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
- 1,792
- +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
- 678 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,109 | $53.5B |
| Q1 2026 | 2,132 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,796 | $37.9B |
| Q4 2024 | 1,782 | $34.9B |
| Q3 2024 | 1,775 | $39.8B |
| Q2 2024 | 1,787 | $44.2B |
| Q1 2024 | 1,879 | $52.2B |
| Q4 2023 | 1,793 | $43.7B |
| Q3 2023 | 1,664 | $38.5B |
| Q2 2023 | 1,542 | $30.9B |
| Q1 2023 | 1,573 | $33.4B |
| Q4 2022 | 1,575 | $35.1B |
| Q3 2022 | 1,419 | $27.4B |
| Q2 2022 | 1,445 | $28.3B |
| Q1 2022 | 1,451 | $29.1B |
| Q4 2021 | 1,358 | $22.2B |
| Q3 2021 | 1,239 | $21.2B |
| Q2 2021 | 1,327 | $26.3B |
| Q1 2021 | 1,272 | $25.0B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Essex Savings Bank | 5,547 | $738.5K | 0.21% | +437+8.6% | Added |
| Chicago Partners Investment Group LLC | 5,530 | $739.3K | 0.03% | +21+0.4% | Added |
| Massmutual Trust Co FSB | 5,602 | $745.9K | 0.03% | −6,396−53.3% | Reduced |
| Jennison Associates LLC | 5,621 | $748.4K | 0.00% | +738+15.1% | Added |
| Doheny Asset Management | 5,689 | $757.0K | 0.74% | −100−1.7% | Reduced |
| Stegent Equity Advisors, Inc. | 5,702 | $759.2K | 0.90% | −93−1.6% | Reduced |
| FRG Family Wealth Advisors LLC | 5,703 | $759.3K | 0.15% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 5,679 | $760.1K | 0.10% | −889−13.5% | Reduced |
| Farther Finance Advisors, LLC | 5,713 | $760.6K | 0.05% | +1,241+27.8% | Added |
| Concentric Capital Strategies, LP | 5,723 | $762.0K | 0.10% | +5,723 | New |
| Mount Yale Investment Advisors, LLC | 5,731 | $763.0K | 0.07% | +3,145+121.6% | Added |
| Palisade Asset Management, LLC | 5,753 | $766.0K | 0.08% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 5,758 | $766.7K | 0.15% | +43+0.8% | Added |
| OneAscent Financial Services LLC | 5,781 | $770.0K | 0.10% | +2,584+80.8% | Added |
| Whittier Trust Co of Nevada Inc | 5,793 | $771.3K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,796 | $771.7K | 0.13% | −144−2.4% | Reduced |
| Retirement Group, LLC | 5,810 | $773.6K | 0.31% | +10.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,817 | $774.5K | 0.12% | −26−0.4% | Reduced |
| RSM US Wealth Management LLC | 5,836 | $776.9K | 0.02% | +648+12.5% | Added |
| Retirement Planning Co of New England, Inc. | 5,865 | $780.8K | 0.35% | +224+4.0% | Added |
| Aptus Capital Advisors, LLC | 5,876 | $782.3K | 0.02% | −867−12.9% | Reduced |
| Integrated Advisors Network LLC | 5,883 | $783.2K | 0.04% | −47−0.8% | Reduced |
| Busey Wealth Management | 5,890 | $784.2K | 0.03% | +199+3.5% | Added |
| Allen Capital Group, LLC | 5,900 | $785.5K | 0.13% | −80−1.3% | Reduced |
| Checchi Capital Advisers, LLC | 5,933 | $789.9K | 0.06% | +15+0.3% | Added |
| Bank of Hawaii | 5,943 | $791.3K | 0.04% | −3,000−33.5% | Reduced |
| Harbor Investment Advisory, LLC | 5,957 | $793.1K | 0.09% | +23+0.4% | Added |
| Westbourne Investment Advisors, Inc. | 5,980 | $796.0K | 0.32% | −36−0.6% | Reduced |
| Park Circle Co | 6,000 | $798.8K | 0.77% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 6,021 | $801.6K | 0.13% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,029 | $802.8K | 0.08% | +535+9.7% | Added |
| Peoples Financial Services Corp. | 6,060 | $806.8K | 0.35% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 6,067 | $807.8K | 0.15% | +393+6.9% | Added |
| Institutional & Family Asset Management, LLC | 6,113 | $813.9K | 0.13% | 00.0% | Unchanged |
| Western Financial Corp | 6,115 | $814.1K | 0.54% | −469−7.1% | Reduced |
| Rosenberg Matthew Hamilton | 6,118 | $814.5K | 0.25% | +48+0.8% | Added |
| Sandy Spring Bank | 6,136 | $816.9K | 0.04% | −74−1.2% | Reduced |
| Westhampton Capital, LLC | 6,141 | $817.6K | 0.49% | −542−8.1% | Reduced |
| CAPROCK Group, Inc. | 6,141 | $817.7K | 0.05% | +153+2.6% | Added |
| Camden Capital, LLC | 6,146 | $818.3K | 0.08% | +6,146 | New |
| Epoch Investment Partners, Inc. | 6,189 | $824.0K | 0.00% | −20−0.3% | Reduced |
| HighPoint Advisor Group LLC | 5,293 | $828.0K | 0.06% | +5,293 | New |
| NEOS Investment Management LLC | 6,233 | $829.9K | 0.08% | +1,743+38.8% | Added |
| American Financial Group Inc | 6,250 | $832.0K | 0.31% | 00.0% | Unchanged |
| Castleark Management LLC | 6,260 | $833.5K | 0.04% | +6,260 | New |
| Jackson Square Capital, LLC | 6,263 | $833.9K | 0.27% | +6,263 | New |
| Valmark Advisers, Inc. | 6,269 | $834.7K | 0.02% | +128+2.1% | Added |
| Fox Run Management, L.L.C. | 6,302 | $839.0K | 0.21% | +6,302 | New |
| Mystic Asset Management, Inc. | 6,314 | $840.6K | 0.40% | +380+6.4% | Added |
| Birmingham Capital Management Co Inc | 6,352 | $845.7K | 0.33% | −30.0% | Reduced |
| Hilltop Holdings Inc. | 6,354 | $845.9K | 0.10% | +218+3.6% | Added |
| Johnson Financial Group, Inc. | 6,356 | $846.2K | 0.05% | +354+5.9% | Added |
| Strategic Financial Services, Inc, | 6,385 | $850.1K | 0.06% | −375−5.5% | Reduced |
| Confluence Wealth Services, Inc. | 6,405 | $852.8K | 0.09% | 00.0% | Unchanged |
| South Street Advisors LLC | 6,420 | $854.8K | 0.16% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,430 | $857.1K | 0.21% | +6,430 | New |
| Aull & Monroe Investment Management Corp | 6,442 | $857.7K | 0.42% | −385−5.6% | Reduced |
| Legacy Financial Advisors, Inc. | 6,488 | $863.8K | 0.17% | +385+6.3% | Added |
| Cornerstone Wealth Management, LLC | 6,495 | $864.7K | 0.07% | +86+1.3% | Added |
| Miller Investment Management, LP | 6,500 | $865.4K | 0.12% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,523 | $868.4K | 0.04% | −10−0.2% | Reduced |
| Coastal Investment Advisors, Inc. | 6,536 | $870.2K | 0.20% | +2,535+63.4% | Added |
| Cidel Asset Management Inc | 6,571 | $874.9K | 0.04% | +6,571 | New |
| V-Square Quantitative Management LLC | 6,586 | $876.9K | 0.21% | +2,015+44.1% | Added |
| Adviser Investments LLC | 6,589 | $877.3K | 0.01% | +3,482+112.1% | Added |
| Financial Sense Advisors, Inc. | 6,613 | $880.5K | 0.33% | +6,613 | New |
| Welch & Forbes LLC | 6,625 | $882.1K | 0.01% | −6,449−49.3% | Reduced |
| Valley Brook Capital Group | 6,639 | $883.9K | 0.77% | +212+3.3% | Added |
| Sigma Planning Corp | 6,645 | $884.7K | 0.07% | −7,246−52.2% | Reduced |
| First National Bank & Trust Co of Newtown | 6,679 | $889.2K | 0.19% | −207−3.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,694 | $891.0K | 0.45% | −582−8.0% | Reduced |
| FCG Investment Co | 6,695 | $891.4K | 0.87% | +6,695 | New |
| Retirement Investment Advisors, Inc. | 6,711 | $893.5K | 0.13% | −6,791−50.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 6,728 | $895.8K | 0.03% | +120+1.8% | Added |
| MCF Advisors LLC | 6,731 | $896.2K | 0.07% | +104+1.6% | Added |
| Sanibel Captiva Trust Company, Inc. | 6,762 | $900.3K | 0.03% | +6,762 | New |
| Navalign, LLC | 6,767 | $900.9K | 0.31% | −47−0.7% | Reduced |
| Balentine LLC | 6,778 | $902.4K | 0.03% | +88+1.3% | Added |
| Meeder Advisory Services, Inc. | 6,784 | $903.2K | 0.10% | +416+6.5% | Added |
| 1st Source Bank | 6,791 | $904.2K | 0.05% | −135−1.9% | Reduced |
| Chelsea Counsel Co | 6,835 | $910.0K | 0.48% | −255−3.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 6,839 | $910.5K | 0.10% | +1,602+30.6% | Added |
| Everpar Advisors LLC | 6,880 | $916.0K | 0.43% | +6,880 | New |
| Trustmark National Bank Trust Department | 6,900 | $918.7K | 0.08% | −636−8.4% | Reduced |
| Summit Global Investments | 6,910 | $920.0K | 0.06% | +6,910 | New |
| AMG National Trust Bank | 6,931 | $922.8K | 0.03% | −502−6.8% | Reduced |
| Atlas Capital Advisors LLC | 6,951 | $925.5K | 0.13% | +1,130+19.4% | Added |
| Vista Investment Partners LLC | 6,952 | $925.6K | 0.34% | +6,952 | New |
| USA Financial Portformulas Corp | 6,958 | $926.4K | 0.16% | +360+5.5% | Added |
| Cladis Investment Advisory, LLC | 6,971 | $928.2K | 0.73% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 7,012 | $933.7K | 0.00% | −1,223−14.9% | Reduced |
| Lokken Investment Group LLC | 7,020 | $934.7K | 0.53% | +5,100+265.6% | Added |
| Teamwork Financial Advisors, LLC | 7,056 | $939.3K | 0.16% | −7,611−51.9% | Reduced |
| America First Investment Advisors, LLC | 7,080 | $942.6K | 0.25% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 7,124 | $948.4K | 0.01% | −327−4.4% | Reduced |
| Bradley Foster & Sargent Inc | 7,128 | $949.0K | 0.02% | −144−2.0% | Reduced |
| Verition Fund Management LLC | 7,140 | $950.6K | 0.01% | −4,128−36.6% | Reduced |
| Connecticut Wealth Management, LLC | 7,150 | $952.0K | 0.05% | −2,248−23.9% | Reduced |
| Dearborn Partners LLC | 7,160 | $953.3K | 0.03% | −81−1.1% | Reduced |
| Glenview Trust Co | 7,185 | $956.6K | 0.02% | −159−2.2% | Reduced |