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 |
|---|---|---|---|---|---|
| Advisors Capital Management, LLC | 53,997 | $7.19M | 0.15% | +458+0.9% | Added |
| Park Avenue Securities LLC | 53,979 | $7.19M | 0.10% | +436+0.8% | Added |
| Bridgeway Capital Management, LLC | 53,893 | $7.18M | 0.15% | +6,600+14.0% | Added |
| Commerce Bank | 53,431 | $7.11M | 0.05% | −235−0.4% | Reduced |
| Brick & Kyle, Associates | 53,411 | $7.11M | 3.54% | −163−0.3% | Reduced |
| Westchester Capital Management, LLC | 53,400 | $7.11M | 0.29% | +53,400 | New |
| Nissay Asset Management Corp | 53,338 | $7.10M | 0.06% | +180+0.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 53,118 | $7.07M | 0.02% | −2,813−5.0% | Reduced |
| Kornitzer Capital Management Inc | 52,864 | $7.04M | 0.14% | +260.0% | Added |
| Buckingham Capital Management, Inc. | 52,837 | $7.03M | 0.94% | −1,101−2.0% | Reduced |
| Kesler, Norman & Wride, LLC | 52,541 | $7.00M | 1.60% | −55−0.1% | Reduced |
| Salem Investment Counselors Inc | 52,162 | $6.94M | 0.24% | +1,589+3.1% | Added |
| Pathstone Holdings, LLC | 52,131 | $6.94M | 0.04% | +52,131 | New |
| Leavell Investment Management, Inc. | 51,948 | $6.92M | 0.44% | −236−0.5% | Reduced |
| Disciplined Investments, LLC | 51,680 | $6.88M | 4.03% | −198−0.4% | Reduced |
| PGGM Investments | 51,505 | $6.86M | 0.10% | −4,264−7.6% | Reduced |
| Tower Research Capital LLC (TRC) | 51,474 | $6.85M | 0.08% | +24,339+89.7% | Added |
| British Columbia Investment Management Corp | 51,258 | $6.82M | 0.06% | +9,550+22.9% | Added |
| First Fiduciary Investment Counsel, Inc. | 50,801 | $6.76M | 1.49% | −541−1.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 50,363 | $6.71M | 0.32% | −1,645−3.2% | Reduced |
| Beacon Pointe Advisors, LLC | 50,328 | $6.70M | 0.08% | +3,055+6.5% | Added |
| RBF Capital, LLC | 50,000 | $6.66M | 0.42% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 48,706 | $6.48M | 0.02% | +935+2.0% | Added |
| Daiwa Securities Group Inc. | 48,601 | $6.47M | 0.04% | +10,536+27.7% | Added |
| O'Shaughnessy Asset Management, LLC | 48,594 | $6.47M | 0.09% | +722+1.5% | Added |
| Wesbanco Bank Inc | 48,584 | $6.47M | 0.37% | −5,054−9.4% | Reduced |
| NewSquare Capital LLC | 48,907 | $6.42M | 0.61% | +794+1.7% | Added |
| Rodgers Brothers Inc. | 48,138 | $6.41M | 1.01% | −600−1.2% | Reduced |
| Atlantic Union Bankshares Corp | 47,112 | $6.27M | 0.58% | −3,122−6.2% | Reduced |
| Cerity Partners LLC | 46,863 | $6.24M | 0.02% | +10,550+29.1% | Added |
| Quantitative Investment Management, LLC | 46,740 | $6.22M | 0.36% | +46,740 | New |
| Private Advisor Group, LLC | 45,594 | $6.07M | 0.05% | +3,581+8.5% | Added |
| Berger Financial Group, Inc | 45,187 | $6.02M | 0.62% | −1,245−2.7% | Reduced |
| Stolper Co | 44,919 | $5.98M | 2.41% | +103+0.2% | Added |
| Wintrust Investments LLC | 44,600 | $5.94M | 0.57% | −7,553−14.5% | Reduced |
| Mirador Capital Partners LP | 44,487 | $5.92M | 1.25% | −210−0.5% | Reduced |
| Arkadios Wealth Advisors | 44,455 | $5.92M | 0.50% | −434−1.0% | Reduced |
| Colonial Trust Advisors | 44,440 | $5.92M | 0.63% | −218−0.5% | Reduced |
| Country Club Bank | 44,480 | $5.91M | 0.45% | −443−1.0% | Reduced |
| Bessemer Group Inc | 44,258 | $5.89M | 0.01% | +22,637+104.7% | Added |
| Geneos Wealth Management Inc. | 43,974 | $5.85M | 0.29% | −14,858−25.3% | Reduced |
| Telos Capital Management, Inc. | 43,781 | $5.83M | 0.71% | −1,134−2.5% | Reduced |
| Stablepoint Partners, LLC | 43,420 | $5.78M | 1.48% | +43,420 | New |
| King Luther Capital Management Corp | 43,143 | $5.74M | 0.03% | −286−0.7% | Reduced |
| Ancora Advisors, LLC | 43,112 | $5.74M | 0.14% | +611+1.4% | Added |
| QRG Capital Management, Inc. | 42,771 | $5.69M | 0.08% | +22,351+109.5% | Added |
| Beacon Financial Group | 42,285 | $5.63M | 0.69% | +120+0.3% | Added |
| Atria Investments LLC | 42,275 | $5.62M | 0.09% | −6,083−12.6% | Reduced |
| Umb Bank N A | 42,147 | $5.61M | 0.08% | −603−1.4% | Reduced |
| Sovereign Investment Advisors, LLC | 42,129 | $5.61M | 2.09% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 41,943 | $5.58M | 0.31% | −6,882−14.1% | Reduced |
| Texas Yale Capital Corp. | 41,613 | $5.54M | 0.26% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 41,383 | $5.51M | 0.03% | +130.0% | Added |
| United Capital Financial Advisers, LLC | 40,934 | $5.45M | 0.05% | +3,595+9.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,608 | $5.41M | 0.07% | +207+0.5% | Added |
| Toroso Investments, LLC | 40,338 | $5.37M | 0.13% | +1,734+4.5% | Added |
| Coldstream Capital Management Inc | 40,242 | $5.36M | 0.15% | +79+0.2% | Added |
| Meyer Handelman Co | 39,872 | $5.31M | 0.21% | −900−2.2% | Reduced |
| Huntington National Bank | 39,581 | $5.27M | 0.05% | −496−1.2% | Reduced |
| Nations Financial Group Inc, | 39,511 | $5.26M | 0.49% | −1,506−3.7% | Reduced |
| HM Payson & Co | 39,220 | $5.22M | 0.11% | −1,075−2.7% | Reduced |
| Gulf International Bank (UK) Ltd | 39,199 | $5.22M | 0.15% | −4,266−9.8% | Reduced |
| First National Bank of Omaha | 39,078 | $5.20M | 0.33% | −4,152−9.6% | Reduced |
| Avantax Advisory Services, Inc. | 38,911 | $5.18M | 0.05% | −7,129−15.5% | Reduced |
| Elo Mutual Pension Insurance Co | 38,876 | $5.18M | 0.14% | +386+1.0% | Added |
| Cary Street Partners Asset Management LLC | 38,781 | $5.16M | 0.89% | −1,735−4.3% | Reduced |
| Rothschild Investment LLC | 38,631 | $5.14M | 0.43% | +38,631 | New |
| USS Investment Management Ltd | 38,600 | $5.14M | 0.05% | −16,500−29.9% | Reduced |
| Shorepoint Capital Partners LLC | 38,556 | $5.13M | 1.38% | −246−0.6% | Reduced |
| Atria Wealth Solutions, Inc. | 38,449 | $5.12M | 0.06% | +2,519+7.0% | Added |
| Alta Capital Management LLC | 38,436 | $5.12M | 0.33% | +803+2.1% | Added |
| Stratos Wealth Advisors, LLC | 37,976 | $5.06M | 0.29% | −629−1.6% | Reduced |
| Brady Family Wealth, LLC | 37,846 | $5.04M | 1.73% | +199+0.5% | Added |
| Kingsview Wealth Management, LLC | 37,595 | $5.01M | 0.15% | −177−0.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 37,381 | $4.98M | 0.54% | +3,899+11.6% | Added |
| Farmers & Merchants Investments Inc | 37,303 | $4.97M | 0.18% | +471+1.3% | Added |
| Fifth Third Bancorp | 36,919 | $4.92M | 0.02% | +1,869+5.3% | Added |
| Nomura Holdings Inc | 36,822 | $4.90M | 0.04% | −362,178−90.8% | Reduced |
| Altrius Capital Management Inc | 36,720 | $4.89M | 1.36% | −944−2.5% | Reduced |
| Mattern Wealth Management LLC | 36,611 | $4.87M | 1.25% | +1,237+3.5% | Added |
| Mackenzie Financial Corp | 36,450 | $4.85M | 0.01% | −4,004−9.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 36,386 | $4.84M | 0.02% | −15,792−30.3% | Reduced |
| Colonial Trust Co | 36,297 | $4.83M | 1.01% | +2,823+8.4% | Added |
| Viking Fund Management LLC | 36,000 | $4.79M | 0.93% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 35,930 | $4.78M | 0.10% | +24,000+201.2% | Added |
| Invesco, LLC | 35,906 | $4.78M | 2.22% | −289−0.8% | Reduced |
| Alpha Omega Wealth Management LLC | 35,650 | $4.75M | 0.79% | −871−2.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 35,516 | $4.73M | 0.06% | +4,149+13.2% | Added |
| Quotient Wealth Partners, LLC | 35,406 | $4.71M | 0.18% | +35,406 | New |
| Chatham Capital Group, Inc. | 35,400 | $4.71M | 0.95% | −200−0.6% | Reduced |
| Kentucky Retirement Systems | 35,201 | $4.69M | 0.15% | +1,049+3.1% | Added |
| Walleye Capital LLC | 35,044 | $4.67M | 0.07% | +35,044 | New |
| Pinnacle Associates Ltd | 34,961 | $4.65M | 0.08% | −64−0.2% | Reduced |
| Martin Capital Partners, LLC | 34,741 | $4.63M | 1.89% | −522−1.5% | Reduced |
| Maryland State Retirement & Pension System | 34,647 | $4.61M | 0.09% | −545−1.5% | Reduced |
| Oregon Public Employees Retirement Fund | 34,335 | $4.57M | 0.08% | −124−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 34,056 | $4.53M | 0.01% | +2,339+7.4% | Added |
| Cetera Investment Advisers | 34,033 | $4.53M | 0.04% | −1,667−4.7% | Reduced |
| Opus Investment Management Inc | 33,800 | $4.50M | 2.58% | −12,400−26.8% | Reduced |
| Clearbridge Investments, LLC | 33,625 | $4.48M | 0.00% | +11,945+55.1% | Added |