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; 2,108 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 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $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 |
|---|---|---|---|---|---|
| Horizon Investments, LLC | 7,208 | $959.7K | 0.03% | +796+12.4% | Added |
| Ameritas Advisory Services, LLC | 6,797 | $960.5K | 0.05% | +730+12.0% | Added |
| Engineers Gate Manager LP | 7,228 | $962.3K | 0.03% | −53,796−88.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,234 | $963.1K | 0.06% | +2,895+66.7% | Added |
| We Are One Seven, LLC | 7,236 | $963.4K | 0.06% | −351−4.6% | Reduced |
| Institute for Wealth Management, LLC. | 7,267 | $967.5K | 0.16% | −54−0.7% | Reduced |
| Creekmur Asset Management LLC | 7,289 | $970.4K | 0.30% | +7,289 | New |
| Hunter Associates Investment Management LLC | 7,313 | $973.0K | 0.18% | +10.0% | Added |
| FineMark National Bank & Trust | 7,321 | $974.7K | 0.04% | −136−1.8% | Reduced |
| Lake Street Financial LLC | 7,323 | $975.0K | 0.15% | +7,323 | New |
| Nikko Asset Management Americas, Inc. | 7,340 | $977.0K | 0.01% | −402−5.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,380 | $982.5K | 0.26% | +21+0.3% | Added |
| Godshalk Welsh Capital Management, Inc. | 7,425 | $988.6K | 0.71% | +500+7.2% | Added |
| Inscription Capital, LLC | 7,444 | $991.1K | 0.27% | −5,611−43.0% | Reduced |
| WealthTrust Axiom LLC | 7,445 | $991.3K | 0.33% | −195−2.6% | Reduced |
| Red Cedar Investment Management, LLC | 7,448 | $991.6K | 0.14% | +7,448 | New |
| Wahed Invest LLC | 7,485 | $996.6K | 0.28% | +140+1.9% | Added |
| Castlekeep Investment Advisors LLC | 7,556 | $1.01M | 0.71% | +7,556 | New |
| Edge Capital Group, LLC | 7,605 | $1.01M | 0.06% | +167+2.2% | Added |
| Forum Financial Management, LP | 7,658 | $1.02M | 0.02% | −1,181−13.4% | Reduced |
| Private Capital Management, LLC | 7,670 | $1.02M | 0.12% | −33−0.4% | Reduced |
| Peoples Bank | 7,670 | $1.02M | 0.60% | −125−1.6% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,679 | $1.02M | 0.12% | +45+0.6% | Added |
| Mairs & Power Inc | 7,680 | $1.02M | 0.01% | +10.0% | Added |
| Bridge Creek Capital Management LLC | 7,691 | $1.02M | 0.36% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 7,731 | $1.03M | 0.52% | 00.0% | Unchanged |
| Park Place Capital Corp | 7,733 | $1.03M | 0.41% | +161+2.1% | Added |
| Cullinan Associates Inc | 7,739 | $1.03M | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 7,745 | $1.03M | 0.05% | +1,280+19.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,756 | $1.03M | 0.04% | +6,757+676.4% | Added |
| Van Hulzen Asset Management, LLC | 7,812 | $1.04M | 0.07% | +9+0.1% | Added |
| WESPAC Advisors, LLC | 7,840 | $1.04M | 0.72% | −232−2.9% | Reduced |
| David Loasby | 7,748 | $1.05M | 0.11% | +234+3.1% | Added |
| Colony Group, LLC | 7,913 | $1.05M | 0.01% | +7,913 | New |
| Secured Retirement Advisors, LLC | 7,917 | $1.05M | 1.01% | +7,917 | New |
| Westmount Partners, LLC | 7,996 | $1.06M | 0.43% | −8−0.1% | Reduced |
| Mutual Advisors, LLC | 8,041 | $1.07M | 0.04% | −384−4.6% | Reduced |
| True North Advisors, LLC | 8,044 | $1.07M | 0.28% | −21−0.3% | Reduced |
| Fiduciary Group LLC | 8,060 | $1.07M | 0.13% | +10.0% | Added |
| Basepoint Wealth LLC | 8,082 | $1.08M | 0.86% | −1,008−11.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,119 | $1.08M | 0.25% | −120−1.5% | Reduced |
| Brevan Howard Capital Management LP | 8,164 | $1.09M | 0.11% | +8,164 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,181 | $1.09M | 0.07% | +128+1.6% | Added |
| Point72 Europe (London) LLP | 8,187 | $1.09M | 0.14% | +8,187 | New |
| Baker Ellis Asset Management LLC | 8,189 | $1.09M | 0.17% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 8,192 | $1.09M | 0.19% | +2,050+33.4% | Added |
| Impact Partnership Wealth, LLC | 8,197 | $1.09M | 0.40% | +251+3.2% | Added |
| Covenant Partners, LLC | 8,218 | $1.09M | 0.35% | −805−8.9% | Reduced |
| Sawtooth Solutions, LLC | 8,242 | $1.10M | 0.03% | +362+4.6% | Added |
| Bleakley Financial Group, LLC | 8,242 | $1.10M | 0.03% | +362+4.6% | Added |
| Wealth Alliance Advisory Group, LLC | 8,271 | $1.10M | 0.29% | −200−2.4% | Reduced |
| NVWM, LLC | 8,286 | $1.10M | 0.33% | +75+0.9% | Added |
| EHP Funds Inc. | 8,300 | $1.11M | 0.55% | −3,300−28.4% | Reduced |
| Laurion Capital Management LP | 8,331 | $1.11M | 0.04% | +8,331 | New |
| Vestmark Advisory Solutions, Inc. | 8,403 | $1.12M | 0.06% | −555−6.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 8,410 | $1.12M | 0.09% | −1,234−12.8% | Reduced |
| Greylin Investment Mangement Inc | 8,421 | $1.12M | 0.19% | −650−7.2% | Reduced |
| Investors Research Corp | 8,434 | $1.12M | 0.27% | +194+2.4% | Added |
| Flagship Harbor Advisors, LLC | 8,470 | $1.13M | 0.08% | +1,160+15.9% | Added |
| Cornerstone Advisors, LLC | 8,500 | $1.13M | 0.05% | −400−4.5% | Reduced |
| Oak Hill Wealth Advisors, LLC | 8,512 | $1.13M | 0.39% | 00.0% | Unchanged |
| Argent Trust Co | 8,548 | $1.14M | 0.06% | +409+5.0% | Added |
| Rathbone Brothers plc | 8,568 | $1.14M | 0.01% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 8,586 | $1.14M | 0.22% | −134−1.5% | Reduced |
| Commerzbank Aktiengesellschaft | 8,642 | $1.15M | 0.05% | +445+5.4% | Added |
| Jupiter Wealth Management LLC | 8,650 | $1.15M | 0.68% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,730 | $1.16M | 0.11% | +30.0% | Added |
| Equitable Holdings, Inc. | 8,731 | $1.16M | 0.01% | +758+9.5% | Added |
| Guyasuta Investment Advisors Inc | 8,776 | $1.17M | 0.08% | −320−3.5% | Reduced |
| Intrua Financial, LLC | 8,798 | $1.17M | 0.18% | −121−1.4% | Reduced |
| Twin Capital Management Inc | 8,800 | $1.17M | 0.15% | −4,600−34.3% | Reduced |
| Demars Financial Group, LLC | 8,810 | $1.17M | 0.63% | −13,249−60.1% | Reduced |
| Caldwell Trust Co | 8,812 | $1.17M | 0.15% | +2,742+45.2% | Added |
| Old National Bancorp | 8,824 | $1.17M | 0.03% | +1,957+28.5% | Added |
| Great Lakes Retirement, Inc. | 8,826 | $1.18M | 0.19% | +8,826 | New |
| Lowe Brockenbrough & Co Inc | 8,874 | $1.18M | 0.09% | −555−5.9% | Reduced |
| SeaCrest Wealth Management, LLC | 8,764 | $1.19M | 0.15% | −20−0.2% | Reduced |
| Karpas Strategies, LLC | 8,903 | $1.19M | 0.39% | 00.0% | Unchanged |
| Imprint Wealth LLC | 8,951 | $1.19M | 0.96% | +27+0.3% | Added |
| Cannell Peter B & Co Inc | 9,055 | $1.21M | 0.04% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 9,084 | $1.21M | 0.52% | +10.0% | Added |
| BayBridge Capital Group, LLC | 9,123 | $1.21M | 1.12% | +9,123 | New |
| Patten Group, Inc. | 9,127 | $1.22M | 0.33% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 9,135 | $1.22M | 0.27% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 9,218 | $1.23M | 0.11% | 00.0% | Unchanged |
| Mountain Capital Investment Advisors, Inc | 9,173 | $1.23M | 0.41% | −1,359−12.9% | Reduced |
| Integrated Wealth Concepts LLC | 9,262 | $1.23M | 0.02% | −743−7.4% | Reduced |
| Jacobi Capital Management LLC | 9,263 | $1.23M | 0.13% | +21+0.2% | Added |
| First National Trust Co | 9,274 | $1.23M | 0.05% | +209+2.3% | Added |
| Wimmer Associates 1, LLC | 9,305 | $1.24M | 0.70% | +531+6.1% | Added |
| GTS Securities LLC | 9,327 | $1.24M | 0.03% | +9,327 | New |
| Columbia Trust Co 01012016 | 9,354 | $1.25M | 0.56% | +599+6.8% | Added |
| Veracity Capital LLC | 9,369 | $1.25M | 0.50% | −1,579−14.4% | Reduced |
| Segment Wealth Management, LLC | 9,374 | $1.25M | 0.11% | +4,861+107.7% | Added |
| J. W. Coons Advisors, LLC | 9,478 | $1.26M | 0.34% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 9,525 | $1.27M | 0.02% | +242+2.6% | Added |
| Strategic Advisors LLC | 9,529 | $1.27M | 0.24% | +120+1.3% | Added |
| Moloney Securities Asset Management, LLC | 9,533 | $1.27M | 0.20% | +716+8.1% | Added |
| Ramirez Asset Management, Inc. | 9,562 | $1.27M | 0.26% | +2,188+29.7% | Added |
| JBR Co Financial Management Inc | 9,565 | $1.27M | 1.20% | +9,565 | New |