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 |
|---|---|---|---|---|---|
| Beacon Investment Advisors LLC | 5,273 | $702.1K | 0.45% | +216+4.3% | Added |
| Citizens Financial Group Inc | 5,233 | $696.7K | 0.02% | +785+17.6% | Added |
| Schechter Investment Advisors, LLC | 5,215 | $694.3K | 0.06% | +3,416+189.9% | Added |
| Wealth Alliance | 5,201 | $692.5K | 0.10% | +121+2.4% | Added |
| Whitener Capital Management, Inc. | 5,199 | $692.2K | 0.25% | +200+4.0% | Added |
| Virtus ETF Advisers LLC | 5,172 | $688.6K | 0.44% | −1,892−26.8% | Reduced |
| TrinityPoint Wealth, LLC | 5,170 | $688.4K | 0.12% | +672+14.9% | Added |
| Burns Matteson Capital Management, LLC | 5,164 | $687.5K | 0.48% | +5,164 | New |
| Mill Capital Management, LLC | 5,145 | $685.0K | 0.06% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 5,109 | $680.2K | 0.04% | +20+0.4% | Added |
| Kovitz Investment Group Partners, LLC | 5,090 | $677.7K | 0.01% | +2,775+119.9% | Added |
| Weatherly Asset Management L. P. | 5,080 | $676.4K | 0.07% | −29−0.6% | Reduced |
| Quadrant Capital Group LLC | 5,076 | $675.8K | 0.06% | +351+7.4% | Added |
| Schnieders Capital Management LLC | 5,058 | $673.4K | 0.15% | 00.0% | Unchanged |
| Charter Trust Co | 5,051 | $672.5K | 0.05% | −55−1.1% | Reduced |
| Weaver Consulting Group | 5,022 | $668.6K | 0.27% | −50−1.0% | Reduced |
| Childress Capital Advisors, LLC | 5,001 | $665.8K | 0.20% | −39−0.8% | Reduced |
| Siemens Fonds Invest GmbH | 4,999 | $665.6K | 0.05% | +1,039+26.2% | Added |
| Financial Advisory Service, Inc. | 4,998 | $665.4K | 0.06% | −131−2.6% | Reduced |
| Worth Financial Advisory Group, LLC | 4,971 | $661.8K | 0.53% | −599−10.8% | Reduced |
| Garrison Point Advisors, LLC | 4,960 | $660.4K | 0.47% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 4,939 | $657.6K | 0.15% | −783−13.7% | Reduced |
| M&R Capital Management Inc | 4,913 | $654.1K | 0.16% | +1,675+51.7% | Added |
| Bank Ozk | 4,913 | $654.1K | 0.32% | +2,001+68.7% | Added |
| Waldron Private Wealth LLC | 4,910 | $653.7K | 0.03% | +122+2.5% | Added |
| GAMMA Investing LLC | 4,525 | $653.0K | 0.18% | +4,525 | New |
| Schear Investment Advisers, LLC | 4,901 | $652.5K | 0.63% | +29+0.6% | Added |
| Baader Bank INC | 4,909 | $651.6K | 0.06% | +4,909 | New |
| Probity Advisors, Inc. | 4,888 | $650.8K | 0.14% | −36−0.7% | Reduced |
| North Star Investment Management Corp. | 4,886 | $650.5K | 0.05% | −108−2.2% | Reduced |
| Mission Wealth Management, LP | 4,879 | $649.5K | 0.02% | −824−14.4% | Reduced |
| BluePath Capital Management, LLC | 5,016 | $649.1K | 0.57% | +206+4.3% | Added |
| Jackson Hole Capital Partners, LLC | 4,874 | $648.9K | 0.17% | +1,527+45.6% | Added |
| Lincoln Capital LLC | 4,867 | $648.0K | 0.16% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,839 | $644.3K | 0.08% | −817−14.4% | Reduced |
| Ausdal Financial Partners, Inc. | 4,831 | $643.2K | 0.08% | −28−0.6% | Reduced |
| Northwest & Ethical Investments L.P. | 4,825 | $642.4K | 0.02% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 4,792 | $638.0K | 0.02% | +172+3.7% | Added |
| Flputnam Investment Management Co | 4,769 | $634.9K | 0.01% | −33−0.7% | Reduced |
| Cigna Investments Inc | 4,750 | $633.0K | 0.13% | −184−3.7% | Reduced |
| Connectus Wealth, LLC | 4,750 | $632.4K | 0.01% | −400−7.8% | Reduced |
| Roof Eidam & Maycock | 4,747 | $632.0K | 0.19% | −1,681−26.2% | Reduced |
| Wealthcare Advisory Partners LLC | 4,744 | $631.7K | 0.03% | −360−7.1% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,725 | $629.4K | 0.41% | −61−1.3% | Reduced |
| EPG Wealth Management LLC | 4,326 | $627.9K | 0.17% | +4,326 | New |
| Patron Partners Advisors, LLC | 4,710 | $627.1K | 0.42% | −53−1.1% | Reduced |
| EverSource Wealth Advisors, LLC | 4,707 | $626.6K | 0.06% | +57+1.2% | Added |
| Lingohr & Partner Asset Management GmbH | 4,700 | $626.0K | 1.43% | 00.0% | Unchanged |
| Montecito Bank & Trust | 4,700 | $625.8K | 0.13% | +1,275+37.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,694 | $625.0K | 0.06% | +259+5.8% | Added |
| Greenfield Seitz Capital Management, LLC | 4,663 | $620.8K | 0.25% | +4,663 | New |
| Means Investment Co., Inc. | 4,656 | $619.9K | 0.09% | +242+5.5% | Added |
| LVM Capital Management Ltd | 4,645 | $618.0K | 0.08% | +350+8.1% | Added |
| Autumn Glory Partners, LLC | 4,740 | $617.3K | 0.35% | +199+4.4% | Added |
| Vaughan David Investments LLC | 4,631 | $617.0K | 0.02% | −125−2.6% | Reduced |
| Empirical Asset Management, LLC | 4,629 | $616.3K | 0.50% | +219+5.0% | Added |
| Transcend Wealth Collective, LLC | 4,628 | $616.2K | 0.05% | +525+12.8% | Added |
| Caxton Associates LP | 4,606 | $613.2K | 0.03% | +1,940+72.8% | Added |
| Verity Asset Management, Inc. | 4,592 | $611.4K | 0.39% | 00.0% | Unchanged |
| Bennett Associates Wealth Management | 4,580 | $609.8K | 0.59% | +4,580 | New |
| Avantax Planning Partners, Inc. | 4,576 | $609.3K | 0.02% | +404+9.7% | Added |
| Avidian Wealth Solutions, LLC | 4,575 | $609.1K | 0.04% | +136+3.1% | Added |
| Symphony Financial, Ltd. Co. | 4,700 | $608.5K | 0.13% | +431+10.1% | Added |
| Modera Wealth Management, LLC | 4,551 | $605.9K | 0.01% | +16+0.4% | Added |
| S.A. Mason LLC | 4,529 | $603.0K | 0.40% | −150−3.2% | Reduced |
| Brighton Jones LLC | 4,508 | $600.2K | 0.03% | +1,401+45.1% | Added |
| SYSTM Wealth Solutions LLC | 4,492 | $598.0K | 0.08% | +881+24.4% | Added |
| 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 |
| Gamco Investors, Inc. Et Al | 4,483 | $596.9K | 0.01% | −1,000−18.2% | Reduced |
| KLR Investment Advisors, LLC | 4,462 | $594.1K | 0.43% | +414+10.2% | Added |
| Clifford Group, LLC | 4,454 | $593.1K | 0.55% | −4−0.1% | Reduced |
| 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 |
| Sutton Place Investors LLC | 4,416 | $587.9K | 0.43% | +4,416 | New |
| First Foundation Advisors | 4,414 | $587.6K | 0.03% | −890−16.8% | Reduced |
| Pitcairn Co | 4,413 | $587.5K | 0.04% | −75−1.7% | Reduced |
| Premier Path Wealth Partners, LLC | 4,393 | $584.9K | 0.13% | +4,393 | New |
| Vanguard Capital Wealth Advisors | 4,387 | $584.1K | 0.47% | −286−6.1% | Reduced |
| WP Advisors, LLC | 4,387 | $584.1K | 0.22% | +35+0.8% | Added |
| Edmond de Rothschild Holding S.A. | 4,363 | $580.9K | 0.01% | +409+10.3% | 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 |
| West Paces Advisors Inc. | 4,343 | $578.2K | 0.16% | +1,043+31.6% | Added |
| Fulton Bank, N.A. | 4,336 | $577.3K | 0.03% | +2,167+99.9% | Added |
| Your Advocates Ltd., LLP | 4,334 | $577.0K | 0.23% | +35+0.8% | Added |
| Estabrook Capital Management | 4,304 | $573.0K | 0.09% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 4,301 | $572.6K | 0.12% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 4,300 | $572.5K | 0.05% | −100−2.3% | Reduced |
| Evergreen Capital Management LLC | 4,294 | $571.7K | 0.02% | −25−0.6% | Reduced |
| Symmetry Partners, LLC | 4,265 | $567.0K | 0.03% | −2,300−35.0% | Reduced |
| SignalPoint Asset Management, LLC | 4,245 | $565.0K | 0.17% | +17+0.4% | Added |
| Strait & Sound Wealth Management LLC | 4,370 | $560.5K | 0.35% | 00.0% | Unchanged |
| Pinnacle Wealth Management Advisory Group, LLC | 4,186 | $557.3K | 0.07% | +89+2.2% | Added |
| Roberts Glore & Co Inc | 4,182 | $556.8K | 0.17% | 00.0% | Unchanged |
| Perpetual Ltd | 4,177 | $556.1K | 0.01% | 00.0% | Unchanged |
| Smart Portfolios, LLC | 3,820 | $551.8K | 0.65% | +3,820 | New |
| Wedmont Private Capital | 4,122 | $551.8K | 0.05% | +983+31.3% | Added |
| SAM Advisors, LLC | 4,136 | $550.7K | 0.22% | +4,136 | New |
| Unigestion Holding SA | 4,126 | $549.3K | 0.03% | +4,126 | New |