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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 14,500 | $1.93M | 0.00% | 00.0% | Unchanged |
| Stephens Inc | 14,608 | $1.94M | 0.03% | +87+0.6% | Added |
| Harbour Investment Management LLC | 14,611 | $1.95M | 1.02% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 14,614 | $1.95M | 0.01% | +8,845+153.3% | Added |
| Allworth Financial LP | 14,633 | $1.95M | 0.01% | +2,131+17.0% | Added |
| Independent Solutions Wealth Management, LLC | 14,727 | $1.96M | 0.50% | +5,618+61.7% | Added |
| Van Leeuwen & Company, LLC | 14,809 | $1.97M | 1.15% | +12,712+606.2% | Added |
| Tiaa Trust, National Association | 14,816 | $1.97M | 0.01% | +3,670+32.9% | Added |
| Marathon Capital Management | 14,914 | $1.99M | 0.50% | −140−0.9% | Reduced |
| Capital Advisors Inc | 14,946 | $1.99M | 0.04% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 15,144 | $2.02M | 0.02% | −21,473−58.6% | Reduced |
| Pinnacle Wealth Management, LLC | 15,222 | $2.03M | 2.32% | −770−4.8% | Reduced |
| Summit Financial, LLC | 15,229 | $2.03M | 0.13% | −171−1.1% | Reduced |
| Mather Group, LLC. | 15,231 | $2.03M | 0.03% | −2,459−13.9% | Reduced |
| First Manhattan Co | 15,261 | $2.03M | 0.01% | +20.0% | Added |
| Hendley & Co Inc | 15,300 | $2.04M | 0.79% | −95−0.6% | Reduced |
| Western Wealth Management, LLC | 15,376 | $2.05M | 0.15% | −319−2.0% | Reduced |
| BKM Wealth Management, LLC | 15,496 | $2.06M | 0.88% | +15,496 | New |
| Brinker Capital Investments, LLC | 15,447 | $2.07M | 0.02% | −467−2.9% | Reduced |
| Orion Portfolio Solutions, LLC | 15,447 | $2.07M | 0.02% | −467−2.9% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 15,674 | $2.09M | 0.15% | +426+2.8% | Added |
| Tyche Wealth Partners LLC | 15,720 | $2.09M | 0.50% | +15,720 | New |
| Mesirow Financial Investment Management, Inc. | 15,731 | $2.09M | 0.08% | +15,731 | New |
| Ingalls & Snyder LLC | 15,835 | $2.11M | 0.10% | −135−0.8% | Reduced |
| Crescent Sterling, Ltd. | 16,038 | $2.14M | 2.13% | −696−4.2% | Reduced |
| Telemus Capital, LLC | 16,059 | $2.14M | 0.18% | −364−2.2% | Reduced |
| Principal Securities, Inc. | 16,095 | $2.14M | 0.08% | +16,095 | New |
| Norinchukin Bank, The | 16,113 | $2.15M | 0.05% | −2,732−14.5% | Reduced |
| Erste Asset Management GmbH | 16,250 | $2.16M | 0.03% | +5,950+57.8% | Added |
| Curbstone Financial Management Corp | 16,222 | $2.16M | 0.49% | −100−0.6% | Reduced |
| Strategic Planning Group, LLC | 16,360 | $2.18M | 0.72% | +16,360 | New |
| Everett Harris & Co | 16,400 | $2.18M | 0.03% | +1,805+12.4% | Added |
| Koshinski Asset Management, Inc. | 16,404 | $2.18M | 0.33% | +1,943+13.4% | Added |
| First Hawaiian Bank | 16,598 | $2.21M | 0.07% | +2,207+15.3% | Added |
| TBH Global Asset Management, LLC | 16,632 | $2.21M | 0.45% | +317+1.9% | Added |
| Moser Wealth Advisors, LLC | 16,713 | $2.23M | 1.42% | +98+0.6% | Added |
| Northside Capital Management, LLC | 16,725 | $2.23M | 0.70% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 16,757 | $2.23M | 0.08% | +14+0.1% | Added |
| Sowell Financial Services LLC | 16,780 | $2.23M | 0.12% | +811+5.1% | Added |
| Retireful, LLC | 16,910 | $2.25M | 0.98% | +2,613+18.3% | Added |
| Independent Financial Group, LLC | 16,988 | $2.26M | 0.12% | +414+2.5% | Added |
| Cornercap Investment Counsel Inc | 17,001 | $2.26M | 0.37% | −238−1.4% | Reduced |
| First National Advisers, LLC | 17,103 | $2.28M | 0.66% | +4,632+37.1% | Added |
| Panagora Asset Management Inc | 17,207 | $2.29M | 0.01% | −194,249−91.9% | Reduced |
| Fernwood Investment Management, LLC | 17,255 | $2.30M | 0.76% | −325−1.8% | Reduced |
| Community Bank, N.A. | 17,292 | $2.30M | 0.30% | −145−0.8% | Reduced |
| Carret Asset Management, LLC | 17,448 | $2.32M | 0.30% | −240−1.4% | Reduced |
| Auxier Asset Management | 17,480 | $2.33M | 0.38% | −307−1.7% | Reduced |
| Horizon Investment Services, LLC | 17,583 | $2.34M | 1.26% | −138−0.8% | Reduced |
| Keystone Wealth Services, LLC | 17,642 | $2.35M | 0.81% | −897−4.8% | Reduced |
| Icon Wealth Advisors, LLC | 17,707 | $2.36M | 0.25% | +17,707 | New |
| Cobblestone Capital Advisors LLC | 17,745 | $2.36M | 0.16% | +179+1.0% | Added |
| Clifford Swan Investment Counsel LLC | 17,748 | $2.36M | 0.09% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 17,907 | $2.38M | 0.11% | −516−2.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 18,016 | $2.40M | 1.36% | −564−3.0% | Reduced |
| HBK Sorce Advisory LLC | 18,100 | $2.41M | 0.09% | −592−3.2% | Reduced |
| apricus wealth, LLC | 18,150 | $2.42M | 1.84% | +285+1.6% | Added |
| HB Wealth Management, LLC | 18,162 | $2.42M | 0.03% | +479+2.7% | Added |
| Azzad Asset Management Inc | 18,228 | $2.43M | 0.31% | +482+2.7% | Added |
| VisionPoint Advisory Group, LLC | 18,243 | $2.43M | 0.90% | +305+1.7% | Added |
| Bartlett & Co. Wealth Management LLC | 18,298 | $2.43M | 0.04% | −410−2.2% | Reduced |
| Bartlett & Co. LLC | 18,298 | $2.44M | 0.04% | −410−2.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,300 | $2.44M | 0.34% | 00.0% | Unchanged |
| Americana Partners, LLC | 18,583 | $2.45M | 0.23% | +1,108+6.3% | Added |
| Weaver C. Barksdale & Associates, Inc. | 18,467 | $2.46M | 2.40% | −5,363−22.5% | Reduced |
| Ziegler Capital Management, LLC | 18,560 | $2.48M | 0.11% | −6,077−24.7% | Reduced |
| LRT Capital Management, LLC | 18,681 | $2.49M | 2.35% | +18,681 | New |
| Somerset Trust Co | 18,855 | $2.51M | 1.10% | −1,567−7.7% | Reduced |
| Intrust Bank NA | 19,111 | $2.54M | 0.30% | +298+1.6% | Added |
| Argyle Capital Management Inc. | 19,146 | $2.55M | 1.06% | −3,850−16.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 19,170 | $2.55M | 0.04% | −2,222−10.4% | Reduced |
| Rockline Wealth Management, LLC | 19,280 | $2.57M | 1.07% | +19,280 | New |
| Varma Mutual Pension Insurance Co | 19,300 | $2.57M | 0.03% | +19,300 | New |
| Zacks Investment Management | 19,496 | $2.60M | 0.03% | −3,240−14.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 19,623 | $2.61M | 1.07% | −147−0.7% | Reduced |
| Vident Advisory, LLC | 19,627 | $2.61M | 0.07% | −949−4.6% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 19,679 | $2.62M | 0.05% | −238−1.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 19,705 | $2.62M | 0.14% | +472+2.5% | Added |
| Vontobel Holding Ltd. | 19,745 | $2.63M | 0.02% | +1,053+5.6% | Added |
| Financial Counselors Inc | 19,784 | $2.63M | 0.05% | −530−2.6% | Reduced |
| Burney Co | 19,955 | $2.66M | 0.11% | −14,412−41.9% | Reduced |
| Patten & Patten Inc | 19,959 | $2.66M | 0.22% | −183−0.9% | Reduced |
| Paragon Associates & Paragon Associates II Joint Venture | 20,000 | $2.66M | 6.11% | +20,000 | New |
| Convergence Investment Partners, LLC | 20,050 | $2.67M | 1.40% | −1,602−7.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 20,201 | $2.69M | 0.10% | −1,782−8.1% | Reduced |
| City Holding Co | 20,257 | $2.70M | 0.43% | −379−1.8% | Reduced |
| Hartford Financial Management Inc. | 20,303 | $2.70M | 0.61% | −200−1.0% | Reduced |
| Silvercrest Asset Management Group LLC | 20,630 | $2.75M | 0.02% | −736−3.4% | Reduced |
| Regions Financial Corp | 20,653 | $2.75M | 0.02% | −198−0.9% | Reduced |
| First Nebraska Trust Co | 20,745 | $2.76M | 0.32% | −125−0.6% | Reduced |
| Cheviot Value Management, LLC | 20,481 | $2.77M | 0.60% | −388−1.9% | Reduced |
| Shelton Capital Management | 20,826 | $2.77M | 0.09% | +1,751+9.2% | Added |
| PFW Advisors LLC | 20,850 | $2.78M | 0.89% | −29−0.1% | Reduced |
| NFJ Investment Group, LLC | 20,927 | $2.79M | 0.08% | −90,356−81.2% | Reduced |
| Monument Capital Management | 20,991 | $2.79M | 0.90% | −685−3.2% | Reduced |
| Neville Rodie & Shaw Inc | 21,097 | $2.81M | 0.23% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 21,125 | $2.81M | 0.23% | +1,846+9.6% | Added |
| Synovus Financial Corp | 21,136 | $2.81M | 0.04% | +104+0.5% | Added |
| CIBC World Markets Inc. | 21,157 | $2.82M | 0.01% | +2,521+13.5% | Added |
| TD Waterhouse Canada Inc. | 20,923 | $2.84M | 0.03% | −13,952−40.0% | Reduced |