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 |
|---|---|---|---|---|---|
| Lokken Investment Group LLC | 7,020 | $934.7K | 0.53% | +5,100+265.6% | Added |
| Fisher Asset Management, LLC | 7,012 | $933.7K | 0.00% | −1,223−14.9% | Reduced |
| Cladis Investment Advisory, LLC | 6,971 | $928.2K | 0.73% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6,958 | $926.4K | 0.16% | +360+5.5% | Added |
| Vista Investment Partners LLC | 6,952 | $925.6K | 0.34% | +6,952 | New |
| Atlas Capital Advisors LLC | 6,951 | $925.5K | 0.13% | +1,130+19.4% | Added |
| AMG National Trust Bank | 6,931 | $922.8K | 0.03% | −502−6.8% | Reduced |
| Summit Global Investments | 6,910 | $920.0K | 0.06% | +6,910 | New |
| Trustmark National Bank Trust Department | 6,900 | $918.7K | 0.08% | −636−8.4% | Reduced |
| Everpar Advisors LLC | 6,880 | $916.0K | 0.43% | +6,880 | New |
| Kingswood Wealth Advisors, LLC | 6,839 | $910.5K | 0.10% | +1,602+30.6% | Added |
| Chelsea Counsel Co | 6,835 | $910.0K | 0.48% | −255−3.6% | Reduced |
| 1st Source Bank | 6,791 | $904.2K | 0.05% | −135−1.9% | Reduced |
| Meeder Advisory Services, Inc. | 6,784 | $903.2K | 0.10% | +416+6.5% | Added |
| Balentine LLC | 6,778 | $902.4K | 0.03% | +88+1.3% | Added |
| Navalign, LLC | 6,767 | $900.9K | 0.31% | −47−0.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 6,762 | $900.3K | 0.03% | +6,762 | New |
| MCF Advisors LLC | 6,731 | $896.2K | 0.07% | +104+1.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 6,728 | $895.8K | 0.03% | +120+1.8% | Added |
| Retirement Investment Advisors, Inc. | 6,711 | $893.5K | 0.13% | −6,791−50.3% | Reduced |
| FCG Investment Co | 6,695 | $891.4K | 0.87% | +6,695 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,694 | $891.0K | 0.45% | −582−8.0% | Reduced |
| First National Bank & Trust Co of Newtown | 6,679 | $889.2K | 0.19% | −207−3.0% | Reduced |
| Sigma Planning Corp | 6,645 | $884.7K | 0.07% | −7,246−52.2% | Reduced |
| Valley Brook Capital Group | 6,639 | $883.9K | 0.77% | +212+3.3% | Added |
| Welch & Forbes LLC | 6,625 | $882.1K | 0.01% | −6,449−49.3% | Reduced |
| Financial Sense Advisors, Inc. | 6,613 | $880.5K | 0.33% | +6,613 | New |
| Adviser Investments LLC | 6,589 | $877.3K | 0.01% | +3,482+112.1% | Added |
| V-Square Quantitative Management LLC | 6,586 | $876.9K | 0.21% | +2,015+44.1% | Added |
| Cidel Asset Management Inc | 6,571 | $874.9K | 0.04% | +6,571 | New |
| Coastal Investment Advisors, Inc. | 6,536 | $870.2K | 0.20% | +2,535+63.4% | Added |
| IFP Advisors, Inc | 6,523 | $868.4K | 0.04% | −10−0.2% | Reduced |
| Miller Investment Management, LP | 6,500 | $865.4K | 0.12% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 6,495 | $864.7K | 0.07% | +86+1.3% | Added |
| Legacy Financial Advisors, Inc. | 6,488 | $863.8K | 0.17% | +385+6.3% | Added |
| Aull & Monroe Investment Management Corp | 6,442 | $857.7K | 0.42% | −385−5.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,430 | $857.1K | 0.21% | +6,430 | New |
| South Street Advisors LLC | 6,420 | $854.8K | 0.16% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 6,405 | $852.8K | 0.09% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 6,385 | $850.1K | 0.06% | −375−5.5% | Reduced |
| Johnson Financial Group, Inc. | 6,356 | $846.2K | 0.05% | +354+5.9% | Added |
| Hilltop Holdings Inc. | 6,354 | $845.9K | 0.10% | +218+3.6% | Added |
| Birmingham Capital Management Co Inc | 6,352 | $845.7K | 0.33% | −30.0% | Reduced |
| Mystic Asset Management, Inc. | 6,314 | $840.6K | 0.40% | +380+6.4% | Added |
| Fox Run Management, L.L.C. | 6,302 | $839.0K | 0.21% | +6,302 | New |
| Valmark Advisers, Inc. | 6,269 | $834.7K | 0.02% | +128+2.1% | Added |
| Jackson Square Capital, LLC | 6,263 | $833.9K | 0.27% | +6,263 | New |
| Castleark Management LLC | 6,260 | $833.5K | 0.04% | +6,260 | New |
| American Financial Group Inc | 6,250 | $832.0K | 0.31% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 6,233 | $829.9K | 0.08% | +1,743+38.8% | Added |
| HighPoint Advisor Group LLC | 5,293 | $828.0K | 0.06% | +5,293 | New |
| Epoch Investment Partners, Inc. | 6,189 | $824.0K | 0.00% | −20−0.3% | Reduced |
| Camden Capital, LLC | 6,146 | $818.3K | 0.08% | +6,146 | New |
| CAPROCK Group, Inc. | 6,141 | $817.7K | 0.05% | +153+2.6% | Added |
| Westhampton Capital, LLC | 6,141 | $817.6K | 0.49% | −542−8.1% | Reduced |
| Sandy Spring Bank | 6,136 | $816.9K | 0.04% | −74−1.2% | Reduced |
| Rosenberg Matthew Hamilton | 6,118 | $814.5K | 0.25% | +48+0.8% | Added |
| Western Financial Corp | 6,115 | $814.1K | 0.54% | −469−7.1% | Reduced |
| Institutional & Family Asset Management, LLC | 6,113 | $813.9K | 0.13% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 6,067 | $807.8K | 0.15% | +393+6.9% | Added |
| Peoples Financial Services Corp. | 6,060 | $806.8K | 0.35% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 6,029 | $802.8K | 0.08% | +535+9.7% | Added |
| Heck Capital Advisors, LLC | 6,021 | $801.6K | 0.13% | 00.0% | Unchanged |
| Park Circle Co | 6,000 | $798.8K | 0.77% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 5,980 | $796.0K | 0.32% | −36−0.6% | Reduced |
| Harbor Investment Advisory, LLC | 5,957 | $793.1K | 0.09% | +23+0.4% | Added |
| Bank of Hawaii | 5,943 | $791.3K | 0.04% | −3,000−33.5% | Reduced |
| Checchi Capital Advisers, LLC | 5,933 | $789.9K | 0.06% | +15+0.3% | Added |
| Allen Capital Group, LLC | 5,900 | $785.5K | 0.13% | −80−1.3% | Reduced |
| Busey Wealth Management | 5,890 | $784.2K | 0.03% | +199+3.5% | Added |
| Integrated Advisors Network LLC | 5,883 | $783.2K | 0.04% | −47−0.8% | Reduced |
| Aptus Capital Advisors, LLC | 5,876 | $782.3K | 0.02% | −867−12.9% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,865 | $780.8K | 0.35% | +224+4.0% | Added |
| RSM US Wealth Management LLC | 5,836 | $776.9K | 0.02% | +648+12.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,817 | $774.5K | 0.12% | −26−0.4% | Reduced |
| Retirement Group, LLC | 5,810 | $773.6K | 0.31% | +10.0% | Added |
| Trust Co of Toledo NA | 5,796 | $771.7K | 0.13% | −144−2.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 5,793 | $771.3K | 0.02% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 5,781 | $770.0K | 0.10% | +2,584+80.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 5,758 | $766.7K | 0.15% | +43+0.8% | Added |
| Palisade Asset Management, LLC | 5,753 | $766.0K | 0.08% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 5,731 | $763.0K | 0.07% | +3,145+121.6% | Added |
| Concentric Capital Strategies, LP | 5,723 | $762.0K | 0.10% | +5,723 | New |
| Farther Finance Advisors, LLC | 5,713 | $760.6K | 0.05% | +1,241+27.8% | Added |
| Hudson Valley Investment Advisors Inc | 5,679 | $760.1K | 0.10% | −889−13.5% | Reduced |
| FRG Family Wealth Advisors LLC | 5,703 | $759.3K | 0.15% | 00.0% | Unchanged |
| Stegent Equity Advisors, Inc. | 5,702 | $759.2K | 0.90% | −93−1.6% | Reduced |
| Doheny Asset Management | 5,689 | $757.0K | 0.74% | −100−1.7% | Reduced |
| Jennison Associates LLC | 5,621 | $748.4K | 0.00% | +738+15.1% | Added |
| Massmutual Trust Co FSB | 5,602 | $745.9K | 0.03% | −6,396−53.3% | Reduced |
| Chicago Partners Investment Group LLC | 5,530 | $739.3K | 0.03% | +21+0.4% | Added |
| Essex Savings Bank | 5,547 | $738.5K | 0.21% | +437+8.6% | Added |
| Outfitter Financial LLC | 5,500 | $732.3K | 0.64% | 00.0% | Unchanged |
| Private Trust Co NA | 5,481 | $729.7K | 0.09% | −269−4.7% | Reduced |
| Venturi Wealth Management, LLC | 5,442 | $724.5K | 0.05% | +12+0.2% | Added |
| Atomi Financial Group, Inc. | 5,372 | $715.2K | 0.10% | +5,372 | New |
| Campion Asset Management LLC | 5,354 | $712.8K | 0.60% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 5,309 | $706.8K | 0.05% | −832−13.5% | Reduced |
| Aurora Investment Counsel | 8,144 | $706.0K | 0.46% | −3,777−31.7% | Reduced |
| Nwam LLC | 5,286 | $703.8K | 0.06% | −109−2.0% | Reduced |