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 |
|---|---|---|---|---|---|
| Birmingham Capital Management Co Inc | 5,801 | $947.5K | 0.35% | −551−8.7% | Reduced |
| Retirement Group, LLC | 5,811 | $949.2K | 0.34% | +10.0% | Added |
| Aviance Capital Partners, LLC | 5,828 | $951.9K | 0.14% | +4,245+268.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,829 | $952.0K | 0.39% | −865−12.9% | Reduced |
| Harvest Fund Management Co., Ltd | 5,836 | $953.0K | 0.09% | +5,119+713.9% | Added |
| Integrated Advisors Network LLC | 5,841 | $954.1K | 0.05% | −42−0.7% | Reduced |
| Westbourne Investment Advisors, Inc. | 5,880 | $960.0K | 0.35% | −100−1.7% | Reduced |
| Palisade Asset Management, LLC | 5,878 | $960.1K | 0.09% | +125+2.2% | Added |
| Affinity Investment Advisors, LLC | 5,888 | $961.7K | 0.70% | +3,160+115.8% | Added |
| Sandy Spring Bank | 5,898 | $963.4K | 0.04% | −238−3.9% | Reduced |
| Keynote Financial Services LLC | 5,904 | $964.4K | 0.81% | +5,904 | New |
| Matthew Goff Investment Advisor, LLC | 5,938 | $969.9K | 0.20% | −3,197−35.0% | Reduced |
| Allen Capital Group, LLC | 5,976 | $976.2K | 0.14% | +76+1.3% | Added |
| Rosenberg Matthew Hamilton | 5,983 | $977.3K | 0.28% | −135−2.2% | Reduced |
| Private Trust Co NA | 5,983 | $977.3K | 0.11% | +502+9.2% | Added |
| Busey Wealth Management | 5,990 | $978.4K | 0.03% | +100+1.7% | Added |
| Fisher Asset Management, LLC | 5,998 | $979.8K | 0.00% | −1,014−14.5% | Reduced |
| Park Circle Co | 6,000 | $980.0K | 0.91% | 00.0% | Unchanged |
| CSS LLC | 6,000 | $980.0K | 0.08% | +4,000+200.0% | Added |
| Hilltop National Bank | 6,007 | $981.2K | 0.33% | +6,007 | New |
| Heck Capital Advisors, LLC | 6,021 | $983.5K | 0.15% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 6,028 | $984.6K | 0.25% | +6,028 | New |
| Erste Asset Management GmbH | 6,200 | $985.6K | 0.01% | −10,050−61.8% | Reduced |
| Checchi Capital Advisers, LLC | 6,034 | $985.6K | 0.08% | +101+1.7% | Added |
| Strategic Financial Services, Inc, | 6,045 | $987.4K | 0.06% | −340−5.3% | Reduced |
| Institutional & Family Asset Management, LLC | 6,048 | $987.9K | 0.16% | −65−1.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 6,076 | $992.4K | 0.03% | +283+4.9% | Added |
| Massmutual Trust Co FSB | 6,081 | $993.3K | 0.03% | +479+8.6% | Added |
| Aull & Monroe Investment Management Corp | 6,092 | $995.1K | 0.46% | −350−5.4% | Reduced |
| Epoch Investment Partners, Inc. | 6,102 | $996.7K | 0.00% | −87−1.4% | Reduced |
| Dearborn Partners LLC | 6,109 | $997.8K | 0.04% | −1,051−14.7% | Reduced |
| Westhampton Capital, LLC | 6,141 | $1.00M | 0.55% | 00.0% | Unchanged |
| South Dakota Investment Council | 6,146 | $1.00M | 0.02% | −23,907−79.5% | Reduced |
| Schear Investment Advisers, LLC | 6,152 | $1.00M | 0.81% | +1,251+25.5% | Added |
| Schechter Investment Advisors, LLC | 6,192 | $1.01M | 0.08% | +977+18.7% | Added |
| CAPROCK Group, Inc. | 6,203 | $1.01M | 0.06% | +62+1.0% | Added |
| Basepoint Wealth LLC | 6,218 | $1.02M | 0.76% | −1,864−23.1% | Reduced |
| Prudential PLC | 6,219 | $1.02M | 0.01% | −17,899−74.2% | Reduced |
| Bank of Hawaii | 6,245 | $1.02M | 0.05% | +302+5.1% | Added |
| American Financial Group Inc | 6,250 | $1.02M | 0.38% | 00.0% | Unchanged |
| Castleark Management LLC | 6,260 | $1.02M | 0.04% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 6,281 | $1.03M | 0.51% | +1,865+42.2% | Added |
| Cidel Asset Management Inc | 6,336 | $1.03M | 0.08% | −235−3.6% | Reduced |
| MONECO Advisors, LLC | 6,344 | $1.04M | 0.16% | +277+4.6% | Added |
| First National Bank & Trust Co of Newtown | 6,381 | $1.04M | 0.21% | −298−4.5% | Reduced |
| Confluence Wealth Services, Inc. | 6,405 | $1.05M | 0.09% | 00.0% | Unchanged |
| South Street Advisors LLC | 6,420 | $1.05M | 0.17% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 6,443 | $1.05M | 0.03% | +4,561+242.3% | Added |
| Baader Bank INC | 6,454 | $1.05M | 0.09% | +1,545+31.5% | Added |
| Adviser Investments LLC | 6,462 | $1.06M | 0.01% | −127−1.9% | Reduced |
| Valmark Advisers, Inc. | 6,469 | $1.06M | 0.02% | +200+3.2% | Added |
| Miller Investment Management, LP | 6,500 | $1.06M | 0.14% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 6,523 | $1.07M | 0.09% | +28+0.4% | Added |
| Navalign, LLC | 6,524 | $1.07M | 0.35% | −243−3.6% | Reduced |
| We Are One Seven, LLC | 6,537 | $1.07M | 0.06% | −699−9.7% | Reduced |
| Lake Street Financial LLC | 6,539 | $1.07M | 0.15% | −784−10.7% | Reduced |
| Jones Financial Companies LLLP | 6,544 | $1.07M | 0.00% | +4,224+182.1% | Added |
| Hilltop Holdings Inc. | 6,553 | $1.07M | 0.12% | +199+3.1% | Added |
| V-Square Quantitative Management LLC | 6,586 | $1.08M | 0.18% | 00.0% | Unchanged |
| Symmetry Investments LP | 6,590 | $1.08M | 0.11% | +4,602+231.5% | Added |
| Mount Yale Investment Advisors, LLC | 6,597 | $1.08M | 0.08% | +866+15.1% | Added |
| Accordant Advisory Group Inc | 6,627 | $1.08M | 0.81% | +6,627 | New |
| MCF Advisors LLC | 6,635 | $1.08M | 0.08% | −96−1.4% | Reduced |
| Farther Finance Advisors, LLC | 6,638 | $1.08M | 0.07% | +925+16.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 6,666 | $1.09M | 0.04% | −96−1.4% | Reduced |
| Financial Sense Advisors, Inc. | 6,700 | $1.09M | 0.39% | +87+1.3% | Added |
| Welch & Forbes LLC | 6,700 | $1.09M | 0.02% | +75+1.1% | Added |
| IFP Advisors, Inc | 6,756 | $1.10M | 0.05% | +233+3.6% | Added |
| Versor Investments LP | 6,787 | $1.11M | 0.22% | +6,787 | New |
| 1st Source Bank | 6,791 | $1.11M | 0.06% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 7,665 | $1.11M | 0.06% | −80−1.0% | Reduced |
| Nikko Asset Management Americas, Inc. | 6,813 | $1.11M | 0.01% | −527−7.2% | Reduced |
| Rathbone Brothers plc | 6,842 | $1.12M | 0.01% | −1,726−20.1% | Reduced |
| Atlas Capital Advisors LLC | 6,857 | $1.12M | 0.18% | −94−1.4% | Reduced |
| Creekmur Asset Management LLC | 6,873 | $1.12M | 0.38% | −416−5.7% | Reduced |
| Cladis Investment Advisory, LLC | 6,882 | $1.12M | 0.82% | −89−1.3% | Reduced |
| Greylin Investment Mangement Inc | 6,921 | $1.13M | 0.18% | −1,500−17.8% | Reduced |
| Legacy Financial Advisors, Inc. | 6,923 | $1.13M | 0.20% | +435+6.7% | Added |
| Mystic Asset Management, Inc. | 6,939 | $1.13M | 0.47% | +625+9.9% | Added |
| True North Advisors, LLC | 6,943 | $1.13M | 0.31% | −1,101−13.7% | Reduced |
| Balentine LLC | 6,952 | $1.14M | 0.03% | +174+2.6% | Added |
| Pinnacle Financial Partners Inc | 6,955 | $1.14M | 0.02% | +2,163+45.1% | Added |
| Connecticut Wealth Management, LLC | 6,999 | $1.14M | 0.06% | −151−2.1% | Reduced |
| AMG National Trust Bank | 7,015 | $1.15M | 0.03% | +84+1.2% | Added |
| Meeder Advisory Services, Inc. | 7,046 | $1.15M | 0.12% | +262+3.9% | Added |
| Kingswood Wealth Advisors, LLC | 7,056 | $1.15M | 0.13% | +217+3.2% | Added |
| Hunter Associates Investment Management LLC | 7,063 | $1.15M | 0.19% | −250−3.4% | Reduced |
| America First Investment Advisors, LLC | 7,080 | $1.16M | 0.28% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 7,101 | $1.16M | 0.03% | −3,300−31.7% | Reduced |
| Guyasuta Investment Advisors Inc | 8,776 | $1.17M | 0.08% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 7,161 | $1.17M | 0.03% | +1,285+21.9% | Added |
| Verdad Advisers, LP | 7,168 | $1.17M | 1.27% | +7,168 | New |
| Glenview Trust Co | 7,185 | $1.17M | 0.03% | 00.0% | Unchanged |
| Arvest Investments, Inc. | 7,198 | $1.18M | 0.19% | +3,346+86.9% | Added |
| Veracity Capital LLC | 7,207 | $1.18M | 0.46% | −2,162−23.1% | Reduced |
| Boston Private Wealth LLC | 7,263 | $1.19M | 0.03% | −3,048−29.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 7,332 | $1.20M | 0.10% | +5,319+264.2% | Added |
| FineMark National Bank & Trust | 7,380 | $1.21M | 0.04% | +59+0.8% | Added |
| Mairs & Power Inc | 7,400 | $1.21M | 0.01% | −280−3.6% | Reduced |
| Valley Brook Capital Group | 7,424 | $1.21M | 0.97% | +785+11.8% | Added |