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 |
|---|---|---|---|---|---|
| BOK Financial Private Wealth, Inc. | 193 | $31.5K | 0.00% | −405−67.7% | Reduced |
| Coston, McIsaac & Partners | 200 | $32.0K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 196 | $32.0K | 0.00% | +196 | New |
| FSC Wealth Advisors, LLC | 199 | $32.5K | 0.02% | −323−61.9% | Reduced |
| Hoey Investments, Inc | 200 | $32.7K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $32.7K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $32.7K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 250 | $33.3K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 211 | $34.5K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 215 | $35.1K | 0.02% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 216 | $35.3K | 0.01% | −2−0.9% | Reduced |
| First PREMIER Bank | 217 | $36.0K | 0.01% | +41+23.3% | Added |
| Altshuler Shaham Ltd | 225 | $36.8K | 0.00% | +225 | New |
| Webster Bank, N. A. | 225 | $36.8K | 0.00% | +51+29.3% | Added |
| TSFG, LLC | 225 | $37.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 232 | $37.8K | 0.01% | +2+0.9% | Added |
| First United Bank Trust | 235 | $38.4K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 236 | $38.5K | 0.01% | −882−78.9% | Reduced |
| Impact Partnership Wealth, LLC | 237 | $38.6K | 0.02% | −7,960−97.1% | Reduced |
| Cornerstone Planning Group LLC | 271 | $38.8K | 0.01% | +8+3.0% | Added |
| Rise Advisors, LLC | 248 | $40.5K | 0.02% | +248 | New |
| Atlantic Trust, LLC | 250 | $40.8K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 257 | $42.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 260 | $42.5K | 0.01% | +100+62.5% | Added |
| SJS Investment Consulting Inc. | 263 | $43.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 302 | $43.0K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 275 | $44.9K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 275 | $44.9K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 277 | $45.2K | 0.04% | +9+3.4% | Added |
| Capstone Investment Advisors, LLC | 288 | $47.0K | 0.00% | +288 | New |
| Pacifica Partners Inc. | 309 | $48.3K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 297 | $48.4K | 0.01% | −65−18.0% | Reduced |
| Centerpoint Advisors, LLC | 300 | $49.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 302 | $49.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 305 | $49.8K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 315 | $51.5K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 316 | $51.6K | 0.03% | +1+0.3% | Added |
| CBIZ Investment Advisory Services, LLC | 320 | $52.3K | 0.00% | +320 | New |
| Tradewinds Capital Management, LLC | 320 | $52.3K | 0.01% | +2+0.6% | Added |
| First Command Advisory Services, Inc. | 333 | $54.4K | 0.00% | +143+75.3% | Added |
| Rocky Mountain Advisers, LLC | 338 | $55.2K | 0.02% | +39+13.0% | Added |
| First Personal Financial Services | 339 | $55.4K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 348 | $56.8K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 350 | $57.2K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 355 | $58.0K | 0.08% | 00.0% | Unchanged |
| Rational Advisors LLC | 355 | $58.0K | 0.01% | −106−23.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 360 | $58.8K | 0.02% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 360 | $58.8K | 0.02% | +360 | New |
| Tortoise Investment Management, LLC | 382 | $62.4K | 0.01% | +181+90.0% | Added |
| PrairieView Partners, LLC | 383 | $63.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 383 | $63.0K | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 391 | $63.9K | 0.01% | +2+0.5% | Added |
| Covestor Ltd | 422 | $69.0K | 0.04% | −768−64.5% | Reduced |
| Indiana Trust & Investment Management CO | 445 | $72.7K | 0.03% | +445 | New |
| Lynwood Capital Management Inc. | 450 | $73.5K | 0.44% | +450 | New |
| Legend Financial Advisors, Inc. | 451 | $73.7K | 0.05% | −150−25.0% | Reduced |
| Dynamic Wealth Strategies, LLC | 463 | $76.0K | 0.06% | −1,785−79.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 466 | $76.1K | 0.03% | −470−50.2% | Reduced |
| Pin Oak Investment Advisors Inc | 485 | $79.0K | 0.08% | −184−27.5% | Reduced |
| Eagle Bay Advisors LLC | 491 | $80.2K | 0.05% | −18−3.5% | Reduced |
| Key Financial Inc | 495 | $80.9K | 0.02% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 500 | $81.7K | 0.03% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 500 | $81.7K | 0.03% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $81.7K | 0.06% | +500 | New |
| Investment Research & Advisory Group, Inc. | 500 | $81.7K | 0.04% | +500 | New |
| Sound Income Strategies, LLC | 505 | $82.5K | 0.01% | −1−0.2% | Reduced |
| Beacon Capital Management, LLC | 509 | $83.1K | 0.02% | +219+75.5% | Added |
| Kelly Financial Services LLC | 522 | $85.3K | 0.03% | +2+0.4% | Added |
| Archer Investment Corp | 526 | $85.9K | 0.03% | +5+1.0% | Added |
| Tower View Investment Management & Research LLC | 531 | $86.7K | 0.05% | +3+0.6% | Added |
| Lipe & Dalton | 532 | $87.0K | 0.04% | +532 | New |
| Concord Wealth Partners | 535 | $87.4K | 0.02% | −154−22.4% | Reduced |
| DecisionPoint Financial, LLC | 593 | $89.8K | 0.04% | +55+10.2% | Added |
| Partnership Wealth Management, LLC | 550 | $89.8K | 0.06% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 561 | $92.0K | 0.00% | +7+1.3% | Added |
| Foster Dykema Cabot & Partners, LLC | 573 | $93.6K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 574 | $93.8K | 0.06% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 576 | $94.1K | 0.02% | −38−6.2% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 588 | $96.1K | 0.06% | +4+0.7% | Added |
| SRS Capital Advisors, Inc. | 604 | $98.7K | 0.01% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 605 | $98.8K | 0.07% | 00.0% | Unchanged |
| PFS Partners, LLC | 606 | $98.9K | 0.07% | +4+0.7% | Added |
| Virtus Investment Advisers, Inc. | 610 | $99.6K | 0.07% | −65−9.6% | Reduced |
| Basso Capital Management, L.P. | 612 | $100.0K | 0.09% | 00.0% | Unchanged |
| Advantage Trust Co | 618 | $100.9K | 0.07% | −250−28.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 621 | $101.4K | 0.05% | +258+71.1% | Added |
| Main Street Group, LTD | 623 | $101.8K | 0.04% | +415+199.5% | Added |
| Tyler-Stone Wealth Management | 632 | $103.3K | 0.05% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 656 | $107.2K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 657 | $107.3K | 0.01% | −26−3.8% | Reduced |
| American Capital Advisory, LLC | 1,067 | $108.2K | 0.09% | +14+1.3% | Added |
| Miller Wealth Advisors, LLC | 680 | $111.1K | 0.07% | +3+0.4% | Added |
| Piscataqua Savings Bank | 681 | $111.2K | 0.10% | −30−4.2% | Reduced |
| Salomon & Ludwin, LLC | 681 | $111.2K | 0.01% | +58+9.3% | Added |
| Toth Financial Advisory Corp | 682 | $111.4K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 686 | $112.1K | 0.02% | −254−27.0% | Reduced |
| RFP Financial Group LLC | 697 | $113.8K | 0.04% | +19+2.8% | Added |
| Godsey & Gibb Associates | 700 | $114.3K | 0.01% | −22−3.0% | Reduced |
| WR Wealth Planners, LLC | 715 | $116.7K | 0.04% | +715 | New |
| Motco | 726 | $118.6K | 0.01% | −108−12.9% | Reduced |