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 |
|---|---|---|---|---|---|
| Columbia Trust Co 01012016 | 9,354 | $1.25M | 0.56% | +599+6.8% | Added |
| GTS Securities LLC | 9,327 | $1.24M | 0.03% | +9,327 | New |
| Wimmer Associates 1, LLC | 9,305 | $1.24M | 0.70% | +531+6.1% | Added |
| First National Trust Co | 9,274 | $1.23M | 0.05% | +209+2.3% | Added |
| Jacobi Capital Management LLC | 9,263 | $1.23M | 0.13% | +21+0.2% | Added |
| Integrated Wealth Concepts LLC | 9,262 | $1.23M | 0.02% | −743−7.4% | Reduced |
| Mountain Capital Investment Advisors, Inc | 9,173 | $1.23M | 0.41% | −1,359−12.9% | Reduced |
| Parcion Private Wealth LLC | 9,218 | $1.23M | 0.11% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 9,135 | $1.22M | 0.27% | 00.0% | Unchanged |
| Patten Group, Inc. | 9,127 | $1.22M | 0.33% | 00.0% | Unchanged |
| BayBridge Capital Group, LLC | 9,123 | $1.21M | 1.12% | +9,123 | New |
| Delta Financial Advisors LLC | 9,084 | $1.21M | 0.52% | +10.0% | Added |
| Cannell Peter B & Co Inc | 9,055 | $1.21M | 0.04% | 00.0% | Unchanged |
| Imprint Wealth LLC | 8,951 | $1.19M | 0.96% | +27+0.3% | Added |
| Karpas Strategies, LLC | 8,903 | $1.19M | 0.39% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 8,764 | $1.19M | 0.15% | −20−0.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 8,874 | $1.18M | 0.09% | −555−5.9% | Reduced |
| Great Lakes Retirement, Inc. | 8,826 | $1.18M | 0.19% | +8,826 | New |
| Old National Bancorp | 8,824 | $1.17M | 0.03% | +1,957+28.5% | Added |
| Caldwell Trust Co | 8,812 | $1.17M | 0.15% | +2,742+45.2% | Added |
| Demars Financial Group, LLC | 8,810 | $1.17M | 0.63% | −13,249−60.1% | Reduced |
| Twin Capital Management Inc | 8,800 | $1.17M | 0.15% | −4,600−34.3% | Reduced |
| Intrua Financial, LLC | 8,798 | $1.17M | 0.18% | −121−1.4% | Reduced |
| Guyasuta Investment Advisors Inc | 8,776 | $1.17M | 0.08% | −320−3.5% | Reduced |
| Equitable Holdings, Inc. | 8,731 | $1.16M | 0.01% | +758+9.5% | Added |
| Verdence Capital Advisors LLC | 8,730 | $1.16M | 0.11% | +30.0% | Added |
| Jupiter Wealth Management LLC | 8,650 | $1.15M | 0.68% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 8,642 | $1.15M | 0.05% | +445+5.4% | Added |
| CFO4Life Group, LLC | 8,586 | $1.14M | 0.22% | −134−1.5% | Reduced |
| Rathbone Brothers plc | 8,568 | $1.14M | 0.01% | 00.0% | Unchanged |
| Argent Trust Co | 8,548 | $1.14M | 0.06% | +409+5.0% | Added |
| Oak Hill Wealth Advisors, LLC | 8,512 | $1.13M | 0.39% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 8,500 | $1.13M | 0.05% | −400−4.5% | Reduced |
| Flagship Harbor Advisors, LLC | 8,470 | $1.13M | 0.08% | +1,160+15.9% | Added |
| Investors Research Corp | 8,434 | $1.12M | 0.27% | +194+2.4% | Added |
| Greylin Investment Mangement Inc | 8,421 | $1.12M | 0.19% | −650−7.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 8,410 | $1.12M | 0.09% | −1,234−12.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,403 | $1.12M | 0.06% | −555−6.2% | Reduced |
| Laurion Capital Management LP | 8,331 | $1.11M | 0.04% | +8,331 | New |
| EHP Funds Inc. | 8,300 | $1.11M | 0.55% | −3,300−28.4% | Reduced |
| NVWM, LLC | 8,286 | $1.10M | 0.33% | +75+0.9% | Added |
| Wealth Alliance Advisory Group, LLC | 8,271 | $1.10M | 0.29% | −200−2.4% | Reduced |
| Sawtooth Solutions, LLC | 8,242 | $1.10M | 0.03% | +362+4.6% | Added |
| Bleakley Financial Group, LLC | 8,242 | $1.10M | 0.03% | +362+4.6% | Added |
| Covenant Partners, LLC | 8,218 | $1.09M | 0.35% | −805−8.9% | Reduced |
| Impact Partnership Wealth, LLC | 8,197 | $1.09M | 0.40% | +251+3.2% | Added |
| Lakeview Capital Partners, LLC | 8,192 | $1.09M | 0.19% | +2,050+33.4% | Added |
| Baker Ellis Asset Management LLC | 8,189 | $1.09M | 0.17% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 8,187 | $1.09M | 0.14% | +8,187 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,181 | $1.09M | 0.07% | +128+1.6% | Added |
| Brevan Howard Capital Management LP | 8,164 | $1.09M | 0.11% | +8,164 | New |
| Capital Advisors Wealth Management, LLC | 8,119 | $1.08M | 0.25% | −120−1.5% | Reduced |
| Basepoint Wealth LLC | 8,082 | $1.08M | 0.86% | −1,008−11.1% | Reduced |
| Fiduciary Group LLC | 8,060 | $1.07M | 0.13% | +10.0% | Added |
| True North Advisors, LLC | 8,044 | $1.07M | 0.28% | −21−0.3% | Reduced |
| Mutual Advisors, LLC | 8,041 | $1.07M | 0.04% | −384−4.6% | Reduced |
| Westmount Partners, LLC | 7,996 | $1.06M | 0.43% | −8−0.1% | Reduced |
| Secured Retirement Advisors, LLC | 7,917 | $1.05M | 1.01% | +7,917 | New |
| Colony Group, LLC | 7,913 | $1.05M | 0.01% | +7,913 | New |
| David Loasby | 7,748 | $1.05M | 0.11% | +234+3.1% | Added |
| WESPAC Advisors, LLC | 7,840 | $1.04M | 0.72% | −232−2.9% | Reduced |
| Van Hulzen Asset Management, LLC | 7,812 | $1.04M | 0.07% | +9+0.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 7,756 | $1.03M | 0.04% | +6,757+676.4% | Added |
| Clearstead Advisors, LLC | 7,745 | $1.03M | 0.05% | +1,280+19.8% | Added |
| Cullinan Associates Inc | 7,739 | $1.03M | 0.06% | 00.0% | Unchanged |
| Park Place Capital Corp | 7,733 | $1.03M | 0.41% | +161+2.1% | Added |
| Bull Street Advisors, LLC | 7,731 | $1.03M | 0.52% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 7,691 | $1.02M | 0.36% | 00.0% | Unchanged |
| Mairs & Power Inc | 7,680 | $1.02M | 0.01% | +10.0% | Added |
| Penobscot Investment Management Company, Inc. | 7,679 | $1.02M | 0.12% | +45+0.6% | Added |
| Peoples Bank | 7,670 | $1.02M | 0.60% | −125−1.6% | Reduced |
| Private Capital Management, LLC | 7,670 | $1.02M | 0.12% | −33−0.4% | Reduced |
| Forum Financial Management, LP | 7,658 | $1.02M | 0.02% | −1,181−13.4% | Reduced |
| Edge Capital Group, LLC | 7,605 | $1.01M | 0.06% | +167+2.2% | Added |
| Castlekeep Investment Advisors LLC | 7,556 | $1.01M | 0.71% | +7,556 | New |
| Wahed Invest LLC | 7,485 | $996.6K | 0.28% | +140+1.9% | Added |
| Red Cedar Investment Management, LLC | 7,448 | $991.6K | 0.14% | +7,448 | New |
| WealthTrust Axiom LLC | 7,445 | $991.3K | 0.33% | −195−2.6% | Reduced |
| Inscription Capital, LLC | 7,444 | $991.1K | 0.27% | −5,611−43.0% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 7,425 | $988.6K | 0.71% | +500+7.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,380 | $982.5K | 0.26% | +21+0.3% | Added |
| Nikko Asset Management Americas, Inc. | 7,340 | $977.0K | 0.01% | −402−5.2% | Reduced |
| Lake Street Financial LLC | 7,323 | $975.0K | 0.15% | +7,323 | New |
| FineMark National Bank & Trust | 7,321 | $974.7K | 0.04% | −136−1.8% | Reduced |
| Hunter Associates Investment Management LLC | 7,313 | $973.0K | 0.18% | +10.0% | Added |
| Creekmur Asset Management LLC | 7,289 | $970.4K | 0.30% | +7,289 | New |
| Institute for Wealth Management, LLC. | 7,267 | $967.5K | 0.16% | −54−0.7% | Reduced |
| We Are One Seven, LLC | 7,236 | $963.4K | 0.06% | −351−4.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,234 | $963.1K | 0.06% | +2,895+66.7% | Added |
| Engineers Gate Manager LP | 7,228 | $962.3K | 0.03% | −53,796−88.2% | Reduced |
| Ameritas Advisory Services, LLC | 6,797 | $960.5K | 0.05% | +730+12.0% | Added |
| Horizon Investments, LLC | 7,208 | $959.7K | 0.03% | +796+12.4% | Added |
| Glenview Trust Co | 7,185 | $956.6K | 0.02% | −159−2.2% | Reduced |
| Dearborn Partners LLC | 7,160 | $953.3K | 0.03% | −81−1.1% | Reduced |
| Connecticut Wealth Management, LLC | 7,150 | $952.0K | 0.05% | −2,248−23.9% | Reduced |
| Verition Fund Management LLC | 7,140 | $950.6K | 0.01% | −4,128−36.6% | Reduced |
| Bradley Foster & Sargent Inc | 7,128 | $949.0K | 0.02% | −144−2.0% | Reduced |
| EP Wealth Advisors, LLC | 7,124 | $948.4K | 0.01% | −327−4.4% | Reduced |
| America First Investment Advisors, LLC | 7,080 | $942.6K | 0.25% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 7,056 | $939.3K | 0.16% | −7,611−51.9% | Reduced |