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 |
|---|---|---|---|---|---|
| SevenBridge Financial Group, LLC | 24,532 | $3.52M | 0.80% | −905−3.6% | Reduced |
| Convergence Investment Partners, LLC | 21,731 | $3.55M | 1.36% | +1,681+8.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 21,743 | $3.55M | 0.01% | −147,863−87.2% | Reduced |
| Gladstone Institutional Advisory LLC | 21,802 | $3.56M | 0.20% | −685−3.0% | Reduced |
| Hancock Whitney Corp | 21,968 | $3.59M | 0.12% | −1,393−6.0% | Reduced |
| Diversified Trust Co | 21,992 | $3.59M | 0.11% | +10,735+95.4% | Added |
| Duality Advisers, LP | 22,018 | $3.60M | 0.35% | +22,018 | New |
| DCM Advisors, LLC | 22,125 | $3.61M | 1.49% | −1,598−6.7% | Reduced |
| New Mexico Educational Retirement Board | 22,128 | $3.61M | 0.13% | −1,700−7.1% | Reduced |
| BCJ Capital Management, LLC | 22,152 | $3.62M | 0.29% | +22,152 | New |
| CFM Wealth Partners LLC | 22,171 | $3.62M | 0.73% | −3,396−13.3% | Reduced |
| Zacks Investment Management | 22,320 | $3.65M | 0.04% | +2,824+14.5% | Added |
| Miracle Mile Advisors, LLC | 22,821 | $3.73M | 0.09% | +343+1.5% | Added |
| SWS Partners | 22,939 | $3.75M | 1.12% | −648−2.7% | Reduced |
| CWM, LLC | 23,065 | $3.77M | 0.02% | −923−3.8% | Reduced |
| Brookstone Capital Management | 23,076 | $3.77M | 0.07% | +1,450+6.7% | Added |
| Fundamentun, LLC | 23,111 | $3.78M | 0.37% | −3,189−12.1% | Reduced |
| Simplex Trading, LLC | 23,276 | $3.80M | 0.11% | +23,276 | New |
| Catalyst Capital Advisors LLC | 23,300 | $3.81M | 0.09% | −450−1.9% | Reduced |
| Davenport & Co LLC | 23,442 | $3.83M | 0.02% | +480+2.1% | Added |
| Carnegie Capital Asset Management, LLC | 23,465 | $3.83M | 0.12% | −3,433−12.8% | Reduced |
| Richard Bernstein Advisors LLC | 23,490 | $3.84M | 0.08% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 23,504 | $3.84M | 0.62% | −1,759−7.0% | Reduced |
| Red Cedar Investment Management, LLC | 23,872 | $3.90M | 0.49% | +16,424+220.5% | Added |
| Stock Yards Bank & Trust Co | 23,914 | $3.91M | 0.13% | −1,009−4.0% | Reduced |
| Lincoln National Corp | 23,922 | $3.91M | 0.06% | +2,511+11.7% | Added |
| Viking Fund Management LLC | 24,000 | $3.92M | 0.71% | −12,000−33.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 24,003 | $3.92M | 0.15% | −85,018−78.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 24,155 | $3.95M | 0.06% | +971+4.2% | Added |
| Independent Financial Group, LLC | 24,191 | $3.95M | 0.18% | +7,203+42.4% | Added |
| O'Keefe Stevens Advisory, Inc. | 24,251 | $3.96M | 1.30% | +43+0.2% | Added |
| Westchester Capital Management, LLC | 24,300 | $3.97M | 0.17% | −29,100−54.5% | Reduced |
| Herold Advisors, Inc. | 24,355 | $3.98M | 0.96% | −1,673−6.4% | Reduced |
| Exencial Wealth Advisors, LLC | 24,429 | $3.99M | 0.15% | −281−1.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 24,469 | $4.00M | 0.08% | −1,645−6.3% | Reduced |
| Garrison Asset Management, LLC | 24,558 | $4.01M | 2.11% | −521−2.1% | Reduced |
| Virginia Wealth Management Group, Inc. | 24,581 | $4.02M | 3.28% | −4,147−14.4% | Reduced |
| Empirical Finance, LLC | 24,943 | $4.07M | 0.25% | +559+2.3% | Added |
| Surience Private Wealth LLC | 24,976 | $4.08M | 3.86% | +24,976 | New |
| Louisiana State Employees Retirement System | 25,000 | $4.08M | 0.08% | −1,600−6.0% | Reduced |
| Cardinal Capital Management | 25,127 | $4.10M | 0.67% | +1,815+7.8% | Added |
| Securian Asset Management, Inc | 25,326 | $4.14M | 0.12% | −2,537−9.1% | Reduced |
| Wisconsin Capital Management LLC | 25,330 | $4.14M | 2.17% | −500−1.9% | Reduced |
| Bremer Bank National Association | 25,466 | $4.16M | 0.77% | +1,193+4.9% | Added |
| River Wealth Advisors LLC | 25,508 | $4.17M | 0.61% | +371+1.5% | Added |
| Prospera Financial Services Inc | 25,552 | $4.18M | 0.12% | +1,199+4.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,727 | $4.20M | 0.05% | −9,789−27.6% | Reduced |
| German American Bancorp, Inc. | 25,808 | $4.22M | 0.51% | +675+2.7% | Added |
| Principle Wealth Partners LLC | 26,229 | $4.28M | 0.33% | +20.0% | Added |
| Ameritas Investment Partners, Inc. | 26,574 | $4.34M | 0.15% | −4,524−14.5% | Reduced |
| Del-Sette Capital Management, LLC | 27,741 | $4.53M | 3.72% | +27,741 | New |
| Hartford Investment Management Co | 27,771 | $4.54M | 0.16% | −1,889−6.4% | Reduced |
| D. E. Shaw & Co., Inc. | 27,818 | $4.54M | 0.01% | −46,132−62.4% | Reduced |
| Johnson Investment Counsel Inc | 28,052 | $4.58M | 0.05% | −2,677−8.7% | Reduced |
| National Asset Management, Inc. | 38,175 | $4.59M | 0.12% | +5,089+15.4% | Added |
| Balyasny Asset Management LLC | 28,159 | $4.60M | 0.01% | +13,545+92.7% | Added |
| Parsons Capital Management Inc | 28,233 | $4.61M | 0.32% | −619−2.1% | Reduced |
| Stratos Wealth Partners, LTD. | 28,313 | $4.62M | 0.08% | +6,099+27.5% | Added |
| Citizens National Bank Trust Department | 28,399 | $4.64M | 1.08% | −420−1.5% | Reduced |
| Van Eck Associates Corp | 28,406 | $4.64M | 0.01% | −164−0.6% | Reduced |
| Riverview Capital Advisers, LLC | 28,830 | $4.71M | 1.62% | −41−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 28,970 | $4.73M | 0.07% | +723+2.6% | Added |
| Tocqueville Asset Management L.P. | 29,015 | $4.74M | 0.08% | −882−3.0% | Reduced |
| Central Trust Co | 29,079 | $4.75M | 0.12% | −451−1.5% | Reduced |
| Altrius Capital Management Inc | 29,161 | $4.76M | 1.20% | −7,559−20.6% | Reduced |
| Glass Wealth Management Co LLC | 29,200 | $4.77M | 2.91% | +29,200 | New |
| Cozad Asset Management Inc | 29,261 | $4.78M | 0.50% | +1,215+4.3% | Added |
| Ellerson Group Inc | 29,380 | $4.80M | 3.67% | −1,041−3.4% | Reduced |
| Candriam Luxembourg S.C.A. | 29,577 | $4.83M | 0.03% | +2,518+9.3% | Added |
| Pinkerton Retirement Specialists, LLC | 29,836 | $4.87M | 0.78% | +3,318+12.5% | Added |
| BNC Wealth Management, LLC | 29,856 | $4.88M | 2.09% | +729+2.5% | Added |
| Sendero Wealth Management, LLC | 30,074 | $4.91M | 0.84% | +6,201+26.0% | Added |
| Heritage Trust Co | 30,324 | $4.95M | 0.66% | −161−0.5% | Reduced |
| Baxter Bros Inc | 31,008 | $5.06M | 0.65% | +2,231+7.8% | Added |
| Nomura Holdings Inc | 31,074 | $5.08M | 0.04% | −5,748−15.6% | Reduced |
| Patton Fund Management, Inc. | 31,188 | $5.09M | 0.92% | +31,188 | New |
| Fifth Third Bancorp | 31,193 | $5.10M | 0.02% | −5,726−15.5% | Reduced |
| TD Private Client Wealth LLC | 31,246 | $5.10M | 0.17% | +241+0.8% | Added |
| Tweedy, Browne Co LLC | 31,309 | $5.11M | 0.24% | −53−0.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 31,420 | $5.13M | 0.29% | −685−2.1% | Reduced |
| Trajan Wealth LLC | 31,587 | $5.16M | 0.35% | +31,587 | New |
| Franklin, Parlapiano, Turner & Welch, LLC | 31,657 | $5.17M | 1.42% | +1,174+3.9% | Added |
| McDonald Partners LLC | 31,832 | $5.20M | 1.43% | −1,166−3.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 31,877 | $5.21M | 0.19% | +24,121+311.0% | Added |
| Cary Street Partners Asset Management LLC | 32,002 | $5.23M | 0.81% | −6,779−17.5% | Reduced |
| Independent Advisor Alliance | 32,080 | $5.24M | 0.19% | +516+1.6% | Added |
| Teacher Retirement System of Texas | 32,119 | $5.25M | 0.03% | −86,602−72.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 32,172 | $5.25M | 1.29% | +1,529+5.0% | Added |
| Atria Investments LLC | 32,351 | $5.27M | 0.07% | −9,924−23.5% | Reduced |
| Canal Insurance CO | 32,500 | $5.31M | 1.37% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 32,600 | $5.32M | 1.49% | +32,600 | New |
| Kentucky Retirement Systems | 32,655 | $5.33M | 0.16% | −2,546−7.2% | Reduced |
| Pacer Advisors, Inc. | 32,699 | $5.34M | 0.01% | −2,697,323−98.8% | Reduced |
| Clearbridge Investments, LLC | 32,737 | $5.35M | 0.00% | −888−2.6% | Reduced |
| Maryland State Retirement & Pension System | 34,647 | $5.42M | 0.11% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 33,200 | $5.42M | 0.27% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 33,253 | $5.43M | 1.01% | −2,397−6.7% | Reduced |
| First American Bank | 33,735 | $5.51M | 0.42% | +578+1.7% | Added |
| Opus Investment Management Inc | 33,800 | $5.52M | 3.60% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 33,884 | $5.54M | 2.12% | −857−2.5% | Reduced |