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 |
|---|---|---|---|---|---|
| First National Bank of Omaha | 13,123 | $1.62M | 0.11% | −25,955−66.4% | Reduced |
| Segment Wealth Management, LLC | 9,966 | $1.63M | 0.12% | +592+6.3% | Added |
| VisionPoint Advisory Group, LLC | 9,985 | $1.63M | 0.59% | −8,258−45.3% | Reduced |
| Aquila Investment Management LLC | 10,000 | $1.63M | 1.39% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 10,066 | $1.64M | 0.08% | −487−4.6% | Reduced |
| Pavion Blue Capital, LLC | 10,087 | $1.65M | 0.82% | −405−3.9% | Reduced |
| Cullinan Associates Inc | 10,139 | $1.66M | 0.09% | +2,400+31.0% | Added |
| Tyche Wealth Partners LLC | 10,148 | $1.66M | 0.41% | −5,572−35.4% | Reduced |
| Steward Partners Investment Solutions, LLC | 10,170 | $1.66M | 0.28% | −114−1.1% | Reduced |
| Ingalls & Snyder LLC | 10,180 | $1.66M | 0.07% | −5,655−35.7% | Reduced |
| Adirondack Trust Co | 10,202 | $1.67M | 0.70% | −200−1.9% | Reduced |
| Horizon Investments, LLC | 10,321 | $1.69M | 0.04% | +3,113+43.2% | Added |
| Quarry LP | 10,329 | $1.69M | 0.69% | +6,578+175.4% | Added |
| Searle & Co. | 10,383 | $1.70M | 0.43% | 00.0% | Unchanged |
| RFG Advisory, LLC | 10,396 | $1.70M | 0.06% | −259−2.4% | Reduced |
| Jeppson Wealth Management, LLC | 10,417 | $1.70M | 0.66% | −180−1.7% | Reduced |
| Scotia Capital Inc. | 10,428 | $1.70M | 0.01% | −243−2.3% | Reduced |
| Resources Management Corp | 10,437 | $1.71M | 0.25% | −50−0.5% | Reduced |
| Regal Investment Advisors LLC | 10,513 | $1.72M | 0.12% | −235−2.2% | Reduced |
| Barry Investment Advisors, LLC | 10,550 | $1.72M | 0.57% | +45+0.4% | Added |
| South State Corp. | 10,582 | $1.73M | 0.13% | +108+1.0% | Added |
| Tower Bridge Advisors | 10,612 | $1.73M | 0.18% | 00.0% | Unchanged |
| First National Trust Co | 10,741 | $1.75M | 0.07% | +1,467+15.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,758 | $1.76M | 0.09% | +3,524+48.7% | Added |
| Greenleaf Trust | 10,762 | $1.76M | 0.02% | +238+2.3% | Added |
| NEOS Investment Management LLC | 10,826 | $1.77M | 0.11% | +4,593+73.7% | Added |
| Guardian Wealth Management, Inc. | 10,846 | $1.77M | 1.36% | −319−2.9% | Reduced |
| Venturi Wealth Management, LLC | 10,947 | $1.79M | 0.11% | +5,505+101.2% | Added |
| Armor Investment Advisors, LLC | 11,035 | $1.80M | 0.87% | −130−1.2% | Reduced |
| Fiduciary Trust Co | 11,050 | $1.80M | 0.03% | −190−1.7% | Reduced |
| Rowland & Co Investment Counsel | 11,096 | $1.81M | 0.38% | +900+8.8% | Added |
| Counterweight Ventures, LLC | 11,108 | $1.81M | 1.46% | +8,798+380.9% | Added |
| Boyd Watterson Asset Management LLC | 11,109 | $1.81M | 0.65% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 11,178 | $1.83M | 0.04% | +9,055+426.5% | Added |
| Ostrum Asset Management | 11,251 | $1.84M | 0.15% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 11,310 | $1.85M | 0.03% | +1,020+9.9% | Added |
| Wealthcare Advisory Partners LLC | 11,339 | $1.85M | 0.06% | +6,595+139.0% | Added |
| Bragg Financial Advisors, Inc | 11,353 | $1.85M | 0.08% | −130−1.1% | Reduced |
| Wealthspire Advisors, LLC | 11,368 | $1.86M | 0.02% | −190−1.6% | Reduced |
| Spire Wealth Management | 11,390 | $1.86M | 0.05% | +201+1.8% | Added |
| Financial Advocates Investment Management | 11,470 | $1.87M | 0.11% | +411+3.7% | Added |
| BBR Partners, LLC | 11,475 | $1.87M | 0.15% | +672+6.2% | Added |
| Apollon Wealth Management, LLC | 11,528 | $1.88M | 0.06% | +1,028+9.8% | Added |
| LRT Capital Management, LLC | 11,534 | $1.88M | 1.69% | −7,147−38.3% | Reduced |
| Groupama Asset Managment | 5,689 | $1.88M | 0.03% | −17,739−75.7% | Reduced |
| Exeter Financial, LLC | 11,075 | $1.89M | 0.87% | −575−4.9% | Reduced |
| Parallel Advisors, LLC | 11,605 | $1.90M | 0.05% | +162+1.4% | Added |
| IHT Wealth Management, LLC | 831,910 | $1.90M | 0.08% | +819,182+6,436.1% | Added |
| Rakuten Investment Management, Inc. | 11,649 | $1.90M | 0.01% | +10,558+967.7% | Added |
| Savant Capital, LLC | 11,655 | $1.90M | 0.02% | −18−0.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 11,660 | $1.90M | 0.02% | +1,028+9.7% | Added |
| Squarepoint Ops LLC | 11,661 | $1.90M | 0.01% | −261−2.2% | Reduced |
| Gateway Investment Advisers LLC | 11,705 | $1.91M | 0.02% | +1,934+19.8% | Added |
| Islay Capital Management, LLC | 11,714 | $1.91M | 1.42% | −8−0.1% | Reduced |
| Smith, Moore & Co. | 11,850 | $1.94M | 0.21% | −870−6.8% | Reduced |
| Moors & Cabot, Inc. | 11,853 | $1.94M | 0.10% | −598−4.8% | Reduced |
| Pathway Financial Advisers, LLC | 11,909 | $1.95M | 0.70% | −202−1.7% | Reduced |
| UniSuper Management Pty Ltd | 12,104 | $1.98M | 0.02% | +8,174+208.0% | Added |
| Williams Jones Wealth Management, LLC. | 12,179 | $1.99M | 0.03% | +259+2.2% | Added |
| Marion Wealth Management | 12,199 | $1.99M | 0.59% | −127−1.0% | Reduced |
| Paradigm Asset Management Co LLC | 12,200 | $1.99M | 0.51% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 12,203 | $1.99M | 0.06% | +2,404+24.5% | Added |
| Haverford Trust Co | 12,278 | $2.01M | 0.02% | −721−5.5% | Reduced |
| Bangor Savings Bank | 12,330 | $2.01M | 0.21% | −66−0.5% | Reduced |
| Paragon Capital Management LLC | 12,364 | $2.02M | 1.09% | +108+0.9% | Added |
| Valeo Financial Advisors, LLC | 12,810 | $2.02M | 0.07% | −1,075−7.7% | Reduced |
| International Assets Investment Management, LLC | 12,455 | $2.03M | 0.21% | −1,893−13.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 12,491 | $2.04M | 0.50% | −1,765−12.4% | Reduced |
| United Services Automobile Association | 12,519 | $2.04M | 0.05% | −801−6.0% | Reduced |
| GeoWealth Management, LLC | 12,541 | $2.05M | 0.08% | +10,920+673.7% | Added |
| Country Club Bank | 12,565 | $2.05M | 0.14% | −31,915−71.8% | Reduced |
| Vontobel Holding Ltd. | 12,591 | $2.06M | 0.02% | −7,154−36.2% | Reduced |
| Ar Asset Management Inc | 12,600 | $2.06M | 0.50% | 00.0% | Unchanged |
| Estate Counselors, LLC | 12,670 | $2.07M | 0.24% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 12,759 | $2.08M | 0.07% | +4,117+47.6% | Added |
| Wetherby Asset Management Inc | 12,854 | $2.10M | 0.10% | −42−0.3% | Reduced |
| Stratos Wealth Advisors, LLC | 12,974 | $2.12M | 0.13% | −25,002−65.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,254 | $2.13M | 0.02% | +110+0.7% | Added |
| Dynamic Advisor Solutions LLC | 13,015 | $2.13M | 0.07% | −377−2.8% | Reduced |
| Energy Income Partners, LLC | 13,028 | $2.13M | 0.04% | +3,250+33.2% | Added |
| Fruth Investment Management | 13,095 | $2.14M | 0.55% | 00.0% | Unchanged |
| Inscription Capital, LLC | 13,153 | $2.15M | 0.35% | +5,709+76.7% | Added |
| Terry L. Blaker | 13,172 | $2.15M | 0.16% | −300−2.2% | Reduced |
| YHB Investment Advisors, Inc. | 13,299 | $2.17M | 0.19% | +485+3.8% | Added |
| Evercore Wealth Management, LLC | 13,320 | $2.18M | 0.03% | −137−1.0% | Reduced |
| Shelton Capital Management | 13,337 | $2.18M | 0.06% | −7,489−36.0% | Reduced |
| Arvest Trust Co N A | 13,419 | $2.19M | 0.12% | −840−5.9% | Reduced |
| NewEdge Wealth, LLC | 15,460 | $2.22M | 0.05% | +1,816+13.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,644 | $2.23M | 0.06% | −281−2.0% | Reduced |
| Sigma Planning Corp | 13,663 | $2.23M | 0.07% | +7,018+105.6% | Added |
| Logan Capital Management Inc | 13,839 | $2.26M | 0.10% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 13,866 | $2.26M | 0.99% | +354+2.6% | Added |
| Ieq Capital, LLC | 13,922 | $2.27M | 0.03% | +1,261+10.0% | Added |
| Veriti Management LLC | 13,926 | $2.27M | 0.17% | +899+6.9% | Added |
| KMG Fiduciary Partners, LLC | 14,069 | $2.30M | 0.24% | +114+0.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,091 | $2.30M | 0.10% | +197+1.4% | Added |
| Atlas Private Wealth Management | 14,171 | $2.31M | 0.97% | +1,725+13.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,190 | $2.32M | 0.16% | −1,484−9.5% | Reduced |
| PFG Investments, LLC | 14,190 | $2.32M | 0.14% | +11,223+378.3% | Added |
| Stephens Inc | 14,199 | $2.32M | 0.04% | −409−2.8% | Reduced |