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 |
|---|---|---|---|---|---|
| Alberta Investment Management Corp | 14,200 | $2.32M | 0.02% | 00.0% | Unchanged |
| First National Advisers, LLC | 17,067 | $2.34M | 0.52% | −36−0.2% | Reduced |
| Harbour Investment Management LLC | 14,532 | $2.37M | 1.11% | −79−0.5% | Reduced |
| Van Leeuwen & Company, LLC | 14,833 | $2.42M | 1.23% | +24+0.2% | Added |
| Curbstone Financial Management Corp | 15,072 | $2.46M | 0.53% | −1,150−7.1% | Reduced |
| Capital Advisors Inc | 15,073 | $2.46M | 0.05% | +127+0.8% | Added |
| Allworth Financial LP | 15,079 | $2.46M | 0.02% | +446+3.0% | Added |
| First Manhattan Co | 15,164 | $2.48M | 0.01% | −97−0.6% | Reduced |
| Independent Solutions Wealth Management, LLC | 15,266 | $2.49M | 0.59% | +539+3.7% | Added |
| Lido Advisors, LLC | 15,281 | $2.50M | 0.02% | +859+6.0% | Added |
| Hendley & Co Inc | 15,300 | $2.50M | 0.89% | 00.0% | Unchanged |
| Magnetar Financial LLC | 15,324 | $2.50M | 0.06% | +15,324 | New |
| Pacific Global Investment Management CO | 15,358 | $2.51M | 0.48% | +4,089+36.3% | Added |
| Norinchukin Bank, The | 15,562 | $2.54M | 0.08% | −551−3.4% | Reduced |
| FDx Advisors, Inc. | 15,726 | $2.57M | 0.39% | +1,667+11.9% | Added |
| Great Valley Advisor Group, Inc. | 15,769 | $2.58M | 0.08% | +1,777+12.7% | Added |
| Procyon Private Wealth Partners, LLC | 15,968 | $2.61M | 0.20% | −6,212−28.0% | Reduced |
| Crescent Sterling, Ltd. | 15,983 | $2.61M | 2.38% | −55−0.3% | Reduced |
| Ontario Teachers Pension Plan Board | 15,985 | $2.61M | 0.02% | −8,999−36.0% | Reduced |
| BKM Wealth Management, LLC | 16,064 | $2.62M | 1.13% | +568+3.7% | Added |
| Mesirow Financial Investment Management, Inc. | 16,116 | $2.63M | 0.06% | +385+2.4% | Added |
| Weaver C. Barksdale & Associates, Inc. | 16,183 | $2.64M | 2.42% | −2,284−12.4% | Reduced |
| Teamwork Financial Advisors, LLC | 16,203 | $2.65M | 0.41% | +9,147+129.6% | Added |
| AustralianSuper Pty Ltd | 16,290 | $2.66M | 0.02% | −15,232−48.3% | Reduced |
| Sowell Financial Services LLC | 16,334 | $2.67M | 0.13% | −446−2.7% | Reduced |
| Community Bank, N.A. | 16,434 | $2.68M | 0.35% | −858−5.0% | Reduced |
| First Hawaiian Bank | 16,459 | $2.69M | 0.08% | −139−0.8% | Reduced |
| Everett Harris & Co | 16,478 | $2.69M | 0.04% | +78+0.5% | Added |
| Vident Advisory, LLC | 16,531 | $2.70M | 0.06% | −3,096−15.8% | Reduced |
| TBH Global Asset Management, LLC | 16,602 | $2.71M | 0.54% | −30−0.2% | Reduced |
| Moser Wealth Advisors, LLC | 16,721 | $2.73M | 1.52% | +80.0% | Added |
| Northside Capital Management, LLC | 16,725 | $2.73M | 0.49% | 00.0% | Unchanged |
| Horizon Investment Services, LLC | 16,788 | $2.74M | 1.34% | −795−4.5% | Reduced |
| Tiaa Trust, National Association | 16,829 | $2.75M | 0.01% | +2,013+13.6% | Added |
| Cornercap Investment Counsel Inc | 16,887 | $2.76M | 0.42% | −114−0.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,958 | $2.77M | 0.10% | −790−4.5% | Reduced |
| Principal Securities, Inc. | 17,010 | $2.78M | 0.09% | +915+5.7% | Added |
| Koshinski Asset Management, Inc. | 17,028 | $2.78M | 0.28% | +624+3.8% | Added |
| Wilkins Investment Counsel Inc | 17,073 | $2.79M | 0.41% | +12,984+317.5% | Added |
| Panagora Asset Management Inc | 17,244 | $2.82M | 0.01% | +37+0.2% | Added |
| Fernwood Investment Management, LLC | 17,255 | $2.82M | 0.82% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 17,263 | $2.82M | 0.33% | −185−1.1% | Reduced |
| Quantinno Capital Management LP | 17,282 | $2.82M | 0.06% | +3,679+27.0% | Added |
| Metropolitan Life Insurance Co | 17,342 | $2.83M | 0.12% | −565−3.2% | Reduced |
| Brinker Capital Investments, LLC | 17,456 | $2.85M | 0.03% | +2,009+13.0% | Added |
| Orion Portfolio Solutions, LLC | 17,456 | $2.85M | 0.03% | +2,009+13.0% | Added |
| Auxier Asset Management | 17,480 | $2.86M | 0.43% | 00.0% | Unchanged |
| XML Financial, LLC | 17,485 | $2.86M | 0.29% | −5,386−23.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 17,526 | $2.86M | 0.05% | −2,153−10.9% | Reduced |
| Ziegler Capital Management, LLC | 17,435 | $2.88M | 0.11% | −1,125−6.1% | Reduced |
| Keystone Wealth Services, LLC | 17,644 | $2.88M | 0.94% | +20.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,773 | $2.90M | 1.52% | −243−1.3% | Reduced |
| Northwest & Ethical Investments L.P. | 17,890 | $2.92M | 0.08% | +13,065+270.8% | Added |
| Argyle Capital Management Inc. | 18,046 | $2.95M | 1.14% | −1,100−5.7% | Reduced |
| HBK Sorce Advisory LLC | 18,240 | $2.98M | 0.11% | +140+0.8% | Added |
| HB Wealth Management, LLC | 18,244 | $2.98M | 0.04% | +82+0.5% | Added |
| NJ State Employees Deferred Compensation Plan | 18,300 | $2.99M | 0.38% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 18,321 | $2.99M | 0.05% | +23+0.1% | Added |
| NorthCrest Asset Manangement, LLC | 18,360 | $3.00M | 0.10% | −1,841−9.1% | Reduced |
| Icon Wealth Advisors, LLC | 18,391 | $3.00M | 0.28% | +684+3.9% | Added |
| Snowden Capital Advisors LLC | 18,470 | $3.02M | 0.09% | +1,713+10.2% | Added |
| Azzad Asset Management Inc | 18,741 | $3.06M | 0.36% | +513+2.8% | Added |
| Strategic Planning Group, LLC | 18,774 | $3.07M | 0.77% | +2,414+14.8% | Added |
| Equitable Trust Co | 18,963 | $3.10M | 0.21% | −6,241−24.8% | Reduced |
| Avantax Planning Partners, Inc. | 18,985 | $3.10M | 0.10% | +14,409+314.9% | Added |
| Cobblestone Capital Advisors LLC | 19,090 | $3.12M | 0.20% | +1,345+7.6% | Added |
| Financial Counselors Inc | 19,097 | $3.12M | 0.05% | −687−3.5% | Reduced |
| Vestcor Inc | 19,230 | $3.14M | 0.11% | −8,182−29.8% | Reduced |
| Intrust Bank NA | 19,260 | $3.15M | 0.34% | +149+0.8% | Added |
| Somerset Trust Co | 19,327 | $3.16M | 1.29% | +472+2.5% | Added |
| Monument Capital Management | 19,444 | $3.18M | 0.92% | −1,547−7.4% | Reduced |
| Sequoia Financial Advisors, LLC | 19,445 | $3.18M | 0.04% | −52,469−73.0% | Reduced |
| Burney Co | 19,530 | $3.19M | 0.12% | −425−2.1% | Reduced |
| Banque Cantonale Vaudoise | 19,717 | $3.22M | 0.13% | −11,171−36.2% | Reduced |
| Regions Financial Corp | 19,753 | $3.23M | 0.02% | −900−4.4% | Reduced |
| City Holding Co | 19,794 | $3.23M | 0.48% | −463−2.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 19,810 | $3.24M | 0.05% | +640+3.3% | Added |
| Rockline Wealth Management, LLC | 19,864 | $3.24M | 1.13% | +584+3.0% | Added |
| Argonautica Private Wealth Management, Inc | 19,911 | $3.25M | 1.17% | +288+1.5% | Added |
| Mediolanum International Funds Ltd | 20,560 | $3.27M | 0.05% | +20,560 | New |
| Wedbush Securities Inc | 20,018 | $3.27M | 0.12% | −2,269−10.2% | Reduced |
| Hartford Financial Management Inc. | 20,178 | $3.30M | 0.70% | −125−0.6% | Reduced |
| NFJ Investment Group, LLC | 20,195 | $3.30M | 0.09% | −732−3.5% | Reduced |
| Omers Administration Corp | 20,400 | $3.33M | 0.04% | +20,400 | New |
| Summit Financial, LLC | 20,544 | $3.36M | 0.20% | +5,315+34.9% | Added |
| PFW Advisors LLC | 20,554 | $3.36M | 1.03% | −296−1.4% | Reduced |
| Patten & Patten Inc | 20,617 | $3.37M | 0.24% | +658+3.3% | Added |
| First Nebraska Trust Co | 20,849 | $3.41M | 0.35% | +104+0.5% | Added |
| Profund Advisors LLC | 20,883 | $3.41M | 0.13% | −7,558−26.6% | Reduced |
| Silvercrest Asset Management Group LLC | 20,955 | $3.42M | 0.02% | +325+1.6% | Added |
| Tokio Marine Asset Management Co Ltd | 21,005 | $3.43M | 0.17% | +1,300+6.6% | Added |
| Sonora Investment Management Group, LLC | 21,006 | $3.43M | 0.27% | −119−0.6% | Reduced |
| Neville Rodie & Shaw Inc | 21,072 | $3.44M | 0.26% | −25−0.1% | Reduced |
| Synovus Financial Corp | 21,082 | $3.44M | 0.04% | −54−0.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 21,243 | $3.47M | 0.04% | +16,153+317.3% | Added |
| TownSquare Capital, LLC | 21,276 | $3.48M | 0.05% | −7,302−25.6% | Reduced |
| Metis Global Partners, LLC | 21,328 | $3.48M | 0.13% | −375−1.7% | Reduced |
| Becker Capital Management Inc | 21,353 | $3.49M | 0.12% | −347−1.6% | Reduced |
| MAI Capital Management | 21,473 | $3.51M | 0.04% | −221−1.0% | Reduced |
| Americana Partners, LLC | 21,512 | $3.51M | 0.29% | +2,929+15.8% | Added |