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 |
|---|---|---|---|---|---|
| Affinity Investment Advisors, LLC | 2,728 | $363.2K | 0.25% | −386−12.4% | Reduced |
| Fidelis Capital Partners, LLC | 2,703 | $359.9K | 0.08% | +243+9.9% | Added |
| Cadent Capital Advisors, LLC | 2,701 | $359.7K | 0.18% | +11+0.4% | Added |
| Infrastructure Capital Advisors, LLC | 2,694 | $358.7K | 0.06% | −7,306−73.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 2,693 | $358.5K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,684 | $357.3K | 0.03% | +364+15.7% | Added |
| Monetary Management Group Inc | 2,677 | $356.4K | 0.11% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,672 | $355.8K | 0.19% | −15−0.6% | Reduced |
| Ruggaard & Associates LLC | 2,653 | $353.2K | 0.19% | −794−23.0% | Reduced |
| Transform Wealth, LLC | 2,642 | $351.8K | 0.03% | −56−2.1% | Reduced |
| HCR Wealth Advisors | 2,640 | $351.5K | 0.06% | +74+2.9% | Added |
| Morningstar Investment Services LLC | 2,640 | $351.0K | 0.00% | +2,640 | New |
| Global Retirement Partners, LLC | 2,702 | $349.8K | 0.01% | +610+29.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,623 | $349.2K | 0.05% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 2,622 | $349.1K | 0.23% | +172+7.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 2,621 | $349.0K | 0.09% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 2,618 | $348.6K | 0.34% | +2,618 | New |
| Dodge & Cox | 2,600 | $346.2K | 0.00% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 2,600 | $346.2K | 0.02% | +68+2.7% | Added |
| Carl Stuart Investment Advisor, Inc | 2,599 | $346.1K | 0.24% | −66−2.5% | Reduced |
| Ethic Inc. | 2,597 | $345.8K | 0.01% | +250+10.7% | Added |
| Two Sigma Securities, LLC | 2,585 | $344.2K | 0.02% | −677−20.8% | Reduced |
| Opus Capital Group, LLC | 2,586 | $344.0K | 0.06% | −14−0.5% | Reduced |
| Hills Bank & Trust Co | 2,581 | $343.6K | 0.03% | 00.0% | Unchanged |
| Carlson Capital Management | 2,575 | $342.9K | 0.02% | +2,575 | New |
| Alps Advisors Inc | 2,573 | $342.6K | 0.00% | −184,771−98.6% | Reduced |
| Choate Investment Advisors | 2,573 | $342.6K | 0.01% | +521+25.4% | Added |
| Denver Wealth Management, Inc. | 2,569 | $342.1K | 0.19% | +15+0.6% | Added |
| Moller Financial Services | 2,568 | $341.9K | 0.10% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,567 | $341.8K | 0.02% | +108+4.4% | Added |
| First Interstate Bank | 2,564 | $341.4K | 0.03% | −543−17.5% | Reduced |
| Sentry Investment Management LLC | 2,558 | $341.0K | 0.15% | −28−1.1% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,556 | $340.3K | 0.04% | −40−1.5% | Reduced |
| Plimoth Trust Co LLC | 2,526 | $336.3K | 0.10% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,522 | $335.8K | 0.19% | 00.0% | Unchanged |
| Renasant Bank | 2,516 | $335.0K | 0.27% | +118+4.9% | Added |
| New Century Financial Group, LLC | 2,506 | $333.6K | 0.29% | +2,506 | New |
| Gables Capital Management Inc. | 2,502 | $333.1K | 0.21% | −100−3.8% | Reduced |
| Fractal Investments LLC | 2,500 | $332.9K | 0.07% | +2,500 | New |
| Trust Co of Vermont | 2,497 | $332.5K | 0.02% | −126−4.8% | Reduced |
| Washington Trust Bank | 2,491 | $331.7K | 0.03% | −55−2.2% | Reduced |
| Bray Capital Advisors | 2,481 | $330.3K | 0.09% | +15+0.6% | Added |
| Washington Trust Co | 2,475 | $329.5K | 0.01% | −200−7.5% | Reduced |
| Waterway Wealth Management, LLC | 2,471 | $329.0K | 0.14% | +2,471 | New |
| Greytown Advisors Inc. | 2,463 | $327.9K | 0.18% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,457 | $327.1K | 0.15% | −187−7.1% | Reduced |
| Walker Asset Management, LLC | 2,443 | $325.2K | 0.23% | +2,443 | New |
| Hamilton Capital, LLC | 2,437 | $324.5K | 0.03% | +204+9.1% | Added |
| Warren Averett Asset Management, LLC | 2,419 | $322.1K | 0.01% | −161−6.2% | Reduced |
| Ethos Financial Group, LLC | 2,409 | $321.0K | 0.07% | +24+1.0% | Added |
| Montag A & Associates Inc | 2,409 | $320.8K | 0.02% | −79−3.2% | Reduced |
| Port Capital LLC | 2,406 | $320.0K | 0.02% | −54−2.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,400 | $319.5K | 0.08% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 2,398 | $319.3K | 0.06% | +19+0.8% | Added |
| Measured Wealth Private Client Group, LLC | 2,395 | $318.9K | 0.12% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 2,395 | $318.9K | 0.09% | +73+3.1% | Added |
| Pinnacle Bancorp, Inc. | 2,385 | $317.5K | 0.10% | +91+4.0% | Added |
| SkyOak Wealth, LLC | 2,378 | $316.6K | 0.08% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 2,372 | $315.8K | 0.12% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,370 | $315.5K | 0.01% | −2,797−54.1% | Reduced |
| Jacobs & Co | 2,366 | $315.0K | 0.04% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,364 | $314.2K | 0.08% | +2,364 | New |
| Marietta Investment Partners LLC | 2,360 | $314.2K | 0.08% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,356 | $313.7K | 0.03% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 2,352 | $313.1K | 0.09% | +211+9.9% | Added |
| Stokes Family Office, LLC | 2,351 | $313.0K | 0.04% | −637−21.3% | Reduced |
| Azimuth Capital Investment Management LLC | 2,343 | $311.9K | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,340 | $311.5K | 0.05% | +82+3.6% | Added |
| Hurlow Wealth Management Group, Inc. | 2,338 | $311.3K | 0.12% | +10.0% | Added |
| CoreCap Advisors, LLC | 2,336 | $311.0K | 0.02% | −142−5.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,325 | $310.0K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,320 | $308.9K | 0.00% | +350+17.8% | Added |
| Websterrogers Financial Advisors, LLC | 2,318 | $308.7K | 0.13% | +250+12.1% | Added |
| Advus Financial Partners, LLC | 2,317 | $308.4K | 0.11% | −235−9.2% | Reduced |
| Counterweight Ventures, LLC | 2,310 | $307.6K | 0.28% | +2,310 | New |
| Principal Street Partners, LLC | 2,304 | $306.8K | 0.07% | −2,304−50.0% | Reduced |
| Liberty Capital Management, Inc. | 2,302 | $306.5K | 0.08% | 00.0% | Unchanged |
| Coastline Trust Co | 2,285 | $304.2K | 0.04% | −300−11.6% | Reduced |
| Madison Park Capital Advisors, LLC | 2,278 | $303.3K | 0.29% | +2,278 | New |
| Abacus Wealth Partners, LLC | 2,274 | $302.7K | 0.05% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 2,272 | $302.5K | 0.16% | −49−2.1% | Reduced |
| StoneX Group Inc. | 2,272 | $302.5K | 0.03% | +2,272 | New |
| Benjamin Edwards Inc | 2,271 | $302.0K | 0.07% | +85+3.9% | Added |
| Cornerstone Wealth Group, LLC | 2,264 | $301.4K | 0.04% | +96+4.4% | Added |
| Granite Bay Wealth Management, LLC | 2,520 | $301.0K | 0.00% | 00.0% | Unchanged |
| TFG Advisers LLC | 2,260 | $300.9K | 0.13% | +54+2.4% | Added |
| Beaumont Financial Advisors, LLC | 2,258 | $300.6K | 0.03% | +41+1.8% | Added |
| Legacy Capital Wealth Partners, LLC | 2,258 | $300.6K | 0.09% | +364+19.2% | Added |
| Letson Investment Management, Inc. | 2,257 | $300.5K | 0.14% | +2,257 | New |
| Delta Financial Group, Inc. | 2,257 | $300.0K | 0.09% | −205−8.3% | Reduced |
| DAGCO, Inc. | 2,248 | $299.3K | 0.28% | +2,248 | New |
| Dynamic Wealth Strategies, LLC | 2,248 | $299.3K | 0.28% | +2,248 | New |
| Mitchell Sinkler & Starr | 2,248 | $299.3K | 0.05% | +2,248 | New |
| Close Asset Management Ltd | 2,249 | $299.0K | 0.01% | −107−4.5% | Reduced |
| KLCM Advisors, Inc. | 2,237 | $297.8K | 0.05% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 2,231 | $297.0K | 0.06% | −57−2.5% | Reduced |
| Financial Management Network Inc | 2,192 | $296.4K | 0.09% | +2+0.1% | Added |
| Sage Mountain Advisors LLC | 2,225 | $296.2K | 0.03% | +271+13.9% | Added |
| First Citizens Bank & Trust Co | 2,225 | $296.2K | 0.01% | +31+1.4% | Added |
| Crawford Investment Counsel Inc | 2,221 | $295.7K | 0.01% | −83−3.6% | Reduced |