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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Peregrine Asset Advisers, Inc. | 4,430 | $723.6K | 0.29% | 00.0% | Unchanged |
| Montecito Bank & Trust | 4,464 | $729.1K | 0.15% | −236−5.0% | Reduced |
| Premier Path Wealth Partners, LLC | 4,464 | $729.1K | 0.14% | +71+1.6% | Added |
| Johnson & White Wealth Management, LLC | 4,480 | $732.0K | 0.53% | +126+2.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,485 | $732.5K | 0.06% | −209−4.5% | Reduced |
| Patron Partners Advisors, LLC | 4,500 | $735.0K | 0.45% | −210−4.5% | Reduced |
| West Paces Advisors Inc. | 4,518 | $738.0K | 0.19% | +175+4.0% | Added |
| Essex Savings Bank | 5,547 | $738.5K | 0.21% | 00.0% | Unchanged |
| S.A. Mason LLC | 4,529 | $739.8K | 0.44% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 4,533 | $740.4K | 0.41% | +1,232+37.3% | Added |
| Nwam LLC | 5,086 | $741.7K | 0.06% | −200−3.8% | Reduced |
| Kovack Advisors, Inc. | 4,584 | $748.7K | 0.09% | −255−5.3% | Reduced |
| Modera Wealth Management, LLC | 4,610 | $753.0K | 0.01% | +59+1.3% | Added |
| Beck Bode, LLC | 4,612 | $753.4K | 0.15% | +4,612 | New |
| Trust Co of Vermont | 4,624 | $755.3K | 0.04% | +2,127+85.2% | Added |
| Cigna Investments Inc | 4,628 | $756.0K | 0.14% | −122−2.6% | Reduced |
| Unigestion Holding SA | 4,640 | $757.9K | 0.04% | +514+12.5% | Added |
| Paloma Partners Management Co | 4,642 | $758.2K | 0.11% | +4,642 | New |
| Transcend Wealth Collective, LLC | 4,644 | $758.5K | 0.06% | +16+0.3% | Added |
| Means Investment Co., Inc. | 4,663 | $761.7K | 0.10% | +7+0.2% | Added |
| North Star Investment Management Corp. | 4,668 | $762.4K | 0.05% | −218−4.5% | Reduced |
| Strait & Sound Wealth Management LLC | 4,612 | $762.9K | 0.43% | +242+5.5% | Added |
| Verition Fund Management LLC | 4,683 | $764.9K | 0.01% | −2,457−34.4% | Reduced |
| Johnson Financial Group, Inc. | 4,692 | $766.4K | 0.04% | −1,664−26.2% | Reduced |
| EPG Wealth Management LLC | 4,695 | $766.9K | 0.19% | +369+8.5% | Added |
| LVM Capital Management Ltd | 4,695 | $767.0K | 0.09% | +50+1.1% | Added |
| Probity Advisors, Inc. | 4,709 | $769.2K | 0.16% | −179−3.7% | Reduced |
| Cornerstone Wealth Group, LLC | 4,724 | $771.6K | 0.07% | +2,460+108.7% | Added |
| KCM Investment Advisors LLC | 4,727 | $772.1K | 0.03% | +814+20.8% | Added |
| Siemens Fonds Invest GmbH | 4,739 | $774.1K | 0.06% | −260−5.2% | Reduced |
| Autumn Glory Partners, LLC | 4,740 | $774.2K | 0.38% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 4,743 | $774.7K | 0.11% | −1,687−26.2% | Reduced |
| Roof Eidam & Maycock | 4,747 | $775.4K | 0.21% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 4,750 | $775.9K | 0.02% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 4,720 | $779.5K | 0.43% | −5−0.1% | Reduced |
| Investors Research Corp | 4,776 | $780.1K | 0.18% | −3,658−43.4% | Reduced |
| First Foundation Advisors | 4,786 | $781.7K | 0.03% | +372+8.4% | Added |
| Ausdal Financial Partners, Inc. | 4,806 | $785.0K | 0.09% | −25−0.5% | Reduced |
| Lincoln Capital LLC | 4,840 | $790.6K | 0.18% | −27−0.6% | Reduced |
| OneAscent Financial Services LLC | 4,842 | $791.0K | 0.09% | −939−16.2% | Reduced |
| Avidian Wealth Solutions, LLC | 4,851 | $792.4K | 0.04% | +276+6.0% | Added |
| Park Place Capital Corp | 4,862 | $794.2K | 0.28% | −2,871−37.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 4,874 | $796.1K | 0.18% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 4,894 | $798.3K | 0.02% | −942−16.1% | Reduced |
| Warren Averett Asset Management, LLC | 4,895 | $799.5K | 0.02% | +2,476+102.4% | Added |
| Childress Capital Advisors, LLC | 4,906 | $801.3K | 0.23% | −95−1.9% | Reduced |
| Waldron Private Wealth LLC | 4,935 | $806.1K | 0.04% | +25+0.5% | Added |
| Financial Advisory Service, Inc. | 4,944 | $807.5K | 0.07% | −54−1.1% | Reduced |
| Garrison Point Advisors, LLC | 4,960 | $810.2K | 0.52% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 5,703 | $816.7K | 0.16% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 5,002 | $817.0K | 0.19% | +302+6.4% | Added |
| Whitener Capital Management, Inc. | 5,009 | $818.2K | 0.27% | −190−3.7% | Reduced |
| Wedmont Private Capital | 4,953 | $819.3K | 0.06% | +831+20.2% | Added |
| Lingohr & Partner Asset Management GmbH | 5,021 | $820.0K | 2.05% | +321+6.8% | Added |
| Weaver Consulting Group | 5,022 | $820.3K | 0.30% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 6,865 | $824.8K | 0.44% | +4,977+263.6% | Added |
| Charter Trust Co | 5,051 | $825.0K | 0.06% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 5,058 | $826.2K | 0.17% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 5,066 | $827.4K | 0.02% | +187+3.8% | Added |
| Weatherly Asset Management L. P. | 5,069 | $828.0K | 0.08% | −11−0.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,105 | $833.8K | 0.09% | −24,884−83.0% | Reduced |
| Linscomb & Williams, Inc. | 5,106 | $834.0K | 0.04% | −3−0.1% | Reduced |
| Campion Asset Management LLC | 5,122 | $836.6K | 0.65% | −232−4.3% | Reduced |
| Fulton Bank, N.A. | 5,127 | $837.4K | 0.03% | +791+18.2% | Added |
| SYSTM Wealth Solutions LLC | 5,130 | $838.0K | 0.11% | +638+14.2% | Added |
| Mill Capital Management, LLC | 5,145 | $840.4K | 0.07% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 5,146 | $840.5K | 0.02% | +377+7.9% | Added |
| Quadrant Capital Group LLC | 5,152 | $841.5K | 0.07% | +76+1.5% | Added |
| Plato Investment Management Ltd | 5,175 | $845.3K | 0.09% | +4,654+893.3% | Added |
| Jackson Square Capital, LLC | 5,202 | $849.7K | 0.22% | −1,061−16.9% | Reduced |
| HighPoint Advisor Group LLC | 5,958 | $864.0K | 0.06% | +665+12.6% | Added |
| EHP Funds Inc. | 5,300 | $865.7K | 0.59% | −3,000−36.1% | Reduced |
| Chicago Partners Investment Group LLC | 5,469 | $868.7K | 0.04% | −61−1.1% | Reduced |
| GAMMA Investing LLC | 5,323 | $869.5K | 0.18% | +798+17.6% | Added |
| Worth Financial Advisory Group, LLC | 5,326 | $869.9K | 0.60% | +355+7.1% | Added |
| Beacon Investment Advisors LLC | 5,368 | $876.7K | 0.50% | +95+1.8% | Added |
| Harbor Investment Advisory, LLC | 5,391 | $880.6K | 0.09% | −566−9.5% | Reduced |
| Qsemble Capital Management, LP | 5,399 | $881.9K | 0.19% | +5,399 | New |
| Peoples Financial Services Corp. | 5,440 | $888.6K | 0.39% | −620−10.2% | Reduced |
| Atomi Financial Group, Inc. | 5,452 | $890.5K | 0.08% | +80+1.5% | Added |
| Castlekeep Investment Advisors LLC | 5,464 | $892.5K | 0.64% | −2,092−27.7% | Reduced |
| Western Financial Corp | 5,487 | $896.2K | 0.55% | −628−10.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,487 | $896.3K | 0.08% | −542−9.0% | Reduced |
| Bank Ozk | 5,488 | $896.4K | 0.40% | +575+11.7% | Added |
| Outfitter Financial LLC | 5,500 | $898.4K | 0.74% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 5,505 | $899.2K | 0.15% | +335+6.5% | Added |
| Eagle Strategies LLC | 5,519 | $901.5K | 0.20% | +5,519 | New |
| Wealth Alliance | 5,523 | $902.1K | 0.12% | +322+6.2% | Added |
| Caxton Associates LP | 5,630 | $919.6K | 0.06% | +1,024+22.2% | Added |
| Stegent Equity Advisors, Inc. | 5,632 | $919.9K | 0.93% | −70−1.2% | Reduced |
| Great Diamond Partners, LLC | 5,636 | $920.6K | 0.21% | +3,872+219.5% | Added |
| Trust Co of Toledo NA | 5,667 | $925.6K | 0.14% | −129−2.2% | Reduced |
| Doheny Asset Management | 5,689 | $929.0K | 0.76% | 00.0% | Unchanged |
| Invst, LLC | 5,689 | $929.3K | 0.11% | +5,689 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 5,636 | $932.3K | 0.18% | −122−2.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 5,713 | $933.1K | 0.51% | −152−2.6% | Reduced |
| Banco Santander, S.A. | 5,738 | $937.2K | 0.01% | +5,738 | New |
| Virtus ETF Advisers LLC | 5,775 | $943.3K | 0.50% | +603+11.7% | Added |
| Ameritas Advisory Services, LLC | 6,375 | $945.6K | 0.04% | −422−6.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,795 | $946.6K | 0.14% | −22−0.4% | Reduced |