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 |
|---|---|---|---|---|---|
| Endowment Wealth Management, Inc. | 1,556 | $207.2K | 0.17% | −192−11.0% | Reduced |
| Radnor Capital Management, LLC | 1,552 | $207.0K | 0.04% | +1,552 | New |
| Tompkins Financial Corp | 1,544 | $205.6K | 0.02% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,543 | $205.4K | 0.08% | +1,543 | New |
| Chapin Davis, Inc. | 1,540 | $205.0K | 0.09% | +1,540 | New |
| Trust Co of Oklahoma | 1,538 | $204.8K | 0.08% | −1,652−51.8% | Reduced |
| Independent Wealth Network Inc. | 1,529 | $203.6K | 0.11% | +1,529 | New |
| Cahill Financial Advisors Inc | 1,518 | $202.1K | 0.03% | −149−8.9% | Reduced |
| Wealthstream Advisors, Inc. | 1,518 | $202.1K | 0.08% | +1,518 | New |
| JJJ Advisors Inc. | 1,514 | $201.6K | 0.05% | +14+0.9% | Added |
| Five Oceans Advisors | 1,514 | $201.6K | 0.11% | +1,514 | New |
| LMG Wealth Partners, LLC | 1,511 | $201.2K | 0.06% | +1,511 | New |
| Secure Asset Management, LLC | 1,507 | $200.6K | 0.05% | +1,507 | New |
| Deseret Mutual Benefit Administrators | 1,506 | $200.5K | 0.12% | −442−22.7% | Reduced |
| Skopos Labs, Inc. | 1,506 | $200.5K | 0.10% | +1,506 | New |
| Financial Security Advisor, Inc. | 1,505 | $200.4K | 0.08% | +1,505 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,504 | $200.3K | 0.04% | +1,504 | New |
| Sunburst Financial Group, LLC | 1,503 | $200.1K | 0.06% | +1,503 | New |
| ICA Group Wealth Management, LLC | 1,499 | $199.5K | 0.04% | +1,499 | New |
| Caldwell Sutter Capital, Inc. | 1,484 | $197.5K | 0.10% | −66−4.3% | Reduced |
| HHM Wealth Advisors, LLC | 1,459 | $194.3K | 0.03% | 00.0% | Unchanged |
| Assetmark, Inc | 1,455 | $193.7K | 0.00% | +1,292+792.6% | Added |
| Smithfield Trust Co | 1,437 | $191.0K | 0.01% | +165+13.0% | Added |
| Compagnie Lombard Odier SCmA | 1,413 | $188.1K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,400 | $186.4K | 0.10% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,368 | $182.1K | 0.07% | +666+94.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $180.0K | 0.02% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1,318 | $175.0K | 0.11% | +1,318 | New |
| Tanglewood Legacy Advisors, LLC | 1,312 | $174.7K | 0.10% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1,310 | $174.4K | 0.04% | +1,310 | New |
| Carolinas Wealth Consulting LLC | 1,295 | $172.4K | 0.04% | −10−0.8% | Reduced |
| JNBA Financial Advisors | 1,289 | $171.6K | 0.02% | −6−0.5% | Reduced |
| Security National Bank | 1,278 | $170.2K | 0.04% | +1,278 | New |
| AdvisorNet Financial, Inc | 1,275 | $169.7K | 0.02% | +268+26.6% | Added |
| Financial Management Professionals, Inc. | 1,270 | $169.0K | 0.03% | 00.0% | Unchanged |
| Peoples Bank | 1,268 | $168.8K | 0.14% | −12−0.9% | Reduced |
| Sittner & Nelson, LLC | 1,249 | $166.4K | 0.09% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 1,246 | $165.9K | 0.03% | +1+0.1% | Added |
| Capital Advisors, Ltd. LLC | 1,241 | $165.0K | 0.02% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1,238 | $165.0K | 0.01% | +1,238 | New |
| Transamerica Financial Advisors, Inc. | 1,206 | $161.0K | 0.02% | −215−15.1% | Reduced |
| Centennial Bank | 1,194 | $159.0K | 0.10% | 00.0% | Unchanged |
| Covestor Ltd | 1,190 | $158.0K | 0.11% | −42−3.4% | Reduced |
| Grove Bank & Trust | 1,176 | $156.6K | 0.03% | −36−3.0% | Reduced |
| Core Alternative Capital | 1,118 | $148.9K | 0.03% | +801+252.7% | Added |
| Baystate Wealth Management LLC | 1,110 | $147.8K | 0.01% | +546+96.8% | Added |
| McIlrath & Eck, LLC | 1,096 | $146.0K | 0.03% | +58+5.6% | Added |
| Rakuten Investment Management, Inc. | 1,091 | $144.9K | 0.00% | +1,091 | New |
| American Capital Advisory, LLC | 1,053 | $140.2K | 0.10% | +1,053 | New |
| Pittenger & Anderson Inc | 1,052 | $140.1K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,049 | $139.7K | 0.09% | +867+476.4% | Added |
| Gradient Investments LLC | 1,038 | $138.2K | 0.00% | −5,559−84.3% | Reduced |
| Armstrong Advisory Group, Inc | 1,032 | $137.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,030 | $137.1K | 0.01% | +2+0.2% | Added |
| Resurgent Financial Advisors LLC | 1,027 | $136.7K | 0.08% | −95−8.5% | Reduced |
| Hantz Financial Services, Inc. | 1,013 | $135.0K | 0.00% | −29−2.8% | Reduced |
| Mechanics Financial Corp | 1,000 | $133.1K | 0.07% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 988 | $131.6K | 0.03% | +970+5,388.9% | Added |
| Global Financial Private Client, LLC | 987 | $131.4K | 0.06% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 980 | $130.5K | 0.06% | +980 | New |
| Global Trust Asset Management, LLC | 964 | $128.3K | 0.06% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 960 | $127.8K | 0.08% | 00.0% | Unchanged |
| Larson Financial Group LLC | 953 | $126.9K | 0.01% | −36−3.6% | Reduced |
| First Horizon Advisors, Inc. | 953 | $126.9K | 0.00% | +165+20.9% | Added |
| Valley National Advisers Inc | 951 | $126.0K | 0.02% | +212+28.7% | Added |
| ORG Partners LLC | 941 | $125.4K | 0.02% | +53+6.0% | Added |
| State of Wyoming | 940 | $125.2K | 0.02% | +158+20.2% | Added |
| Newbridge Financial Services Group, Inc. | 936 | $124.7K | 0.06% | −470−33.4% | Reduced |
| NBT Bank N A | 925 | $123.2K | 0.01% | +925 | New |
| Evermay Wealth Management LLC | 904 | $120.4K | 0.02% | +4+0.4% | Added |
| Broadwater Capital Management LLC | 900 | $119.8K | 0.09% | +900 | New |
| Turtle Creek Wealth Advisors, LLC | 890 | $118.5K | 0.03% | +890 | New |
| CVA Family Office, LLC | 884 | $117.7K | 0.02% | +884 | New |
| Advantage Trust Co | 868 | $115.6K | 0.09% | +868 | New |
| Missouri Trust & Investment Co | 845 | $112.5K | 0.05% | +96+12.8% | Added |
| City State Bank | 841 | $112.0K | 0.06% | +10+1.2% | Added |
| Optimum Investment Advisors | 838 | $111.6K | 0.06% | 00.0% | Unchanged |
| Motco | 834 | $111.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 824 | $110.0K | 0.08% | +5+0.6% | Added |
| AJOVista, LLC | 822 | $109.4K | 0.14% | +822 | New |
| JFS Wealth Advisors, LLC | 821 | $109.3K | 0.01% | +40+5.1% | Added |
| Oakworth Capital, Inc. | 796 | $106.0K | 0.01% | −1−0.1% | Reduced |
| Independence Bank of Kentucky | 796 | $106.0K | 0.04% | +771+3,084.0% | Added |
| Leonteq Securities AG | 792 | $105.4K | 0.01% | −1,588−66.7% | Reduced |
| Abich Financial Wealth Management LLC | 765 | $101.9K | 0.10% | +765 | New |
| MV Capital Management, Inc. | 764 | $101.7K | 0.01% | +11+1.5% | Added |
| Versant Capital Management, Inc | 761 | $101.3K | 0.03% | −24−3.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 750 | $99.9K | 0.00% | +33+4.6% | Added |
| Glassman Wealth Services | 745 | $99.2K | 0.01% | +9+1.2% | Added |
| General Partner, Inc. | 740 | $98.5K | 0.08% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 736 | $98.0K | 0.07% | +736 | New |
| Gleason Group, Inc. | 729 | $97.1K | 0.02% | +6+0.8% | Added |
| Strategic Investment Solutions, Inc. | 724 | $96.3K | 0.02% | −22,914−96.9% | Reduced |
| Godsey & Gibb Associates | 722 | $96.1K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 717 | $95.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 711 | $94.7K | 0.09% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 691 | $92.0K | 0.00% | −518,586−99.9% | Reduced |
| Avion Wealth | 694 | $92.0K | 0.03% | −288−29.3% | Reduced |
| Rockbridge Investment Management, LCC | 690 | $91.9K | 0.01% | +690 | New |
| Concord Wealth Partners | 689 | $91.7K | 0.02% | −34−4.7% | Reduced |