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
- 1,878
- +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
- 751 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 |
|---|---|---|---|---|---|
| Chatham Capital Group, Inc. | 34,095 | $5.57M | 1.02% | −1,305−3.7% | Reduced |
| Pinnacle Associates Ltd | 34,177 | $5.58M | 0.09% | −784−2.2% | Reduced |
| Atria Wealth Solutions, Inc. | 34,376 | $5.61M | 0.06% | −4,073−10.6% | Reduced |
| JustInvest LLC | 34,485 | $5.63M | 0.12% | +999+3.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 35,071 | $5.73M | 0.13% | −859−2.4% | Reduced |
| Hartree Partners, LP | 35,400 | $5.78M | 1.50% | +35,400 | New |
| Quotient Wealth Partners, LLC | 35,575 | $5.81M | 0.21% | +169+0.5% | Added |
| Invesco, LLC | 35,906 | $5.86M | 2.49% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 44,064 | $5.87M | 0.32% | +2,121+5.1% | Added |
| Colonial Trust Co | 36,081 | $5.89M | 1.10% | −216−0.6% | Reduced |
| Mattern Wealth Management LLC | 36,685 | $5.99M | 1.46% | +74+0.2% | Added |
| Oregon Public Employees Retirement Fund | 36,765 | $6.01M | 0.12% | +2,430+7.1% | Added |
| Northwestern Mutual Wealth Management Co | 36,853 | $6.02M | 0.01% | +2,797+8.2% | Added |
| Brady Family Wealth, LLC | 36,920 | $6.03M | 1.96% | −926−2.4% | Reduced |
| HM Payson & Co | 37,661 | $6.15M | 0.11% | −1,559−4.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 37,802 | $6.17M | 0.12% | +15,542+69.8% | Added |
| Mackenzie Financial Corp | 37,992 | $6.21M | 0.01% | +1,542+4.2% | Added |
| Farmers & Merchants Investments Inc | 38,243 | $6.25M | 0.21% | +940+2.5% | Added |
| Shorepoint Capital Partners LLC | 38,454 | $6.28M | 1.54% | −102−0.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 38,552 | $6.30M | 0.75% | +1,171+3.1% | Added |
| Rothschild Investment LLC | 38,601 | $6.31M | 0.46% | −30−0.1% | Reduced |
| USS Investment Management Ltd | 38,600 | $6.31M | 0.05% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 38,656 | $6.31M | 0.76% | +38,656 | New |
| Los Angeles Capital Management LLC | 38,730 | $6.33M | 0.02% | −187,179−82.9% | Reduced |
| Berger Financial Group, Inc | 39,263 | $6.41M | 0.53% | −5,924−13.1% | Reduced |
| Wintrust Investments LLC | 39,270 | $6.41M | 0.57% | −5,330−12.0% | Reduced |
| Gulf International Bank (UK) Ltd | 39,295 | $6.42M | 0.16% | +96+0.2% | Added |
| United Capital Financial Advisers, LLC | 39,517 | $6.45M | 0.05% | −1,417−3.5% | Reduced |
| Huntington National Bank | 39,603 | $6.47M | 0.05% | +22+0.1% | Added |
| Coldstream Capital Management Inc | 39,618 | $6.47M | 0.16% | −624−1.6% | Reduced |
| Toroso Investments, LLC | 39,918 | $6.51M | 0.11% | −420−1.0% | Reduced |
| Meyer Handelman Co | 39,872 | $6.51M | 0.23% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 39,918 | $6.52M | 0.55% | +407+1.0% | Added |
| L & S Advisors Inc | 39,989 | $6.53M | 0.74% | +39,989 | New |
| Telemark Asset Management, LLC | 40,000 | $6.53M | 0.68% | +40,000 | New |
| La Banque Postale Asset Management SA | 40,282 | $6.58M | 0.26% | −32,293−44.5% | Reduced |
| Beacon Financial Group | 40,464 | $6.61M | 0.76% | −1,821−4.3% | Reduced |
| Montgomery Investment Management Inc | 40,535 | $6.62M | 2.53% | −20,157−33.2% | Reduced |
| Umb Bank N A | 40,703 | $6.65M | 0.11% | −1,444−3.4% | Reduced |
| Ancora Advisors, LLC | 41,583 | $6.79M | 0.16% | −1,529−3.5% | Reduced |
| Texas Yale Capital Corp. | 41,613 | $6.80M | 0.30% | 00.0% | Unchanged |
| Sovereign Investment Advisors, LLC | 42,129 | $6.88M | 2.37% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 42,193 | $6.89M | 0.10% | +10,632+33.7% | Added |
| TD Waterhouse Canada Inc. | 37,530 | $6.96M | 0.05% | +16,607+79.4% | Added |
| Colonial Trust Advisors | 43,026 | $7.03M | 0.69% | −1,414−3.2% | Reduced |
| Telos Capital Management, Inc. | 43,044 | $7.03M | 0.79% | −737−1.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 43,134 | $7.05M | 0.09% | +2,526+6.2% | Added |
| Arkadios Wealth Advisors | 43,347 | $7.08M | 0.55% | −1,108−2.5% | Reduced |
| King Luther Capital Management Corp | 43,685 | $7.14M | 0.03% | +542+1.3% | Added |
| Avantax Advisory Services, Inc. | 44,423 | $7.26M | 0.06% | +5,512+14.2% | Added |
| Stolper Co | 44,823 | $7.32M | 2.64% | −96−0.2% | Reduced |
| Mirador Capital Partners LP | 44,997 | $7.35M | 1.40% | +510+1.1% | Added |
| Cary Street Partner Investment Advisory LLC | 45,204 | $7.38M | 0.31% | −5,159−10.2% | Reduced |
| Private Advisor Group, LLC | 45,372 | $7.41M | 0.05% | −222−0.5% | Reduced |
| Atlantic Union Bankshares Corp | 45,402 | $7.42M | 0.62% | −1,710−3.6% | Reduced |
| Elo Mutual Pension Insurance Co | 46,815 | $7.65M | 0.18% | +7,939+20.4% | Added |
| NewSquare Capital LLC | 47,698 | $7.68M | 0.68% | −1,209−2.5% | Reduced |
| FIL Ltd | 47,141 | $7.70M | 0.01% | −19,822−29.6% | Reduced |
| FourThought Financial Partners, LLC | 47,297 | $7.73M | 0.89% | −37,506−44.2% | Reduced |
| Wealthfront Advisers LLC | 47,387 | $7.74M | 0.03% | −1,319−2.7% | Reduced |
| Cresset Asset Management, LLC | 47,539 | $7.77M | 0.04% | +6,156+14.9% | Added |
| Scissortail Wealth Management, LLC | 47,858 | $7.82M | 2.06% | +47,858 | New |
| Rodgers Brothers Inc. | 47,988 | $7.84M | 1.07% | −150−0.3% | Reduced |
| Stablepoint Partners, LLC | 49,041 | $8.01M | 1.62% | +5,621+12.9% | Added |
| Buckingham Capital Management, Inc. | 49,505 | $8.09M | 0.99% | −3,332−6.3% | Reduced |
| Kesler, Norman & Wride, LLC | 49,632 | $8.11M | 1.72% | −2,909−5.5% | Reduced |
| RBF Capital, LLC | 50,000 | $8.17M | 0.46% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50,172 | $8.20M | 0.27% | −1,990−3.8% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 50,208 | $8.20M | 1.70% | −593−1.2% | Reduced |
| Genus Capital Management Inc. | 50,300 | $8.22M | 1.07% | +50,300 | New |
| Parallax Volatility Advisers, L.P. | 50,866 | $8.31M | 0.24% | −171,249−77.1% | Reduced |
| Wesbanco Bank Inc | 51,540 | $8.42M | 0.32% | +2,956+6.1% | Added |
| Nissay Asset Management Corp | 51,665 | $8.44M | 0.06% | −1,673−3.1% | Reduced |
| Disciplined Investments, LLC | 51,680 | $8.44M | 4.60% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 52,058 | $8.50M | 0.14% | −21,773−29.5% | Reduced |
| Beacon Pointe Advisors, LLC | 52,159 | $8.52M | 0.09% | +1,831+3.6% | Added |
| Daiwa Securities Group Inc. | 52,336 | $8.55M | 0.05% | +3,735+7.7% | Added |
| Kornitzer Capital Management Inc | 52,450 | $8.57M | 0.16% | −414−0.8% | Reduced |
| Federated Hermes, Inc. | 52,596 | $8.59M | 0.02% | −3,094−5.6% | Reduced |
| British Columbia Investment Management Corp | 52,694 | $8.61M | 0.06% | +1,436+2.8% | Added |
| Park Avenue Securities LLC | 53,298 | $8.71M | 0.11% | −681−1.3% | Reduced |
| Pathstone Holdings, LLC | 53,486 | $8.74M | 0.04% | +1,355+2.6% | Added |
| Bridgeway Capital Management, LLC | 53,800 | $8.79M | 0.18% | −93−0.2% | Reduced |
| Royal Fund Management, LLC | 53,849 | $8.80M | 1.01% | −2,122−3.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 54,021 | $8.82M | 0.10% | −9,721−15.3% | Reduced |
| Bessemer Group Inc | 54,212 | $8.86M | 0.02% | +9,954+22.5% | Added |
| QRG Capital Management, Inc. | 54,302 | $8.87M | 0.11% | +11,531+27.0% | Added |
| Swiss Life Asset Management Ltd | 54,335 | $8.88M | 0.12% | −24,544−31.1% | Reduced |
| Leavell Investment Management, Inc. | 54,615 | $8.92M | 0.51% | +2,667+5.1% | Added |
| Commerce Bank | 55,410 | $9.05M | 0.06% | +1,979+3.7% | Added |
| Advisors Capital Management, LLC | 55,524 | $9.07M | 0.17% | +1,527+2.8% | Added |
| Cyndeo Wealth Partners, LLC | 55,549 | $9.07M | 0.75% | −12,437−18.3% | Reduced |
| Brick & Kyle, Associates | 52,562 | $9.08M | 4.02% | −849−1.6% | Reduced |
| Brown Advisory Inc | 55,917 | $9.13M | 0.01% | −1,284−2.2% | Reduced |
| Mutual of America Capital Management LLC | 56,377 | $9.21M | 0.10% | −2,547−4.3% | Reduced |
| AMJ Financial Wealth Management | 57,352 | $9.37M | 3.13% | +2,992+5.5% | Added |
| Kingsview Wealth Management, LLC | 58,038 | $9.48M | 0.24% | +20,443+54.4% | Added |
| Credit Agricole S A | 62,067 | $9.52M | 0.16% | +8,013+14.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 58,808 | $9.61M | 0.03% | +5,690+10.7% | Added |
| New York Life Investment Management LLC | 58,849 | $9.61M | 0.10% | −3,617−5.8% | Reduced |