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 |
|---|---|---|---|---|---|
| Csenge Advisory Group | 9,730 | $1.30M | 0.08% | −369−3.7% | Reduced |
| Gateway Investment Advisers LLC | 9,771 | $1.30M | 0.02% | +2,303+30.8% | Added |
| Energy Income Partners, LLC | 9,778 | $1.30M | 0.03% | +5,987+157.9% | Added |
| Lee Danner & Bass Inc | 9,776 | $1.30M | 0.11% | −570−5.5% | Reduced |
| Axxcess Wealth Management, LLC | 9,799 | $1.30M | 0.04% | −3,251−24.9% | Reduced |
| Belpointe Asset Management LLC | 9,977 | $1.33M | 0.12% | −1,350−11.9% | Reduced |
| Aquila Investment Management LLC | 10,000 | $1.33M | 1.15% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 10,026 | $1.33M | 0.01% | −1,550−13.4% | Reduced |
| Fairfield, Bush & Co. | 10,081 | $1.34M | 0.79% | −748−6.9% | Reduced |
| Laird Norton Trust Company, LLC | 10,117 | $1.35M | 0.16% | +10,117 | New |
| Signaturefd, LLC | 10,181 | $1.36M | 0.03% | +694+7.3% | Added |
| Rowland & Co Investment Counsel | 10,196 | $1.36M | 0.31% | +350+3.6% | Added |
| Focus Financial Network Inc | 10,234 | $1.36M | 0.05% | +10,234 | New |
| Y-Intercept (Hong Kong) Ltd | 10,240 | $1.36M | 0.13% | +10,240 | New |
| Steward Partners Investment Solutions, LLC | 10,284 | $1.37M | 0.57% | +10,284 | New |
| Moneta Group Investment Advisors LLC | 10,290 | $1.37M | 0.03% | −885−7.9% | Reduced |
| Boston Private Wealth LLC | 10,311 | $1.37M | 0.03% | +1,294+14.4% | Added |
| Searle & Co. | 10,383 | $1.38M | 0.38% | +2,212+27.1% | Added |
| Investment Management Corp of Ontario | 10,401 | $1.38M | 0.03% | +10,401 | New |
| South State Corp. | 10,474 | $1.39M | 0.12% | −6−0.1% | Reduced |
| Resources Management Corp | 10,487 | $1.40M | 0.21% | −368−3.4% | Reduced |
| Pavion Blue Capital, LLC | 10,492 | $1.40M | 0.77% | −33−0.3% | Reduced |
| Apollon Wealth Management, LLC | 10,500 | $1.40M | 0.05% | +2,028+23.9% | Added |
| Barry Investment Advisors, LLC | 10,505 | $1.40M | 0.47% | −317−2.9% | Reduced |
| Concurrent Investment Advisors, LLC | 10,516 | $1.40M | 0.07% | +10,516 | New |
| Greenleaf Trust | 10,524 | $1.40M | 0.02% | +675+6.9% | Added |
| J.W. Cole Advisors, Inc. | 10,553 | $1.41M | 0.08% | +4,901+86.7% | Added |
| Jeppson Wealth Management, LLC | 10,597 | $1.41M | 0.58% | −50−0.5% | Reduced |
| Tower Bridge Advisors | 10,612 | $1.41M | 0.12% | −300−2.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,632 | $1.42M | 0.02% | −527−4.7% | Reduced |
| Cowa, LLC | 10,651 | $1.42M | 0.88% | −344−3.1% | Reduced |
| RFG Advisory, LLC | 10,655 | $1.42M | 0.06% | −148−1.4% | Reduced |
| Scotia Capital Inc. | 10,671 | $1.42M | 0.01% | −2,157−16.8% | Reduced |
| Thoroughbred Financial Services, LLC | 10,726 | $1.43M | 0.12% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 10,748 | $1.43M | 0.11% | −492−4.4% | Reduced |
| BBR Partners, LLC | 10,803 | $1.44M | 0.15% | −12−0.1% | Reduced |
| Spire Wealth Management | 11,189 | $1.44M | 0.05% | −639−5.4% | Reduced |
| WCG Wealth Advisors LLC | 10,874 | $1.45M | 0.11% | −2,534−18.9% | Reduced |
| Eisler Capital (UK) Ltd. | 11,045 | $1.47M | 0.13% | +1,183+12.0% | Added |
| Financial Advocates Investment Management | 11,059 | $1.47M | 0.10% | +691+6.7% | Added |
| Boyd Watterson Asset Management LLC | 11,109 | $1.48M | 0.58% | −40−0.4% | Reduced |
| AlphaStar Capital Management, LLC | 11,123 | $1.48M | 0.14% | −2,757−19.9% | Reduced |
| Adirondack Trust Co | 10,402 | $1.48M | 0.64% | −190−1.8% | Reduced |
| Guardian Wealth Management, Inc. | 11,165 | $1.49M | 1.26% | −549−4.7% | Reduced |
| Armor Investment Advisors, LLC | 11,165 | $1.49M | 0.79% | −50.0% | Reduced |
| Fiduciary Trust Co | 11,240 | $1.50M | 0.03% | −3,173−22.0% | Reduced |
| Ostrum Asset Management | 11,251 | $1.50M | 0.13% | +48+0.4% | Added |
| Diversified Trust Co | 11,257 | $1.50M | 0.05% | +162+1.5% | Added |
| Pacific Global Investment Management CO | 11,269 | $1.50M | 0.31% | +2,410+27.2% | Added |
| Parallel Advisors, LLC | 11,443 | $1.52M | 0.05% | −1,331−10.4% | Reduced |
| Bragg Financial Advisors, Inc | 11,483 | $1.53M | 0.07% | 00.0% | Unchanged |
| FJ Investments, LLC | 11,534 | $1.54M | 0.07% | +11,534 | New |
| Wealthspire Advisors, LLC | 11,558 | $1.54M | 0.02% | +1,212+11.7% | Added |
| Exeter Financial, LLC | 11,650 | $1.55M | 0.75% | −875−7.0% | Reduced |
| Savant Capital, LLC | 11,673 | $1.55M | 0.02% | +1,296+12.5% | Added |
| Islay Capital Management, LLC | 11,722 | $1.56M | 1.23% | +941+8.7% | Added |
| Redwood Investment Management, LLC | 11,907 | $1.58M | 0.14% | −1,358−10.2% | Reduced |
| 17 Capital Partners, LLC | 11,915 | $1.59M | 1.46% | +11,915 | New |
| Williams Jones Wealth Management, LLC. | 11,920 | $1.59M | 0.02% | −208−1.7% | Reduced |
| Squarepoint Ops LLC | 11,922 | $1.59M | 0.01% | −165−1.4% | Reduced |
| Pathway Financial Advisers, LLC | 12,111 | $1.61M | 0.61% | +209+1.8% | Added |
| Paradigm Asset Management Co LLC | 12,200 | $1.62M | 0.43% | −400−3.2% | Reduced |
| Shell Asset Management Co | 12,208 | $1.63M | 0.08% | −3,087−20.2% | Reduced |
| Paragon Capital Management LLC | 12,256 | $1.63M | 0.93% | +115+0.9% | Added |
| Marion Wealth Management | 12,326 | $1.64M | 0.52% | −165−1.3% | Reduced |
| Cypress Point Wealth Management, LLC | 12,379 | $1.65M | 1.22% | +12,379 | New |
| Bangor Savings Bank | 12,396 | $1.65M | 0.18% | +219+1.8% | Added |
| Atlas Private Wealth Management | 12,446 | $1.66M | 0.78% | +373+3.1% | Added |
| Moors & Cabot, Inc. | 12,451 | $1.66M | 0.10% | −15−0.1% | Reduced |
| Ar Asset Management Inc | 12,600 | $1.68M | 0.44% | 00.0% | Unchanged |
| Ieq Capital, LLC | 12,661 | $1.69M | 0.03% | +2,124+20.2% | Added |
| Estate Counselors, LLC | 12,670 | $1.69M | 0.21% | 00.0% | Unchanged |
| Smith, Moore & Co. | 12,720 | $1.69M | 0.20% | +78+0.6% | Added |
| IHT Wealth Management, LLC | 12,728 | $1.69M | 0.08% | −2,826−18.2% | Reduced |
| YHB Investment Advisors, Inc. | 12,814 | $1.71M | 0.17% | +91+0.7% | Added |
| Wetherby Asset Management Inc | 12,896 | $1.72M | 0.09% | +366+2.9% | Added |
| Haverford Trust Co | 12,999 | $1.73M | 0.02% | −748−5.4% | Reduced |
| Veriti Management LLC | 13,027 | $1.73M | 0.16% | +1,768+15.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,078 | $1.74M | 0.00% | +9,784+297.0% | Added |
| Fruth Investment Management | 13,095 | $1.74M | 0.49% | −100−0.8% | Reduced |
| United Services Automobile Association | 13,320 | $1.77M | 0.04% | +744+5.9% | Added |
| Evercore Wealth Management, LLC | 13,457 | $1.79M | 0.03% | +172+1.3% | Added |
| Terry L. Blaker | 13,472 | $1.79M | 0.15% | −505−3.6% | Reduced |
| Fortem Financial Group, LLC | 13,512 | $1.80M | 0.89% | +125+0.9% | Added |
| Quantinno Capital Management LP | 13,603 | $1.81M | 0.06% | +2,512+22.6% | Added |
| Dynamic Advisor Solutions LLC | 13,392 | $1.81M | 0.07% | +401+3.1% | Added |
| NewEdge Wealth, LLC | 13,644 | $1.82M | 0.05% | −1,562−10.3% | Reduced |
| Harvest Portfolios Group Inc. | 13,752 | $1.83M | 0.08% | −1,452−9.6% | Reduced |
| Logan Capital Management Inc | 13,839 | $1.84M | 0.09% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 13,885 | $1.85M | 0.07% | −85−0.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,894 | $1.85M | 0.08% | −190−1.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,925 | $1.85M | 0.05% | −131−0.9% | Reduced |
| KMG Fiduciary Partners, LLC | 13,955 | $1.86M | 0.22% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 13,992 | $1.86M | 0.07% | −76−0.5% | Reduced |
| FDx Advisors, Inc. | 14,059 | $1.87M | 0.14% | −5,720−28.9% | Reduced |
| Alberta Investment Management Corp | 14,200 | $1.89M | 0.02% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 14,256 | $1.90M | 0.51% | −2,345−14.1% | Reduced |
| Arvest Trust Co N A | 14,259 | $1.90M | 0.11% | −1,154−7.5% | Reduced |
| International Assets Investment Management, LLC | 14,348 | $1.91M | 0.24% | +14,348 | New |
| Lido Advisors, LLC | 14,422 | $1.92M | 0.02% | +1,880+15.0% | Added |