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 |
|---|---|---|---|---|---|
| Shelton Capital Management | 20,826 | $2.77M | 0.09% | +1,751+9.2% | Added |
| Cheviot Value Management, LLC | 20,481 | $2.77M | 0.60% | −388−1.9% | Reduced |
| First Nebraska Trust Co | 20,745 | $2.76M | 0.32% | −125−0.6% | Reduced |
| Regions Financial Corp | 20,653 | $2.75M | 0.02% | −198−0.9% | Reduced |
| Silvercrest Asset Management Group LLC | 20,630 | $2.75M | 0.02% | −736−3.4% | Reduced |
| Hartford Financial Management Inc. | 20,303 | $2.70M | 0.61% | −200−1.0% | Reduced |
| City Holding Co | 20,257 | $2.70M | 0.43% | −379−1.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 20,201 | $2.69M | 0.10% | −1,782−8.1% | Reduced |
| Convergence Investment Partners, LLC | 20,050 | $2.67M | 1.40% | −1,602−7.4% | Reduced |
| Paragon Associates & Paragon Associates II Joint Venture | 20,000 | $2.66M | 6.11% | +20,000 | New |
| Patten & Patten Inc | 19,959 | $2.66M | 0.22% | −183−0.9% | Reduced |
| Burney Co | 19,955 | $2.66M | 0.11% | −14,412−41.9% | Reduced |
| Financial Counselors Inc | 19,784 | $2.63M | 0.05% | −530−2.6% | Reduced |
| Vontobel Holding Ltd. | 19,745 | $2.63M | 0.02% | +1,053+5.6% | Added |
| Tokio Marine Asset Management Co Ltd | 19,705 | $2.62M | 0.14% | +472+2.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 19,679 | $2.62M | 0.05% | −238−1.2% | Reduced |
| Vident Advisory, LLC | 19,627 | $2.61M | 0.07% | −949−4.6% | Reduced |
| Argonautica Private Wealth Management, Inc | 19,623 | $2.61M | 1.07% | −147−0.7% | Reduced |
| Zacks Investment Management | 19,496 | $2.60M | 0.03% | −3,240−14.3% | Reduced |
| Varma Mutual Pension Insurance Co | 19,300 | $2.57M | 0.03% | +19,300 | New |
| Rockline Wealth Management, LLC | 19,280 | $2.57M | 1.07% | +19,280 | New |
| Cullen/Frost Bankers, Inc. | 19,170 | $2.55M | 0.04% | −2,222−10.4% | Reduced |
| Argyle Capital Management Inc. | 19,146 | $2.55M | 1.06% | −3,850−16.7% | Reduced |
| Intrust Bank NA | 19,111 | $2.54M | 0.30% | +298+1.6% | Added |
| Somerset Trust Co | 18,855 | $2.51M | 1.10% | −1,567−7.7% | Reduced |
| LRT Capital Management, LLC | 18,681 | $2.49M | 2.35% | +18,681 | New |
| Ziegler Capital Management, LLC | 18,560 | $2.48M | 0.11% | −6,077−24.7% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 18,467 | $2.46M | 2.40% | −5,363−22.5% | Reduced |
| Americana Partners, LLC | 18,583 | $2.45M | 0.23% | +1,108+6.3% | Added |
| NJ State Employees Deferred Compensation Plan | 18,300 | $2.44M | 0.34% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 18,298 | $2.44M | 0.04% | −410−2.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 18,298 | $2.43M | 0.04% | −410−2.2% | Reduced |
| VisionPoint Advisory Group, LLC | 18,243 | $2.43M | 0.90% | +305+1.7% | Added |
| Azzad Asset Management Inc | 18,228 | $2.43M | 0.31% | +482+2.7% | Added |
| HB Wealth Management, LLC | 18,162 | $2.42M | 0.03% | +479+2.7% | Added |
| apricus wealth, LLC | 18,150 | $2.42M | 1.84% | +285+1.6% | Added |
| HBK Sorce Advisory LLC | 18,100 | $2.41M | 0.09% | −592−3.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 18,016 | $2.40M | 1.36% | −564−3.0% | Reduced |
| Metropolitan Life Insurance Co | 17,907 | $2.38M | 0.11% | −516−2.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 17,748 | $2.36M | 0.09% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 17,745 | $2.36M | 0.16% | +179+1.0% | Added |
| Icon Wealth Advisors, LLC | 17,707 | $2.36M | 0.25% | +17,707 | New |
| Keystone Wealth Services, LLC | 17,642 | $2.35M | 0.81% | −897−4.8% | Reduced |
| Horizon Investment Services, LLC | 17,583 | $2.34M | 1.26% | −138−0.8% | Reduced |
| Auxier Asset Management | 17,480 | $2.33M | 0.38% | −307−1.7% | Reduced |
| Carret Asset Management, LLC | 17,448 | $2.32M | 0.30% | −240−1.4% | Reduced |
| Community Bank, N.A. | 17,292 | $2.30M | 0.30% | −145−0.8% | Reduced |
| Fernwood Investment Management, LLC | 17,255 | $2.30M | 0.76% | −325−1.8% | Reduced |
| Panagora Asset Management Inc | 17,207 | $2.29M | 0.01% | −194,249−91.9% | Reduced |
| First National Advisers, LLC | 17,103 | $2.28M | 0.66% | +4,632+37.1% | Added |
| Cornercap Investment Counsel Inc | 17,001 | $2.26M | 0.37% | −238−1.4% | Reduced |
| Independent Financial Group, LLC | 16,988 | $2.26M | 0.12% | +414+2.5% | Added |
| Retireful, LLC | 16,910 | $2.25M | 0.98% | +2,613+18.3% | Added |
| Sowell Financial Services LLC | 16,780 | $2.23M | 0.12% | +811+5.1% | Added |
| Snowden Capital Advisors LLC | 16,757 | $2.23M | 0.08% | +14+0.1% | Added |
| Northside Capital Management, LLC | 16,725 | $2.23M | 0.70% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 16,713 | $2.23M | 1.42% | +98+0.6% | Added |
| TBH Global Asset Management, LLC | 16,632 | $2.21M | 0.45% | +317+1.9% | Added |
| First Hawaiian Bank | 16,598 | $2.21M | 0.07% | +2,207+15.3% | Added |
| Koshinski Asset Management, Inc. | 16,404 | $2.18M | 0.33% | +1,943+13.4% | Added |
| Everett Harris & Co | 16,400 | $2.18M | 0.03% | +1,805+12.4% | Added |
| Strategic Planning Group, LLC | 16,360 | $2.18M | 0.72% | +16,360 | New |
| Curbstone Financial Management Corp | 16,222 | $2.16M | 0.49% | −100−0.6% | Reduced |
| Erste Asset Management GmbH | 16,250 | $2.16M | 0.03% | +5,950+57.8% | Added |
| Norinchukin Bank, The | 16,113 | $2.15M | 0.05% | −2,732−14.5% | Reduced |
| Principal Securities, Inc. | 16,095 | $2.14M | 0.08% | +16,095 | New |
| Telemus Capital, LLC | 16,059 | $2.14M | 0.18% | −364−2.2% | Reduced |
| Crescent Sterling, Ltd. | 16,038 | $2.14M | 2.13% | −696−4.2% | Reduced |
| Ingalls & Snyder LLC | 15,835 | $2.11M | 0.10% | −135−0.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 15,731 | $2.09M | 0.08% | +15,731 | New |
| Tyche Wealth Partners LLC | 15,720 | $2.09M | 0.50% | +15,720 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 15,674 | $2.09M | 0.15% | +426+2.8% | Added |
| Brinker Capital Investments, LLC | 15,447 | $2.07M | 0.02% | −467−2.9% | Reduced |
| Orion Portfolio Solutions, LLC | 15,447 | $2.07M | 0.02% | −467−2.9% | Reduced |
| BKM Wealth Management, LLC | 15,496 | $2.06M | 0.88% | +15,496 | New |
| Western Wealth Management, LLC | 15,376 | $2.05M | 0.15% | −319−2.0% | Reduced |
| Hendley & Co Inc | 15,300 | $2.04M | 0.79% | −95−0.6% | Reduced |
| First Manhattan Co | 15,261 | $2.03M | 0.01% | +20.0% | Added |
| Mather Group, LLC. | 15,231 | $2.03M | 0.03% | −2,459−13.9% | Reduced |
| Summit Financial, LLC | 15,229 | $2.03M | 0.13% | −171−1.1% | Reduced |
| Pinnacle Wealth Management, LLC | 15,222 | $2.03M | 2.32% | −770−4.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,144 | $2.02M | 0.02% | −21,473−58.6% | Reduced |
| Capital Advisors Inc | 14,946 | $1.99M | 0.04% | 00.0% | Unchanged |
| Marathon Capital Management | 14,914 | $1.99M | 0.50% | −140−0.9% | Reduced |
| Tiaa Trust, National Association | 14,816 | $1.97M | 0.01% | +3,670+32.9% | Added |
| Van Leeuwen & Company, LLC | 14,809 | $1.97M | 1.15% | +12,712+606.2% | Added |
| Independent Solutions Wealth Management, LLC | 14,727 | $1.96M | 0.50% | +5,618+61.7% | Added |
| Allworth Financial LP | 14,633 | $1.95M | 0.01% | +2,131+17.0% | Added |
| Balyasny Asset Management LLC | 14,614 | $1.95M | 0.01% | +8,845+153.3% | Added |
| Harbour Investment Management LLC | 14,611 | $1.95M | 1.02% | 00.0% | Unchanged |
| Stephens Inc | 14,608 | $1.94M | 0.03% | +87+0.6% | Added |
| Two Sigma Investments, LP | 14,500 | $1.93M | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 14,422 | $1.92M | 0.02% | +1,880+15.0% | Added |
| International Assets Investment Management, LLC | 14,348 | $1.91M | 0.24% | +14,348 | New |
| Arvest Trust Co N A | 14,259 | $1.90M | 0.11% | −1,154−7.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 14,256 | $1.90M | 0.51% | −2,345−14.1% | Reduced |
| Alberta Investment Management Corp | 14,200 | $1.89M | 0.02% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 14,059 | $1.87M | 0.14% | −5,720−28.9% | Reduced |
| Great Valley Advisor Group, Inc. | 13,992 | $1.86M | 0.07% | −76−0.5% | Reduced |
| KMG Fiduciary Partners, LLC | 13,955 | $1.86M | 0.22% | 00.0% | Unchanged |