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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).

13F holders, Q4 2023

Institutional positions in Phillips 66 as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,793
+157 vs. Q3 2023
Shares held
328.4M
+8.69M (+2.7%) vs. Q3 2023
Total value
$43.7B
+$5.33B (+13.9%) vs. Q3 2023
New holders
259
568 more added
Sold out
102
679 more reduced

28 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PSX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 1,793 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ4 2023: $43.7B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q3 2023.

Institutions holding PSX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$120.00%0New
St. Johns Investment Management Company, LLC1$1330.00%00.0%Unchanged
Atwood & Palmer Inc1$1340.00%00.0%Unchanged
Richard W. Paul & Associates, LLC2$2660.00%00.0%Unchanged
Rakuten Securities, Inc.4$5330.00%+4New
ClariVest Asset Management LLC6$7970.00%00.0%Unchanged
Tfo-TDC, LLC7$9320.00%−11−61.1%Reduced
Tucker Asset Management LLC7$9320.00%−6−46.2%Reduced
Center for Financial Planning, Inc.7$9320.00%00.0%Unchanged
VitalStone Financial, LLC10$1.00K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC8$1.06K0.00%00.0%Unchanged
Fairman Group, LLC8$1.06K0.00%+8New
True Wealth Design, LLC9$1.20K0.00%+2+28.6%Added
Aspect Partners, LLC10$1.33K0.00%+10New
Frank, Rimerman Advisors LLC11$1.47K0.00%+11New
Castleview Partners, LLC14$1.86K0.00%00.0%Unchanged
Vaughan Nelson Investment Management, L.P.15$2.00K0.00%+15New
Stone House Investment Management, LLC16$2.07K0.00%−45−73.8%Reduced
Heritage Wealth Advisors16$2.13K0.00%−163−91.1%Reduced
Country Trust Bank19$2.53K0.00%00.0%Unchanged
Halpern Financial, Inc.19$2.58K0.00%+19New
Iron Horse Wealth Management, LLC20$2.66K0.00%00.0%Unchanged
Macroview Investment Management LLC21$2.80K0.00%−35−62.5%Reduced
FSA Wealth Management LLC25$3.00K0.00%+25New
Financial Connections Group, Inc.30$3.00K0.00%+30New
Trivant Custom Portfolio Group, LLC25$3.33K0.00%00.0%Unchanged
Delta Asset Management LLC25$3.33K0.00%+8+47.1%Added
CGC Financial Services, LLC28$3.73K0.00%00.0%Unchanged
Highline Wealth Partners LLC30$3.99K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc30$3.99K0.00%+30New
Cetera Trust Company, N.A30$3.99K0.00%+30New
Psagot Value Holdings Ltd. / (Israel)27$4.00K0.00%00.0%Unchanged
Tidemark, LLC31$4.13K0.00%+31New
Credential Qtrade Securities Inc.32$4.26K0.00%00.0%Unchanged
Dunhill Financial, LLC33$4.33K0.00%+33New
Planning Capital Management Corp33$4.39K0.00%+33New
DiNuzzo Private Wealth, Inc.34$4.53K0.00%+34New
Oliver Lagore Vanvalin Investment Group37$4.96K0.00%−99−72.8%Reduced
Horrell Capital Management, Inc.34$5.00K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC42$5.59K0.00%00.0%Unchanged
Able Wealth Management LLC43$5.71K0.01%+43New
Bradley & Co. Private Wealth Management, LLC44$5.86K0.01%00.0%Unchanged
Hobbs Group Advisors, LLC44$5.86K0.00%+44New
WealthCollab, LLC44$5.86K0.00%+44New
RE Dickinson Investment Advisors, LLC43$6.00K0.00%00.0%Unchanged
Valued Wealth Advisors LLC50$6.01K0.01%+50New
Maryland Capital Advisors Inc.46$6.13K0.00%00.0%Unchanged
Financial Freedom, LLC50$6.66K0.00%00.0%Unchanged
Red Tortoise LLC56$7.46K0.00%+56New
Atlantic Edge Private Wealth Management, LLC60$7.99K0.00%+60New
Financial Perspectives, Inc63$8.39K0.00%00.0%Unchanged
Bogart Wealth, LLC65$8.65K0.00%00.0%Unchanged
Sachetta, LLC70$9.32K0.00%+70New
HighMark Wealth Management LLC72$9.63K0.01%00.0%Unchanged
Spectrum Wealth Counsel, LLC75$9.99K0.00%+75New
Clean Yield Group83$11.1K0.00%+28+50.9%Added
Abound Wealth Management92$12.3K0.00%−8−8.0%Reduced
Ruedi Wealth Management, Inc.94$12.5K0.01%+44+88.0%Added
Exchange Traded Concepts, LLC95$12.6K0.00%−1,632−94.5%Reduced
Raffa Wealth Management, LLC96$12.8K0.00%00.0%Unchanged
Barrett & Company, Inc.99$13.2K0.01%00.0%Unchanged
Voisard Asset Management Group, Inc.100$13.3K0.01%+100New
Level Financial Advisors, Inc.101$13.4K0.01%00.0%Unchanged
LGT Financial Advisors LLC104$13.8K0.02%00.0%Unchanged
First Community Trust NA111$14.8K0.02%00.0%Unchanged
Garner Asset Management Corp102$14.9K0.01%+102New
Tiff Advisory Services Inc114$15.2K0.01%+114New
Burkett Financial Services, LLC118$15.7K0.01%+118New
Truvestments Capital LLC118$15.7K0.01%00.0%Unchanged
Focused Wealth Management, Inc120$15.9K0.00%+1+0.8%Added
Householder Group Estate & Retirement Specialist, LLC125$16.0K0.01%00.0%Unchanged
New Millennium Group LLC123$16.3K0.01%+1+0.8%Added
Pineridge Advisors LLC126$16.7K0.01%+126New
PSI Advisors, LLC130$17.3K0.01%+55+73.3%Added
Stephens Consulting, LLC133$17.7K0.01%00.0%Unchanged
MeadowBrook Investment Advisors LLC137$18.2K0.02%+137New
Clear Investment Research, LLC137$18.2K0.03%+137New
Northwest Bank & Trust Co138$18.4K0.02%+138New
Vermillion & White Wealth Management Group, LLC140$18.6K0.02%+140New
Horizon Bancorp Inc144$19.0K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC148$19.7K0.01%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.150$20.0K0.01%00.0%Unchanged
Wolff Wiese Magana LLC159$21.2K0.02%00.0%Unchanged
Glen Eagle Advisors, LLC160$21.3K0.00%00.0%Unchanged
Atticus Wealth Management, LLC160$21.3K0.01%00.0%Unchanged
Legacy Bridge, LLC161$21.4K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.164$21.8K0.00%+1+0.6%Added
GW&K Investment Management, LLC163$22.0K0.00%−17−9.4%Reduced
Roble, Belko & Company, Inc162$22.0K0.00%00.0%Unchanged
Lagoda Investment Management, L.P.170$22.6K0.02%00.0%Unchanged
First PREMIER Bank176$23.0K0.01%00.0%Unchanged
Webster Bank, N. A.174$23.2K0.00%00.0%Unchanged
Fortitude Family Office, LLC174$23.2K0.02%+174New
Arrow Financial Corp175$23.3K0.00%00.0%Unchanged
Hallmark Capital Management Inc175$23.3K0.00%00.0%Unchanged
Byrne Asset Management LLC173$23.3K0.02%00.0%Unchanged
Operose Advisors LLC176$23.4K0.01%00.0%Unchanged
McGlone Suttner Wealth Management, Inc.179$23.8K0.00%+179New
Blue Bell Private Wealth Management, LLC186$24.8K0.01%00.0%Unchanged
Silvant Capital Management LLC186$24.8K0.00%00.0%Unchanged