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 |
|---|---|---|---|---|---|
| Intrinsic Value Partners, LLC | 3,334 | $443.9K | 0.52% | 00.0% | Unchanged |
| Allen Investment Management LLC | 3,318 | $441.8K | 0.01% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 3,315 | $441.4K | 0.30% | −495−13.0% | Reduced |
| Alpha DNA Investment Management LLC | 3,301 | $439.5K | 0.26% | −3,622−52.3% | Reduced |
| Insight Folios Inc | 3,299 | $439.3K | 0.19% | −218−6.2% | Reduced |
| Lake Street Advisors Group, LLC | 3,294 | $438.6K | 0.02% | +3,294 | New |
| Capital Analysts, LLC | 3,285 | $437.0K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3,282 | $437.0K | 0.02% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 3,280 | $436.7K | 0.08% | 00.0% | Unchanged |
| Cadinha & Co LLC | 3,270 | $435.4K | 0.07% | −100−3.0% | Reduced |
| Portside Wealth Group, LLC | 3,250 | $432.7K | 0.08% | −568−14.9% | Reduced |
| Ronald Blue Trust, Inc. | 3,599 | $432.0K | 0.01% | −368−9.3% | Reduced |
| Arete Wealth Advisors, LLC | 3,245 | $431.7K | 0.03% | +3,245 | New |
| Sompo Asset Management Co., Ltd. | 3,240 | $431.4K | 0.08% | −485−13.0% | Reduced |
| IFG Advisory, LLC | 3,238 | $431.1K | 0.03% | −549−14.5% | Reduced |
| MSH Capital Advisors LLC | 3,237 | $431.0K | 0.16% | +258+8.7% | Added |
| Green Square Capital Advisors LLC | 3,232 | $430.3K | 0.06% | −10−0.3% | Reduced |
| Tennessee Valley Asset Management Partners | 3,219 | $428.6K | 0.11% | −80−2.4% | Reduced |
| Rossmore Private Capital | 3,204 | $426.6K | 0.06% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3,202 | $426.3K | 0.08% | +1,323+70.4% | Added |
| Callahan Advisors, LLC | 3,200 | $426.0K | 0.05% | −100−3.0% | Reduced |
| Advisor OS, LLC | 3,193 | $425.1K | 0.06% | +115+3.7% | Added |
| Capital Investment Advisory Services, LLC | 3,189 | $424.6K | 0.04% | +3+0.1% | Added |
| First National Bank Sioux Falls | 3,184 | $423.9K | 0.22% | 00.0% | Unchanged |
| McDaniel Terry & Co | 3,168 | $422.0K | 0.04% | +3,168 | New |
| Private Portfolio Partners LLC | 3,158 | $420.5K | 0.10% | −415−11.6% | Reduced |
| LCNB Corp | 3,156 | $420.2K | 0.17% | +301+10.5% | Added |
| Cambria Investment Management, L.P. | 3,154 | $419.9K | 0.03% | +3,154 | New |
| 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 |
| Beaton Management Co. Inc. | 3,145 | $419.0K | 0.25% | 00.0% | Unchanged |
| Callan Capital, LLC | 3,147 | $419.0K | 0.04% | +132+4.4% | Added |
| Weik Capital Management | 3,145 | $418.7K | 0.19% | −45−1.4% | Reduced |
| Westwood Holdings Group Inc. | 3,136 | $418.0K | 0.00% | −115−3.5% | Reduced |
| Zions Bancorporation, N.A. | 3,132 | $417.0K | 0.03% | +282+9.9% | Added |
| Townsend Asset Management Corp | 3,126 | $416.1K | 0.19% | +9+0.3% | Added |
| Advisor Resource Council | 3,125 | $416.0K | 0.05% | +3,125 | New |
| Good Life Advisors, LLC | 3,116 | $414.9K | 0.04% | −57−1.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,102 | $413.0K | 0.04% | −2,902−48.3% | Reduced |
| Everhart Financial Group, Inc. | 3,099 | $412.6K | 0.15% | +307+11.0% | Added |
| Sharp Financial Services, LLC | 3,093 | $411.8K | 0.45% | +3,093 | New |
| Apriem Advisors | 3,067 | $408.3K | 0.05% | 00.0% | Unchanged |
| WBH Advisory Inc | 3,064 | $407.9K | 0.05% | +63+2.1% | Added |
| Chilton Capital Management LLC | 3,051 | $406.2K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 3,045 | $405.5K | 0.01% | −81−2.6% | Reduced |
| Poehling Capital Management, LLC | 3,035 | $404.1K | 0.13% | −31−1.0% | Reduced |
| PDS Planning, Inc | 3,032 | $403.7K | 0.05% | +3+0.1% | Added |
| Whittier Trust Co | 3,030 | $403.4K | 0.01% | −570−15.8% | Reduced |
| Magnus Financial Group LLC | 3,030 | $403.4K | 0.05% | +2+0.1% | Added |
| Graypoint LLC | 3,025 | $402.8K | 0.03% | +141+4.9% | Added |
| Roman Butler Fullerton & Co | 2,867 | $402.1K | 0.16% | −585−16.9% | Reduced |
| Chicago Trust Co NA | 3,018 | $401.8K | 0.09% | −405−11.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,012 | $401.0K | 0.01% | −416−12.1% | Reduced |
| Lummis Asset Management, LP | 3,011 | $400.9K | 0.31% | +3,011 | New |
| 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 |
| Cito Capital Group, LLC | 3,000 | $399.0K | 0.17% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 2,995 | $398.8K | 0.04% | +20+0.7% | Added |
| Proequities, Inc. | 2,993 | $398.5K | 0.03% | −54−1.8% | Reduced |
| BancorpSouth Bank | 2,993 | $398.5K | 0.03% | 00.0% | Unchanged |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,991 | $398.2K | 0.32% | 00.0% | Unchanged |
| Inceptionr LLC | 2,987 | $397.7K | 0.28% | +2,987 | New |
| Laidlaw Wealth Management LLC | 2,982 | $397.0K | 0.14% | −140−4.5% | Reduced |
| iA Global Asset Management Inc. | 2,984 | $397.0K | 0.01% | −20,124−87.1% | Reduced |
| SageView Advisory Group, LLC | 2,784 | $396.4K | 0.02% | +2,784 | New |
| PFG Investments, LLC | 2,967 | $395.1K | 0.07% | −530−15.2% | Reduced |
| Aries Wealth Management | 2,963 | $394.5K | 0.14% | +425+16.7% | Added |
| Financial Partners Group, LLC | 2,963 | $394.4K | 0.18% | +22+0.7% | Added |
| Plancorp, LLC | 2,950 | $392.8K | 0.02% | +119+4.2% | Added |
| Brown Brothers Harriman & Co | 2,942 | $391.7K | 0.00% | −345−10.5% | Reduced |
| Empyrean Capital Partners, LP | 2,940 | $391.4K | 0.02% | 00.0% | Unchanged |
| Geller Advisors LLC | 2,898 | $385.8K | 0.04% | −4−0.1% | Reduced |
| Lebenthal Global Advisors, LLC | 2,880 | $383.5K | 0.09% | +2,880 | New |
| Fukoku Mutual Life Insurance Co | 2,880 | $383.4K | 0.03% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 2,879 | $383.3K | 0.04% | −206−6.7% | Reduced |
| CWA Asset Management Group, LLC | 2,870 | $382.1K | 0.03% | +962+50.4% | Added |
| Quilter Plc | 2,863 | $381.8K | 0.01% | −65−2.2% | Reduced |
| Summit Trail Advisors, LLC | 2,865 | $381.5K | 0.01% | +313+12.3% | Added |
| Empower Advisory Group, LLC | 2,864 | $381.3K | 0.00% | −162−5.4% | Reduced |
| Stiles Financial Services Inc | 2,857 | $380.2K | 0.17% | +119+4.3% | Added |
| First Financial Bankshares Inc | 2,852 | $379.7K | 0.01% | +2,852 | New |
| Paragon Capital Management Ltd | 2,841 | $378.4K | 0.08% | −469−14.2% | Reduced |
| Nilsine Partners, LLC | 2,838 | $377.9K | 0.06% | +120+4.4% | Added |
| Harbour Investments, Inc. | 2,834 | $377.4K | 0.02% | +62+2.2% | Added |
| ING Groep NV | 2,831 | $376.9K | 0.00% | −78,671−96.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,830 | $376.8K | 0.16% | +2,830 | New |
| Northcape Wealth Management, LLC | 2,806 | $373.6K | 0.14% | −80−2.8% | Reduced |
| Ballentine Partners, LLC | 2,803 | $373.2K | 0.01% | +400+16.6% | Added |
| Dividend Assets Capital, LLC | 2,790 | $371.0K | 0.07% | −1,500−35.0% | Reduced |
| Insigneo Advisory Services, LLC | 2,786 | $370.9K | 0.05% | −360−11.4% | Reduced |
| Allegheny Financial Group LTD | 2,770 | $368.8K | 0.12% | +146+5.6% | Added |
| Mach-1 Financial Group, Inc. | 2,768 | $368.5K | 0.14% | −3,508−55.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 2,762 | $367.7K | 0.04% | −143−4.9% | Reduced |
| Engrave Wealth Partners LLC | 2,760 | $367.5K | 0.10% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,759 | $367.3K | 0.03% | +10.0% | Added |
| E&G Advisors, LP | 2,752 | $366.4K | 0.13% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 2,749 | $366.0K | 0.01% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 2,747 | $365.8K | 0.23% | −68−2.4% | Reduced |
| United Community Bank | 2,739 | $364.7K | 0.15% | −4−0.1% | Reduced |
| Laurel Wealth Advisors LLC | 2,729 | $363.3K | 0.07% | +32+1.2% | Added |