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
- 1,793
- +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
- 679 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 |
|---|---|---|---|---|---|
| Gleason Group, Inc. | 729 | $97.1K | 0.02% | +6+0.8% | Added |
| Criterion Capital Advisors, LLC | 736 | $98.0K | 0.07% | +736 | New |
| General Partner, Inc. | 740 | $98.5K | 0.08% | 00.0% | Unchanged |
| Glassman Wealth Services | 745 | $99.2K | 0.01% | +9+1.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 750 | $99.9K | 0.00% | +33+4.6% | Added |
| Versant Capital Management, Inc | 761 | $101.3K | 0.03% | −24−3.1% | Reduced |
| MV Capital Management, Inc. | 764 | $101.7K | 0.01% | +11+1.5% | Added |
| Abich Financial Wealth Management LLC | 765 | $101.9K | 0.10% | +765 | New |
| Leonteq Securities AG | 792 | $105.4K | 0.01% | −1,588−66.7% | Reduced |
| Independence Bank of Kentucky | 796 | $106.0K | 0.04% | +771+3,084.0% | Added |
| Oakworth Capital, Inc. | 796 | $106.0K | 0.01% | −1−0.1% | Reduced |
| JFS Wealth Advisors, LLC | 821 | $109.3K | 0.01% | +40+5.1% | Added |
| AJOVista, LLC | 822 | $109.4K | 0.14% | +822 | New |
| McClarren Financial Advisors, Inc. | 824 | $110.0K | 0.08% | +5+0.6% | Added |
| Motco | 834 | $111.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 838 | $111.6K | 0.06% | 00.0% | Unchanged |
| City State Bank | 841 | $112.0K | 0.06% | +10+1.2% | Added |
| Missouri Trust & Investment Co | 845 | $112.5K | 0.05% | +96+12.8% | Added |
| Advantage Trust Co | 868 | $115.6K | 0.09% | +868 | New |
| CVA Family Office, LLC | 884 | $117.7K | 0.02% | +884 | New |
| Turtle Creek Wealth Advisors, LLC | 890 | $118.5K | 0.03% | +890 | New |
| Broadwater Capital Management LLC | 900 | $119.8K | 0.09% | +900 | New |
| Evermay Wealth Management LLC | 904 | $120.4K | 0.02% | +4+0.4% | Added |
| NBT Bank N A | 925 | $123.2K | 0.01% | +925 | New |
| Newbridge Financial Services Group, Inc. | 936 | $124.7K | 0.06% | −470−33.4% | Reduced |
| State of Wyoming | 940 | $125.2K | 0.02% | +158+20.2% | Added |
| ORG Partners LLC | 941 | $125.4K | 0.02% | +53+6.0% | Added |
| Valley National Advisers Inc | 951 | $126.0K | 0.02% | +212+28.7% | Added |
| First Horizon Advisors, Inc. | 953 | $126.9K | 0.00% | +165+20.9% | Added |
| Larson Financial Group LLC | 953 | $126.9K | 0.01% | −36−3.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 960 | $127.8K | 0.08% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 964 | $128.3K | 0.06% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 980 | $130.5K | 0.06% | +980 | New |
| Global Financial Private Client, LLC | 987 | $131.4K | 0.06% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 988 | $131.6K | 0.03% | +970+5,388.9% | Added |
| Mechanics Financial Corp | 1,000 | $133.1K | 0.07% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,013 | $135.0K | 0.00% | −29−2.8% | Reduced |
| Resurgent Financial Advisors LLC | 1,027 | $136.7K | 0.08% | −95−8.5% | Reduced |
| Creative Financial Designs Inc | 1,030 | $137.1K | 0.01% | +2+0.2% | Added |
| Armstrong Advisory Group, Inc | 1,032 | $137.4K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,038 | $138.2K | 0.00% | −5,559−84.3% | Reduced |
| PFG Private Wealth Management, LLC | 1,049 | $139.7K | 0.09% | +867+476.4% | Added |
| Pittenger & Anderson Inc | 1,052 | $140.1K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,053 | $140.2K | 0.10% | +1,053 | New |
| Rakuten Investment Management, Inc. | 1,091 | $144.9K | 0.00% | +1,091 | New |
| McIlrath & Eck, LLC | 1,096 | $146.0K | 0.03% | +58+5.6% | Added |
| Baystate Wealth Management LLC | 1,110 | $147.8K | 0.01% | +546+96.8% | Added |
| Core Alternative Capital | 1,118 | $148.9K | 0.03% | +801+252.7% | Added |
| Grove Bank & Trust | 1,176 | $156.6K | 0.03% | −36−3.0% | Reduced |
| Covestor Ltd | 1,190 | $158.0K | 0.11% | −42−3.4% | Reduced |
| Centennial Bank | 1,194 | $159.0K | 0.10% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,206 | $161.0K | 0.02% | −215−15.1% | Reduced |
| Capital Advisors, Ltd. LLC | 1,241 | $165.0K | 0.02% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,238 | $165.0K | 0.01% | +1,238 | New |
| Jamison Private Wealth Management, Inc. | 1,246 | $165.9K | 0.03% | +1+0.1% | Added |
| Sittner & Nelson, LLC | 1,249 | $166.4K | 0.09% | 00.0% | Unchanged |
| Peoples Bank | 1,268 | $168.8K | 0.14% | −12−0.9% | Reduced |
| Financial Management Professionals, Inc. | 1,270 | $169.0K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,275 | $169.7K | 0.02% | +268+26.6% | Added |
| Security National Bank | 1,278 | $170.2K | 0.04% | +1,278 | New |
| JNBA Financial Advisors | 1,289 | $171.6K | 0.02% | −6−0.5% | Reduced |
| Carolinas Wealth Consulting LLC | 1,295 | $172.4K | 0.04% | −10−0.8% | Reduced |
| Scarborough Advisors, LLC | 1,310 | $174.4K | 0.04% | +1,310 | New |
| Tanglewood Legacy Advisors, LLC | 1,312 | $174.7K | 0.10% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,318 | $175.0K | 0.11% | +1,318 | New |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $180.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,368 | $182.1K | 0.07% | +666+94.9% | Added |
| Alta Advisers Ltd | 1,400 | $186.4K | 0.10% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,413 | $188.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,437 | $191.0K | 0.01% | +165+13.0% | Added |
| Assetmark, Inc | 1,455 | $193.7K | 0.00% | +1,292+792.6% | Added |
| HHM Wealth Advisors, LLC | 1,459 | $194.3K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,484 | $197.5K | 0.10% | −66−4.3% | Reduced |
| ICA Group Wealth Management, LLC | 1,499 | $199.5K | 0.04% | +1,499 | New |
| Sunburst Financial Group, LLC | 1,503 | $200.1K | 0.06% | +1,503 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,504 | $200.3K | 0.04% | +1,504 | New |
| Financial Security Advisor, Inc. | 1,505 | $200.4K | 0.08% | +1,505 | New |
| Deseret Mutual Benefit Administrators | 1,506 | $200.5K | 0.12% | −442−22.7% | Reduced |
| Skopos Labs, Inc. | 1,506 | $200.5K | 0.10% | +1,506 | New |
| Secure Asset Management, LLC | 1,507 | $200.6K | 0.05% | +1,507 | New |
| LMG Wealth Partners, LLC | 1,511 | $201.2K | 0.06% | +1,511 | New |
| Five Oceans Advisors | 1,514 | $201.6K | 0.11% | +1,514 | New |
| JJJ Advisors Inc. | 1,514 | $201.6K | 0.05% | +14+0.9% | Added |
| Wealthstream Advisors, Inc. | 1,518 | $202.1K | 0.08% | +1,518 | New |
| Cahill Financial Advisors Inc | 1,518 | $202.1K | 0.03% | −149−8.9% | Reduced |
| Independent Wealth Network Inc. | 1,529 | $203.6K | 0.11% | +1,529 | New |
| Trust Co of Oklahoma | 1,538 | $204.8K | 0.08% | −1,652−51.8% | Reduced |
| Chapin Davis, Inc. | 1,540 | $205.0K | 0.09% | +1,540 | New |
| Founders Financial Alliance, LLC | 1,543 | $205.4K | 0.08% | +1,543 | New |
| Tompkins Financial Corp | 1,544 | $205.6K | 0.02% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 1,552 | $207.0K | 0.04% | +1,552 | New |
| Endowment Wealth Management, Inc. | 1,556 | $207.2K | 0.17% | −192−11.0% | Reduced |
| Wealth Management Associates, Inc. | 1,558 | $207.5K | 0.11% | +1,558 | New |
| Personal Cfo Solutions, LLC | 1,559 | $207.6K | 0.04% | −840−35.0% | Reduced |
| Highlander Capital Management, LLC | 1,560 | $207.7K | 0.07% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1,561 | $207.8K | 0.06% | −30−1.9% | Reduced |
| Amarillo National Bank | 1,561 | $207.8K | 0.04% | +1,561 | New |
| Community Bank of Raymore | 1,562 | $208.0K | 0.09% | +1,562 | New |
| SlateStone Wealth, LLC | 1,570 | $209.0K | 0.03% | +1,570 | New |
| Westside Investment Management, Inc. | 1,571 | $209.2K | 0.05% | 00.0% | Unchanged |