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 |
|---|---|---|---|---|---|
| Lincoln National Corp | 21,411 | $2.85M | 0.05% | +615+3.0% | Added |
| Brookstone Capital Management | 21,626 | $2.88M | 0.06% | −771−3.4% | Reduced |
| MAI Capital Management | 21,694 | $2.89M | 0.04% | +1,191+5.8% | Added |
| Becker Capital Management Inc | 21,700 | $2.89M | 0.10% | −335−1.5% | Reduced |
| Metis Global Partners, LLC | 21,703 | $2.89M | 0.12% | −2,168−9.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 22,180 | $2.95M | 0.25% | −7,572−25.5% | Reduced |
| Stratos Wealth Partners, LTD. | 22,214 | $2.96M | 0.06% | +90+0.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 22,260 | $2.96M | 0.06% | −11,996−35.0% | Reduced |
| Wedbush Securities Inc | 22,287 | $2.97M | 0.13% | +551+2.5% | Added |
| Miracle Mile Advisors, LLC | 22,478 | $2.99M | 0.08% | −125−0.6% | Reduced |
| Gladstone Institutional Advisory LLC | 22,487 | $2.99M | 0.17% | +2,576+12.9% | Added |
| Wolverine Trading, LLC | 22,491 | $2.99M | 0.02% | +15,036+201.7% | Added |
| XML Financial, LLC | 22,871 | $3.05M | 0.32% | +1,906+9.1% | Added |
| Davenport & Co LLC | 22,962 | $3.06M | 0.02% | −1,068−4.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 23,184 | $3.09M | 0.05% | +5,746+33.0% | Added |
| Cardinal Capital Management | 23,312 | $3.10M | 0.59% | +77+0.3% | Added |
| Hancock Whitney Corp | 23,361 | $3.11M | 0.12% | −242−1.0% | Reduced |
| Groupama Asset Managment | 23,428 | $3.12M | 0.08% | +23,428 | New |
| Richard Bernstein Advisors LLC | 23,490 | $3.13M | 0.07% | +16+0.1% | Added |
| SWS Partners | 23,587 | $3.14M | 1.02% | −4,524−16.1% | Reduced |
| DCM Advisors, LLC | 23,723 | $3.16M | 1.13% | −85−0.4% | Reduced |
| Catalyst Capital Advisors LLC | 23,750 | $3.16M | 0.08% | +23,750 | New |
| New Mexico Educational Retirement Board | 23,828 | $3.17M | 0.12% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 23,873 | $3.18M | 0.60% | +19,673+468.4% | Added |
| CWM, LLC | 23,988 | $3.19M | 0.02% | +2,403+11.1% | Added |
| Cynosure Management, LLC | 24,087 | $3.21M | 0.58% | +15,205+171.2% | Added |
| Prudential PLC | 24,118 | $3.21M | 0.03% | −38−0.2% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 24,208 | $3.22M | 1.30% | +28+0.1% | Added |
| Bremer Bank National Association | 24,273 | $3.23M | 0.60% | +24,273 | New |
| Prospera Financial Services Inc | 24,353 | $3.24M | 0.11% | −381−1.5% | Reduced |
| Empirical Finance, LLC | 24,384 | $3.25M | 0.23% | +3,913+19.1% | Added |
| Exencial Wealth Advisors, LLC | 24,710 | $3.29M | 0.13% | −7,150−22.4% | Reduced |
| Stock Yards Bank & Trust Co | 24,923 | $3.32M | 0.12% | −1,256−4.8% | Reduced |
| Ontario Teachers Pension Plan Board | 24,984 | $3.33M | 0.03% | −1,309−5.0% | Reduced |
| Garrison Asset Management, LLC | 25,079 | $3.34M | 1.84% | −359−1.4% | Reduced |
| German American Bancorp, Inc. | 25,133 | $3.35M | 0.44% | +496+2.0% | Added |
| River Wealth Advisors LLC | 25,137 | $3.35M | 0.53% | −968−3.7% | Reduced |
| Equitable Trust Co | 25,204 | $3.36M | 0.25% | +7,592+43.1% | Added |
| GPS Wealth Strategies Group, LLC | 25,263 | $3.36M | 0.61% | +33+0.1% | Added |
| SevenBridge Financial Group, LLC | 25,437 | $3.39M | 0.80% | −98−0.4% | Reduced |
| CFM Wealth Partners LLC | 25,567 | $3.40M | 0.77% | +50.0% | Added |
| Wisconsin Capital Management LLC | 25,830 | $3.44M | 2.04% | −1,465−5.4% | Reduced |
| Herold Advisors, Inc. | 26,028 | $3.47M | 0.96% | −369−1.4% | Reduced |
| Ferguson Wellman Capital Management, Inc | 26,114 | $3.48M | 0.08% | −162−0.6% | Reduced |
| Principle Wealth Partners LLC | 26,227 | $3.49M | 0.30% | −130.0% | Reduced |
| Fundamentun, LLC | 26,300 | $3.50M | 0.41% | −1,341−4.9% | Reduced |
| Pinkerton Retirement Specialists, LLC | 26,518 | $3.53M | 0.68% | −2,544−8.8% | Reduced |
| LexAurum Advisors, LLC | 26,585 | $3.54M | 0.93% | −100−0.4% | Reduced |
| Louisiana State Employees Retirement System | 26,600 | $3.54M | 0.07% | −1,000−3.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 26,898 | $3.58M | 0.12% | +105+0.4% | Added |
| Candriam Luxembourg S.C.A. | 27,059 | $3.60M | 0.02% | −1,925−6.6% | Reduced |
| Vestcor Inc | 27,412 | $3.65M | 0.12% | −105−0.4% | Reduced |
| Securian Asset Management, Inc | 27,863 | $3.71M | 0.11% | −4,091−12.8% | Reduced |
| Cozad Asset Management Inc | 28,046 | $3.73M | 0.43% | +4,156+17.4% | Added |
| Resources Investment Advisors, LLC. | 28,247 | $3.76M | 0.07% | −1,081−3.7% | Reduced |
| Profund Advisors LLC | 28,441 | $3.79M | 0.16% | +1,462+5.4% | Added |
| Van Eck Associates Corp | 28,570 | $3.80M | 0.01% | +689+2.5% | Added |
| TownSquare Capital, LLC | 28,578 | $3.80M | 0.07% | −4,100−12.5% | Reduced |
| Virginia Wealth Management Group, Inc. | 28,728 | $3.82M | 3.34% | −2,651−8.4% | Reduced |
| Baxter Bros Inc | 28,777 | $3.83M | 0.53% | +339+1.2% | Added |
| Citizens National Bank Trust Department | 28,819 | $3.84M | 0.97% | −1,175−3.9% | Reduced |
| Parsons Capital Management Inc | 28,852 | $3.84M | 0.27% | +1,000+3.6% | Added |
| Riverview Capital Advisers, LLC | 28,871 | $3.84M | 1.47% | −65−0.2% | Reduced |
| BNC Wealth Management, LLC | 29,127 | $3.88M | 1.83% | −100.0% | Reduced |
| 1832 Asset Management L.P. | 29,444 | $3.92M | 0.01% | +39+0.1% | Added |
| Central Trust Co | 29,530 | $3.93M | 0.10% | +960+3.4% | Added |
| Hartford Investment Management Co | 29,660 | $3.95M | 0.15% | −680−2.2% | Reduced |
| Tocqueville Asset Management L.P. | 29,897 | $3.98M | 0.07% | −16,097−35.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 29,989 | $3.99M | 0.49% | +7,293+32.1% | Added |
| South Dakota Investment Council | 30,053 | $4.00M | 0.08% | −18,708−38.4% | Reduced |
| Ellerson Group Inc | 30,421 | $4.05M | 3.51% | +1,269+4.4% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,483 | $4.06M | 1.16% | −170−0.6% | Reduced |
| Heritage Trust Co | 30,485 | $4.06M | 0.57% | −446−1.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 30,643 | $4.08M | 1.11% | +13,232+76.0% | Added |
| Johnson Investment Counsel Inc | 30,729 | $4.09M | 0.05% | +711+2.4% | Added |
| Agf Management Ltd | 30,803 | $4.10M | 0.02% | +23,612+328.4% | Added |
| Banque Cantonale Vaudoise | 30,888 | $4.11M | 0.18% | +16,042+108.1% | Added |
| TD Private Client Wealth LLC | 31,005 | $4.13M | 0.15% | +2,974+10.6% | Added |
| Ameritas Investment Partners, Inc. | 31,098 | $4.14M | 0.15% | −1,399−4.3% | Reduced |
| Tweedy, Browne Co LLC | 31,362 | $4.18M | 0.20% | −644−2.0% | Reduced |
| AustralianSuper Pty Ltd | 31,522 | $4.20M | 0.03% | +31,522 | New |
| Gotham Asset Management, LLC | 31,561 | $4.20M | 0.08% | −7,957−20.1% | Reduced |
| Independent Advisor Alliance | 31,564 | $4.20M | 0.15% | +811+2.6% | Added |
| Meitav Dash Investments Ltd | 27,922 | $4.24M | 0.06% | −2,986−9.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 32,105 | $4.27M | 0.27% | +633+2.0% | Added |
| Cetera Advisors LLC | 32,151 | $4.28M | 0.06% | +2,716+9.2% | Added |
| Canal Insurance CO | 32,500 | $4.33M | 1.20% | −10,000−23.5% | Reduced |
| McDonald Partners LLC | 32,998 | $4.39M | 1.30% | −265−0.8% | Reduced |
| National Asset Management, Inc. | 33,086 | $4.41M | 0.12% | −5,089−13.3% | Reduced |
| First American Bank | 33,157 | $4.41M | 0.37% | −363−1.1% | Reduced |
| Northeast Financial Consultants Inc | 33,200 | $4.42M | 0.24% | 00.0% | Unchanged |
| JustInvest LLC | 33,486 | $4.46M | 0.11% | +4,219+14.4% | Added |
| Clearbridge Investments, LLC | 33,625 | $4.48M | 0.00% | +11,945+55.1% | Added |
| Opus Investment Management Inc | 33,800 | $4.50M | 2.58% | −12,400−26.8% | Reduced |
| Cetera Investment Advisers | 34,033 | $4.53M | 0.04% | −1,667−4.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 34,056 | $4.53M | 0.01% | +2,339+7.4% | Added |
| Oregon Public Employees Retirement Fund | 34,335 | $4.57M | 0.08% | −124−0.4% | Reduced |
| Maryland State Retirement & Pension System | 34,647 | $4.61M | 0.09% | −545−1.5% | Reduced |
| Martin Capital Partners, LLC | 34,741 | $4.63M | 1.89% | −522−1.5% | Reduced |
| Pinnacle Associates Ltd | 34,961 | $4.65M | 0.08% | −64−0.2% | Reduced |