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Livermore
ZHEN

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).

Q1 2024 vs. Q4 2023

How the institutions holding Phillips 66 changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of PSX: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders1,792211,878+107
Shares328.4M284.7K321.1M−6.99M (−2.1%)
Value$43.7B$37.9M$52.2B+$8.54B (+19.5%)

21 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (208)

Institutions that held Phillips 66 at the end of Q1 2024 but not at the end of Q4 2023.

Showing the largest 100 of 208 by value.

Institutions new to PSX in Q1 2024
InstitutionSharesValue% of portfolio
Arrowstreet Capital, Limited Partnership2,249,458$367.4M0.34%
Natixis270,823$44.2M0.25%
Blackstone Group Inc.261,249$42.7M0.18%
Resona Asset Management Co.,Ltd.157,419$25.7M0.15%
Payden & Rygel Investment Group74,500$12.2M0.83%
Bryn Mawr Trust Co64,977$10.6M0.41%
Genus Capital Management Inc.50,300$8.22M1.07%
Scissortail Wealth Management, LLC47,858$7.82M2.06%
Telemark Asset Management, LLC40,000$6.53M0.68%
L & S Advisors Inc39,989$6.53M0.74%
Hamilton Capital Partners Inc.38,656$6.31M0.76%
Hartree Partners, LP35,400$5.78M1.50%
Catalyst Funds Management Pty Ltd32,600$5.32M1.49%
Trajan Wealth LLC31,587$5.16M0.35%
Patton Fund Management, Inc.31,188$5.09M0.92%
Glass Wealth Management Co LLC29,200$4.77M2.91%
Del-Sette Capital Management, LLC27,741$4.53M3.72%
Surience Private Wealth LLC24,976$4.08M3.86%
Simplex Trading, LLC23,276$3.80M0.11%
BCJ Capital Management, LLC22,152$3.62M0.29%
Duality Advisers, LP22,018$3.60M0.35%
Omers Administration Corp20,400$3.33M0.04%
Mediolanum International Funds Ltd20,560$3.27M0.05%
Magnetar Financial LLC15,324$2.50M0.06%
Umpqua Bank9,439$1.54M0.63%
Simplicity Wealth,LLC8,623$1.41M0.03%
Maven Securities LTD8,416$1.37M0.08%
AIA Group Ltd8,200$1.34M0.04%
Meeder Asset Management Inc7,855$1.28M0.08%
Dynasty Wealth Management, LLC7,710$1.26M0.04%
SpiderRock Advisors, LLC7,955$1.25M0.04%
Walleye Trading LLC7,623$1.25M0.02%
Verdad Advisers, LP7,168$1.17M1.27%
Versor Investments LP6,787$1.11M0.22%
Accordant Advisory Group Inc6,627$1.08M0.81%
Wealth Advisory Solutions, LLC6,028$984.6K0.25%
Hilltop National Bank6,007$981.2K0.33%
Keynote Financial Services LLC5,904$964.4K0.81%
Banco Santander, S.A.5,738$937.2K0.01%
Invst, LLC5,689$929.3K0.11%
Eagle Strategies LLC5,519$901.5K0.20%
Qsemble Capital Management, LP5,399$881.9K0.19%
Paloma Partners Management Co4,642$758.2K0.11%
Beck Bode, LLC4,612$753.4K0.15%
Aquatic Capital Management LLC4,400$718.7K0.02%
Focus Financial Network, Inc.4,456$683.2K0.03%
OmniStar Financial Group, Inc.4,164$680.3K0.62%
Stevens Capital Management LP4,161$680.0K0.13%
Montchanin Asset Management, LLC3,830$626.0K0.61%
Grey Street Capital, LLC3,820$624.0K0.08%
Danske Bank A/S3,739$610.7K0.00%
AA Financial Advisors, LLC3,737$610.4K0.25%
Ransom Advisory, Ltd3,725$608.4K0.32%
City Center Advisors, LLC3,561$581.7K0.69%
Connor, Clark & Lunn Investment Management Ltd.3,527$576.1K0.00%
Founders Financial Securities LLC3,193$521.6K0.05%
Jump Financial, LLC3,168$517.5K0.01%
AdvisorShares Investments LLC3,100$506.4K0.09%
Passumpsic Savings Bank3,024$493.9K0.32%
Schonfeld Strategic Advisors LLC2,844$464.5K0.00%
Clark Capital Management Group, Inc.2,819$460.5K0.00%
Petrus Trust Company, LTA2,786$455.1K0.04%
Centiva Capital, LP2,531$413.4K0.02%
Horizon Advisory Services, Inc.2,307$376.8K0.18%
Waterloo Capital, L.P.2,269$370.6K0.05%
ASB Consultores, LLC2,238$365.6K0.09%
First Trust Investment Solutions L.P.2,153$351.7K0.06%
Bullock Wealth Management Group2,150$351.2K0.24%
Duncan Williams Asset Management, LLC2,000$326.7K0.29%
Quest Partners LLC1,996$326.0K0.06%
Red Door Wealth Management, LLC1,995$325.9K0.06%
Douglas Lane & Associates, LLC1,961$320.3K0.00%
Moss Adams Wealth Advisors LLC1,960$320.1K0.05%
Fifth Third Wealth Advisors LLC1,952$318.8K0.05%
AlphaCore Capital LLC1,940$316.8K0.08%
XR Securities LLC1,903$310.8K0.09%
Beacon Investment Advisory Services, Inc.1,879$306.9K0.01%
Auxano Advisors, LLC1,819$297.1K0.09%
Armistice Capital, LLC1,809$295.5K0.01%
Key Client Fiduciary Advisors, LLC1,795$293.2K0.16%
Diametric Capital, LP1,787$291.9K0.16%
Avestar Capital, LLC1,734$283.2K0.03%
Spring Capital Management, LLC1,705$278.5K0.21%
Clarity Financial LLC1,700$277.6K0.04%
Farmers Trust Co1,667$272.3K0.05%
Capital Asset Advisory Services LLC1,586$270.8K0.02%
Evoke Wealth, LLC1,653$270.0K0.01%
Schrum Private Wealth Management LLC1,642$268.2K0.24%
Second Line Capital, LLC1,642$268.2K0.09%
Aspiriant, LLC1,637$267.4K0.01%
Keel Point, LLC1,619$264.4K0.03%
Vista Wealth Management Group, LLC1,616$264.0K0.02%
Vicus Capital1,611$263.2K0.02%
NBW Capital LLC1,598$261.0K0.05%
Boothbay Fund Management, LLC1,582$258.4K0.01%
Pure Financial Advisors, Inc.1,582$258.4K0.01%
Simon Quick Advisors, LLC1,569$256.3K0.02%
L2 Asset Management, LLC1,558$254.5K0.08%
TrueWealth Advisors, LLC1,556$254.2K0.10%
Old Port Advisors1,518$247.9K0.08%

Sold out (101)

Institutions that held Phillips 66 at the end of Q4 2023 and filed for Q1 2024 without it.

Showing the largest 100 of 101 by value.

Institutions that sold out of PSX in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Voloridge Investment Management, LLC519,224$69.1M
MUFG Securities EMEA plc400,000$53.3M
SIR Capital Management, L.P.349,114$46.5M
Holocene Advisors, LP297,441$39.6M
Alyeska Investment Group, L.P.229,017$30.5M
Quadrature Capital Ltd70,122$9.34M
Cetera Advisor Networks LLC68,939$9.18M
Weiss Multi-Strategy Advisers LLC57,333$7.63M
PGGM Investments51,505$6.86M
Quantitative Investment Management, LLC46,740$6.22M
Cetera Advisors LLC32,151$4.28M
Meitav Dash Investments Ltd27,922$4.24M
LexAurum Advisors, LLC26,585$3.54M
Cynosure Management, LLC24,087$3.21M
Cheviot Value Management, LLC20,481$2.77M
Paragon Associates & Paragon Associates II Joint Venture20,000$2.66M
Retireful, LLC16,910$2.25M
Pinnacle Wealth Management, LLC15,222$2.03M
Cypress Point Wealth Management, LLC12,379$1.65M
17 Capital Partners, LLC11,915$1.59M
FJ Investments, LLC11,534$1.54M
WCG Wealth Advisors LLC10,874$1.45M
Y-Intercept (Hong Kong) Ltd10,240$1.36M
Laird Norton Trust Company, LLC10,117$1.35M
Mountain Capital Investment Advisors, Inc9,173$1.23M
Oak Hill Wealth Advisors, LLC8,512$1.13M
Point72 Europe (London) LLP8,187$1.09M
Fox Run Management, L.L.C.6,302$839.0K
Concentric Capital Strategies, LP5,723$762.0K
Aurora Investment Counsel8,144$706.0K
Burns Matteson Capital Management, LLC5,164$687.5K
Your Advocates Ltd., LLP4,334$577.0K
Angeles Investment Advisors, LLC4,020$535.2K
Straight Path Wealth Management4,004$533.1K
Cutler Group LP3,964$527.0K
Headlands Technologies LLC3,894$518.4K
Clear Street Markets LLC3,600$479.0K
Crescent Grove Advisors, LLC3,496$465.5K
Arete Wealth Advisors, LLC3,245$431.7K
IFG Advisory, LLC3,238$431.1K
Advisor Resource Council3,125$416.0K
WBH Advisory Inc3,064$407.9K
Inceptionr LLC2,987$397.7K
SageView Advisory Group, LLC2,784$396.4K
Mach-1 Financial Group, Inc.2,768$368.5K
Douglass Winthrop Advisors, LLC2,693$358.5K
Transform Wealth, LLC2,642$351.8K
Carl Stuart Investment Advisor, Inc2,599$346.1K
Two Sigma Securities, LLC2,585$344.2K
Carlson Capital Management2,575$342.9K
Warwick Investment Management, Inc.2,395$318.9K
CWS Financial Advisors, LLC2,372$315.8K
Websterrogers Financial Advisors, LLC2,318$308.7K
Granite Bay Wealth Management, LLC2,520$301.0K
Legacy Capital Wealth Partners, LLC2,258$300.6K
DAGCO, Inc.2,248$299.3K
Greenup Street Wealth Management LLC2,219$295.4K
Alpine Woods Capital Investors, LLC2,038$271.3K
American Trust Investment Advisors, LLC1,955$260.3K
Eads & Heald Wealth Management1,941$258.0K
Vinva Investment Management Ltd1,917$254.7K
Waddell & Associates, LLC1,776$244.0K
Fermata Advisors, LLC1,755$233.6K
Curi Capital1,724$229.5K
Baker Tilly Wealth Management, LLC1,645$219.0K
APCM Wealth Management for Individuals1,622$216.0K
Meridian Wealth Management, LLC1,600$213.0K
Sippican Capital Advisors1,582$210.6K
Personal Cfo Solutions, LLC1,559$207.6K
Sunburst Financial Group, LLC1,503$200.1K
Scarborough Advisors, LLC1,310$174.4K
Planned Solutions, Inc.980$130.5K
ORG Partners LLC941$125.4K
Turtle Creek Wealth Advisors, LLC890$118.5K
AJOVista, LLC822$109.4K
Leonteq Securities AG792$105.4K
Glassman Wealth Services745$99.2K
Qube Research & Technologies Ltd691$92.0K
Rockbridge Investment Management, LCC690$91.9K
Lee Financial Co592$78.8K
AlphaMark Advisors, LLC445$59.0K
Livelsberger Financial Advisory426$56.7K
Mendota Financial Group, LLC415$55.3K
Team Financial Group, LLC329$43.8K
Arlington Partners LLC316$42.1K
Gladius Capital Management LP274$36.5K
AXS Investments LLC256$34.1K
American State Bank (Iowa)250$33.3K
Ables, Iannone, Moore & Associates, Inc.200$26.6K
McGlone Suttner Wealth Management, Inc.179$23.8K
Global Wealth Management Investment Advisory, Inc.150$20.0K
New Millennium Group LLC123$16.3K
Focused Wealth Management, Inc120$15.9K
Tiff Advisory Services Inc114$15.2K
Garner Asset Management Corp102$14.9K
Level Financial Advisors, Inc.101$13.4K
Able Wealth Management LLC43$5.71K
Financial Connections Group, Inc.30$3.00K
Halpern Financial, Inc.19$2.58K
Vaughan Nelson Investment Management, L.P.15$2.00K

Not filed for Q1 2024 yet (21)

Institutions that held Phillips 66 at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PSX in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Bridgecreek Investment Management, LLC99,781$13.3M
Wade G W & Inc78,536$10.5M
Bartlett & Co. LLC18,298$2.44M
Telemus Capital, LLC16,059$2.14M
Focus Financial Network Inc10,234$1.36M
Lee Danner & Bass Inc9,776$1.30M
Columbia Trust Co 010120169,354$1.25M
Cannell Peter B & Co Inc9,055$1.21M
Sawtooth Solutions, LLC8,242$1.10M
Retirement Investment Advisors, Inc.6,711$893.5K
Wealthsource Partners, LLC3,476$462.8K
Putnam Investments LLC3,420$455.3K
Wedgewood Investors Inc3,400$452.7K
Engrave Wealth Partners LLC2,760$367.5K
Alan B. Lancz & Associates, Inc.1,996$265.7K
Baystate Wealth Management LLC1,110$147.8K
Coppell Advisory Solutions LLC988$131.6K
Strategic Investment Solutions, Inc.724$96.3K
DB Wealth Management Group, LLC435$57.9K
Desjardins Global Asset Management Inc.259$34.5K
Hobbs Group Advisors, LLC44$5.86K