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Livermore
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).

13F holders, Q1 2024

Institutional positions in Phillips 66 as of Mar 31, 2024. 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
1,879
+107 vs. Q4 2023
Shares held
321.1M
−6.99M (−2.1%) vs. Q4 2023
Total value
$52.2B
+$8.54B (+19.5%) vs. Q4 2023
New holders
208
620 more added
Sold out
101
752 more reduced

21 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 1,879 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ1 2024: $52.2B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q4 2023.

Institutions holding PSX in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$90.00%0Unchanged
St. Johns Investment Management Company, LLC1$1630.00%00.0%Unchanged
Global Assets Advisory, LLC28,748$1760.01%+28,748New
Rakuten Securities, Inc.4$6530.00%00.0%Unchanged
ClariVest Asset Management LLC6$9540.00%00.0%Unchanged
Tfo-TDC, LLC7$1.14K0.00%00.0%Unchanged
Tucker Asset Management LLC7$1.14K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC8$1.31K0.00%00.0%Unchanged
Fairman Group, LLC8$1.31K0.00%00.0%Unchanged
Aspect Partners, LLC10$1.63K0.00%00.0%Unchanged
Frank, Rimerman Advisors LLC11$1.80K0.00%00.0%Unchanged
VitalStone Financial, LLC10$2.00K0.00%00.0%Unchanged
Dunhill Financial, LLC15$2.47K0.00%−18−54.5%Reduced
Stone House Investment Management, LLC16$2.54K0.00%00.0%Unchanged
Heritage Wealth Advisors16$2.61K0.00%00.0%Unchanged
Westend Capital Management, LLC18$2.94K0.00%+18New
True Wealth Design, LLC18$2.94K0.00%+9+100.0%Added
Iron Horse Wealth Management, LLC20$3.27K0.00%00.0%Unchanged
Castleview Partners, LLC20$3.27K0.00%+6+42.9%Added
Macroview Investment Management LLC21$3.43K0.00%00.0%Unchanged
WealthCollab, LLC24$3.92K0.00%−20−45.5%Reduced
Psagot Value Holdings Ltd. / (Israel)27$4.00K0.04%00.0%Unchanged
Delta Asset Management LLC25$4.08K0.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC25$4.08K0.00%00.0%Unchanged
FSA Wealth Management LLC25$4.13K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group26$4.25K0.00%−11−29.7%Reduced
CGC Financial Services, LLC28$4.57K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC29$4.74K0.00%−736−96.2%Reduced
Cetera Trust Company, N.A30$4.90K0.00%00.0%Unchanged
Highline Wealth Partners LLC30$4.90K0.00%00.0%Unchanged
Tidemark, LLC31$5.06K0.00%00.0%Unchanged
Credential Qtrade Securities Inc.32$5.23K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.35$5.72K0.00%+1+2.9%Added
Horrell Capital Management, Inc.34$6.00K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC42$6.86K0.00%00.0%Unchanged
Maryland Capital Advisors Inc.42$6.86K0.00%−4−8.7%Reduced
Planning Capital Management Corp42$6.86K0.01%+9+27.3%Added
RE Dickinson Investment Advisors, LLC43$7.00K0.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC44$7.19K0.01%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc47$7.68K0.00%+17+56.7%Added
Financial Freedom, LLC50$8.17K0.00%00.0%Unchanged
Clean Yield Group55$8.98K0.00%−28−33.7%Reduced
Financial Synergies Wealth Advisors, Inc.55$8.98K0.00%−323−85.4%Reduced
Red Tortoise LLC56$9.15K0.01%00.0%Unchanged
Center for Financial Planning, Inc.57$9.31K0.00%+50+714.3%Added
Sachetta, LLC70$9.32K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC60$9.80K0.00%00.0%Unchanged
Financial Perspectives, Inc63$10.3K0.00%00.0%Unchanged
Atwood & Palmer Inc64$10.5K0.00%+63+6,300.0%Added
Bogart Wealth, LLC65$10.6K0.00%00.0%Unchanged
Country Trust Bank67$10.9K0.00%+48+252.6%Added
HighMark Wealth Management LLC73$11.9K0.01%+1+1.4%Added
Raffa Wealth Management, LLC74$12.1K0.00%−22−22.9%Reduced
Spectrum Wealth Counsel, LLC75$12.3K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.80$13.1K0.05%+80New
Marquette Asset Management, LLC84$13.7K0.00%+84New
IAG Wealth Partners, LLC85$13.9K0.00%+85New
Pineridge Advisors LLC85$13.9K0.00%−41−32.5%Reduced
LRI Investments, LLC86$14.0K0.00%+86New
Central Pacific Bank - Trust Division89$14.5K0.00%+89New
Valued Wealth Advisors LLC93$15.2K0.01%+43+86.0%Added
PSI Advisors, LLC94$15.4K0.01%−36−27.7%Reduced
Abound Wealth Management96$15.6K0.01%+4+4.3%Added
Barrett & Company, Inc.99$16.2K0.01%00.0%Unchanged
Hallmark Capital Management Inc100$16.3K0.00%−75−42.9%Reduced
Voisard Asset Management Group, Inc.100$16.3K0.01%00.0%Unchanged
LifeSteps Financial, Inc.100$16.3K0.01%+100New
BFSG, LLC103$16.8K0.00%−498−82.9%Reduced
LGT Financial Advisors LLC104$17.0K0.02%00.0%Unchanged
Roble, Belko & Company, Inc110$18.0K0.00%−52−32.1%Reduced
First Community Trust NA111$18.1K0.02%00.0%Unchanged
Richardson Capital Management LLC115$18.8K0.02%+115New
Truvestments Capital LLC118$19.3K0.01%00.0%Unchanged
Burkett Financial Services, LLC119$19.4K0.01%+1+0.8%Added
Northwest Bank & Trust Co138$19.8K0.02%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC125$20.4K0.01%00.0%Unchanged
Stephens Consulting, LLC133$21.7K0.01%00.0%Unchanged
MeadowBrook Investment Advisors LLC137$22.4K0.02%00.0%Unchanged
Clear Investment Research, LLC138$22.5K0.03%+1+0.7%Added
Vermillion & White Wealth Management Group, LLC140$22.9K0.02%00.0%Unchanged
Horizon Bancorp Inc144$24.0K0.01%00.0%Unchanged
Lummis Asset Management, LP150$24.5K0.03%−2,861−95.0%Reduced
Crewe Advisors LLC152$24.8K0.00%+152New
Wolff Wiese Magana LLC159$26.0K0.02%00.0%Unchanged
GW&K Investment Management, LLC157$26.0K0.00%−6−3.7%Reduced
Keener Financial Planning LLC159$26.0K0.02%+159New
Atticus Wealth Management, LLC160$26.1K0.01%00.0%Unchanged
Legacy Bridge, LLC161$26.3K0.02%00.0%Unchanged
Raleigh Capital Management Inc.164$26.8K0.01%−58−26.1%Reduced
SOA Wealth Advisors, LLC.164$26.9K0.01%00.0%Unchanged
First Financial Corp169$27.6K0.01%−307−64.5%Reduced
Lagoda Investment Management, L.P.170$27.8K0.02%00.0%Unchanged
Byrne Asset Management LLC173$28.3K0.02%00.0%Unchanged
Fortitude Family Office, LLC174$28.4K0.02%00.0%Unchanged
Redmont Wealth Advisors LLC174$28.4K0.04%+174New
Arrow Financial Corp175$28.6K0.00%00.0%Unchanged
Operose Advisors LLC176$28.7K0.01%00.0%Unchanged
Blue Bell Private Wealth Management, LLC181$29.6K0.01%−5−2.7%Reduced
Silvant Capital Management LLC186$30.4K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.190$31.0K0.01%+96+102.1%Added