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 |
|---|---|---|---|---|---|
| Wedgewood Investors Inc | 3,400 | $452.7K | 0.56% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 3,400 | $452.7K | 0.36% | 00.0% | Unchanged |
| Syon Capital LLC | 3,401 | $452.8K | 0.05% | +248+7.9% | Added |
| Putnam Investments LLC | 3,420 | $455.3K | 0.00% | −217−6.0% | Reduced |
| Davidson Trust Co | 3,426 | $456.1K | 0.29% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,443 | $458.4K | 0.30% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 3,446 | $458.9K | 0.18% | −30−0.9% | Reduced |
| BKD Wealth Advisors, LLC | 3,451 | $459.5K | 0.01% | −155−4.3% | Reduced |
| Cambridge Financial Group, LLC | 3,454 | $459.9K | 0.24% | +3,454 | New |
| Woodmont Investment Counsel LLC | 3,465 | $461.3K | 0.04% | −597−14.7% | Reduced |
| Granite Group Advisors, LLC | 3,087 | $461.5K | 0.33% | +3,087 | New |
| Blue Edge Capital, LLC | 3,473 | $462.4K | 0.09% | +203+6.2% | Added |
| ARS Investment Partners, LLC | 3,475 | $462.7K | 0.05% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 3,476 | $462.8K | 0.03% | +10.0% | Added |
| Athena Investment Management | 3,478 | $463.0K | 0.30% | +10.0% | Added |
| Whalerock Point Partners, LLC | 3,490 | $464.7K | 0.14% | +319+10.1% | Added |
| Lindbrook Capital, LLC | 3,491 | $464.8K | 0.05% | +332+10.5% | Added |
| Drive Wealth Management, LLC | 3,491 | $464.8K | 0.15% | +75+2.2% | Added |
| Crescent Grove Advisors, LLC | 3,496 | $465.5K | 0.05% | +20+0.6% | Added |
| Corbyn Investment Management Inc | 3,516 | $468.1K | 0.22% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,527 | $469.6K | 0.06% | −401−10.2% | Reduced |
| Courier Capital LLC | 3,528 | $469.7K | 0.04% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 3,530 | $470.0K | 0.21% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 3,230 | $470.1K | 0.01% | +261+8.8% | Added |
| Lazard Asset Management LLC | 3,547 | $471.0K | 0.00% | −227−6.0% | Reduced |
| Harbor Advisors LLC | 3,541 | $471.4K | 0.09% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 3,542 | $471.5K | 0.31% | +2+0.1% | Added |
| Joel Isaacson & Co., LLC | 3,546 | $472.1K | 0.03% | +11+0.3% | Added |
| Vectors Research Management, LLC | 3,533 | $473.0K | 0.13% | +2+0.1% | Added |
| Investors Asset Management of Georgia Inc | 3,602 | $474.8K | 0.24% | +50+1.4% | Added |
| Perigon Wealth Management, LLC | 3,581 | $476.7K | 0.02% | −230−6.0% | Reduced |
| Freestone Capital Holdings, LLC | 3,590 | $478.0K | 0.02% | −12−0.3% | Reduced |
| Clear Street Markets LLC | 3,600 | $479.0K | 0.19% | +2,700+300.0% | Added |
| PFG Advisors | 3,601 | $479.5K | 0.04% | −292−7.5% | Reduced |
| Austin Private Wealth, LLC | 3,626 | $482.8K | 0.06% | −740−16.9% | Reduced |
| Spinnaker Investment Group, LLC | 3,642 | $484.9K | 0.15% | +6+0.2% | Added |
| Angeles Wealth Management, LLC | 3,647 | $485.6K | 0.06% | +537+17.3% | Added |
| Kapitalo Investimentos Ltda | 3,648 | $485.7K | 0.10% | −340−8.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 3,662 | $487.6K | 0.05% | +4+0.1% | Added |
| Uncommon Cents Investing LLC | 3,682 | $490.2K | 0.16% | +430+13.2% | Added |
| Ballew Advisors, Inc | 3,790 | $490.7K | 0.37% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 3,688 | $491.1K | 0.31% | −200−5.1% | Reduced |
| Old Point Trust & Financial Services N A | 3,703 | $493.0K | 0.20% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 3,730 | $496.6K | 0.25% | +3,730 | New |
| Vantage Consulting Group Inc | 3,734 | $497.1K | 0.33% | −302−7.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,737 | $497.5K | 0.06% | −10−0.3% | Reduced |
| JT Stratford LLC | 3,745 | $498.6K | 0.11% | −204−5.2% | Reduced |
| Quarry LP | 3,751 | $499.4K | 0.25% | +994+36.1% | Added |
| Keating Investment Counselors Inc | 3,780 | $503.3K | 0.18% | +150+4.1% | Added |
| Merit Financial Group, LLC | 3,784 | $503.8K | 0.02% | +1,387+57.9% | Added |
| Robertson Stephens Wealth Management, LLC | 3,787 | $504.2K | 0.03% | +163+4.5% | Added |
| 49 Wealth Management, LLC | 3,788 | $504.3K | 0.13% | +3,788 | New |
| Strategy Asset Managers LLC | 3,807 | $506.9K | 0.12% | +8+0.2% | Added |
| Spinnaker Trust | 3,808 | $507.0K | 0.03% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 3,808 | $507.0K | 0.20% | −306−7.4% | Reduced |
| Ci Investments Inc. | 3,809 | $507.0K | 0.00% | −180−4.5% | Reduced |
| Goodman Financial Corp | 3,813 | $507.7K | 0.14% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,830 | $510.0K | 0.10% | −143−3.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,549 | $512.2K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 3,847 | $512.2K | 0.02% | +1,534+66.3% | Added |
| Arvest Investments, Inc. | 3,852 | $512.9K | 0.08% | +3,852 | New |
| Vivid Wealth Management, LLC | 3,858 | $513.7K | 0.35% | +3,858 | New |
| Mosaic Family Wealth Partners, LLC | 3,875 | $515.9K | 0.09% | −99−2.5% | Reduced |
| Headlands Technologies LLC | 3,894 | $518.4K | 0.15% | +582+17.6% | Added |
| KCM Investment Advisors LLC | 3,913 | $520.9K | 0.02% | +21+0.5% | Added |
| Roundview Capital LLC | 3,919 | $521.8K | 0.05% | −49−1.2% | Reduced |
| Harbour Trust & Investment Management Co | 3,921 | $522.0K | 0.07% | +3,921 | New |
| Clarius Group, LLC | 3,924 | $522.4K | 0.04% | −349−8.2% | Reduced |
| UniSuper Management Pty Ltd | 3,930 | $523.2K | 0.01% | +530+15.6% | Added |
| John G Ullman & Associates Inc | 3,950 | $525.9K | 0.08% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 3,951 | $526.0K | 0.47% | +287+7.8% | Added |
| Cutler Group LP | 3,964 | $527.0K | 0.07% | −508−11.4% | Reduced |
| Kuhn & Co Investment Counsel | 3,968 | $528.3K | 0.54% | +3,968 | New |
| Hennessy Advisors Inc | 4,000 | $532.6K | 0.03% | 00.0% | Unchanged |
| Straight Path Wealth Management | 4,004 | $533.1K | 0.31% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 4,005 | $533.2K | 0.11% | −2,719−40.4% | Reduced |
| Riverwater Partners LLC | 4,009 | $533.7K | 0.42% | −290−6.7% | Reduced |
| Burford Brothers, Inc. | 4,014 | $534.4K | 0.38% | +4,014 | New |
| Eqis Capital Management, Inc. | 4,017 | $534.8K | 0.04% | −40−1.0% | Reduced |
| Angeles Investment Advisors, LLC | 4,020 | $535.2K | 0.03% | +52+1.3% | Added |
| First Western Trust Bank | 4,028 | $536.3K | 0.03% | 00.0% | Unchanged |
| Trust Co | 4,030 | $536.6K | 0.07% | −370−8.4% | Reduced |
| Field & Main Bank | 4,033 | $536.9K | 0.23% | −30−0.7% | Reduced |
| Princeton Global Asset Management LLC | 4,036 | $537.3K | 0.14% | +4+0.1% | Added |
| Conning Inc. | 4,038 | $537.6K | 0.02% | −20−0.5% | Reduced |
| Fulcrum Equity Management | 4,050 | $539.2K | 0.67% | −289−6.7% | Reduced |
| Wilkins Investment Counsel Inc | 4,089 | $544.4K | 0.13% | −89−2.1% | Reduced |
| Welch Group, LLC | 4,097 | $545.5K | 0.03% | +327+8.7% | Added |
| Kolinsky Wealth Management, LLC | 4,102 | $546.1K | 0.48% | +27+0.7% | Added |
| Gryphon Financial Partners LLC | 4,166 | $546.3K | 0.10% | +426+11.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 4,116 | $548.1K | 0.02% | +10.0% | Added |
| Foster & Motley Inc | 4,125 | $549.0K | 0.04% | +9+0.2% | Added |
| Triasima Portfolio Management inc. | 4,125 | $549.2K | 0.05% | +4,125 | New |
| Unigestion Holding SA | 4,126 | $549.3K | 0.03% | +4,126 | New |
| SAM Advisors, LLC | 4,136 | $550.7K | 0.22% | +4,136 | New |
| Wedmont Private Capital | 4,122 | $551.8K | 0.05% | +983+31.3% | Added |
| Smart Portfolios, LLC | 3,820 | $551.8K | 0.65% | +3,820 | New |
| Perpetual Ltd | 4,177 | $556.1K | 0.01% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 4,182 | $556.8K | 0.17% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,186 | $557.3K | 0.07% | +89+2.2% | Added |