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; 2,108 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 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $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 |
|---|---|---|---|---|---|
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −117,367−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −56,968−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −42,300−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −37,700−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −36,784−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −35,356−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −28,942−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −27,629−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −25,200−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −21,748−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −19,983−100.0% | Sold out |
| Cunning Capital Partners, LP | 0 | $0 | 0.00% | −19,750−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −19,200−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −17,980−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −17,750−100.0% | Sold out |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −15,105−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,830−100.0% | Sold out |
| SRN Advisors, LLC | 0 | $0 | 0.00% | −12,057−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −11,626−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −11,354−100.0% | Sold out |
| Towle & Co | 0 | $0 | 0.00% | −11,050−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −10,122−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,643−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −9,457−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −8,271−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −7,255−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −6,876−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −6,873−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −6,368−100.0% | Sold out |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −6,267−100.0% | Sold out |
| C2C Wealth Management, LLC | 0 | $0 | 0.00% | −6,267−100.0% | Sold out |
| Wealth Advisory Solutions, LLC | 0 | $0 | 0.00% | −6,105−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −5,681−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,163−100.0% | Sold out |
| Lineweaver Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,069−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,846−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,637−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −4,040−100.0% | Sold out |
| SCP Investment, LP | 0 | $0 | 0.00% | −3,812−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −3,559−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,552−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −3,544−100.0% | Sold out |
| Groesbeck Investment Management Corp | 0 | $0 | 0.00% | −3,047−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,630−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −2,423−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −2,389−100.0% | Sold out |
| Covenant Asset Management, LLC | 0 | $0 | 0.00% | −2,310−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −2,242−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −2,229−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,056−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −2,036−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −1,999−100.0% | Sold out |
| Destination Wealth Management | 0 | $0 | 0.00% | −1,986−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −1,962−100.0% | Sold out |
| Guardian Capital Advisors LP | 0 | $0 | 0.00% | −2,088−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −1,860−100.0% | Sold out |
| Morris Retirement Advisors, LLC | 0 | $0 | 0.00% | −1,837−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,799−100.0% | Sold out |
| Alpha Financial Partners, LLC | 0 | $0 | 0.00% | −1,795−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −1,763−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −1,704−100.0% | Sold out |
| Keel Point, LLC | 0 | $0 | 0.00% | −1,671−100.0% | Sold out |
| Bard Financial Services, Inc. | 0 | $0 | 0.00% | −1,670−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −1,119−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −1,083−100.0% | Sold out |
| RVW Wealth, LLC | 0 | $0 | 0.00% | −1,074−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −1,026−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −885−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −848−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −833−100.0% | Sold out |
| Dakota Community Bank & Trust NA | 0 | $0 | 0.00% | −728−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −608−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −597−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −359−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −158−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Cypress Capital Management LLC (WY) | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Family CFO Inc | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Hibernia Wealth Partners, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Payden & Rygel Investment Group | – | – | – | – | Not filed |
| Bryn Mawr Trust Co | – | – | – | – | Not filed |
| Rothschild Investment Corp | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |