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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 1,844 | $246.0K | 0.02% | +27+1.5% | Added |
| Nemes Rush Group LLC | 1,848 | $246.1K | 0.04% | +17+0.9% | Added |
| WealthBridge Capital Management, LLC | 1,850 | $246.3K | 0.09% | −6−0.3% | Reduced |
| Murphy Pohlad Asset Management LLC | 1,852 | $246.6K | 0.10% | −153−7.6% | Reduced |
| GYL Financial Synergies, LLC | 1,857 | $247.2K | 0.02% | +1,857 | New |
| Patton Albertson Miller Group, LLC | 1,862 | $247.9K | 0.04% | +182+10.8% | Added |
| Tranquility Partners, LLC | 1,866 | $248.4K | 0.10% | 00.0% | Unchanged |
| Broderick Brian C | 1,875 | $249.6K | 0.06% | 00.0% | Unchanged |
| Columbia Asset Management | 1,878 | $250.0K | 0.05% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,882 | $250.6K | 0.01% | +1,882 | New |
| Spreng Capital Management, Inc. | 1,888 | $251.4K | 0.16% | −4,977−72.5% | Reduced |
| Catalina Capital Group, LLC | 1,890 | $251.7K | 0.19% | +1,890 | New |
| Park National Corp | 1,892 | $251.9K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,892 | $251.9K | 0.03% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,898 | $252.7K | 0.11% | +8+0.4% | Added |
| William Blair Investment Management, LLC | 1,900 | $253.0K | 0.00% | −39−2.0% | Reduced |
| Investment Advisory Services Inc | 1,901 | $253.1K | 0.10% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 1,902 | $253.2K | 0.14% | 00.0% | Unchanged |
| Next Capital Management LLC | 1,904 | $253.5K | 0.11% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 1,910 | $254.0K | 0.05% | −4−0.2% | Reduced |
| Vinva Investment Management Ltd | 1,917 | $254.7K | 0.02% | −11,271−85.5% | Reduced |
| Moody National Bank Trust Division | 1,928 | $256.7K | 0.02% | −7,697−80.0% | Reduced |
| Trillium Asset Management, LLC | 1,930 | $257.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,931 | $257.1K | 0.01% | −20−1.0% | Reduced |
| Soltis Investment Advisors LLC | 1,936 | $257.7K | 0.03% | +14+0.7% | Added |
| Eads & Heald Wealth Management | 1,941 | $258.0K | 0.12% | −215−10.0% | Reduced |
| Aldebaran Financial Inc. | 1,945 | $259.0K | 0.40% | 00.0% | Unchanged |
| Bath Savings Trust Co | 1,948 | $259.4K | 0.03% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 1,954 | $260.2K | 0.26% | +1,954 | New |
| American Trust Investment Advisors, LLC | 1,955 | $260.3K | 0.14% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,958 | $260.6K | 0.01% | 00.0% | Unchanged |
| Legacy Financial Group, Inc. | 1,962 | $261.2K | 0.11% | −181−8.4% | Reduced |
| M3 Advisory Group, LLC | 1,970 | $262.2K | 0.31% | +1,970 | New |
| Pallas Capital Advisors LLC | 1,973 | $262.7K | 0.01% | −58−2.9% | Reduced |
| Hexagon Capital Partners LLC | 1,974 | $262.8K | 0.06% | −182−8.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $263.1K | 0.00% | +375+23.4% | Added |
| Quent Capital, LLC | 1,981 | $263.8K | 0.04% | +607+44.2% | Added |
| Symmetry Investments LP | 1,988 | $264.7K | 0.05% | −2,449−55.2% | Reduced |
| Alan B. Lancz & Associates, Inc. | 1,996 | $265.7K | 0.28% | 00.0% | Unchanged |
| CSS LLC | 2,000 | $266.3K | 0.02% | −1,500−42.9% | Reduced |
| Private Wealth Partners, LLC | 2,000 | $266.3K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 2,000 | $266.3K | 0.03% | 00.0% | Unchanged |
| LM Advisors LLC | 2,007 | $267.2K | 0.05% | +2,007 | New |
| Zega Financial, LLC | 2,009 | $267.4K | 0.11% | +2,009 | New |
| Campbell & CO Investment Adviser LLC | 2,013 | $268.0K | 0.02% | −14,957−88.1% | Reduced |
| McGowan Group Asset Management, Inc. | 2,021 | $269.1K | 0.04% | +2+0.1% | Added |
| Penserra Capital Management LLC | 2,036 | $270.0K | 0.01% | −889−30.4% | Reduced |
| Goelzer Investment Management, Inc. | 2,030 | $270.3K | 0.02% | +2,030 | New |
| Ignite Planners, LLC | 2,014 | $270.4K | 0.08% | −36−1.8% | Reduced |
| Southland Equity Partners LLC | 2,032 | $270.6K | 0.08% | +192+10.4% | Added |
| Cabot Wealth Management Inc | 2,035 | $270.9K | 0.04% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,037 | $271.0K | 0.02% | −5−0.2% | Reduced |
| Sentinel Trust Co Lba | 2,034 | $271.0K | 0.04% | 00.0% | Unchanged |
| Defender Capital, LLC. | 2,036 | $271.1K | 0.10% | 00.0% | Unchanged |
| Consolidated Planning Corp | 2,037 | $271.2K | 0.05% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 2,038 | $271.3K | 0.04% | +2,038 | New |
| Eagle Global Advisors LLC | 2,041 | $271.7K | 0.02% | 00.0% | Unchanged |
| Sentry LLC | 2,043 | $272.0K | 0.06% | +4+0.2% | Added |
| North Star Asset Management Inc | 2,044 | $272.1K | 0.01% | −85−4.0% | Reduced |
| Baldwin Brothers Inc | 2,056 | $273.7K | 0.02% | −87−4.1% | Reduced |
| Fortune Financial Advisors, LLC | 2,060 | $274.3K | 0.19% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,067 | $275.2K | 0.05% | +19+0.9% | Added |
| First Business Financial Services, Inc. | 2,081 | $277.1K | 0.03% | +23+1.1% | Added |
| Delta Investment Management, LLC | 2,087 | $277.9K | 0.07% | +4+0.2% | Added |
| TCI Wealth Advisors, Inc. | 2,100 | $279.6K | 0.03% | −100−4.5% | Reduced |
| X-Square Capital, LLC | 2,107 | $280.0K | 0.15% | −17,449−89.2% | Reduced |
| Lantern Wealth Advisors, LLC | 2,104 | $280.1K | 0.22% | +2,104 | New |
| Thomasville National Bank | 2,104 | $280.1K | 0.02% | −79−3.6% | Reduced |
| Perennial Investment Advisors, LLC | 2,107 | $280.4K | 0.05% | −155−6.9% | Reduced |
| Hoylecohen, LLC | 2,106 | $280.4K | 0.02% | +163+8.4% | Added |
| Trust Point Inc. | 2,106 | $280.4K | 0.02% | +2,106 | New |
| RMB Capital Management, LLC | 2,113 | $281.3K | 0.01% | −907−30.0% | Reduced |
| Change Path, LLC | 2,118 | $282.0K | 0.02% | −216−9.3% | Reduced |
| Spears Abacus Advisors LLC | 2,123 | $282.7K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,137 | $284.0K | 0.02% | +171+8.7% | Added |
| 180 Wealth Advisors, LLC | 2,115 | $284.1K | 0.06% | +321+17.9% | Added |
| Pettyjohn, Wood & White, Inc | 2,138 | $284.7K | 0.06% | −597−21.8% | Reduced |
| Acropolis Investment Management, LLC | 2,149 | $286.1K | 0.02% | −146−6.4% | Reduced |
| Norden Group LLC | 2,161 | $287.8K | 0.05% | +301+16.2% | Added |
| Strategic Blueprint, LLC | 2,176 | $289.7K | 0.02% | −154−6.6% | Reduced |
| Gilman Hill Asset Management, LLC | 2,178 | $290.0K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,178 | $290.0K | 0.03% | +200+10.1% | Added |
| Trueblood Wealth Management, LLC | 2,181 | $290.4K | 0.18% | +2,181 | New |
| Brooks, Moore & Associates, Inc. | 2,185 | $290.9K | 0.20% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 2,189 | $291.4K | 0.25% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 2,191 | $291.7K | 0.06% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 2,193 | $292.0K | 0.09% | +50+2.3% | Added |
| Capital Market Strategies LLC | 2,196 | $292.4K | 0.26% | +333+17.9% | Added |
| Leisure Capital Management | 2,198 | $292.6K | 0.16% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,197 | $293.0K | 0.20% | −162−6.9% | Reduced |
| Cross Staff Investments Inc | 2,209 | $294.1K | 0.26% | 00.0% | Unchanged |
| Caitlin John, LLC | 2,215 | $294.9K | 0.24% | +2,215 | New |
| Greenup Street Wealth Management LLC | 2,219 | $295.4K | 0.08% | +2,219 | New |
| Crawford Investment Counsel Inc | 2,221 | $295.7K | 0.01% | −83−3.6% | Reduced |
| First Citizens Bank & Trust Co | 2,225 | $296.2K | 0.01% | +31+1.4% | Added |
| Sage Mountain Advisors LLC | 2,225 | $296.2K | 0.03% | +271+13.9% | Added |
| Financial Management Network Inc | 2,192 | $296.4K | 0.09% | +2+0.1% | Added |
| HBW Advisory Services LLC | 2,231 | $297.0K | 0.06% | −57−2.5% | Reduced |
| KLCM Advisors, Inc. | 2,237 | $297.8K | 0.05% | 00.0% | Unchanged |
| Close Asset Management Ltd | 2,249 | $299.0K | 0.01% | −107−4.5% | Reduced |