillips 66 at the end of Q3 2023 and filed for Q4 2023 without it.

Showing the largest 100 of 102 by value.

Institutions that sold out of PSX in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Renaissance Technologies LLC541,779$65.1M
Arrowstreet Capital, Limited Partnership330,910$39.8M
Twinbeech Capital LP315,364$37.9M
Yaupon Capital Management LP215,556$25.9M
Tudor Investment Corp Et Al179,410$21.6M
ExodusPoint Capital Management, LP138,290$16.6M
Worldquant Millennium Advisors LLC121,785$14.6M
PointState Capital LP118,059$14.2M
Jupiter Asset Management Ltd117,367$14.1M
Meeder Asset Management Inc56,968$6.84M
Genus Capital Management Inc.42,300$5.08M
Intact Investment Management Inc.37,700$4.53M
Pearl River Capital, LLC36,784$4.42M
Trexquant Investment LP35,356$4.25M
Segall Bryant & Hamill, LLC28,942$3.48M
Mount Lucas Management LP27,629$3.32M
Hussman Strategic Advisors, Inc.25,200$3.03M
Dark Forest Capital Management LP21,748$2.61M
Financial Engines Advisors L.L.C.19,983$2.40M
Cunning Capital Partners, LP19,750$2.37M
Aquatic Capital Management LLC19,200$2.31M
Cercano Management LLC18,500$2.22M
Duality Advisers, LP17,980$2.16M
Susquehanna Fundamental Investments, LLC17,750$2.13M
Cavalier Investments, LLC15,105$1.81M
Centiva Capital, LP12,830$1.54M
SRN Advisors, LLC12,057$1.45M
Donoghue Forlines LLC11,626$1.40M
Edgestream Partners, L.P.11,354$1.36M
Towle & Co11,050$1.33M
Stevens Capital Management LP10,122$1.22M
Axq Capital, LP9,900$1.19M
XTX Topco Ltd9,643$1.16M
Jackson Creek Investment Advisors LLC9,457$1.14M
Aventail Capital Group, LP8,271$993.8K
Landscape Capital Management, L.L.C.7,255$871.7K
ISAM Funds (UK) Ltd6,876$826.2K
Hodges Capital Management Inc.6,873$826.0K
Fund Management at Engine No. 1 LLC6,368$765.1K
First Dallas Securities Inc.6,267$753.0K
C2C Wealth Management, LLC6,267$743.2K
Wealth Advisory Solutions, LLC6,105$733.5K
Cubist Systematic Strategies, LLC5,681$682.6K
Prelude Capital Management, LLC5,163$620.3K
Lineweaver Wealth Advisors, LLC5,069$610.0K
Jump Financial, LLC4,846$582.2K
Petrus Trust Company, LTA4,637$557.1K
Capula Management Ltd4,040$485.4K
SCP Investment, LP3,812$458.0K
Bayesian Capital Management, LP3,800$456.6K
AdvisorShares Investments LLC3,559$427.6K
Keebeck Alpha, LP3,552$426.8K
Diametric Capital, LP3,544$425.8K
Groesbeck Investment Management Corp3,047$366.0K
Capstone Investment Advisors, LLC2,630$316.0K
WBI Investments2,423$291.1K
TCWP LLC2,389$287.1K
Covenant Asset Management, LLC2,310$277.5K
Evoke Wealth, LLC2,242$269.4K
Eudaimonia Partners, LLC2,229$267.8K
Aigen Investment Management, LP2,056$247.0K
Gallacher Capital Management LLC2,036$244.6K
AlphaCentric Advisors LLC1,999$240.2K
Destination Wealth Management1,986$238.6K
Counterpoint Mutual Funds LLC1,962$235.7K
Guardian Capital Advisors LP2,088$231.2K
Lloyd Advisory Services, LLC.1,860$223.5K
Morris Retirement Advisors, LLC1,837$220.8K
Seven Eight Capital, LP1,799$216.2K
Alpha Financial Partners, LLC1,795$215.6K
Vicus Capital1,763$211.9K
Winton Group Ltd1,704$204.7K
Keel Point, LLC1,671$200.8K
Bard Financial Services, Inc.1,670$200.7K
Riverview Trust Co1,119$134.4K
Register Financial Advisors LLC1,083$130.1K
RVW Wealth, LLC1,074$129.0K
Chiron Investment Management, LLC1,026$123.3K
Denali Advisors LLC900$108.1K
Stonebridge Capital Advisors LLC885$106.3K
Ossiam848$101.9K
WR Wealth Planners, LLC833$100.0K
Dakota Community Bank & Trust NA728$87.5K
Quantbot Technologies LP608$73.1K
Itau Unibanco Holding S.A.597$71.7K
Headinvest, LLC425$50.6K
Strengthening Families & Communities, LLC359$43.0K
Earnest Partners LLC211$25.4K
Stephenson National Bank & Trust158$19.0K
LMR Partners LLP124$14.9K
Carmel Capital Partners, LLC115$13.8K
J.Safra Asset Management Corp92$11.1K
Authentikos Wealth Advisory, LLC77$9.25K
Delos Wealth Advisors, LLC66$7.54K
Cypress Capital Management LLC (WY)50$6.01K
Moisand Fitzgerald Tamayo, LLC50$6.01K
Family CFO Inc50$6.01K
Milestone Investment Advisors LLC50$6.01K
Thomas J. Herzfeld Advisors, Inc.38$4.57K
Legacy Financial Group LLC36$4.33K

Not filed for Q4 2023 yet (28)

Institutions that held Phillips 66 at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PSX in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.366,158$44.0M
Virginia Retirement Systems Et Al213,780$25.7M
Payden & Rygel Investment Group74,100$8.90M
Bryn Mawr Trust Co66,140$7.95M
Rothschild Investment Corp47,038$5.65M
Pathstone Family Office, LLC33,954$4.08M
Icon Wealth Partners, LLC20,360$2.45M
Advisor Partners II, LLC20,331$2.44M
Colony Group LLC8,137$978.0K
Key Bridge Compliance, LLC6,105$733.5K
J2 Capital Management Inc5,608$673.8K
V Wealth Advisors LLC4,905$589.4K
Tradewinds, LLC.4,816$578.6K
Comerica Securities,inc.4,768$572.9K
Syntax Advisors, LLC4,036$484.9K
Focus Financial Network, Inc.3,942$473.7K
Tiedemann Advisors, LLC2,904$348.9K
SBB Research Group LLC2,808$337.4K
Goodwin Daniel L2,500$300.4K
Sutton Wealth Advisors Inc.2,405$289.0K
Cornerstone Retirement Group, Inc.1,900$228.3K
Steward Financial Group LLC1,235$148.0K
Foster Dykema Cabot & Co Inc573$69.0K
WFA of San Diego, LLC319$38.3K
Kenfarb & Co.104$12.5K
KB Financial Partners, LLC27$3.00K
Johnson Midwest Financial, LLC19$2.28K
Column Capital Advisors, LLC10$1.20K