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 |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 728 | $119.0K | 0.00% | +728 | New |
| Gleason Group, Inc. | 734 | $119.9K | 0.03% | +5+0.7% | Added |
| Criterion Capital Advisors, LLC | 735 | $120.1K | 0.08% | −1−0.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 753 | $123.0K | 0.03% | +753 | New |
| Versant Capital Management, Inc | 761 | $124.3K | 0.04% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 835 | $124.6K | 0.02% | +435+108.7% | Added |
| Financial Management Professionals, Inc. | 770 | $126.0K | 0.02% | −500−39.4% | Reduced |
| JFS Wealth Advisors, LLC | 773 | $126.2K | 0.01% | −48−5.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 773 | $126.3K | 0.00% | +23+3.1% | Added |
| Avion Wealth | 792 | $130.0K | 0.03% | +98+14.1% | Added |
| Oakworth Capital, Inc. | 796 | $130.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 801 | $130.8K | 0.04% | +5+0.6% | Added |
| McClarren Financial Advisors, Inc. | 825 | $135.0K | 0.10% | +1+0.1% | Added |
| MV Capital Management, Inc. | 837 | $136.7K | 0.02% | +73+9.6% | Added |
| Optimum Investment Advisors | 838 | $136.9K | 0.06% | 00.0% | Unchanged |
| JNBA Financial Advisors | 839 | $137.0K | 0.01% | −450−34.9% | Reduced |
| Armstrong Advisory Group, Inc | 1,032 | $137.4K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 845 | $138.0K | 0.05% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 845 | $138.0K | 0.10% | +845 | New |
| Gradient Investments LLC | 849 | $138.7K | 0.00% | −189−18.2% | Reduced |
| Garde Capital, Inc. | 855 | $139.0K | 0.01% | −383−30.9% | Reduced |
| First Horizon Advisors, Inc. | 859 | $140.4K | 0.00% | −94−9.9% | Reduced |
| CVA Family Office, LLC | 887 | $144.9K | 0.03% | +3+0.3% | Added |
| Evermay Wealth Management LLC | 900 | $147.0K | 0.02% | −4−0.4% | Reduced |
| Broadwater Capital Management LLC | 900 | $147.0K | 0.11% | 00.0% | Unchanged |
| Valley National Advisers Inc | 929 | $151.0K | 0.02% | −22−2.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 960 | $156.8K | 0.09% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 964 | $157.5K | 0.06% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 1,069 | $157.9K | 0.02% | +1,069 | New |
| City State Bank | 977 | $160.0K | 0.07% | +136+16.2% | Added |
| Creative Financial Designs Inc | 999 | $163.1K | 0.02% | −31−3.0% | Reduced |
| Mechanics Financial Corp | 1,000 | $163.3K | 0.08% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,024 | $167.0K | 0.00% | +11+1.1% | Added |
| PFG Private Wealth Management, LLC | 1,067 | $174.3K | 0.11% | +18+1.7% | Added |
| Register Financial Advisors LLC | 1,079 | $176.2K | 0.09% | +1,079 | New |
| Smartleaf Asset Management LLC | 1,124 | $178.8K | 0.03% | −1,240−52.5% | Reduced |
| McIlrath & Eck, LLC | 1,097 | $179.1K | 0.03% | +1+0.1% | Added |
| AdvisorNet Financial, Inc | 1,113 | $181.8K | 0.02% | −162−12.7% | Reduced |
| Riverview Trust Co | 1,119 | $182.8K | 0.14% | +1,119 | New |
| Transamerica Financial Advisors, Inc. | 1,149 | $188.0K | 0.02% | −57−4.7% | Reduced |
| Grove Bank & Trust | 1,176 | $192.1K | 0.03% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,182 | $193.1K | 0.10% | +1,182 | New |
| Highlander Capital Management, LLC | 1,191 | $194.5K | 0.07% | −369−23.7% | Reduced |
| Centennial Bank | 1,194 | $195.0K | 0.10% | 00.0% | Unchanged |
| Peoples Bank | 1,229 | $200.7K | 0.16% | −39−3.1% | Reduced |
| Boston Financial Mangement LLC | 1,233 | $201.4K | 0.01% | +1,233 | New |
| Tandem Investment Advisors, Inc. | 1,237 | $202.0K | 0.01% | +1,237 | New |
| Family Firm, Inc. | 1,242 | $202.9K | 0.05% | +1,242 | New |
| Old North State Trust, LLC | 1,244 | $203.0K | 0.17% | +1,244 | New |
| Tompkins Financial Corp | 1,244 | $203.2K | 0.02% | −300−19.4% | Reduced |
| Pinnacle West Asset Management, Inc. | 1,250 | $204.0K | 0.16% | +1,250 | New |
| Sittner & Nelson, LLC | 1,249 | $204.1K | 0.10% | 00.0% | Unchanged |
| Josh Arnold Investment Consultant, LLC | 1,250 | $204.2K | 0.21% | +1,250 | New |
| Occidental Asset Management, LLC | 1,251 | $204.3K | 0.04% | +1,251 | New |
| Legacy Advisors, LLC | 1,252 | $204.5K | 0.03% | −523−29.5% | Reduced |
| Syntegra Private Wealth Group, LLC | 1,254 | $204.9K | 0.03% | +1,254 | New |
| Mosaic Financial Group, LLC | 1,254 | $205.0K | 0.16% | +1,254 | New |
| Holderness Investments Co | 1,259 | $205.6K | 0.05% | +1,259 | New |
| Capital Advisors, Ltd. LLC | 1,264 | $206.0K | 0.03% | +23+1.9% | Added |
| Jamison Private Wealth Management, Inc. | 1,261 | $206.1K | 0.03% | +15+1.2% | Added |
| Dumont & Blake Investment Advisors LLC | 1,262 | $206.1K | 0.06% | −320−20.2% | Reduced |
| Dark Forest Capital Management LP | 1,262 | $206.1K | 0.03% | +1,262 | New |
| Hengehold Capital Management LLC | 1,263 | $206.3K | 0.02% | +1,263 | New |
| Marathon Capital Management | 1,264 | $206.5K | 0.05% | −13,650−91.5% | Reduced |
| Axiom Financial Strategies, LLC | 1,264 | $206.5K | 0.13% | +1,264 | New |
| Dopkins Wealth Management, LLC | 1,265 | $206.6K | 0.12% | +1,265 | New |
| Oak Harbor Wealth Partners, LLC | 1,267 | $207.0K | 0.06% | +1,267 | New |
| Larson Financial Group LLC | 1,270 | $207.4K | 0.02% | +317+33.3% | Added |
| Charter Research & Investment Group, Inc. | 1,273 | $207.9K | 0.16% | +1,273 | New |
| Baker Avenue Asset Management, LP | 1,275 | $208.3K | 0.01% | −1,292−50.3% | Reduced |
| Washington Trust Bank | 1,275 | $208.3K | 0.02% | −1,216−48.8% | Reduced |
| Silver Oak Securities, Inc | 1,277 | $208.5K | 0.03% | +1,277 | New |
| Security National Bank | 1,278 | $208.7K | 0.03% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,279 | $208.9K | 0.02% | +1,279 | New |
| Sigma Investment Counselors Inc | 1,280 | $209.1K | 0.01% | +1,280 | New |
| Diligent Investors, LLC | 1,281 | $209.2K | 0.05% | +1,281 | New |
| First City Capital Management, Inc. | 1,288 | $210.4K | 0.12% | +1,288 | New |
| Alpine Global Management, LLC | 1,294 | $211.4K | 0.04% | −369−22.2% | Reduced |
| Carolinas Wealth Consulting LLC | 1,298 | $212.0K | 0.04% | +3+0.2% | Added |
| Collaborative Wealth Managment Inc. | 1,298 | $212.0K | 0.11% | +1,298 | New |
| TruWealth Advisors, LLC | 1,299 | $212.2K | 0.01% | +1,299 | New |
| General Partner, Inc. | 1,301 | $212.5K | 0.13% | +561+75.8% | Added |
| WCM Investment Management, LLC | 1,301 | $212.5K | 0.00% | +1,301 | New |
| Cardiff Park Advisors, LLC | 1,304 | $212.9K | 0.02% | +1,304 | New |
| Aberdeen Wealth Management LLC | 1,304 | $213.0K | 0.12% | +1,304 | New |
| Wendell David Associates Inc | 1,305 | $213.0K | 0.02% | +1,305 | New |
| Cornerstone Advisory, LLC | 1,308 | $213.6K | 0.03% | +1,308 | New |
| Summit Financial Wealth Advisors, LLC | 1,312 | $214.3K | 0.04% | +1,312 | New |
| Tanglewood Legacy Advisors, LLC | 1,312 | $214.3K | 0.11% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,312 | $214.3K | 0.04% | +1,312 | New |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $215.0K | 0.01% | 00.0% | Unchanged |
| MBA Advisors LLC | 1,317 | $215.1K | 0.11% | +1,317 | New |
| Elevatus Welath Management | 1,318 | $215.3K | 0.08% | +1,318 | New |
| Nicholas Hoffman & Company, LLC. | 1,320 | $215.6K | 0.01% | −390−22.8% | Reduced |
| WealthPLAN Partners, LLC | 1,320 | $215.6K | 0.02% | +1,320 | New |
| Capula Management Ltd | 1,326 | $216.6K | 0.01% | +1,326 | New |
| Mma Asset Management LLC | 1,476 | $216.9K | 0.10% | −98−6.2% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 1,330 | $217.2K | 0.05% | +1,330 | New |
| MEMBERS Trust Co | 1,332 | $217.6K | 0.01% | +1,332 | New |
| Private Advisory Group LLC | 1,335 | $218.1K | 0.03% | +1,335 | New |