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 |
|---|---|---|---|---|---|
| Visionary Wealth Advisors | 59,265 | $9.68M | 0.65% | −10,297−14.8% | Reduced |
| First American Trust, FSB | 59,561 | $9.73M | 1.02% | +966+1.6% | Added |
| Bokf, NA | 59,981 | $9.80M | 0.18% | −94,056−61.1% | Reduced |
| Bank of Nova Scotia | 60,532 | $9.89M | 0.02% | −3,797−5.9% | Reduced |
| DT Investment Partners, LLC | 60,904 | $9.95M | 1.01% | −12,056−16.5% | Reduced |
| Walleye Capital LLC | 61,104 | $9.98M | 0.11% | +26,060+74.4% | Added |
| Alley Investment Management Company, LLC | 61,109 | $9.98M | 1.37% | −850−1.4% | Reduced |
| Xponance, Inc. | 61,126 | $9.98M | 0.10% | +2,844+4.9% | Added |
| Railway Pension Investments Ltd | 63,000 | $10.3M | 0.10% | 00.0% | Unchanged |
| Verity & Verity, LLC | 63,098 | $10.3M | 1.15% | −2,396−3.7% | Reduced |
| Marshall Wace, LLP | 63,500 | $10.4M | 0.02% | −42,051−39.8% | Reduced |
| Janus Henderson Group PLC | 64,328 | $10.5M | 0.01% | −39,142−37.8% | Reduced |
| Cypress Capital Group | 64,918 | $10.6M | 1.27% | −165−0.3% | Reduced |
| RPG Investment Advisory, LLC | 64,942 | $10.6M | 1.59% | −11,172−14.7% | Reduced |
| Bryn Mawr Trust Co | 64,977 | $10.6M | 0.41% | +64,977 | New |
| CIBC Private Wealth Group, LLC | 65,214 | $10.7M | 0.02% | +4,534+7.5% | Added |
| Yousif Capital Management, LLC | 65,428 | $10.7M | 0.12% | −3,254−4.7% | Reduced |
| Canada Pension Plan Investment Board | 65,730 | $10.7M | 0.01% | −123,916−65.3% | Reduced |
| Foundation Resource Management Inc | 66,212 | $10.8M | 1.70% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 66,758 | $10.9M | 0.19% | +3,986+6.3% | Added |
| ING Groep NV | 67,523 | $11.0M | 0.08% | +64,692+2,285.1% | Added |
| Osborne Partners Capital Management, LLC | 67,567 | $11.0M | 0.68% | −659−1.0% | Reduced |
| Bell Bank | 68,733 | $11.2M | 0.97% | −3,213−4.5% | Reduced |
| Man Group plc | 68,922 | $11.3M | 0.03% | +10,849+18.7% | Added |
| Venture Visionary Partners LLC | 70,073 | $11.4M | 0.54% | +378+0.5% | Added |
| O'Shaughnessy Asset Management, LLC | 71,072 | $11.6M | 0.13% | +22,478+46.3% | Added |
| Degroof Petercam Asset Management | 71,102 | $11.6M | 0.14% | −1,000−1.4% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 71,283 | $11.6M | 0.16% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 71,505 | $11.7M | 0.08% | +5,561+8.4% | Added |
| Kestra Advisory Services, LLC | 71,565 | $11.7M | 0.08% | +5,161+7.8% | Added |
| Fort Point Capital Partners LLC | 71,614 | $11.7M | 1.58% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 71,880 | $11.7M | 0.11% | +10,223+16.6% | Added |
| ProShare Advisors LLC | 73,087 | $11.9M | 0.03% | −8,385−10.3% | Reduced |
| Cerity Partners LLC | 73,295 | $11.9M | 0.03% | +26,432+56.4% | Added |
| CIBC Asset Management Inc | 73,460 | $12.0M | 0.04% | +375+0.5% | Added |
| Simmons Bank | 73,582 | $12.0M | 0.90% | +3,435+4.9% | Added |
| State of Alaska, Department of Revenue | 73,608 | $12.0M | 0.14% | −9,365−11.3% | Reduced |
| Daymark Wealth Partners, LLC | 73,602 | $12.0M | 0.65% | +803+1.1% | Added |
| Payden & Rygel | 74,500 | $12.2M | 0.83% | +400+0.5% | Added |
| Payden & Rygel Investment Group | 74,500 | $12.2M | 0.83% | +74,500 | New |
| Pacific Heights Asset Management LLC | 75,000 | $12.3M | 1.00% | 00.0% | Unchanged |
| Marco Investment Management LLC | 75,161 | $12.3M | 1.16% | +876+1.2% | Added |
| Calamos Advisors LLC | 75,550 | $12.3M | 0.06% | −1,900−2.5% | Reduced |
| AXA S.A. | 75,580 | $12.3M | 0.04% | +7,321+10.7% | Added |
| Czech National Bank | 75,659 | $12.4M | 0.16% | −1,397−1.8% | Reduced |
| Utah Retirement Systems | 76,267 | $12.5M | 0.15% | −1,000−1.3% | Reduced |
| Advisory Services Network, LLC | 77,236 | $12.6M | 0.28% | +7,857+11.3% | Added |
| Nkcfo LLC | 77,500 | $12.7M | 7.56% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 78,046 | $12.7M | 0.19% | −4,734−5.7% | Reduced |
| Cambria Investment Management, L.P. | 78,067 | $12.8M | 0.76% | +74,913+2,375.2% | Added |
| Oppenheimer Asset Management Inc. | 78,162 | $12.8M | 0.19% | −12,697−14.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 78,329 | $12.8M | 0.04% | −100,843−56.3% | Reduced |
| Eldred Rock Partners, LLC | 78,909 | $12.9M | 7.02% | +781+1.0% | Added |
| WSFS Capital Management, LLC | 78,957 | $12.9M | 0.73% | −308−0.4% | Reduced |
| Morgan Dempsey Capital Management LLC | 80,973 | $13.2M | 4.23% | −8,385−9.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 81,138 | $13.3M | 0.05% | −1,200−1.5% | Reduced |
| CCM Investment Advisers LLC | 81,286 | $13.3M | 1.59% | −14,299−15.0% | Reduced |
| Navellier & Associates Inc | 82,959 | $13.6M | 1.67% | −2,856−3.3% | Reduced |
| Crossmark Global Holdings, Inc. | 83,012 | $13.6M | 0.26% | −706−0.8% | Reduced |
| Heritage Investors Management Corp | 83,144 | $13.6M | 0.48% | −2,606−3.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 83,246 | $13.6M | 0.05% | +266+0.3% | Added |
| GWM Advisors LLC | 84,882 | $13.9M | 0.12% | −5,500−6.1% | Reduced |
| Guggenheim Capital LLC | 85,956 | $14.0M | 0.10% | −10,971−11.3% | Reduced |
| Macquarie Group Ltd | 87,177 | $14.2M | 0.02% | −1,155−1.3% | Reduced |
| Acadian Asset Management LLC | 88,276 | $14.4M | 0.05% | −312,217−78.0% | Reduced |
| Texas Permanent School Fund | 88,909 | $14.5M | 0.11% | −1,952−2.1% | Reduced |
| IFM Investors Pty Ltd | 88,941 | $14.5M | 0.16% | −1,201−1.3% | Reduced |
| Skba Capital Management LLC | 89,985 | $14.7M | 2.30% | −950−1.0% | Reduced |
| Amalgamated Bank | 90,020 | $14.7M | 0.13% | −30,311−25.2% | Reduced |
| Mattern Capital Management, LLC | 90,268 | $14.7M | 2.00% | −8,960−9.0% | Reduced |
| Adell Harriman & Carpenter Inc | 90,386 | $14.8M | 1.22% | −797−0.9% | Reduced |
| Advisors Asset Management, Inc. | 90,803 | $14.8M | 0.29% | −5,695−5.9% | Reduced |
| Colony Group, LLC | 90,862 | $14.8M | 0.12% | +82,949+1,048.3% | Added |
| Manning & Napier Group, LLC | 93,752 | $15.3M | 0.17% | −7,516−7.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 94,398 | $15.4M | 0.11% | −1,947−2.0% | Reduced |
| Thrivent Financial for Lutherans | 94,798 | $15.5M | 0.03% | −5,322−5.3% | Reduced |
| Retirement Systems of Alabama | 94,906 | $15.5M | 0.06% | −2,055−2.1% | Reduced |
| KBC Group NV | 94,942 | $15.5M | 0.05% | −950−1.0% | Reduced |
| Kestra Private Wealth Services, LLC | 95,329 | $15.6M | 0.35% | −23,932−20.1% | Reduced |
| CIBC World Markets Corp | 95,886 | $15.7M | 0.10% | −486,729−83.5% | Reduced |
| Bollard Group LLC | 97,829 | $16.0M | 0.48% | +1,447+1.5% | Added |
| CIBC World Markets Inc. | 100,111 | $16.4M | 0.04% | +78,954+373.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 133,736 | $16.4M | 0.04% | +39,775+42.3% | Added |
| Gabelli Funds LLC | 100,600 | $16.4M | 0.12% | −55,000−35.3% | Reduced |
| MetLife Investment Management | 100,872 | $16.5M | 0.11% | −6,030−5.6% | Reduced |
| Hi-Line Capital Management, LLC | 101,945 | $16.7M | 5.91% | −1,395−1.3% | Reduced |
| Intech Investment Management LLC | 103,764 | $16.9M | 0.24% | −217,777−67.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 104,465 | $17.1M | 0.03% | −48,235−31.6% | Reduced |
| Foundry Partners, LLC | 106,447 | $17.4M | 0.93% | −4,337−3.9% | Reduced |
| Richard C. Young & CO., LTD. | 106,536 | $17.4M | 2.18% | −641−0.6% | Reduced |
| Lawson Kroeker Investment Management Inc | 107,508 | $17.6M | 3.33% | −2,019−1.8% | Reduced |
| Illinois Municipal Retirement Fund | 107,778 | $17.6M | 0.27% | +6,124+6.0% | Added |
| Susquehanna Portfolio Strategies, LLC | 108,627 | $17.7M | 0.41% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 109,059 | $17.8M | 0.20% | +99+0.1% | Added |
| Schwerin Boyle Capital Management Inc | 109,235 | $17.8M | 1.77% | −480.0% | Reduced |
| Mercer Global Advisors Inc | 109,698 | $17.9M | 0.05% | +8,471+8.4% | Added |
| Martingale Asset Management L P | 110,534 | $18.1M | 0.36% | −8,797−7.4% | Reduced |
| TCG Advisory Services, LLC | 111,119 | $18.2M | 1.00% | +3,161+2.9% | Added |
| Spirit of America Management Corp | 111,286 | $18.2M | 3.66% | −16,900−13.2% | Reduced |
| Raymond James Trust N.A. | 111,517 | $18.2M | 0.44% | −6,620−5.6% | Reduced |