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 |
|---|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | 2,762 | $367.7K | 0.04% | −143−4.9% | Reduced |
| Mach-1 Financial Group, Inc. | 2,768 | $368.5K | 0.14% | −3,508−55.9% | Reduced |
| Allegheny Financial Group LTD | 2,770 | $368.8K | 0.12% | +146+5.6% | Added |
| Insigneo Advisory Services, LLC | 2,786 | $370.9K | 0.05% | −360−11.4% | Reduced |
| Dividend Assets Capital, LLC | 2,790 | $371.0K | 0.07% | −1,500−35.0% | Reduced |
| Ballentine Partners, LLC | 2,803 | $373.2K | 0.01% | +400+16.6% | Added |
| Northcape Wealth Management, LLC | 2,806 | $373.6K | 0.14% | −80−2.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,830 | $376.8K | 0.16% | +2,830 | New |
| ING Groep NV | 2,831 | $376.9K | 0.00% | −78,671−96.5% | Reduced |
| Harbour Investments, Inc. | 2,834 | $377.4K | 0.02% | +62+2.2% | Added |
| Nilsine Partners, LLC | 2,838 | $377.9K | 0.06% | +120+4.4% | Added |
| Paragon Capital Management Ltd | 2,841 | $378.4K | 0.08% | −469−14.2% | Reduced |
| First Financial Bankshares Inc | 2,852 | $379.7K | 0.01% | +2,852 | New |
| Stiles Financial Services Inc | 2,857 | $380.2K | 0.17% | +119+4.3% | Added |
| Empower Advisory Group, LLC | 2,864 | $381.3K | 0.00% | −162−5.4% | Reduced |
| Summit Trail Advisors, LLC | 2,865 | $381.5K | 0.01% | +313+12.3% | Added |
| Quilter Plc | 2,863 | $381.8K | 0.01% | −65−2.2% | Reduced |
| CWA Asset Management Group, LLC | 2,870 | $382.1K | 0.03% | +962+50.4% | Added |
| Kanawha Capital Management LLC | 2,879 | $383.3K | 0.04% | −206−6.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,880 | $383.4K | 0.03% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 2,880 | $383.5K | 0.09% | +2,880 | New |
| Geller Advisors LLC | 2,898 | $385.8K | 0.04% | −4−0.1% | Reduced |
| Empyrean Capital Partners, LP | 2,940 | $391.4K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,942 | $391.7K | 0.00% | −345−10.5% | Reduced |
| Plancorp, LLC | 2,950 | $392.8K | 0.02% | +119+4.2% | Added |
| Financial Partners Group, LLC | 2,963 | $394.4K | 0.18% | +22+0.7% | Added |
| Aries Wealth Management | 2,963 | $394.5K | 0.14% | +425+16.7% | Added |
| PFG Investments, LLC | 2,967 | $395.1K | 0.07% | −530−15.2% | Reduced |
| SageView Advisory Group, LLC | 2,784 | $396.4K | 0.02% | +2,784 | New |
| iA Global Asset Management Inc. | 2,984 | $397.0K | 0.01% | −20,124−87.1% | Reduced |
| Laidlaw Wealth Management LLC | 2,982 | $397.0K | 0.14% | −140−4.5% | Reduced |
| Inceptionr LLC | 2,987 | $397.7K | 0.28% | +2,987 | New |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,991 | $398.2K | 0.32% | 00.0% | Unchanged |
| BancorpSouth Bank | 2,993 | $398.5K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 2,993 | $398.5K | 0.03% | −54−1.8% | Reduced |
| Essex Financial Services, Inc. | 2,995 | $398.8K | 0.04% | +20+0.7% | Added |
| Cito Capital Group, LLC | 3,000 | $399.0K | 0.17% | 00.0% | Unchanged |
| DRW Securities, LLC | 3,000 | $399.4K | 0.01% | −142−4.5% | Reduced |
| Seamount Financial Group Inc | 3,000 | $399.4K | 0.38% | +3,000 | New |
| Lummis Asset Management, LP | 3,011 | $400.9K | 0.31% | +3,011 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,012 | $401.0K | 0.01% | −416−12.1% | Reduced |
| Chicago Trust Co NA | 3,018 | $401.8K | 0.09% | −405−11.8% | Reduced |
| Roman Butler Fullerton & Co | 2,867 | $402.1K | 0.16% | −585−16.9% | Reduced |
| Graypoint LLC | 3,025 | $402.8K | 0.03% | +141+4.9% | Added |
| Magnus Financial Group LLC | 3,030 | $403.4K | 0.05% | +2+0.1% | Added |
| Whittier Trust Co | 3,030 | $403.4K | 0.01% | −570−15.8% | Reduced |
| PDS Planning, Inc | 3,032 | $403.7K | 0.05% | +3+0.1% | Added |
| Poehling Capital Management, LLC | 3,035 | $404.1K | 0.13% | −31−1.0% | Reduced |
| Capital Investment Advisors, LLC | 3,045 | $405.5K | 0.01% | −81−2.6% | Reduced |
| Chilton Capital Management LLC | 3,051 | $406.2K | 0.02% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,064 | $407.9K | 0.05% | +63+2.1% | Added |
| Apriem Advisors | 3,067 | $408.3K | 0.05% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 3,093 | $411.8K | 0.45% | +3,093 | New |
| Everhart Financial Group, Inc. | 3,099 | $412.6K | 0.15% | +307+11.0% | Added |
| Cape Cod Five Cents Savings Bank | 3,102 | $413.0K | 0.04% | −2,902−48.3% | Reduced |
| Good Life Advisors, LLC | 3,116 | $414.9K | 0.04% | −57−1.8% | Reduced |
| Advisor Resource Council | 3,125 | $416.0K | 0.05% | +3,125 | New |
| Townsend Asset Management Corp | 3,126 | $416.1K | 0.19% | +9+0.3% | Added |
| Zions Bancorporation, N.A. | 3,132 | $417.0K | 0.03% | +282+9.9% | Added |
| Westwood Holdings Group Inc. | 3,136 | $418.0K | 0.00% | −115−3.5% | Reduced |
| Weik Capital Management | 3,145 | $418.7K | 0.19% | −45−1.4% | Reduced |
| Callan Capital, LLC | 3,147 | $419.0K | 0.04% | +132+4.4% | Added |
| Beaton Management Co. Inc. | 3,145 | $419.0K | 0.25% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 3,148 | $419.1K | 0.08% | −432−12.1% | Reduced |
| Successful Portfolios LLC | 3,148 | $419.1K | 0.31% | +198+6.7% | Added |
| Cambria Investment Management, L.P. | 3,154 | $419.9K | 0.03% | +3,154 | New |
| LCNB Corp | 3,156 | $420.2K | 0.17% | +301+10.5% | Added |
| Private Portfolio Partners LLC | 3,158 | $420.5K | 0.10% | −415−11.6% | Reduced |
| McDaniel Terry & Co | 3,168 | $422.0K | 0.04% | +3,168 | New |
| First National Bank Sioux Falls | 3,184 | $423.9K | 0.22% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,189 | $424.6K | 0.04% | +3+0.1% | Added |
| Advisor OS, LLC | 3,193 | $425.1K | 0.06% | +115+3.7% | Added |
| Callahan Advisors, LLC | 3,200 | $426.0K | 0.05% | −100−3.0% | Reduced |
| Parkside Financial Bank & Trust | 3,202 | $426.3K | 0.08% | +1,323+70.4% | Added |
| Rossmore Private Capital | 3,204 | $426.6K | 0.06% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 3,219 | $428.6K | 0.11% | −80−2.4% | Reduced |
| Green Square Capital Advisors LLC | 3,232 | $430.3K | 0.06% | −10−0.3% | Reduced |
| MSH Capital Advisors LLC | 3,237 | $431.0K | 0.16% | +258+8.7% | Added |
| IFG Advisory, LLC | 3,238 | $431.1K | 0.03% | −549−14.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,240 | $431.4K | 0.08% | −485−13.0% | Reduced |
| Arete Wealth Advisors, LLC | 3,245 | $431.7K | 0.03% | +3,245 | New |
| Ronald Blue Trust, Inc. | 3,599 | $432.0K | 0.01% | −368−9.3% | Reduced |
| Portside Wealth Group, LLC | 3,250 | $432.7K | 0.08% | −568−14.9% | Reduced |
| Cadinha & Co LLC | 3,270 | $435.4K | 0.07% | −100−3.0% | Reduced |
| Tanager Wealth Management LLP | 3,280 | $436.7K | 0.08% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3,282 | $437.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3,285 | $437.0K | 0.02% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 3,294 | $438.6K | 0.02% | +3,294 | New |
| Insight Folios Inc | 3,299 | $439.3K | 0.19% | −218−6.2% | Reduced |
| Alpha DNA Investment Management LLC | 3,301 | $439.5K | 0.26% | −3,622−52.3% | Reduced |
| Orleans Capital Management Corp | 3,315 | $441.4K | 0.30% | −495−13.0% | Reduced |
| Allen Investment Management LLC | 3,318 | $441.8K | 0.01% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 3,334 | $443.9K | 0.52% | 00.0% | Unchanged |
| Excalibur Management Corp | 3,337 | $444.3K | 0.21% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 3,343 | $445.1K | 0.27% | 00.0% | Unchanged |
| CX Institutional | 3,343 | $445.1K | 0.02% | −63−1.8% | Reduced |
| Abacus Planning Group, Inc. | 3,372 | $448.9K | 0.09% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 3,054 | $449.7K | 0.10% | −360−10.5% | Reduced |
| Van Strum & Towne Inc. | 3,381 | $450.1K | 0.18% | +100+3.0% | Added |
| Verus Capital Partners, LLC | 3,382 | $450.2K | 0.06% | +50+1.5% | Added |