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 |
|---|---|---|---|---|---|
| Triasima Portfolio Management inc. | 4,125 | $549.2K | 0.05% | +4,125 | New |
| Foster & Motley Inc | 4,125 | $549.0K | 0.04% | +9+0.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 4,116 | $548.1K | 0.02% | +10.0% | Added |
| Gryphon Financial Partners LLC | 4,166 | $546.3K | 0.10% | +426+11.4% | Added |
| Kolinsky Wealth Management, LLC | 4,102 | $546.1K | 0.48% | +27+0.7% | Added |
| Welch Group, LLC | 4,097 | $545.5K | 0.03% | +327+8.7% | Added |
| Wilkins Investment Counsel Inc | 4,089 | $544.4K | 0.13% | −89−2.1% | Reduced |
| Fulcrum Equity Management | 4,050 | $539.2K | 0.67% | −289−6.7% | Reduced |
| Conning Inc. | 4,038 | $537.6K | 0.02% | −20−0.5% | Reduced |
| Princeton Global Asset Management LLC | 4,036 | $537.3K | 0.14% | +4+0.1% | Added |
| Field & Main Bank | 4,033 | $536.9K | 0.23% | −30−0.7% | Reduced |
| Trust Co | 4,030 | $536.6K | 0.07% | −370−8.4% | Reduced |
| First Western Trust Bank | 4,028 | $536.3K | 0.03% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 4,020 | $535.2K | 0.03% | +52+1.3% | Added |
| Eqis Capital Management, Inc. | 4,017 | $534.8K | 0.04% | −40−1.0% | Reduced |
| Burford Brothers, Inc. | 4,014 | $534.4K | 0.38% | +4,014 | New |
| Riverwater Partners LLC | 4,009 | $533.7K | 0.42% | −290−6.7% | Reduced |
| Vise Technologies, Inc. | 4,005 | $533.2K | 0.11% | −2,719−40.4% | Reduced |
| Straight Path Wealth Management | 4,004 | $533.1K | 0.31% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 4,000 | $532.6K | 0.03% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 3,968 | $528.3K | 0.54% | +3,968 | New |
| Cutler Group LP | 3,964 | $527.0K | 0.07% | −508−11.4% | Reduced |
| Chesapeake Asset Management LLC | 3,951 | $526.0K | 0.47% | +287+7.8% | Added |
| John G Ullman & Associates Inc | 3,950 | $525.9K | 0.08% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 3,930 | $523.2K | 0.01% | +530+15.6% | Added |
| Clarius Group, LLC | 3,924 | $522.4K | 0.04% | −349−8.2% | Reduced |
| Harbour Trust & Investment Management Co | 3,921 | $522.0K | 0.07% | +3,921 | New |
| Roundview Capital LLC | 3,919 | $521.8K | 0.05% | −49−1.2% | Reduced |
| KCM Investment Advisors LLC | 3,913 | $520.9K | 0.02% | +21+0.5% | Added |
| Headlands Technologies LLC | 3,894 | $518.4K | 0.15% | +582+17.6% | Added |
| Mosaic Family Wealth Partners, LLC | 3,875 | $515.9K | 0.09% | −99−2.5% | Reduced |
| Vivid Wealth Management, LLC | 3,858 | $513.7K | 0.35% | +3,858 | New |
| Arvest Investments, Inc. | 3,852 | $512.9K | 0.08% | +3,852 | New |
| NorthRock Partners, LLC | 3,847 | $512.2K | 0.02% | +1,534+66.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3,549 | $512.2K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 3,830 | $510.0K | 0.10% | −143−3.6% | Reduced |
| Goodman Financial Corp | 3,813 | $507.7K | 0.14% | 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 |
| Spinnaker Trust | 3,808 | $507.0K | 0.03% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 3,807 | $506.9K | 0.12% | +8+0.2% | Added |
| 49 Wealth Management, LLC | 3,788 | $504.3K | 0.13% | +3,788 | New |
| Robertson Stephens Wealth Management, LLC | 3,787 | $504.2K | 0.03% | +163+4.5% | Added |
| Merit Financial Group, LLC | 3,784 | $503.8K | 0.02% | +1,387+57.9% | Added |
| Keating Investment Counselors Inc | 3,780 | $503.3K | 0.18% | +150+4.1% | Added |
| Quarry LP | 3,751 | $499.4K | 0.25% | +994+36.1% | Added |
| JT Stratford LLC | 3,745 | $498.6K | 0.11% | −204−5.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,737 | $497.5K | 0.06% | −10−0.3% | Reduced |
| Vantage Consulting Group Inc | 3,734 | $497.1K | 0.33% | −302−7.5% | Reduced |
| Saxon Interests, Inc. | 3,730 | $496.6K | 0.25% | +3,730 | New |
| Old Point Trust & Financial Services N A | 3,703 | $493.0K | 0.20% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 3,688 | $491.1K | 0.31% | −200−5.1% | Reduced |
| Ballew Advisors, Inc | 3,790 | $490.7K | 0.37% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,682 | $490.2K | 0.16% | +430+13.2% | Added |
| Beaird Harris Wealth Management, LLC | 3,662 | $487.6K | 0.05% | +4+0.1% | Added |
| Kapitalo Investimentos Ltda | 3,648 | $485.7K | 0.10% | −340−8.5% | Reduced |
| Angeles Wealth Management, LLC | 3,647 | $485.6K | 0.06% | +537+17.3% | Added |
| Spinnaker Investment Group, LLC | 3,642 | $484.9K | 0.15% | +6+0.2% | Added |
| Austin Private Wealth, LLC | 3,626 | $482.8K | 0.06% | −740−16.9% | Reduced |
| PFG Advisors | 3,601 | $479.5K | 0.04% | −292−7.5% | Reduced |
| Clear Street Markets LLC | 3,600 | $479.0K | 0.19% | +2,700+300.0% | Added |
| Freestone Capital Holdings, LLC | 3,590 | $478.0K | 0.02% | −12−0.3% | Reduced |
| Perigon Wealth Management, LLC | 3,581 | $476.7K | 0.02% | −230−6.0% | Reduced |
| Investors Asset Management of Georgia Inc | 3,602 | $474.8K | 0.24% | +50+1.4% | Added |
| Vectors Research Management, LLC | 3,533 | $473.0K | 0.13% | +2+0.1% | Added |
| Joel Isaacson & Co., LLC | 3,546 | $472.1K | 0.03% | +11+0.3% | Added |
| Prairie Sky Financial Group LLC | 3,542 | $471.5K | 0.31% | +2+0.1% | Added |
| Harbor Advisors LLC | 3,541 | $471.4K | 0.09% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,547 | $471.0K | 0.00% | −227−6.0% | Reduced |
| Foundations Investment Advisors, LLC | 3,230 | $470.1K | 0.01% | +261+8.8% | Added |
| MTM Investment Management, LLC | 3,530 | $470.0K | 0.21% | 00.0% | Unchanged |
| Courier Capital LLC | 3,528 | $469.7K | 0.04% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,527 | $469.6K | 0.06% | −401−10.2% | Reduced |
| Corbyn Investment Management Inc | 3,516 | $468.1K | 0.22% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 3,496 | $465.5K | 0.05% | +20+0.6% | Added |
| Drive Wealth Management, LLC | 3,491 | $464.8K | 0.15% | +75+2.2% | Added |
| Lindbrook Capital, LLC | 3,491 | $464.8K | 0.05% | +332+10.5% | Added |
| Whalerock Point Partners, LLC | 3,490 | $464.7K | 0.14% | +319+10.1% | Added |
| Athena Investment Management | 3,478 | $463.0K | 0.30% | +10.0% | Added |
| Wealthsource Partners, LLC | 3,476 | $462.8K | 0.03% | +10.0% | Added |
| ARS Investment Partners, LLC | 3,475 | $462.7K | 0.05% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 3,473 | $462.4K | 0.09% | +203+6.2% | Added |
| Granite Group Advisors, LLC | 3,087 | $461.5K | 0.33% | +3,087 | New |
| Woodmont Investment Counsel LLC | 3,465 | $461.3K | 0.04% | −597−14.7% | Reduced |
| Cambridge Financial Group, LLC | 3,454 | $459.9K | 0.24% | +3,454 | New |
| BKD Wealth Advisors, LLC | 3,451 | $459.5K | 0.01% | −155−4.3% | Reduced |
| Empire Financial Management Company, LLC | 3,446 | $458.9K | 0.18% | −30−0.9% | Reduced |
| CoreFirst Bank & Trust | 3,443 | $458.4K | 0.30% | 00.0% | Unchanged |
| Davidson Trust Co | 3,426 | $456.1K | 0.29% | 00.0% | Unchanged |
| Putnam Investments LLC | 3,420 | $455.3K | 0.00% | −217−6.0% | Reduced |
| Syon Capital LLC | 3,401 | $452.8K | 0.05% | +248+7.9% | Added |
| 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 |
| Verus Capital Partners, LLC | 3,382 | $450.2K | 0.06% | +50+1.5% | Added |
| Van Strum & Towne Inc. | 3,381 | $450.1K | 0.18% | +100+3.0% | Added |
| Ambassador Advisors, LLC | 3,054 | $449.7K | 0.10% | −360−10.5% | Reduced |
| Abacus Planning Group, Inc. | 3,372 | $448.9K | 0.09% | 00.0% | Unchanged |
| CX Institutional | 3,343 | $445.1K | 0.02% | −63−1.8% | Reduced |
| Powers Advisory Group, LLC | 3,343 | $445.1K | 0.27% | 00.0% | Unchanged |
| Excalibur Management Corp | 3,337 | $444.3K | 0.21% | 00.0% | Unchanged |