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
- 1,792
- +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
- 678 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 |
|---|---|---|---|---|---|
| SignalPoint Asset Management, LLC | 4,245 | $565.0K | 0.17% | +17+0.4% | Added |
| Symmetry Partners, LLC | 4,265 | $567.0K | 0.03% | −2,300−35.0% | Reduced |
| Evergreen Capital Management LLC | 4,294 | $571.7K | 0.02% | −25−0.6% | Reduced |
| Tributary Capital Management, LLC | 4,300 | $572.5K | 0.05% | −100−2.3% | Reduced |
| Naviter Wealth, LLC | 4,301 | $572.6K | 0.12% | 00.0% | Unchanged |
| Estabrook Capital Management | 4,304 | $573.0K | 0.09% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 4,334 | $577.0K | 0.23% | +35+0.8% | Added |
| Fulton Bank, N.A. | 4,336 | $577.3K | 0.03% | +2,167+99.9% | Added |
| West Paces Advisors Inc. | 4,343 | $578.2K | 0.16% | +1,043+31.6% | Added |
| NBC Securities, Inc. | 4,358 | $580.0K | 0.06% | −209−4.6% | Reduced |
| Johnson & White Wealth Management, LLC | 4,354 | $580.0K | 0.48% | −3−0.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 4,363 | $580.9K | 0.01% | +409+10.3% | Added |
| WP Advisors, LLC | 4,387 | $584.1K | 0.22% | +35+0.8% | Added |
| Vanguard Capital Wealth Advisors | 4,387 | $584.1K | 0.47% | −286−6.1% | Reduced |
| Premier Path Wealth Partners, LLC | 4,393 | $584.9K | 0.13% | +4,393 | New |
| Pitcairn Co | 4,413 | $587.5K | 0.04% | −75−1.7% | Reduced |
| First Foundation Advisors | 4,414 | $587.6K | 0.03% | −890−16.8% | Reduced |
| Sutton Place Investors LLC | 4,416 | $587.9K | 0.43% | +4,416 | New |
| Longfellow Investment Management Co LLC | 4,430 | $589.8K | 0.15% | −3,591−44.8% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,430 | $589.8K | 0.29% | 00.0% | Unchanged |
| Clifford Group, LLC | 4,454 | $593.1K | 0.55% | −4−0.1% | Reduced |
| KLR Investment Advisors, LLC | 4,462 | $594.1K | 0.43% | +414+10.2% | Added |
| Gamco Investors, Inc. Et Al | 4,483 | $596.9K | 0.01% | −1,000−18.2% | Reduced |
| Relative Value Partners Group, LLC | 4,490 | $597.8K | 0.04% | −37−0.8% | Reduced |
| Richwood Investment Advisors, LLC | 4,490 | $597.8K | 0.56% | +80+1.8% | Added |
| SYSTM Wealth Solutions LLC | 4,492 | $598.0K | 0.08% | +881+24.4% | Added |
| Brighton Jones LLC | 4,508 | $600.2K | 0.03% | +1,401+45.1% | Added |
| S.A. Mason LLC | 4,529 | $603.0K | 0.40% | −150−3.2% | Reduced |
| Modera Wealth Management, LLC | 4,551 | $605.9K | 0.01% | +16+0.4% | Added |
| Symphony Financial, Ltd. Co. | 4,700 | $608.5K | 0.13% | +431+10.1% | Added |
| Avidian Wealth Solutions, LLC | 4,575 | $609.1K | 0.04% | +136+3.1% | Added |
| Avantax Planning Partners, Inc. | 4,576 | $609.3K | 0.02% | +404+9.7% | Added |
| Bennett Associates Wealth Management | 4,580 | $609.8K | 0.59% | +4,580 | New |
| Verity Asset Management, Inc. | 4,592 | $611.4K | 0.39% | 00.0% | Unchanged |
| Caxton Associates LP | 4,606 | $613.2K | 0.03% | +1,940+72.8% | Added |
| Transcend Wealth Collective, LLC | 4,628 | $616.2K | 0.05% | +525+12.8% | Added |
| Empirical Asset Management, LLC | 4,629 | $616.3K | 0.50% | +219+5.0% | Added |
| Vaughan David Investments LLC | 4,631 | $617.0K | 0.02% | −125−2.6% | Reduced |
| Autumn Glory Partners, LLC | 4,740 | $617.3K | 0.35% | +199+4.4% | Added |
| LVM Capital Management Ltd | 4,645 | $618.0K | 0.08% | +350+8.1% | Added |
| Means Investment Co., Inc. | 4,656 | $619.9K | 0.09% | +242+5.5% | Added |
| Greenfield Seitz Capital Management, LLC | 4,663 | $620.8K | 0.25% | +4,663 | New |
| Sheaff Brock Investment Advisors, LLC | 4,694 | $625.0K | 0.06% | +259+5.8% | Added |
| Montecito Bank & Trust | 4,700 | $625.8K | 0.13% | +1,275+37.2% | Added |
| Lingohr & Partner Asset Management GmbH | 4,700 | $626.0K | 1.43% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,707 | $626.6K | 0.06% | +57+1.2% | Added |
| Patron Partners Advisors, LLC | 4,710 | $627.1K | 0.42% | −53−1.1% | Reduced |
| EPG Wealth Management LLC | 4,326 | $627.9K | 0.17% | +4,326 | New |
| Arkfeld Wealth Strategies, L.L.C. | 4,725 | $629.4K | 0.41% | −61−1.3% | Reduced |
| Wealthcare Advisory Partners LLC | 4,744 | $631.7K | 0.03% | −360−7.1% | Reduced |
| Roof Eidam & Maycock | 4,747 | $632.0K | 0.19% | −1,681−26.2% | Reduced |
| Connectus Wealth, LLC | 4,750 | $632.4K | 0.01% | −400−7.8% | Reduced |
| Cigna Investments Inc | 4,750 | $633.0K | 0.13% | −184−3.7% | Reduced |
| Flputnam Investment Management Co | 4,769 | $634.9K | 0.01% | −33−0.7% | Reduced |
| Pinnacle Financial Partners Inc | 4,792 | $638.0K | 0.02% | +172+3.7% | Added |
| Northwest & Ethical Investments L.P. | 4,825 | $642.4K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 4,831 | $643.2K | 0.08% | −28−0.6% | Reduced |
| Kovack Advisors, Inc. | 4,839 | $644.3K | 0.08% | −817−14.4% | Reduced |
| Lincoln Capital LLC | 4,867 | $648.0K | 0.16% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 4,874 | $648.9K | 0.17% | +1,527+45.6% | Added |
| BluePath Capital Management, LLC | 5,016 | $649.1K | 0.57% | +206+4.3% | Added |
| Mission Wealth Management, LP | 4,879 | $649.5K | 0.02% | −824−14.4% | Reduced |
| North Star Investment Management Corp. | 4,886 | $650.5K | 0.05% | −108−2.2% | Reduced |
| Probity Advisors, Inc. | 4,888 | $650.8K | 0.14% | −36−0.7% | Reduced |
| Baader Bank INC | 4,909 | $651.6K | 0.06% | +4,909 | New |
| Schear Investment Advisers, LLC | 4,901 | $652.5K | 0.63% | +29+0.6% | Added |
| GAMMA Investing LLC | 4,525 | $653.0K | 0.18% | +4,525 | New |
| Waldron Private Wealth LLC | 4,910 | $653.7K | 0.03% | +122+2.5% | Added |
| Bank Ozk | 4,913 | $654.1K | 0.32% | +2,001+68.7% | Added |
| M&R Capital Management Inc | 4,913 | $654.1K | 0.16% | +1,675+51.7% | Added |
| Thrive Wealth Management, LLC | 4,939 | $657.6K | 0.15% | −783−13.7% | Reduced |
| Garrison Point Advisors, LLC | 4,960 | $660.4K | 0.47% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 4,971 | $661.8K | 0.53% | −599−10.8% | Reduced |
| Financial Advisory Service, Inc. | 4,998 | $665.4K | 0.06% | −131−2.6% | Reduced |
| Siemens Fonds Invest GmbH | 4,999 | $665.6K | 0.05% | +1,039+26.2% | Added |
| Childress Capital Advisors, LLC | 5,001 | $665.8K | 0.20% | −39−0.8% | Reduced |
| Weaver Consulting Group | 5,022 | $668.6K | 0.27% | −50−1.0% | Reduced |
| Charter Trust Co | 5,051 | $672.5K | 0.05% | −55−1.1% | Reduced |
| Schnieders Capital Management LLC | 5,058 | $673.4K | 0.15% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,076 | $675.8K | 0.06% | +351+7.4% | Added |
| Weatherly Asset Management L. P. | 5,080 | $676.4K | 0.07% | −29−0.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 5,090 | $677.7K | 0.01% | +2,775+119.9% | Added |
| Linscomb & Williams, Inc. | 5,109 | $680.2K | 0.04% | +20+0.4% | Added |
| Mill Capital Management, LLC | 5,145 | $685.0K | 0.06% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 5,164 | $687.5K | 0.48% | +5,164 | New |
| TrinityPoint Wealth, LLC | 5,170 | $688.4K | 0.12% | +672+14.9% | Added |
| Virtus ETF Advisers LLC | 5,172 | $688.6K | 0.44% | −1,892−26.8% | Reduced |
| Whitener Capital Management, Inc. | 5,199 | $692.2K | 0.25% | +200+4.0% | Added |
| Wealth Alliance | 5,201 | $692.5K | 0.10% | +121+2.4% | Added |
| Schechter Investment Advisors, LLC | 5,215 | $694.3K | 0.06% | +3,416+189.9% | Added |
| Citizens Financial Group Inc | 5,233 | $696.7K | 0.02% | +785+17.6% | Added |
| Beacon Investment Advisors LLC | 5,273 | $702.1K | 0.45% | +216+4.3% | Added |
| Nwam LLC | 5,286 | $703.8K | 0.06% | −109−2.0% | Reduced |
| Aurora Investment Counsel | 8,144 | $706.0K | 0.46% | −3,777−31.7% | Reduced |
| Full Sail Capital, LLC | 5,309 | $706.8K | 0.05% | −832−13.5% | Reduced |
| Campion Asset Management LLC | 5,354 | $712.8K | 0.60% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 5,372 | $715.2K | 0.10% | +5,372 | New |
| Venturi Wealth Management, LLC | 5,442 | $724.5K | 0.05% | +12+0.2% | Added |
| Private Trust Co NA | 5,481 | $729.7K | 0.09% | −269−4.7% | Reduced |
| Outfitter Financial LLC | 5,500 | $732.3K | 0.64% | 00.0% | Unchanged |