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 |
|---|---|---|---|---|---|
| Northwestern Mutual Investment Management Company, LLC | 13,925 | $1.85M | 0.05% | −131−0.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,894 | $1.85M | 0.08% | −190−1.3% | Reduced |
| Valeo Financial Advisors, LLC | 13,885 | $1.85M | 0.07% | −85−0.6% | Reduced |
| Logan Capital Management Inc | 13,839 | $1.84M | 0.09% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 13,752 | $1.83M | 0.08% | −1,452−9.6% | Reduced |
| NewEdge Wealth, LLC | 13,644 | $1.82M | 0.05% | −1,562−10.3% | Reduced |
| Dynamic Advisor Solutions LLC | 13,392 | $1.81M | 0.07% | +401+3.1% | Added |
| Quantinno Capital Management LP | 13,603 | $1.81M | 0.06% | +2,512+22.6% | Added |
| Fortem Financial Group, LLC | 13,512 | $1.80M | 0.89% | +125+0.9% | Added |
| Terry L. Blaker | 13,472 | $1.79M | 0.15% | −505−3.6% | Reduced |
| Evercore Wealth Management, LLC | 13,457 | $1.79M | 0.03% | +172+1.3% | Added |
| United Services Automobile Association | 13,320 | $1.77M | 0.04% | +744+5.9% | Added |
| Fruth Investment Management | 13,095 | $1.74M | 0.49% | −100−0.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13,078 | $1.74M | 0.00% | +9,784+297.0% | Added |
| Veriti Management LLC | 13,027 | $1.73M | 0.16% | +1,768+15.7% | Added |
| Haverford Trust Co | 12,999 | $1.73M | 0.02% | −748−5.4% | Reduced |
| Wetherby Asset Management Inc | 12,896 | $1.72M | 0.09% | +366+2.9% | Added |
| YHB Investment Advisors, Inc. | 12,814 | $1.71M | 0.17% | +91+0.7% | Added |
| IHT Wealth Management, LLC | 12,728 | $1.69M | 0.08% | −2,826−18.2% | Reduced |
| Smith, Moore & Co. | 12,720 | $1.69M | 0.20% | +78+0.6% | Added |
| Estate Counselors, LLC | 12,670 | $1.69M | 0.21% | 00.0% | Unchanged |
| Ieq Capital, LLC | 12,661 | $1.69M | 0.03% | +2,124+20.2% | Added |
| Ar Asset Management Inc | 12,600 | $1.68M | 0.44% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,451 | $1.66M | 0.10% | −15−0.1% | Reduced |
| Atlas Private Wealth Management | 12,446 | $1.66M | 0.78% | +373+3.1% | Added |
| Bangor Savings Bank | 12,396 | $1.65M | 0.18% | +219+1.8% | Added |
| Cypress Point Wealth Management, LLC | 12,379 | $1.65M | 1.22% | +12,379 | New |
| Marion Wealth Management | 12,326 | $1.64M | 0.52% | −165−1.3% | Reduced |
| Paragon Capital Management LLC | 12,256 | $1.63M | 0.93% | +115+0.9% | Added |
| Shell Asset Management Co | 12,208 | $1.63M | 0.08% | −3,087−20.2% | Reduced |
| Paradigm Asset Management Co LLC | 12,200 | $1.62M | 0.43% | −400−3.2% | Reduced |
| Pathway Financial Advisers, LLC | 12,111 | $1.61M | 0.61% | +209+1.8% | Added |
| Squarepoint Ops LLC | 11,922 | $1.59M | 0.01% | −165−1.4% | Reduced |
| Williams Jones Wealth Management, LLC. | 11,920 | $1.59M | 0.02% | −208−1.7% | Reduced |
| 17 Capital Partners, LLC | 11,915 | $1.59M | 1.46% | +11,915 | New |
| Redwood Investment Management, LLC | 11,907 | $1.58M | 0.14% | −1,358−10.2% | Reduced |
| Islay Capital Management, LLC | 11,722 | $1.56M | 1.23% | +941+8.7% | Added |
| Savant Capital, LLC | 11,673 | $1.55M | 0.02% | +1,296+12.5% | Added |
| Exeter Financial, LLC | 11,650 | $1.55M | 0.75% | −875−7.0% | Reduced |
| Wealthspire Advisors, LLC | 11,558 | $1.54M | 0.02% | +1,212+11.7% | Added |
| FJ Investments, LLC | 11,534 | $1.54M | 0.07% | +11,534 | New |
| Bragg Financial Advisors, Inc | 11,483 | $1.53M | 0.07% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11,443 | $1.52M | 0.05% | −1,331−10.4% | Reduced |
| Pacific Global Investment Management CO | 11,269 | $1.50M | 0.31% | +2,410+27.2% | Added |
| Diversified Trust Co | 11,257 | $1.50M | 0.05% | +162+1.5% | Added |
| Ostrum Asset Management | 11,251 | $1.50M | 0.13% | +48+0.4% | Added |
| Fiduciary Trust Co | 11,240 | $1.50M | 0.03% | −3,173−22.0% | Reduced |
| Armor Investment Advisors, LLC | 11,165 | $1.49M | 0.79% | −50.0% | Reduced |
| Guardian Wealth Management, Inc. | 11,165 | $1.49M | 1.26% | −549−4.7% | Reduced |
| Adirondack Trust Co | 10,402 | $1.48M | 0.64% | −190−1.8% | Reduced |
| AlphaStar Capital Management, LLC | 11,123 | $1.48M | 0.14% | −2,757−19.9% | Reduced |
| Boyd Watterson Asset Management LLC | 11,109 | $1.48M | 0.58% | −40−0.4% | Reduced |
| Financial Advocates Investment Management | 11,059 | $1.47M | 0.10% | +691+6.7% | Added |
| Eisler Capital (UK) Ltd. | 11,045 | $1.47M | 0.13% | +1,183+12.0% | Added |
| WCG Wealth Advisors LLC | 10,874 | $1.45M | 0.11% | −2,534−18.9% | Reduced |
| Spire Wealth Management | 11,189 | $1.44M | 0.05% | −639−5.4% | Reduced |
| BBR Partners, LLC | 10,803 | $1.44M | 0.15% | −12−0.1% | Reduced |
| Regal Investment Advisors LLC | 10,748 | $1.43M | 0.11% | −492−4.4% | Reduced |
| Thoroughbred Financial Services, LLC | 10,726 | $1.43M | 0.12% | 00.0% | Unchanged |
| Scotia Capital Inc. | 10,671 | $1.42M | 0.01% | −2,157−16.8% | Reduced |
| RFG Advisory, LLC | 10,655 | $1.42M | 0.06% | −148−1.4% | Reduced |
| Cowa, LLC | 10,651 | $1.42M | 0.88% | −344−3.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,632 | $1.42M | 0.02% | −527−4.7% | Reduced |
| Tower Bridge Advisors | 10,612 | $1.41M | 0.12% | −300−2.7% | Reduced |
| Jeppson Wealth Management, LLC | 10,597 | $1.41M | 0.58% | −50−0.5% | Reduced |
| J.W. Cole Advisors, Inc. | 10,553 | $1.41M | 0.08% | +4,901+86.7% | Added |
| Greenleaf Trust | 10,524 | $1.40M | 0.02% | +675+6.9% | Added |
| Concurrent Investment Advisors, LLC | 10,516 | $1.40M | 0.07% | +10,516 | New |
| Barry Investment Advisors, LLC | 10,505 | $1.40M | 0.47% | −317−2.9% | Reduced |
| Apollon Wealth Management, LLC | 10,500 | $1.40M | 0.05% | +2,028+23.9% | Added |
| Pavion Blue Capital, LLC | 10,492 | $1.40M | 0.77% | −33−0.3% | Reduced |
| Resources Management Corp | 10,487 | $1.40M | 0.21% | −368−3.4% | Reduced |
| South State Corp. | 10,474 | $1.39M | 0.12% | −6−0.1% | Reduced |
| Investment Management Corp of Ontario | 10,401 | $1.38M | 0.03% | +10,401 | New |
| Searle & Co. | 10,383 | $1.38M | 0.38% | +2,212+27.1% | Added |
| Boston Private Wealth LLC | 10,311 | $1.37M | 0.03% | +1,294+14.4% | Added |
| Moneta Group Investment Advisors LLC | 10,290 | $1.37M | 0.03% | −885−7.9% | Reduced |
| Steward Partners Investment Solutions, LLC | 10,284 | $1.37M | 0.57% | +10,284 | New |
| Y-Intercept (Hong Kong) Ltd | 10,240 | $1.36M | 0.13% | +10,240 | New |
| Focus Financial Network Inc | 10,234 | $1.36M | 0.05% | +10,234 | New |
| Rowland & Co Investment Counsel | 10,196 | $1.36M | 0.31% | +350+3.6% | Added |
| Signaturefd, LLC | 10,181 | $1.36M | 0.03% | +694+7.3% | Added |
| Laird Norton Trust Company, LLC | 10,117 | $1.35M | 0.16% | +10,117 | New |
| Fairfield, Bush & Co. | 10,081 | $1.34M | 0.79% | −748−6.9% | Reduced |
| Boston Trust Walden Corp | 10,026 | $1.33M | 0.01% | −1,550−13.4% | Reduced |
| Aquila Investment Management LLC | 10,000 | $1.33M | 1.15% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 9,977 | $1.33M | 0.12% | −1,350−11.9% | Reduced |
| Axxcess Wealth Management, LLC | 9,799 | $1.30M | 0.04% | −3,251−24.9% | Reduced |
| Lee Danner & Bass Inc | 9,776 | $1.30M | 0.11% | −570−5.5% | Reduced |
| Energy Income Partners, LLC | 9,778 | $1.30M | 0.03% | +5,987+157.9% | Added |
| Gateway Investment Advisers LLC | 9,771 | $1.30M | 0.02% | +2,303+30.8% | Added |
| Csenge Advisory Group | 9,730 | $1.30M | 0.08% | −369−3.7% | Reduced |
| JBR Co Financial Management Inc | 9,565 | $1.27M | 1.20% | +9,565 | New |
| Ramirez Asset Management, Inc. | 9,562 | $1.27M | 0.26% | +2,188+29.7% | Added |
| Moloney Securities Asset Management, LLC | 9,533 | $1.27M | 0.20% | +716+8.1% | Added |
| Strategic Advisors LLC | 9,529 | $1.27M | 0.24% | +120+1.3% | Added |
| Peapack Gladstone Financial Corp | 9,525 | $1.27M | 0.02% | +242+2.6% | Added |
| J. W. Coons Advisors, LLC | 9,478 | $1.26M | 0.34% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 9,374 | $1.25M | 0.11% | +4,861+107.7% | Added |
| Veracity Capital LLC | 9,369 | $1.25M | 0.50% | −1,579−14.4% | Reduced |