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 |
|---|---|---|---|---|---|
| WealthTrust Axiom LLC | 7,449 | $1.22M | 0.39% | +4+0.1% | Added |
| Bradley Foster & Sargent Inc | 7,454 | $1.22M | 0.02% | +326+4.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 7,464 | $1.22M | 0.29% | +84+1.1% | Added |
| CFO4Life Group, LLC | 7,470 | $1.22M | 0.22% | −1,116−13.0% | Reduced |
| David Loasby | 7,394 | $1.22M | 0.12% | −354−4.6% | Reduced |
| Bridge Creek Capital Management LLC | 7,509 | $1.23M | 0.39% | −182−2.4% | Reduced |
| Aristotle Capital Management, LLC | 7,543 | $1.23M | 0.00% | −5,675,410−99.9% | Reduced |
| Peoples Bank | 7,554 | $1.23M | 0.69% | −116−1.5% | Reduced |
| Jefferies Financial Group Inc. | 7,560 | $1.23M | 0.02% | −72,100−90.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 7,569 | $1.24M | 0.13% | −110−1.4% | Reduced |
| Edge Capital Group, LLC | 7,605 | $1.24M | 0.06% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 7,623 | $1.25M | 0.05% | +4,033+112.3% | Added |
| Walleye Trading LLC | 7,623 | $1.25M | 0.02% | +7,623 | New |
| WESPAC Advisors, LLC | 7,631 | $1.25M | 0.73% | −209−2.7% | Reduced |
| Lokken Investment Group LLC | 7,631 | $1.25M | 0.62% | +611+8.7% | Added |
| SpiderRock Advisors, LLC | 7,955 | $1.25M | 0.04% | +7,955 | New |
| Private Capital Management, LLC | 7,676 | $1.25M | 0.14% | +6+0.1% | Added |
| Mather Group, LLC. | 9,444 | $1.26M | 0.02% | −5,787−38.0% | Reduced |
| Dynasty Wealth Management, LLC | 7,710 | $1.26M | 0.04% | +7,710 | New |
| Bull Street Advisors, LLC | 7,731 | $1.26M | 0.60% | 00.0% | Unchanged |
| Jennison Associates LLC | 7,736 | $1.26M | 0.00% | +2,115+37.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 7,775 | $1.27M | 0.85% | +350+4.7% | Added |
| Jupiter Wealth Management LLC | 8,650 | $1.27M | 0.67% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 7,797 | $1.27M | 0.08% | −673−7.9% | Reduced |
| Van Hulzen Asset Management, LLC | 7,819 | $1.28M | 0.08% | +7+0.1% | Added |
| Pine Valley Investments Ltd Liability Co | 7,839 | $1.28M | 0.10% | −571−6.8% | Reduced |
| Meeder Asset Management Inc | 7,855 | $1.28M | 0.08% | +7,855 | New |
| Lakeview Capital Partners, LLC | 7,879 | $1.29M | 0.21% | −313−3.8% | Reduced |
| Forum Financial Management, LP | 7,897 | $1.29M | 0.02% | +239+3.1% | Added |
| Westmount Partners, LLC | 7,938 | $1.30M | 0.47% | −58−0.7% | Reduced |
| SeaCrest Wealth Management, LLC | 7,965 | $1.30M | 0.16% | −799−9.1% | Reduced |
| Institute for Wealth Management, LLC. | 8,041 | $1.31M | 0.17% | +774+10.7% | Added |
| Fiduciary Group LLC | 8,052 | $1.32M | 0.14% | −8−0.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,075 | $1.32M | 0.27% | −44−0.5% | Reduced |
| AlphaStar Capital Management, LLC | 8,108 | $1.32M | 0.14% | −3,015−27.1% | Reduced |
| Baker Ellis Asset Management LLC | 8,173 | $1.33M | 0.20% | −16−0.2% | Reduced |
| NVWM, LLC | 8,183 | $1.34M | 0.37% | −103−1.2% | Reduced |
| AIA Group Ltd | 8,200 | $1.34M | 0.04% | +8,200 | New |
| Covenant Partners, LLC | 8,218 | $1.34M | 0.39% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 8,284 | $1.35M | 0.12% | +120+1.5% | Added |
| EP Wealth Advisors, LLC | 8,286 | $1.35M | 0.02% | +1,162+16.3% | Added |
| Vista Investment Partners LLC | 8,317 | $1.36M | 0.47% | +1,365+19.6% | Added |
| Old National Bancorp | 8,344 | $1.36M | 0.03% | −480−5.4% | Reduced |
| Csenge Advisory Group | 8,348 | $1.36M | 0.08% | −1,382−14.2% | Reduced |
| Demars Financial Group, LLC | 8,392 | $1.37M | 0.68% | −418−4.7% | Reduced |
| M&R Capital Management Inc | 8,413 | $1.37M | 0.34% | +3,500+71.2% | Added |
| Wahed Invest LLC | 8,416 | $1.37M | 0.31% | +931+12.4% | Added |
| Maven Securities LTD | 8,416 | $1.37M | 0.08% | +8,416 | New |
| USA Financial Portformulas Corp | 8,429 | $1.38M | 0.22% | +1,471+21.1% | Added |
| Argent Trust Co | 8,453 | $1.38M | 0.06% | −95−1.1% | Reduced |
| Thoroughbred Financial Services, LLC | 8,535 | $1.39M | 0.13% | −2,191−20.4% | Reduced |
| Mutual Advisors, LLC | 8,549 | $1.40M | 0.04% | +508+6.3% | Added |
| Intrua Financial, LLC | 8,553 | $1.40M | 0.22% | −245−2.8% | Reduced |
| AE Wealth Management LLC | 8,576 | $1.40M | 0.02% | −49,442−85.2% | Reduced |
| Simplicity Wealth,LLC | 8,623 | $1.41M | 0.03% | +8,623 | New |
| Bleakley Financial Group, LLC | 8,649 | $1.41M | 0.04% | +407+4.9% | Added |
| Belpointe Asset Management LLC | 8,743 | $1.43M | 0.11% | −1,234−12.4% | Reduced |
| Moloney Securities Asset Management, LLC | 8,765 | $1.43M | 0.22% | −768−8.1% | Reduced |
| Great Lakes Retirement, Inc. | 8,807 | $1.44M | 0.21% | −19−0.2% | Reduced |
| Chelsea Counsel Co | 8,835 | $1.44M | 0.82% | +2,000+29.3% | Added |
| Twin Capital Management Inc | 8,845 | $1.44M | 0.18% | +45+0.5% | Added |
| Lowe Brockenbrough & Co Inc | 8,874 | $1.45M | 0.10% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 8,903 | $1.45M | 0.45% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 8,960 | $1.46M | 0.12% | +2,060+29.9% | Added |
| BayBridge Capital Group, LLC | 9,331 | $1.47M | 1.28% | +208+2.3% | Added |
| Patten Group, Inc. | 8,979 | $1.47M | 0.36% | −148−1.6% | Reduced |
| Agf Management Ltd | 8,982 | $1.47M | 0.01% | −21,821−70.8% | Reduced |
| Imprint Wealth LLC | 9,080 | $1.48M | 0.36% | +129+1.4% | Added |
| FCG Investment Co | 9,122 | $1.49M | 1.19% | +2,427+36.3% | Added |
| Shell Asset Management Co | 10,599 | $1.50M | 0.07% | −1,609−13.2% | Reduced |
| Parcion Private Wealth LLC | 9,218 | $1.51M | 0.13% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 9,227 | $1.51M | 0.04% | −42,247−82.1% | Reduced |
| Cohen & Steers, Inc. | 9,241 | $1.51M | 0.00% | −63,597−87.3% | Reduced |
| Wealth Alliance Advisory Group, LLC | 9,271 | $1.51M | 0.35% | +1,000+12.1% | Added |
| Jacobi Capital Management LLC | 9,295 | $1.52M | 0.14% | +32+0.3% | Added |
| Wimmer Associates 1, LLC | 9,310 | $1.52M | 0.80% | +5+0.1% | Added |
| Peapack Gladstone Financial Corp | 9,307 | $1.52M | 0.02% | −218−2.3% | Reduced |
| Strategic Advisors LLC | 9,316 | $1.52M | 0.30% | −213−2.2% | Reduced |
| Fairfield, Bush & Co. | 9,333 | $1.52M | 0.90% | −748−7.4% | Reduced |
| Boston Trust Walden Corp | 9,343 | $1.53M | 0.01% | −683−6.8% | Reduced |
| Equitable Holdings, Inc. | 9,356 | $1.53M | 0.02% | +625+7.2% | Added |
| Vestmark Advisory Solutions, Inc. | 9,380 | $1.53M | 0.07% | +977+11.6% | Added |
| Verdence Capital Advisors LLC | 9,389 | $1.53M | 0.14% | +659+7.5% | Added |
| Delta Financial Advisors LLC | 9,395 | $1.53M | 0.61% | +311+3.4% | Added |
| JBR Co Financial Management Inc | 9,435 | $1.54M | 1.23% | −130−1.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,437 | $1.54M | 0.07% | +1,256+15.4% | Added |
| Umpqua Bank | 9,439 | $1.54M | 0.63% | +9,439 | New |
| J. W. Coons Advisors, LLC | 9,478 | $1.55M | 0.35% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 9,500 | $1.55M | 0.00% | −5,000−34.5% | Reduced |
| Buckingham Strategic Partners | 9,556 | $1.56M | 0.05% | +7,900+477.1% | Added |
| Ramirez Asset Management, Inc. | 9,562 | $1.56M | 0.32% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 9,578 | $1.56M | 0.15% | −2,329−19.6% | Reduced |
| Signaturefd, LLC | 9,589 | $1.57M | 0.03% | −592−5.8% | Reduced |
| Cornerstone Advisors, LLC | 9,600 | $1.57M | 0.06% | +1,100+12.9% | Added |
| Alta Capital Management LLC | 9,607 | $1.57M | 0.10% | −28,829−75.0% | Reduced |
| Cowa, LLC | 9,641 | $1.58M | 0.93% | −1,010−9.5% | Reduced |
| Integrated Wealth Concepts LLC | 9,672 | $1.58M | 0.02% | +410+4.4% | Added |
| Concurrent Investment Advisors, LLC | 9,731 | $1.59M | 0.06% | −785−7.5% | Reduced |
| Caldwell Trust Co | 9,887 | $1.61M | 0.19% | +1,075+12.2% | Added |
| Harvest Portfolios Group Inc. | 9,895 | $1.62M | 0.06% | −3,857−28.0% | Reduced |