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 |
|---|---|---|---|---|---|
| Icon Wealth Partners, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Colony Group LLC | – | – | – | – | Not filed |
| Key Bridge Compliance, LLC | – | – | – | – | Not filed |
| J2 Capital Management Inc | – | – | – | – | Not filed |
| V Wealth Advisors LLC | – | – | – | – | Not filed |
| Tradewinds, LLC. | – | – | – | – | Not filed |
| Comerica Securities,inc. | – | – | – | – | Not filed |
| Syntax Advisors, LLC | – | – | – | – | Not filed |
| Focus Financial Network, Inc. | – | – | – | – | Not filed |
| Tiedemann Advisors, LLC | – | – | – | – | Not filed |
| SBB Research Group LLC | – | – | – | – | Not filed |
| Goodwin Daniel L | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| Cornerstone Retirement Group, Inc. | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |
| Foster Dykema Cabot & Co Inc | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |
| Kenfarb & Co. | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |
| Johnson Midwest Financial, LLC | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |