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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2023: 1,793 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ4 2023: $43.7B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q3 2023.

Institutions holding PSX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Bank Julius Baer & Co. Ltd, Zurich1,831$243.8K0.00%+1,831New
Willis Johnson & Associates, Inc.1,829$243.6K0.02%−305−14.3%Reduced
Legacy Private Trust Co.1,823$242.7K0.02%+29+1.6%Added
Beirne Wealth Consulting Services, LLC1,820$242.3K0.12%+1,820New
Wolff Financial Management LLC1,815$242.0K0.07%00.0%Unchanged
Sandy Cove Advisors, LLC1,817$241.9K0.12%−272−13.0%Reduced
Redwood Wealth Management Group, LLC1,814$241.5K0.27%−49−2.6%Reduced
ABLE Financial Group, LLC1,812$241.2K0.10%−24−1.3%Reduced
Zullo Investment Group, Inc.1,808$240.8K0.12%−80−4.2%Reduced
Donaldson Capital Management, LLC1,807$240.6K0.01%−447−19.8%Reduced
Patrick M Sweeney & Associates, Inc1,804$240.2K0.22%+1,804New
VeraBank, N.A.1,802$239.9K0.08%00.0%Unchanged
First National Corp1,801$239.8K0.06%00.0%Unchanged
Signature Wealth Management Partners, LLC1,800$239.7K0.21%00.0%Unchanged
Naples Global Advisors, LLC1,798$239.3K0.03%−67−3.6%Reduced
EPIQ Capital Group, LLC1,796$239.1K0.11%+1,796New
Little House Capital LLC1,795$239.0K0.09%+119+7.1%Added
Tritonpoint Wealth, LLC1,794$238.8K0.02%+1,794New
Werba Rubin Papier Wealth Management1,791$238.5K0.08%00.0%Unchanged
Diversified, LLC1,787$237.9K0.05%−10−0.6%Reduced
Viawealth, LLC1,787$237.9K0.16%+2+0.1%Added
KRS Capital Management, LLC1,781$237.1K0.22%+1,781New
Summit Asset Management, LLC1,780$237.0K0.06%+1+0.1%Added
Northwest Quadrant Wealth Management, LLC1,779$236.9K0.06%+11+0.6%Added
Central Bank & Trust Co1,776$236.5K0.04%00.0%Unchanged
Cedar Brook Financial Partners, LLC1,815$236.4K0.05%−9−0.5%Reduced
Legacy Advisors, LLC1,775$236.3K0.03%+1,775New
Nicolet Bankshares Inc1,773$236.1K0.06%00.0%Unchanged
Hourglass Capital, LLC1,770$235.7K0.08%00.0%Unchanged
Cherry Tree Wealth Management, LLC1,766$235.1K0.06%00.0%Unchanged
Great Diamond Partners, LLC1,764$234.9K0.06%00.0%Unchanged
Shufro Rose & Co LLC1,949$234.2K0.02%−250−11.4%Reduced
Fermata Advisors, LLC1,755$233.6K0.06%−641−26.8%Reduced
Leo Wealth, LLC1,629$233.0K0.02%+1,629New
Moody Lynn & Lieberson, LLC1,746$232.5K0.02%−9−0.5%Reduced
Pekin Hardy Strauss, Inc.1,746$232.5K0.03%+1,746New
Trust Co of Virginia1,745$232.3K0.02%−693−28.4%Reduced
Bank of New Hampshire1,742$231.9K0.07%00.0%Unchanged
Pinnacle Family Advisors, LLC1,740$231.7K0.14%−25−1.4%Reduced
Harrell Investment Partners, LLC1,729$230.2K0.07%00.0%Unchanged
Cullen Investment Group, Ltd.1,729$230.2K0.04%+1,729New
MidWestOne Financial Group, Inc.1,727$229.9K0.04%−12−0.7%Reduced
NovaPoint Capital, LLC1,726$229.8K0.09%+5+0.3%Added
Curi Capital1,724$229.5K0.03%+4+0.2%Added
Vestor Capital, LLC1,711$228.0K0.02%+64+3.9%Added
Nicholas Hoffman & Company, LLC.1,710$227.7K0.01%−140−7.6%Reduced
Contravisory Investment Management, Inc.1,701$226.5K0.06%+75+4.6%Added
Sovereign Financial Group, Inc.1,701$226.5K0.07%+1,701New
Crestmont Private Wealth LLC1,698$226.1K0.12%−51−2.9%Reduced
Per Stirling Capital Management, LLC.1,689$224.8K0.04%+5+0.3%Added
Reuter James Wealth Management, LLC1,678$223.4K0.15%+1+0.1%Added
CRA Financial Services, LLC1,675$223.0K0.05%+1,675New
Aspire Private Capital, LLC1,669$222.2K0.07%00.0%Unchanged
Prio Wealth Limited Partnership1,668$222.1K0.01%00.0%Unchanged
Beese Fulmer Investment Management, Inc.1,668$222.1K0.02%00.0%Unchanged
Greenwood Gearhart Inc1,665$221.7K0.02%00.0%Unchanged
Claro Advisors LLC1,663$221.4K0.05%+1,663New
Alpine Global Management, LLC1,663$221.4K0.06%+1,663New
Beach Investment Counsel Inc1,660$221.0K0.03%−850−33.9%Reduced
Objective Capital Management, LLC1,659$220.8K0.17%+1,659New
Buckingham Strategic Partners1,656$220.6K0.01%−873−34.5%Reduced
Wealthspan Partners, LLC1,656$220.5K0.15%+1,656New
Deroy & Devereaux Private Investment Counsel Inc1,650$220.0K0.01%+1,650New
Sapient Capital LLC1,648$219.4K0.01%+1,648New
Baker Tilly Wealth Management, LLC1,645$219.0K0.04%−629−27.7%Reduced
Chicago Capital, LLC1,642$218.6K0.01%+1,642New
Wambolt & Associates, LLC1,642$218.6K0.07%−183−10.0%Reduced
Biltmore Family Office, LLC1,639$218.2K0.04%+1,639New
Perkins Coie Trust Co1,637$217.9K0.06%−3−0.2%Reduced
Tiemann Investment Advisors, LLC1,630$217.0K0.11%+1,630New
Heritage Wealth Management, Inc./Texas1,628$216.8K0.15%−72−4.2%Reduced
Loudon Investment Management, LLC1,627$216.6K0.13%+1,627New
GeoWealth Management, LLC1,621$216.0K0.02%+1,621New
APCM Wealth Management for Individuals1,622$216.0K0.04%+1,622New
Paulson Wealth Management Inc.1,616$215.2K0.07%+1,616New
Fort Sheridan Advisors LLC1,607$214.0K0.04%+1,607New
Forte Capital LLC1,606$213.8K0.03%+1,606New
LVW Advisors, LLC1,605$213.7K0.04%+1,605New
CMG Global Holdings, LLC1,459$213.6K0.15%+1,459New
Burke & Herbert Bank & Trust Co1,603$213.4K0.15%+1,603New
NDVR, Inc.1,602$213.3K0.26%+1,602New
Cascade Investment Group, Inc.1,600$213.0K0.17%+1,600New
Meridian Wealth Management, LLC1,600$213.0K0.01%+1,600New
Sunbelt Securities, Inc.1,592$212.0K0.03%−133−7.7%Reduced
Advisory Alpha, LLC1,584$211.0K0.01%+1,584New
Dumont & Blake Investment Advisors LLC1,582$211.0K0.07%−375−19.2%Reduced
Aviance Capital Partners, LLC1,583$210.8K0.05%+1,583New
Sippican Capital Advisors1,582$210.6K0.17%+1,582New
Breakwater Capital Group1,624$210.6K0.06%+1,624New
Cooper Financial Group1,581$210.5K0.04%+1,581New
Eagle Ridge Investment Management1,577$210.0K0.02%+1,577New
Mma Asset Management LLC1,574$209.6K0.11%−250−13.7%Reduced
Westside Investment Management, Inc.1,571$209.2K0.05%00.0%Unchanged
SlateStone Wealth, LLC1,570$209.0K0.03%+1,570New
Community Bank of Raymore1,562$208.0K0.09%+1,562New
Compass Wealth Management LLC1,561$207.8K0.06%−30−1.9%Reduced
Amarillo National Bank1,561$207.8K0.04%+1,561New
Highlander Capital Management, LLC1,560$207.7K0.07%00.0%Unchanged
Personal Cfo Solutions, LLC1,559$207.6K0.04%−840−35.0%Reduced
Wealth Management Associates, Inc.1,558$207.5K0.11%+1,558New