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
- 1,793
- +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
- 679 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 |
|---|---|---|---|---|---|
| Marshall Wace, LLP | 105,551 | $14.1M | 0.03% | +105,551 | New |
| Annex Advisory Services, LLC | 103,606 | $13.8M | 0.58% | +10,418+11.2% | Added |
| Janus Henderson Group PLC | 103,470 | $13.8M | 0.01% | +35,702+52.7% | Added |
| Hi-Line Capital Management, LLC | 103,340 | $13.8M | 5.33% | −9,701−8.6% | Reduced |
| Illinois Municipal Retirement Fund | 101,654 | $13.5M | 0.23% | −33,615−24.9% | Reduced |
| Manning & Napier Group, LLC | 101,268 | $13.5M | 0.16% | −16,110−13.7% | Reduced |
| Mercer Global Advisors Inc | 101,227 | $13.5M | 0.04% | +13,232+15.0% | Added |
| Thrivent Financial for Lutherans | 100,120 | $13.3M | 0.03% | −11,001−9.9% | Reduced |
| Bridgecreek Investment Management, LLC | 99,781 | $13.3M | 2.57% | −3,050−3.0% | Reduced |
| Mattern Capital Management, LLC | 99,228 | $13.2M | 1.92% | +397+0.4% | Added |
| Retirement Systems of Alabama | 96,961 | $12.9M | 0.05% | −3,722−3.7% | Reduced |
| Guggenheim Capital LLC | 96,927 | $12.9M | 0.10% | −8,691−8.2% | Reduced |
| Advisors Asset Management, Inc. | 96,498 | $12.8M | 0.26% | −7,565−7.3% | Reduced |
| Bollard Group LLC | 96,382 | $12.8M | 0.45% | +727+0.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 96,345 | $12.8M | 0.09% | +6,812+7.6% | Added |
| KBC Group NV | 95,892 | $12.8M | 0.05% | −50,724−34.6% | Reduced |
| CCM Investment Advisers LLC | 95,585 | $12.7M | 1.57% | −4,616−4.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 93,961 | $12.5M | 0.03% | −39,467−29.6% | Reduced |
| Adell Harriman & Carpenter Inc | 91,183 | $12.1M | 1.12% | +1,028+1.1% | Added |
| Skba Capital Management LLC | 90,935 | $12.1M | 2.04% | −12,600−12.2% | Reduced |
| Texas Permanent School Fund | 90,861 | $12.1M | 0.10% | −1,170−1.3% | Reduced |
| Oppenheimer Asset Management Inc. | 90,859 | $12.1M | 0.17% | +2,136+2.4% | Added |
| IFM Investors Pty Ltd | 90,142 | $12.0M | 0.15% | −596−0.7% | Reduced |
| GWM Advisors LLC | 90,382 | $11.9M | 0.11% | +8,706+10.7% | Added |
| Morgan Dempsey Capital Management LLC | 89,358 | $11.9M | 3.64% | −26,631−23.0% | Reduced |
| Macquarie Group Ltd | 88,332 | $11.8M | 0.01% | −3,828−4.2% | Reduced |
| Navellier & Associates Inc | 85,815 | $11.4M | 1.71% | +1,728+2.1% | Added |
| Heritage Investors Management Corp | 85,750 | $11.4M | 0.43% | −1,857−2.1% | Reduced |
| FourThought Financial Partners, LLC | 84,803 | $11.3M | 1.42% | −1,022−1.2% | Reduced |
| Crossmark Global Holdings, Inc. | 83,718 | $11.1M | 0.23% | −1,019−1.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 82,980 | $11.0M | 0.05% | −550−0.7% | Reduced |
| State of Alaska, Department of Revenue | 82,973 | $11.0M | 0.13% | −4,455−5.1% | Reduced |
| Alaska Permanent Fund Corp | 82,780 | $11.0M | 0.18% | −809−1.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 82,338 | $11.0M | 0.05% | +2,992+3.8% | Added |
| ProShare Advisors LLC | 81,472 | $10.8M | 0.03% | −20,497−20.1% | Reduced |
| Jefferies Financial Group Inc. | 79,660 | $10.6M | 0.17% | +79,500+49,687.5% | Added |
| WSFS Capital Management, LLC | 79,265 | $10.6M | 0.66% | −42,523−34.9% | Reduced |
| Swiss Life Asset Management Ltd | 78,879 | $10.5M | 0.13% | +44,799+131.5% | Added |
| Wade G W & Inc | 78,536 | $10.5M | 0.34% | +2,396+3.1% | Added |
| Eldred Rock Partners, LLC | 78,128 | $10.4M | 6.63% | +78,128 | New |
| Abn Amro Investment Solutions | 78,111 | $10.4M | 0.18% | −14,800−15.9% | Reduced |
| DT Investment Partners, LLC | 72,960 | $10.4M | 1.12% | 00.0% | Unchanged |
| Nkcfo LLC | 77,500 | $10.3M | 5.59% | +23,000+42.2% | Added |
| Calamos Advisors LLC | 77,450 | $10.3M | 0.05% | −1,011−1.3% | Reduced |
| Utah Retirement Systems | 77,267 | $10.3M | 0.13% | −2,000−2.5% | Reduced |
| Czech National Bank | 77,056 | $10.3M | 0.15% | −772−1.0% | Reduced |
| Steel Peak Wealth Management LLC | 76,478 | $10.2M | 0.60% | +73,569+2,529.0% | Added |
| RPG Investment Advisory, LLC | 76,114 | $10.1M | 1.65% | +464+0.6% | Added |
| Pacific Heights Asset Management LLC | 75,000 | $9.99M | 0.86% | 00.0% | Unchanged |
| Marco Investment Management LLC | 74,285 | $9.89M | 1.01% | +90+0.1% | Added |
| Payden & Rygel | 74,100 | $9.87M | 0.72% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 73,950 | $9.85M | 0.01% | −84,018−53.2% | Reduced |
| Oppenheimer & Co Inc | 73,831 | $9.83M | 0.18% | +16,846+29.6% | Added |
| CIBC Asset Management Inc | 73,085 | $9.73M | 0.04% | −4,886−6.3% | Reduced |
| Cohen & Steers, Inc. | 72,838 | $9.70M | 0.02% | −7,401−9.2% | Reduced |
| Daymark Wealth Partners, LLC | 72,799 | $9.69M | 0.60% | +3,299+4.7% | Added |
| La Banque Postale Asset Management SA | 72,575 | $9.66M | 0.21% | −8,679−10.7% | Reduced |
| Degroof Petercam Asset Management | 72,102 | $9.60M | 0.13% | +72,102 | New |
| Bell Bank | 71,946 | $9.58M | 0.92% | −3,516−4.7% | Reduced |
| Sequoia Financial Advisors, LLC | 71,914 | $9.57M | 0.12% | −502−0.7% | Reduced |
| Fort Point Capital Partners LLC | 71,614 | $9.53M | 1.46% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 71,283 | $9.49M | 0.15% | 00.0% | Unchanged |
| Simmons Bank | 70,147 | $9.34M | 0.76% | +2,317+3.4% | Added |
| Quadrature Capital Ltd | 70,122 | $9.34M | 0.17% | −151,808−68.4% | Reduced |
| Venture Visionary Partners LLC | 69,695 | $9.28M | 0.49% | +5,268+8.2% | Added |
| Visionary Wealth Advisors | 69,562 | $9.26M | 0.68% | −422−0.6% | Reduced |
| Advisory Services Network, LLC | 69,379 | $9.24M | 0.23% | +3,851+5.9% | Added |
| Cetera Advisor Networks LLC | 68,939 | $9.18M | 0.05% | +1,644+2.4% | Added |
| Yousif Capital Management, LLC | 68,682 | $9.14M | 0.11% | −4,835−6.6% | Reduced |
| AXA S.A. | 68,259 | $9.09M | 0.03% | +149+0.2% | Added |
| Osborne Partners Capital Management, LLC | 68,226 | $9.08M | 0.59% | −899−1.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 67,986 | $9.05M | 0.84% | +10,652+18.6% | Added |
| FIL Ltd | 66,963 | $8.92M | 0.01% | +66,963 | New |
| Kestra Advisory Services, LLC | 66,404 | $8.84M | 0.07% | +1,616+2.5% | Added |
| Foundation Resource Management Inc | 66,212 | $8.82M | 1.40% | −468−0.7% | Reduced |
| Public Sector Pension Investment Board | 65,944 | $8.78M | 0.07% | −39,451−37.4% | Reduced |
| Verity & Verity, LLC | 65,494 | $8.72M | 1.00% | +6,286+10.6% | Added |
| Cypress Capital Group | 65,083 | $8.67M | 1.13% | +300.0% | Added |
| Bank of Nova Scotia | 64,329 | $8.56M | 0.02% | −237,057−78.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 63,742 | $8.49M | 0.11% | +19,390+43.7% | Added |
| Railway Pension Investments Ltd | 63,000 | $8.39M | 0.09% | +63,000 | New |
| Congress Wealth Management LLC | 62,772 | $8.36M | 0.15% | +1,043+1.7% | Added |
| New York Life Investment Management LLC | 62,466 | $8.32M | 0.09% | −3,520−5.3% | Reduced |
| AlTi Global, Inc. | 62,410 | $8.31M | 0.25% | +62,410 | New |
| Alley Investment Management Company, LLC | 61,959 | $8.25M | 1.21% | −1,053−1.7% | Reduced |
| D.A. Davidson & Co. | 61,657 | $8.21M | 0.08% | −5,302−7.9% | Reduced |
| AE Wealth Management LLC | 58,018 | $8.14M | 0.04% | −8,019−12.1% | Reduced |
| Montgomery Investment Management Inc | 60,692 | $8.08M | 2.48% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 60,680 | $8.08M | 0.02% | +3,694+6.5% | Added |
| Mutual of America Capital Management LLC | 58,924 | $7.85M | 0.09% | −3,432−5.5% | Reduced |
| First American Trust, FSB | 58,595 | $7.80M | 0.97% | +466+0.8% | Added |
| Xponance, Inc. | 58,282 | $7.76M | 0.09% | −13,463−18.8% | Reduced |
| Man Group plc | 58,073 | $7.73M | 0.02% | – | – |
| Weiss Multi-Strategy Advisers LLC | 57,333 | $7.63M | 0.19% | +57,333 | New |
| Brown Advisory Inc | 57,201 | $7.62M | 0.01% | +984+1.8% | Added |
| Royal Fund Management, LLC | 55,971 | $7.45M | 0.94% | +804+1.5% | Added |
| Federated Hermes, Inc. | 55,690 | $7.41M | 0.02% | −19,115−25.6% | Reduced |
| SG Americas Securities, LLC | 54,901 | $7.31M | 0.08% | +42,716+350.6% | Added |
| AMJ Financial Wealth Management | 54,360 | $7.24M | 3.05% | +16,434+43.3% | Added |
| Credit Agricole S A | 54,054 | $7.20M | 0.15% | +41,099+317.2% | Added |