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 |
|---|---|---|---|---|---|
| Mma Asset Management LLC | 1,574 | $209.6K | 0.11% | −250−13.7% | Reduced |
| Eagle Ridge Investment Management | 1,577 | $210.0K | 0.02% | +1,577 | New |
| Cooper Financial Group | 1,581 | $210.5K | 0.04% | +1,581 | New |
| Breakwater Capital Group | 1,624 | $210.6K | 0.06% | +1,624 | New |
| Sippican Capital Advisors | 1,582 | $210.6K | 0.17% | +1,582 | New |
| Aviance Capital Partners, LLC | 1,583 | $210.8K | 0.05% | +1,583 | New |
| Dumont & Blake Investment Advisors LLC | 1,582 | $211.0K | 0.07% | −375−19.2% | Reduced |
| Advisory Alpha, LLC | 1,584 | $211.0K | 0.01% | +1,584 | New |
| Sunbelt Securities, Inc. | 1,592 | $212.0K | 0.03% | −133−7.7% | Reduced |
| Meridian Wealth Management, LLC | 1,600 | $213.0K | 0.01% | +1,600 | New |
| Cascade Investment Group, Inc. | 1,600 | $213.0K | 0.17% | +1,600 | New |
| NDVR, Inc. | 1,602 | $213.3K | 0.26% | +1,602 | New |
| Burke & Herbert Bank & Trust Co | 1,603 | $213.4K | 0.15% | +1,603 | New |
| CMG Global Holdings, LLC | 1,459 | $213.6K | 0.15% | +1,459 | New |
| LVW Advisors, LLC | 1,605 | $213.7K | 0.04% | +1,605 | New |
| Forte Capital LLC | 1,606 | $213.8K | 0.03% | +1,606 | New |
| Fort Sheridan Advisors LLC | 1,607 | $214.0K | 0.04% | +1,607 | New |
| Paulson Wealth Management Inc. | 1,616 | $215.2K | 0.07% | +1,616 | New |
| APCM Wealth Management for Individuals | 1,622 | $216.0K | 0.04% | +1,622 | New |
| GeoWealth Management, LLC | 1,621 | $216.0K | 0.02% | +1,621 | New |
| Loudon Investment Management, LLC | 1,627 | $216.6K | 0.13% | +1,627 | New |
| Heritage Wealth Management, Inc./Texas | 1,628 | $216.8K | 0.15% | −72−4.2% | Reduced |
| Tiemann Investment Advisors, LLC | 1,630 | $217.0K | 0.11% | +1,630 | New |
| Perkins Coie Trust Co | 1,637 | $217.9K | 0.06% | −3−0.2% | Reduced |
| Biltmore Family Office, LLC | 1,639 | $218.2K | 0.04% | +1,639 | New |
| Wambolt & Associates, LLC | 1,642 | $218.6K | 0.07% | −183−10.0% | Reduced |
| Chicago Capital, LLC | 1,642 | $218.6K | 0.01% | +1,642 | New |
| Baker Tilly Wealth Management, LLC | 1,645 | $219.0K | 0.04% | −629−27.7% | Reduced |
| Sapient Capital LLC | 1,648 | $219.4K | 0.01% | +1,648 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,650 | $220.0K | 0.01% | +1,650 | New |
| Wealthspan Partners, LLC | 1,656 | $220.5K | 0.15% | +1,656 | New |
| Buckingham Strategic Partners | 1,656 | $220.6K | 0.01% | −873−34.5% | Reduced |
| Objective Capital Management, LLC | 1,659 | $220.8K | 0.17% | +1,659 | New |
| Beach Investment Counsel Inc | 1,660 | $221.0K | 0.03% | −850−33.9% | Reduced |
| Alpine Global Management, LLC | 1,663 | $221.4K | 0.06% | +1,663 | New |
| Claro Advisors LLC | 1,663 | $221.4K | 0.05% | +1,663 | New |
| Greenwood Gearhart Inc | 1,665 | $221.7K | 0.02% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 1,668 | $222.1K | 0.01% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,668 | $222.1K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,669 | $222.2K | 0.07% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 1,675 | $223.0K | 0.05% | +1,675 | New |
| Reuter James Wealth Management, LLC | 1,678 | $223.4K | 0.15% | +1+0.1% | Added |
| Per Stirling Capital Management, LLC. | 1,689 | $224.8K | 0.04% | +5+0.3% | Added |
| Crestmont Private Wealth LLC | 1,698 | $226.1K | 0.12% | −51−2.9% | Reduced |
| Contravisory Investment Management, Inc. | 1,701 | $226.5K | 0.06% | +75+4.6% | Added |
| Sovereign Financial Group, Inc. | 1,701 | $226.5K | 0.07% | +1,701 | New |
| Nicholas Hoffman & Company, LLC. | 1,710 | $227.7K | 0.01% | −140−7.6% | Reduced |
| Vestor Capital, LLC | 1,711 | $228.0K | 0.02% | +64+3.9% | Added |
| Curi Capital | 1,724 | $229.5K | 0.03% | +4+0.2% | Added |
| NovaPoint Capital, LLC | 1,726 | $229.8K | 0.09% | +5+0.3% | Added |
| MidWestOne Financial Group, Inc. | 1,727 | $229.9K | 0.04% | −12−0.7% | Reduced |
| Cullen Investment Group, Ltd. | 1,729 | $230.2K | 0.04% | +1,729 | New |
| Harrell Investment Partners, LLC | 1,729 | $230.2K | 0.07% | 00.0% | Unchanged |
| Pinnacle Family Advisors, LLC | 1,740 | $231.7K | 0.14% | −25−1.4% | Reduced |
| Bank of New Hampshire | 1,742 | $231.9K | 0.07% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,745 | $232.3K | 0.02% | −693−28.4% | Reduced |
| Moody Lynn & Lieberson, LLC | 1,746 | $232.5K | 0.02% | −9−0.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 1,746 | $232.5K | 0.03% | +1,746 | New |
| Leo Wealth, LLC | 1,629 | $233.0K | 0.02% | +1,629 | New |
| Fermata Advisors, LLC | 1,755 | $233.6K | 0.06% | −641−26.8% | Reduced |
| Shufro Rose & Co LLC | 1,949 | $234.2K | 0.02% | −250−11.4% | Reduced |
| Great Diamond Partners, LLC | 1,764 | $234.9K | 0.06% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,766 | $235.1K | 0.06% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 1,770 | $235.7K | 0.08% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,773 | $236.1K | 0.06% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 1,775 | $236.3K | 0.03% | +1,775 | New |
| Cedar Brook Financial Partners, LLC | 1,815 | $236.4K | 0.05% | −9−0.5% | Reduced |
| Central Bank & Trust Co | 1,776 | $236.5K | 0.04% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 1,779 | $236.9K | 0.06% | +11+0.6% | Added |
| Summit Asset Management, LLC | 1,780 | $237.0K | 0.06% | +1+0.1% | Added |
| KRS Capital Management, LLC | 1,781 | $237.1K | 0.22% | +1,781 | New |
| Viawealth, LLC | 1,787 | $237.9K | 0.16% | +2+0.1% | Added |
| Diversified, LLC | 1,787 | $237.9K | 0.05% | −10−0.6% | Reduced |
| Werba Rubin Papier Wealth Management | 1,791 | $238.5K | 0.08% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,794 | $238.8K | 0.02% | +1,794 | New |
| Little House Capital LLC | 1,795 | $239.0K | 0.09% | +119+7.1% | Added |
| EPIQ Capital Group, LLC | 1,796 | $239.1K | 0.11% | +1,796 | New |
| Naples Global Advisors, LLC | 1,798 | $239.3K | 0.03% | −67−3.6% | Reduced |
| Signature Wealth Management Partners, LLC | 1,800 | $239.7K | 0.21% | 00.0% | Unchanged |
| First National Corp | 1,801 | $239.8K | 0.06% | 00.0% | Unchanged |
| VeraBank, N.A. | 1,802 | $239.9K | 0.08% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,804 | $240.2K | 0.22% | +1,804 | New |
| Donaldson Capital Management, LLC | 1,807 | $240.6K | 0.01% | −447−19.8% | Reduced |
| Zullo Investment Group, Inc. | 1,808 | $240.8K | 0.12% | −80−4.2% | Reduced |
| ABLE Financial Group, LLC | 1,812 | $241.2K | 0.10% | −24−1.3% | Reduced |
| Redwood Wealth Management Group, LLC | 1,814 | $241.5K | 0.27% | −49−2.6% | Reduced |
| Sandy Cove Advisors, LLC | 1,817 | $241.9K | 0.12% | −272−13.0% | Reduced |
| Wolff Financial Management LLC | 1,815 | $242.0K | 0.07% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 1,820 | $242.3K | 0.12% | +1,820 | New |
| Legacy Private Trust Co. | 1,823 | $242.7K | 0.02% | +29+1.6% | Added |
| Willis Johnson & Associates, Inc. | 1,829 | $243.6K | 0.02% | −305−14.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,831 | $243.8K | 0.00% | +1,831 | New |
| American National Bank | 1,832 | $243.9K | 0.04% | −1,218−39.9% | Reduced |
| Wellington Shields & Co., LLC | 1,832 | $243.9K | 0.09% | 00.0% | Unchanged |
| Ami Investment Management Inc | 1,832 | $243.9K | 0.10% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,831 | $244.0K | 0.03% | −46−2.5% | Reduced |
| Waddell & Associates, LLC | 1,776 | $244.0K | 0.03% | −2,617−59.6% | Reduced |
| Alpha Cubed Investments, LLC | 1,835 | $244.3K | 0.01% | +1,835 | New |
| Ritholtz Wealth Management | 1,841 | $245.1K | 0.01% | +1,841 | New |
| SPC Financial, Inc. | 1,842 | $245.2K | 0.02% | +1,842 | New |