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 |
|---|---|---|---|---|---|
| Plante Moran Financial Advisors, LLC | 683 | $90.9K | 0.01% | +39+6.1% | Added |
| Toth Financial Advisory Corp | 682 | $90.8K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 678 | $90.3K | 0.04% | +12+1.8% | Added |
| Miller Wealth Advisors, LLC | 677 | $90.1K | 0.06% | +4+0.6% | Added |
| Virtus Investment Advisers, Inc. | 675 | $89.9K | 0.07% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 669 | $89.0K | 0.09% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 656 | $87.3K | 0.02% | −28−4.1% | Reduced |
| Tyler-Stone Wealth Management | 632 | $84.2K | 0.04% | +94+17.5% | Added |
| Prestige Wealth Management Group LLC | 614 | $81.7K | 0.02% | −29−4.5% | Reduced |
| Basso Capital Management, L.P. | 612 | $81.5K | 0.08% | −2,000−76.6% | Reduced |
| SRS Capital Advisors, Inc. | 604 | $80.4K | 0.01% | +1+0.2% | Added |
| PFS Partners, LLC | 602 | $80.2K | 0.05% | +600+30,000.0% | Added |
| BFSG, LLC | 601 | $80.0K | 0.01% | +601 | New |
| Legend Financial Advisors, Inc. | 601 | $80.0K | 0.06% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 598 | $79.6K | 0.01% | +57+10.5% | Added |
| Partnership Wealth Management, LLC | 550 | $79.4K | 0.06% | +550 | New |
| Lee Financial Co | 592 | $78.8K | 0.01% | +27+4.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 584 | $77.8K | 0.06% | +5+0.9% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 574 | $76.4K | 0.05% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 573 | $76.3K | 0.01% | +573 | New |
| Salomon & Ludwin, LLC | 623 | $74.9K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 554 | $74.0K | 0.00% | −80−12.6% | Reduced |
| Spotlight Asset Group, Inc. | 605 | $72.7K | 0.07% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 538 | $71.6K | 0.03% | +38+7.6% | Added |
| Front Row Advisors LLC | 535 | $71.2K | 0.03% | −1,444−73.0% | Reduced |
| Tower View Investment Management & Research LLC | 528 | $70.0K | 0.04% | +4+0.8% | Added |
| FSC Wealth Advisors, LLC | 522 | $69.5K | 0.05% | +323+162.3% | Added |
| Archer Investment Corp | 521 | $69.4K | 0.02% | +10+2.0% | Added |
| Plato Investment Management Ltd | 521 | $69.4K | 0.09% | +521 | New |
| Kelly Financial Services LLC | 520 | $69.2K | 0.03% | +123+31.0% | Added |
| Eagle Bay Advisors LLC | 509 | $67.7K | 0.04% | −809−61.4% | Reduced |
| Sound Income Strategies, LLC | 506 | $67.4K | 0.01% | +310+158.2% | Added |
| Acima Private Wealth, LLC | 500 | $66.6K | 0.03% | −2,000−80.0% | Reduced |
| Core Wealth Advisors, Inc. | 500 | $66.6K | 0.02% | +500 | New |
| Key Financial Inc | 495 | $65.9K | 0.02% | −22−4.3% | Reduced |
| First Financial Corp | 476 | $63.4K | 0.03% | +131+38.0% | Added |
| Rational Advisors LLC | 461 | $61.4K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 445 | $59.0K | 0.02% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 435 | $57.9K | 0.03% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 426 | $56.7K | 0.05% | +426 | New |
| Mendota Financial Group, LLC | 415 | $55.3K | 0.04% | −225−35.2% | Reduced |
| Sofos Investments, Inc. | 400 | $53.3K | 0.01% | −3,971−90.8% | Reduced |
| FinTrust Capital Advisors, LLC | 389 | $51.8K | 0.01% | +13+3.5% | Added |
| PrairieView Partners, LLC | 383 | $51.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 383 | $51.0K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 363 | $48.3K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 362 | $48.2K | 0.01% | −1,055−74.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 360 | $47.9K | 0.02% | +360 | New |
| Norwood Financial Corp | 355 | $47.3K | 0.07% | 00.0% | Unchanged |
| Rogco, LP | 350 | $46.6K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 348 | $46.3K | 0.01% | −1,228−77.9% | Reduced |
| First Personal Financial Services | 339 | $45.1K | 0.01% | −399−54.1% | Reduced |
| Team Financial Group, LLC | 329 | $43.8K | 0.03% | +3+0.9% | Added |
| Tradewinds Capital Management, LLC | 318 | $42.4K | 0.02% | +2+0.6% | Added |
| Arlington Partners LLC | 316 | $42.1K | 0.01% | −1,260−79.9% | Reduced |
| Private Ocean, LLC | 315 | $41.9K | 0.00% | −150−32.3% | Reduced |
| New England Capital Financial Advisors LLC | 315 | $41.9K | 0.03% | +2+0.6% | Added |
| Private Wealth Management Group, LLC | 305 | $40.6K | 0.02% | +305 | New |
| Bell Investment Advisors, Inc | 302 | $40.2K | 0.01% | −4−1.3% | Reduced |
| Centerpoint Advisors, LLC | 300 | $40.0K | 0.02% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 299 | $39.8K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 309 | $39.5K | 0.02% | −15−4.6% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 378 | $39.3K | 0.01% | +323+587.3% | Added |
| Hoese & Co LLP | 302 | $38.9K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 275 | $36.6K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 275 | $36.6K | 0.02% | +91+49.5% | Added |
| Gladius Capital Management LP | 274 | $36.5K | 0.02% | +274 | New |
| Bruce G. Allen Investments, LLC | 268 | $35.7K | 0.03% | +268 | New |
| SJS Investment Consulting Inc. | 263 | $35.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 263 | $35.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 290 | $34.8K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 259 | $34.5K | 0.00% | +2+0.8% | Added |
| CNB Bank | 257 | $34.2K | 0.02% | 00.0% | Unchanged |
| AXS Investments LLC | 256 | $34.1K | 0.01% | +1+0.4% | Added |
| Atlantic Trust, LLC | 250 | $33.3K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 250 | $33.3K | 0.02% | +100+66.7% | Added |
| Signature Resources Capital Management, LLC | 250 | $33.3K | 0.03% | +250 | New |
| First United Bank Trust | 235 | $31.3K | 0.01% | +235 | New |
| TFC Financial Management | 230 | $30.6K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 225 | $30.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 222 | $29.5K | 0.01% | +51+29.8% | Added |
| Morton Brown Family Wealth, LLC | 218 | $29.0K | 0.01% | −1−0.5% | Reduced |
| Founders Capital Management | 215 | $28.6K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 211 | $28.1K | 0.01% | +1+0.5% | Added |
| Main Street Group, LTD | 208 | $27.7K | 0.01% | +208 | New |
| Tortoise Investment Management, LLC | 201 | $26.8K | 0.00% | −14−6.5% | Reduced |
| Hoey Investments, Inc | 200 | $26.6K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $26.6K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $26.6K | 0.01% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 200 | $26.6K | 0.02% | +200 | New |
| Coston, McIsaac & Partners | 200 | $26.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 190 | $25.3K | 0.00% | +40+26.7% | Added |
| Blue Bell Private Wealth Management, LLC | 186 | $24.8K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 186 | $24.8K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 179 | $23.8K | 0.00% | +179 | New |
| Operose Advisors LLC | 176 | $23.4K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 173 | $23.3K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 175 | $23.3K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 175 | $23.3K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 174 | $23.2K | 0.00% | 00.0% | Unchanged |