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 |
|---|---|---|---|---|---|
| Caitlin John, LLC | 2,215 | $294.9K | 0.24% | +2,215 | New |
| Cross Staff Investments Inc | 2,209 | $294.1K | 0.26% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,197 | $293.0K | 0.20% | −162−6.9% | Reduced |
| Leisure Capital Management | 2,198 | $292.6K | 0.16% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 2,196 | $292.4K | 0.26% | +333+17.9% | Added |
| Sterling Investment Advisors, Ltd. | 2,193 | $292.0K | 0.09% | +50+2.3% | Added |
| Tarbox Family Office, Inc. | 2,191 | $291.7K | 0.06% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 2,189 | $291.4K | 0.25% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 2,185 | $290.9K | 0.20% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 2,181 | $290.4K | 0.18% | +2,181 | New |
| Gilman Hill Asset Management, LLC | 2,178 | $290.0K | 0.05% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 2,178 | $290.0K | 0.03% | +200+10.1% | Added |
| Strategic Blueprint, LLC | 2,176 | $289.7K | 0.02% | −154−6.6% | Reduced |
| Norden Group LLC | 2,161 | $287.8K | 0.05% | +301+16.2% | Added |
| Acropolis Investment Management, LLC | 2,149 | $286.1K | 0.02% | −146−6.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,138 | $284.7K | 0.06% | −597−21.8% | Reduced |
| 180 Wealth Advisors, LLC | 2,115 | $284.1K | 0.06% | +321+17.9% | Added |
| Asset Dedication, LLC | 2,137 | $284.0K | 0.02% | +171+8.7% | Added |
| Spears Abacus Advisors LLC | 2,123 | $282.7K | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 2,118 | $282.0K | 0.02% | −216−9.3% | Reduced |
| RMB Capital Management, LLC | 2,113 | $281.3K | 0.01% | −907−30.0% | Reduced |
| Hoylecohen, LLC | 2,106 | $280.4K | 0.02% | +163+8.4% | Added |
| Trust Point Inc. | 2,106 | $280.4K | 0.02% | +2,106 | New |
| Perennial Investment Advisors, LLC | 2,107 | $280.4K | 0.05% | −155−6.9% | Reduced |
| Thomasville National Bank | 2,104 | $280.1K | 0.02% | −79−3.6% | Reduced |
| Lantern Wealth Advisors, LLC | 2,104 | $280.1K | 0.22% | +2,104 | New |
| X-Square Capital, LLC | 2,107 | $280.0K | 0.15% | −17,449−89.2% | Reduced |
| TCI Wealth Advisors, Inc. | 2,100 | $279.6K | 0.03% | −100−4.5% | Reduced |
| Delta Investment Management, LLC | 2,087 | $277.9K | 0.07% | +4+0.2% | Added |
| First Business Financial Services, Inc. | 2,081 | $277.1K | 0.03% | +23+1.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,067 | $275.2K | 0.05% | +19+0.9% | Added |
| Fortune Financial Advisors, LLC | 2,060 | $274.3K | 0.19% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,056 | $273.7K | 0.02% | −87−4.1% | Reduced |
| North Star Asset Management Inc | 2,044 | $272.1K | 0.01% | −85−4.0% | Reduced |
| Sentry LLC | 2,043 | $272.0K | 0.06% | +4+0.2% | Added |
| Eagle Global Advisors LLC | 2,041 | $271.7K | 0.02% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 2,038 | $271.3K | 0.04% | +2,038 | New |
| Consolidated Planning Corp | 2,037 | $271.2K | 0.05% | 00.0% | Unchanged |
| Defender Capital, LLC. | 2,036 | $271.1K | 0.10% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 2,037 | $271.0K | 0.02% | −5−0.2% | Reduced |
| Sentinel Trust Co Lba | 2,034 | $271.0K | 0.04% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 2,035 | $270.9K | 0.04% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 2,032 | $270.6K | 0.08% | +192+10.4% | Added |
| Ignite Planners, LLC | 2,014 | $270.4K | 0.08% | −36−1.8% | Reduced |
| Goelzer Investment Management, Inc. | 2,030 | $270.3K | 0.02% | +2,030 | New |
| Penserra Capital Management LLC | 2,036 | $270.0K | 0.01% | −889−30.4% | Reduced |
| McGowan Group Asset Management, Inc. | 2,021 | $269.1K | 0.04% | +2+0.1% | Added |
| Campbell & CO Investment Adviser LLC | 2,013 | $268.0K | 0.02% | −14,957−88.1% | Reduced |
| Zega Financial, LLC | 2,009 | $267.4K | 0.11% | +2,009 | New |
| LM Advisors LLC | 2,007 | $267.2K | 0.05% | +2,007 | New |
| TD Capital Management LLC | 2,000 | $266.3K | 0.03% | 00.0% | Unchanged |
| CSS LLC | 2,000 | $266.3K | 0.02% | −1,500−42.9% | Reduced |
| Private Wealth Partners, LLC | 2,000 | $266.3K | 0.02% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 1,996 | $265.7K | 0.28% | 00.0% | Unchanged |
| Symmetry Investments LP | 1,988 | $264.7K | 0.05% | −2,449−55.2% | Reduced |
| Quent Capital, LLC | 1,981 | $263.8K | 0.04% | +607+44.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $263.1K | 0.00% | +375+23.4% | Added |
| Hexagon Capital Partners LLC | 1,974 | $262.8K | 0.06% | −182−8.4% | Reduced |
| Pallas Capital Advisors LLC | 1,973 | $262.7K | 0.01% | −58−2.9% | Reduced |
| M3 Advisory Group, LLC | 1,970 | $262.2K | 0.31% | +1,970 | New |
| Legacy Financial Group, Inc. | 1,962 | $261.2K | 0.11% | −181−8.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,958 | $260.6K | 0.01% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 1,955 | $260.3K | 0.14% | 00.0% | Unchanged |
| LifePlan Financial, LLC | 1,954 | $260.2K | 0.26% | +1,954 | New |
| Bath Savings Trust Co | 1,948 | $259.4K | 0.03% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 1,945 | $259.0K | 0.40% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 1,941 | $258.0K | 0.12% | −215−10.0% | Reduced |
| Soltis Investment Advisors LLC | 1,936 | $257.7K | 0.03% | +14+0.7% | Added |
| St Germain D J Co Inc | 1,931 | $257.1K | 0.01% | −20−1.0% | Reduced |
| Trillium Asset Management, LLC | 1,930 | $257.0K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,928 | $256.7K | 0.02% | −7,697−80.0% | Reduced |
| Vinva Investment Management Ltd | 1,917 | $254.7K | 0.02% | −11,271−85.5% | Reduced |
| Liberty Wealth Management LLC | 1,910 | $254.0K | 0.05% | −4−0.2% | Reduced |
| Next Capital Management LLC | 1,904 | $253.5K | 0.11% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 1,902 | $253.2K | 0.14% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 1,901 | $253.1K | 0.10% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 1,900 | $253.0K | 0.00% | −39−2.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,898 | $252.7K | 0.11% | +8+0.4% | Added |
| Park National Corp | 1,892 | $251.9K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,892 | $251.9K | 0.03% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 1,890 | $251.7K | 0.19% | +1,890 | New |
| Spreng Capital Management, Inc. | 1,888 | $251.4K | 0.16% | −4,977−72.5% | Reduced |
| Grimes & Company, Inc. | 1,882 | $250.6K | 0.01% | +1,882 | New |
| Columbia Asset Management | 1,878 | $250.0K | 0.05% | 00.0% | Unchanged |
| Broderick Brian C | 1,875 | $249.6K | 0.06% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 1,866 | $248.4K | 0.10% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 1,862 | $247.9K | 0.04% | +182+10.8% | Added |
| GYL Financial Synergies, LLC | 1,857 | $247.2K | 0.02% | +1,857 | New |
| Murphy Pohlad Asset Management LLC | 1,852 | $246.6K | 0.10% | −153−7.6% | Reduced |
| WealthBridge Capital Management, LLC | 1,850 | $246.3K | 0.09% | −6−0.3% | Reduced |
| Nemes Rush Group LLC | 1,848 | $246.1K | 0.04% | +17+0.9% | Added |
| Centaurus Financial, Inc. | 1,844 | $246.0K | 0.02% | +27+1.5% | Added |
| SPC Financial, Inc. | 1,842 | $245.2K | 0.02% | +1,842 | New |
| Ritholtz Wealth Management | 1,841 | $245.1K | 0.01% | +1,841 | New |
| Alpha Cubed Investments, LLC | 1,835 | $244.3K | 0.01% | +1,835 | New |
| Waddell & Associates, LLC | 1,776 | $244.0K | 0.03% | −2,617−59.6% | Reduced |
| Tradition Wealth Management, LLC | 1,831 | $244.0K | 0.03% | −46−2.5% | Reduced |
| Ami Investment Management Inc | 1,832 | $243.9K | 0.10% | 00.0% | Unchanged |
| American National Bank | 1,832 | $243.9K | 0.04% | −1,218−39.9% | Reduced |
| Wellington Shields & Co., LLC | 1,832 | $243.9K | 0.09% | 00.0% | Unchanged |