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 |
|---|---|---|---|---|---|
| Mitchell Sinkler & Starr | 2,248 | $299.3K | 0.05% | +2,248 | New |
| DAGCO, Inc. | 2,248 | $299.3K | 0.28% | +2,248 | New |
| Dynamic Wealth Strategies, LLC | 2,248 | $299.3K | 0.28% | +2,248 | New |
| Delta Financial Group, Inc. | 2,257 | $300.0K | 0.09% | −205−8.3% | Reduced |
| Letson Investment Management, Inc. | 2,257 | $300.5K | 0.14% | +2,257 | New |
| Legacy Capital Wealth Partners, LLC | 2,258 | $300.6K | 0.09% | +364+19.2% | Added |
| Beaumont Financial Advisors, LLC | 2,258 | $300.6K | 0.03% | +41+1.8% | Added |
| TFG Advisers LLC | 2,260 | $300.9K | 0.13% | +54+2.4% | Added |
| Granite Bay Wealth Management, LLC | 2,520 | $301.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 2,264 | $301.4K | 0.04% | +96+4.4% | Added |
| Benjamin Edwards Inc | 2,271 | $302.0K | 0.07% | +85+3.9% | Added |
| Capital Advisory Group Advisory Services, LLC | 2,272 | $302.5K | 0.16% | −49−2.1% | Reduced |
| StoneX Group Inc. | 2,272 | $302.5K | 0.03% | +2,272 | New |
| Abacus Wealth Partners, LLC | 2,274 | $302.7K | 0.05% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 2,278 | $303.3K | 0.29% | +2,278 | New |
| Coastline Trust Co | 2,285 | $304.2K | 0.04% | −300−11.6% | Reduced |
| Liberty Capital Management, Inc. | 2,302 | $306.5K | 0.08% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,304 | $306.8K | 0.07% | −2,304−50.0% | Reduced |
| Counterweight Ventures, LLC | 2,310 | $307.6K | 0.28% | +2,310 | New |
| Advus Financial Partners, LLC | 2,317 | $308.4K | 0.11% | −235−9.2% | Reduced |
| Websterrogers Financial Advisors, LLC | 2,318 | $308.7K | 0.13% | +250+12.1% | Added |
| Jones Financial Companies LLLP | 2,320 | $308.9K | 0.00% | +350+17.8% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,325 | $310.0K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,336 | $311.0K | 0.02% | −142−5.7% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,338 | $311.3K | 0.12% | +10.0% | Added |
| Aaron Wealth Advisors | 2,340 | $311.5K | 0.05% | +82+3.6% | Added |
| Azimuth Capital Investment Management LLC | 2,343 | $311.9K | 0.01% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,351 | $313.0K | 0.04% | −637−21.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 2,352 | $313.1K | 0.09% | +211+9.9% | Added |
| First Financial Bank - Trust Division | 2,356 | $313.7K | 0.03% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,360 | $314.2K | 0.08% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,364 | $314.2K | 0.08% | +2,364 | New |
| Jacobs & Co | 2,366 | $315.0K | 0.04% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,370 | $315.5K | 0.01% | −2,797−54.1% | Reduced |
| CWS Financial Advisors, LLC | 2,372 | $315.8K | 0.12% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 2,378 | $316.6K | 0.08% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,385 | $317.5K | 0.10% | +91+4.0% | Added |
| Warwick Investment Management, Inc. | 2,395 | $318.9K | 0.09% | +73+3.1% | Added |
| Measured Wealth Private Client Group, LLC | 2,395 | $318.9K | 0.12% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 2,398 | $319.3K | 0.06% | +19+0.8% | Added |
| Ipswich Investment Management Co., Inc. | 2,400 | $319.5K | 0.08% | 00.0% | Unchanged |
| Port Capital LLC | 2,406 | $320.0K | 0.02% | −54−2.2% | Reduced |
| Montag A & Associates Inc | 2,409 | $320.8K | 0.02% | −79−3.2% | Reduced |
| Ethos Financial Group, LLC | 2,409 | $321.0K | 0.07% | +24+1.0% | Added |
| Warren Averett Asset Management, LLC | 2,419 | $322.1K | 0.01% | −161−6.2% | Reduced |
| Hamilton Capital, LLC | 2,437 | $324.5K | 0.03% | +204+9.1% | Added |
| Walker Asset Management, LLC | 2,443 | $325.2K | 0.23% | +2,443 | New |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,457 | $327.1K | 0.15% | −187−7.1% | Reduced |
| Greytown Advisors Inc. | 2,463 | $327.9K | 0.18% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 2,471 | $329.0K | 0.14% | +2,471 | New |
| Washington Trust Co | 2,475 | $329.5K | 0.01% | −200−7.5% | Reduced |
| Bray Capital Advisors | 2,481 | $330.3K | 0.09% | +15+0.6% | Added |
| Washington Trust Bank | 2,491 | $331.7K | 0.03% | −55−2.2% | Reduced |
| Trust Co of Vermont | 2,497 | $332.5K | 0.02% | −126−4.8% | Reduced |
| Fractal Investments LLC | 2,500 | $332.9K | 0.07% | +2,500 | New |
| Gables Capital Management Inc. | 2,502 | $333.1K | 0.21% | −100−3.8% | Reduced |
| New Century Financial Group, LLC | 2,506 | $333.6K | 0.29% | +2,506 | New |
| Renasant Bank | 2,516 | $335.0K | 0.27% | +118+4.9% | Added |
| Greenfield Savings Bank | 2,522 | $335.8K | 0.19% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,526 | $336.3K | 0.10% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,556 | $340.3K | 0.04% | −40−1.5% | Reduced |
| Sentry Investment Management LLC | 2,558 | $341.0K | 0.15% | −28−1.1% | Reduced |
| First Interstate Bank | 2,564 | $341.4K | 0.03% | −543−17.5% | Reduced |
| Baker Avenue Asset Management, LP | 2,567 | $341.8K | 0.02% | +108+4.4% | Added |
| Moller Financial Services | 2,568 | $341.9K | 0.10% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 2,569 | $342.1K | 0.19% | +15+0.6% | Added |
| Alps Advisors Inc | 2,573 | $342.6K | 0.00% | −184,771−98.6% | Reduced |
| Choate Investment Advisors | 2,573 | $342.6K | 0.01% | +521+25.4% | Added |
| Carlson Capital Management | 2,575 | $342.9K | 0.02% | +2,575 | New |
| Hills Bank & Trust Co | 2,581 | $343.6K | 0.03% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,586 | $344.0K | 0.06% | −14−0.5% | Reduced |
| Two Sigma Securities, LLC | 2,585 | $344.2K | 0.02% | −677−20.8% | Reduced |
| Ethic Inc. | 2,597 | $345.8K | 0.01% | +250+10.7% | Added |
| Carl Stuart Investment Advisor, Inc | 2,599 | $346.1K | 0.24% | −66−2.5% | Reduced |
| Dodge & Cox | 2,600 | $346.2K | 0.00% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,600 | $346.2K | 0.02% | +68+2.7% | Added |
| Savvy Advisors, Inc. | 2,618 | $348.6K | 0.34% | +2,618 | New |
| Farmers & Merchants Trust Co of Long Beach | 2,621 | $349.0K | 0.09% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 2,622 | $349.1K | 0.23% | +172+7.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,623 | $349.2K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,702 | $349.8K | 0.01% | +610+29.2% | Added |
| Morningstar Investment Services LLC | 2,640 | $351.0K | 0.00% | +2,640 | New |
| HCR Wealth Advisors | 2,640 | $351.5K | 0.06% | +74+2.9% | Added |
| Transform Wealth, LLC | 2,642 | $351.8K | 0.03% | −56−2.1% | Reduced |
| Ruggaard & Associates LLC | 2,653 | $353.2K | 0.19% | −794−23.0% | Reduced |
| Pflug Koory, LLC | 2,672 | $355.8K | 0.19% | −15−0.6% | Reduced |
| Monetary Management Group Inc | 2,677 | $356.4K | 0.11% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,684 | $357.3K | 0.03% | +364+15.7% | Added |
| Douglass Winthrop Advisors, LLC | 2,693 | $358.5K | 0.01% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 2,694 | $358.7K | 0.06% | −7,306−73.1% | Reduced |
| Cadent Capital Advisors, LLC | 2,701 | $359.7K | 0.18% | +11+0.4% | Added |
| Fidelis Capital Partners, LLC | 2,703 | $359.9K | 0.08% | +243+9.9% | Added |
| Affinity Investment Advisors, LLC | 2,728 | $363.2K | 0.25% | −386−12.4% | Reduced |
| Laurel Wealth Advisors LLC | 2,729 | $363.3K | 0.07% | +32+1.2% | Added |
| United Community Bank | 2,739 | $364.7K | 0.15% | −4−0.1% | Reduced |
| IVC Wealth Advisors LLC | 2,747 | $365.8K | 0.23% | −68−2.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 2,749 | $366.0K | 0.01% | 00.0% | Unchanged |
| E&G Advisors, LP | 2,752 | $366.4K | 0.13% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,759 | $367.3K | 0.03% | +10.0% | Added |
| Engrave Wealth Partners LLC | 2,760 | $367.5K | 0.10% | 00.0% | Unchanged |