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 |
|---|---|---|---|---|---|
| JustInvest LLC | 33,486 | $4.46M | 0.11% | +4,219+14.4% | Added |
| Northeast Financial Consultants Inc | 33,200 | $4.42M | 0.24% | 00.0% | Unchanged |
| First American Bank | 33,157 | $4.41M | 0.37% | −363−1.1% | Reduced |
| National Asset Management, Inc. | 33,086 | $4.41M | 0.12% | −5,089−13.3% | Reduced |
| McDonald Partners LLC | 32,998 | $4.39M | 1.30% | −265−0.8% | Reduced |
| Canal Insurance CO | 32,500 | $4.33M | 1.20% | −10,000−23.5% | Reduced |
| Cetera Advisors LLC | 32,151 | $4.28M | 0.06% | +2,716+9.2% | Added |
| Ashton Thomas Private Wealth, LLC | 32,105 | $4.27M | 0.27% | +633+2.0% | Added |
| Meitav Dash Investments Ltd | 27,922 | $4.24M | 0.06% | −2,986−9.7% | Reduced |
| Independent Advisor Alliance | 31,564 | $4.20M | 0.15% | +811+2.6% | Added |
| Gotham Asset Management, LLC | 31,561 | $4.20M | 0.08% | −7,957−20.1% | Reduced |
| AustralianSuper Pty Ltd | 31,522 | $4.20M | 0.03% | +31,522 | New |
| Tweedy, Browne Co LLC | 31,362 | $4.18M | 0.20% | −644−2.0% | Reduced |
| Ameritas Investment Partners, Inc. | 31,098 | $4.14M | 0.15% | −1,399−4.3% | Reduced |
| TD Private Client Wealth LLC | 31,005 | $4.13M | 0.15% | +2,974+10.6% | Added |
| Banque Cantonale Vaudoise | 30,888 | $4.11M | 0.18% | +16,042+108.1% | Added |
| Agf Management Ltd | 30,803 | $4.10M | 0.02% | +23,612+328.4% | Added |
| Johnson Investment Counsel Inc | 30,729 | $4.09M | 0.05% | +711+2.4% | Added |
| Community Bank & Trust, Waco, Texas | 30,643 | $4.08M | 1.11% | +13,232+76.0% | Added |
| Heritage Trust Co | 30,485 | $4.06M | 0.57% | −446−1.4% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 30,483 | $4.06M | 1.16% | −170−0.6% | Reduced |
| Ellerson Group Inc | 30,421 | $4.05M | 3.51% | +1,269+4.4% | Added |
| South Dakota Investment Council | 30,053 | $4.00M | 0.08% | −18,708−38.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 29,989 | $3.99M | 0.49% | +7,293+32.1% | Added |
| Tocqueville Asset Management L.P. | 29,897 | $3.98M | 0.07% | −16,097−35.0% | Reduced |
| Hartford Investment Management Co | 29,660 | $3.95M | 0.15% | −680−2.2% | Reduced |
| Central Trust Co | 29,530 | $3.93M | 0.10% | +960+3.4% | Added |
| 1832 Asset Management L.P. | 29,444 | $3.92M | 0.01% | +39+0.1% | Added |
| BNC Wealth Management, LLC | 29,127 | $3.88M | 1.83% | −100.0% | Reduced |
| Riverview Capital Advisers, LLC | 28,871 | $3.84M | 1.47% | −65−0.2% | Reduced |
| Parsons Capital Management Inc | 28,852 | $3.84M | 0.27% | +1,000+3.6% | Added |
| Citizens National Bank Trust Department | 28,819 | $3.84M | 0.97% | −1,175−3.9% | Reduced |
| Baxter Bros Inc | 28,777 | $3.83M | 0.53% | +339+1.2% | Added |
| Virginia Wealth Management Group, Inc. | 28,728 | $3.82M | 3.34% | −2,651−8.4% | Reduced |
| TownSquare Capital, LLC | 28,578 | $3.80M | 0.07% | −4,100−12.5% | Reduced |
| Van Eck Associates Corp | 28,570 | $3.80M | 0.01% | +689+2.5% | Added |
| Profund Advisors LLC | 28,441 | $3.79M | 0.16% | +1,462+5.4% | Added |
| Resources Investment Advisors, LLC. | 28,247 | $3.76M | 0.07% | −1,081−3.7% | Reduced |
| Cozad Asset Management Inc | 28,046 | $3.73M | 0.43% | +4,156+17.4% | Added |
| Securian Asset Management, Inc | 27,863 | $3.71M | 0.11% | −4,091−12.8% | Reduced |
| Vestcor Inc | 27,412 | $3.65M | 0.12% | −105−0.4% | Reduced |
| Candriam Luxembourg S.C.A. | 27,059 | $3.60M | 0.02% | −1,925−6.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 26,898 | $3.58M | 0.12% | +105+0.4% | Added |
| Louisiana State Employees Retirement System | 26,600 | $3.54M | 0.07% | −1,000−3.6% | Reduced |
| LexAurum Advisors, LLC | 26,585 | $3.54M | 0.93% | −100−0.4% | Reduced |
| Pinkerton Retirement Specialists, LLC | 26,518 | $3.53M | 0.68% | −2,544−8.8% | Reduced |
| Fundamentun, LLC | 26,300 | $3.50M | 0.41% | −1,341−4.9% | Reduced |
| Principle Wealth Partners LLC | 26,227 | $3.49M | 0.30% | −130.0% | Reduced |
| Ferguson Wellman Capital Management, Inc | 26,114 | $3.48M | 0.08% | −162−0.6% | Reduced |
| Herold Advisors, Inc. | 26,028 | $3.47M | 0.96% | −369−1.4% | Reduced |
| Wisconsin Capital Management LLC | 25,830 | $3.44M | 2.04% | −1,465−5.4% | Reduced |
| CFM Wealth Partners LLC | 25,567 | $3.40M | 0.77% | +50.0% | Added |
| SevenBridge Financial Group, LLC | 25,437 | $3.39M | 0.80% | −98−0.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 25,263 | $3.36M | 0.61% | +33+0.1% | Added |
| Equitable Trust Co | 25,204 | $3.36M | 0.25% | +7,592+43.1% | Added |
| River Wealth Advisors LLC | 25,137 | $3.35M | 0.53% | −968−3.7% | Reduced |
| German American Bancorp, Inc. | 25,133 | $3.35M | 0.44% | +496+2.0% | Added |
| Garrison Asset Management, LLC | 25,079 | $3.34M | 1.84% | −359−1.4% | Reduced |
| Ontario Teachers Pension Plan Board | 24,984 | $3.33M | 0.03% | −1,309−5.0% | Reduced |
| Stock Yards Bank & Trust Co | 24,923 | $3.32M | 0.12% | −1,256−4.8% | Reduced |
| Exencial Wealth Advisors, LLC | 24,710 | $3.29M | 0.13% | −7,150−22.4% | Reduced |
| Empirical Finance, LLC | 24,384 | $3.25M | 0.23% | +3,913+19.1% | Added |
| Prospera Financial Services Inc | 24,353 | $3.24M | 0.11% | −381−1.5% | Reduced |
| Bremer Bank National Association | 24,273 | $3.23M | 0.60% | +24,273 | New |
| O'Keefe Stevens Advisory, Inc. | 24,208 | $3.22M | 1.30% | +28+0.1% | Added |
| Prudential PLC | 24,118 | $3.21M | 0.03% | −38−0.2% | Reduced |
| Cynosure Management, LLC | 24,087 | $3.21M | 0.58% | +15,205+171.2% | Added |
| CWM, LLC | 23,988 | $3.19M | 0.02% | +2,403+11.1% | Added |
| Sendero Wealth Management, LLC | 23,873 | $3.18M | 0.60% | +19,673+468.4% | Added |
| New Mexico Educational Retirement Board | 23,828 | $3.17M | 0.12% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 23,750 | $3.16M | 0.08% | +23,750 | New |
| DCM Advisors, LLC | 23,723 | $3.16M | 1.13% | −85−0.4% | Reduced |
| SWS Partners | 23,587 | $3.14M | 1.02% | −4,524−16.1% | Reduced |
| Richard Bernstein Advisors LLC | 23,490 | $3.13M | 0.07% | +16+0.1% | Added |
| Groupama Asset Managment | 23,428 | $3.12M | 0.08% | +23,428 | New |
| Hancock Whitney Corp | 23,361 | $3.11M | 0.12% | −242−1.0% | Reduced |
| Cardinal Capital Management | 23,312 | $3.10M | 0.59% | +77+0.3% | Added |
| Prime Capital Investment Advisors, LLC | 23,184 | $3.09M | 0.05% | +5,746+33.0% | Added |
| Davenport & Co LLC | 22,962 | $3.06M | 0.02% | −1,068−4.4% | Reduced |
| XML Financial, LLC | 22,871 | $3.05M | 0.32% | +1,906+9.1% | Added |
| Wolverine Trading, LLC | 22,491 | $2.99M | 0.02% | +15,036+201.7% | Added |
| Gladstone Institutional Advisory LLC | 22,487 | $2.99M | 0.17% | +2,576+12.9% | Added |
| Miracle Mile Advisors, LLC | 22,478 | $2.99M | 0.08% | −125−0.6% | Reduced |
| Wedbush Securities Inc | 22,287 | $2.97M | 0.13% | +551+2.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 22,260 | $2.96M | 0.06% | −11,996−35.0% | Reduced |
| Stratos Wealth Partners, LTD. | 22,214 | $2.96M | 0.06% | +90+0.4% | Added |
| Procyon Private Wealth Partners, LLC | 22,180 | $2.95M | 0.25% | −7,572−25.5% | Reduced |
| Metis Global Partners, LLC | 21,703 | $2.89M | 0.12% | −2,168−9.1% | Reduced |
| Becker Capital Management Inc | 21,700 | $2.89M | 0.10% | −335−1.5% | Reduced |
| MAI Capital Management | 21,694 | $2.89M | 0.04% | +1,191+5.8% | Added |
| Brookstone Capital Management | 21,626 | $2.88M | 0.06% | −771−3.4% | Reduced |
| Lincoln National Corp | 21,411 | $2.85M | 0.05% | +615+3.0% | Added |
| TD Waterhouse Canada Inc. | 20,923 | $2.84M | 0.03% | −13,952−40.0% | Reduced |
| CIBC World Markets Inc. | 21,157 | $2.82M | 0.01% | +2,521+13.5% | Added |
| Synovus Financial Corp | 21,136 | $2.81M | 0.04% | +104+0.5% | Added |
| Sonora Investment Management Group, LLC | 21,125 | $2.81M | 0.23% | +1,846+9.6% | Added |
| Neville Rodie & Shaw Inc | 21,097 | $2.81M | 0.23% | 00.0% | Unchanged |
| Monument Capital Management | 20,991 | $2.79M | 0.90% | −685−3.2% | Reduced |
| NFJ Investment Group, LLC | 20,927 | $2.79M | 0.08% | −90,356−81.2% | Reduced |
| PFW Advisors LLC | 20,850 | $2.78M | 0.89% | −29−0.1% | Reduced |