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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2024: 1,879 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ1 2024: $52.2B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q4 2023.

Institutions holding PSX in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wealthstream Advisors, Inc.1,338$218.5K0.08%−180−11.9%Reduced
Vernal Point Advisors, LLC1,349$220.3K0.19%+1,349New
Wealth Management Associates, Inc.1,561$220.4K0.10%+3+0.2%Added
Hendershot Investments Inc.1,350$220.5K0.03%+1,350New
Gratus Wealth Advisors, LLC1,439$220.6K0.04%+1,439New
Newman Dignan & Sheerar, Inc.1,352$220.8K0.06%+1,352New
Pointe Capital Management LLC1,352$220.8K0.14%+1,352New
Beach Investment Counsel Inc1,660$221.0K0.03%00.0%Unchanged
Burke & Herbert Bank & Trust Co1,363$222.6K0.17%−240−15.0%Reduced
Northwest Bancshares, Inc.1,366$223.1K0.04%+1,366New
Addison Advisors LLC1,368$223.4K0.08%00.0%Unchanged
World Equity Group, Inc.1,368$223.4K0.05%+1,368New
Wetzel Investment Advisors, Inc.1,462$224.1K0.13%+144+10.9%Added
Laidlaw Wealth Management LLC1,378$225.1K0.13%−1,604−53.8%Reduced
First Business Financial Services, Inc.1,378$225.1K0.02%−703−33.8%Reduced
Carson Advisory Inc.1,384$226.0K0.16%+1,384New
Lineweaver Wealth Advisors, LLC1,384$226.1K0.05%+1,384New
Catalyst Financial Partners LLC1,440$226.4K0.06%+1,440New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,391$227.3K0.04%−113−7.5%Reduced
Hartline Investment Corp1,391$227.3K0.04%+1,391New
Alta Advisers Ltd1,400$228.7K0.11%00.0%Unchanged
JB Capital LLC1,402$229.1K0.02%+1,402New
Pittenger & Anderson Inc1,403$229.2K0.01%+351+33.4%Added
Chapin Davis, Inc.1,405$229.4K0.08%−135−8.8%Reduced
LPWM LLC1,390$229.6K0.08%+1,390New
Allstate Corp1,413$230.8K0.02%+1,413New
Compagnie Lombard Odier SCmA1,413$230.8K0.00%00.0%Unchanged
Aldebaran Financial Inc.1,420$231.9K0.35%−525−27.0%Reduced
Hutchinson Capital Management1,420$231.9K0.05%+1,420New
SFMG, LLC1,421$232.2K0.02%+1,421New
Birchcreek Wealth Management, LLC1,425$232.8K0.12%+1,425New
Novak & Powell Financial Services, Inc.1,425$232.8K0.17%+1,425New
William Blair Investment Management, LLC1,428$233.3K0.00%−472−24.8%Reduced
Canvas Wealth Advisors, LLC1,484$233.4K0.08%+1,484New
Papp L Roy & Associates1,433$234.1K0.03%+1,433New
Embree Financial Group1,433$234.1K0.05%+1,433New
Tritonpoint Wealth, LLC1,761$234.2K0.02%−33−1.8%Reduced
Caldwell Sutter Capital, Inc.1,440$235.2K0.11%−44−3.0%Reduced
LS Investment Advisors, LLC1,445$236.0K0.04%+1,445New
Berkshire Asset Management LLC1,448$237.0K0.01%+1,448New
DRW Securities, LLC1,457$238.0K0.01%−1,543−51.4%Reduced
One Wealth Advisors, LLC1,458$238.2K0.04%+1,458New
Smith Anglin Financial, LLC1,459$238.3K0.02%+1,459New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,459$238.3K0.00%−11,619−88.8%Reduced
CMG Global Holdings, LLC1,459$238.3K0.16%00.0%Unchanged
HHM Wealth Advisors, LLC1,459$238.3K0.04%00.0%Unchanged
HTLF Bank1,466$239.5K0.03%+1,466New
Traveka Wealth, LLC1,468$239.8K0.11%+1,468New
First National Corp1,801$239.8K0.06%00.0%Unchanged
Westside Investment Management, Inc.1,471$240.3K0.06%−100−6.4%Reduced
Semper Augustus Investments Group LLCSuperinvestorSemper Augustus1,472$240.4K0.04%+1,472New
Silvia McColl Wealth Management, LLC1,457$240.6K0.21%+1,457New
McAdam, LLC1,475$240.9K0.02%+1,475New
Cutter & CO Brokerage, Inc.1,476$241.2K0.06%−876−37.2%Reduced
Rehmann Capital Advisory Group1,487$242.9K0.02%+1,487New
Endowment Wealth Management, Inc.1,490$243.3K0.18%−66−4.2%Reduced
Covenant Asset Management, LLC1,493$243.9K0.06%+1,493New
Trust Co of Oklahoma1,497$244.5K0.09%−41−2.7%Reduced
Staley Capital Advisers Inc1,500$245.0K0.01%+1,500New
Saturna Capital CORP1,500$245.0K0.00%+1,500New
Edge Wealth Management LLC1,500$245.0K0.05%+1,500New
Bard Financial Services, Inc.1,500$245.0K0.03%+1,500New
Threadgill Financial, LLC1,502$245.3K0.11%+1,502New
Regatta Capital Group, LLC1,506$245.9K0.06%+1,506New
Deseret Mutual Benefit Administrators1,506$246.0K0.12%00.0%Unchanged
Skopos Labs, Inc.1,506$246.0K0.11%00.0%Unchanged
LMG Wealth Partners, LLC1,511$246.8K0.06%00.0%Unchanged
Financial Security Advisor, Inc.1,515$247.4K0.09%+10+0.7%Added
MJP Associates Inc1,515$247.4K0.05%+1,515New
West Family Investments, Inc.1,515$247.5K0.08%+1,515New
Secure Asset Management, LLC1,516$247.6K0.06%+9+0.6%Added
Five Oceans Advisors1,517$247.8K0.13%+3+0.2%Added
Old Port Advisors1,518$247.9K0.08%+1,518New
Loudon Investment Management, LLC1,527$249.4K0.14%−100−6.1%Reduced
Columbia Asset Management1,878$250.0K0.05%00.0%Unchanged
Financial Partners Group, LLC1,548$252.9K0.10%−1,415−47.8%Reduced
Radnor Capital Management, LLC1,552$254.0K0.04%00.0%Unchanged
TrueWealth Advisors, LLC1,556$254.2K0.10%+1,556New
L2 Asset Management, LLC1,558$254.5K0.08%+1,558New
Coastline Trust Co1,559$254.6K0.03%−726−31.8%Reduced
JJJ Advisors Inc.1,560$254.9K0.05%+46+3.0%Added
Compass Wealth Management LLC1,561$255.0K0.06%00.0%Unchanged
Paulson Wealth Management Inc.1,564$255.5K0.08%−52−3.2%Reduced
SlateStone Wealth, LLC1,570$256.0K0.03%00.0%Unchanged
Smithfield Trust Co1,554$256.0K0.01%+117+8.1%Added
Simon Quick Advisors, LLC1,569$256.3K0.02%+1,569New
Advisory Alpha, LLC1,572$256.8K0.01%−12−0.8%Reduced
Sapient Capital LLC1,576$257.4K0.01%−72−4.4%Reduced
Eagle Ridge Investment Management1,577$257.6K0.02%00.0%Unchanged
Boothbay Fund Management, LLC1,582$258.4K0.01%+1,582New
Pure Financial Advisors, Inc.1,582$258.4K0.01%+1,582New
Tradition Wealth Management, LLC1,583$258.5K0.03%−248−13.5%Reduced
Morningstar Investment Services LLC1,634$260.0K0.00%−1,006−38.1%Reduced
Wambolt & Associates, LLC1,596$260.7K0.08%−46−2.8%Reduced
NBW Capital LLC1,598$261.0K0.05%+1,598New
Founders Financial Alliance, LLC1,602$261.6K0.08%+59+3.8%Added
Forte Capital LLC1,606$262.3K0.03%00.0%Unchanged
CRA Financial Services, LLC1,608$262.7K0.06%−67−4.0%Reduced
Vicus Capital1,611$263.2K0.02%+1,611New
First Western Trust Bank1,615$263.8K0.01%−2,413−59.9%Reduced