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 |
|---|---|---|---|---|---|
| Vista Wealth Management Group, LLC | 1,616 | $264.0K | 0.02% | +1,616 | New |
| Keel Point, LLC | 1,619 | $264.4K | 0.03% | +1,619 | New |
| Breakwater Capital Group | 1,624 | $265.3K | 0.07% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 1,626 | $265.6K | 0.12% | +97+6.3% | Added |
| Harrell Investment Partners, LLC | 1,628 | $265.9K | 0.08% | −101−5.8% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,628 | $265.9K | 0.17% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,629 | $266.1K | 0.07% | −137−7.8% | Reduced |
| Tiemann Investment Advisors, LLC | 1,630 | $266.2K | 0.12% | 00.0% | Unchanged |
| Leo Wealth, LLC | 1,632 | $266.5K | 0.03% | +3+0.2% | Added |
| Perkins Coie Trust Co | 1,637 | $267.4K | 0.06% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,637 | $267.4K | 0.01% | +1,637 | New |
| Beese Fulmer Investment Management, Inc. | 1,638 | $267.6K | 0.03% | −30−1.8% | Reduced |
| Biltmore Family Office, LLC | 1,639 | $267.7K | 0.05% | 00.0% | Unchanged |
| Chicago Capital, LLC | 1,642 | $268.2K | 0.01% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,642 | $268.2K | 0.05% | +35+2.2% | Added |
| Second Line Capital, LLC | 1,642 | $268.2K | 0.09% | +1,642 | New |
| Schrum Private Wealth Management LLC | 1,642 | $268.2K | 0.24% | +1,642 | New |
| Secured Retirement Advisors, LLC | 1,647 | $269.0K | 0.23% | −6,270−79.2% | Reduced |
| Evoke Wealth, LLC | 1,653 | $270.0K | 0.01% | +1,653 | New |
| Deroy & Devereaux Private Investment Counsel Inc | 1,650 | $270.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,654 | $270.2K | 0.01% | −682−29.2% | Reduced |
| Objective Capital Management, LLC | 1,655 | $270.3K | 0.18% | −4−0.2% | Reduced |
| Patton Albertson Miller Group, LLC | 1,657 | $270.7K | 0.04% | −205−11.0% | Reduced |
| Prio Wealth Limited Partnership | 1,658 | $270.8K | 0.01% | −10−0.6% | Reduced |
| Capital Asset Advisory Services LLC | 1,586 | $270.8K | 0.02% | +1,586 | New |
| Contravisory Investment Management, Inc. | 1,664 | $271.8K | 0.06% | −37−2.2% | Reduced |
| Greenwood Gearhart Inc | 1,665 | $272.0K | 0.03% | 00.0% | Unchanged |
| Farmers Trust Co | 1,667 | $272.3K | 0.05% | +1,667 | New |
| Aspire Private Capital, LLC | 1,669 | $272.6K | 0.07% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 1,671 | $272.9K | 0.08% | −120−6.7% | Reduced |
| Little House Capital LLC | 1,676 | $273.8K | 0.09% | −119−6.6% | Reduced |
| Wealthspan Partners, LLC | 1,681 | $274.6K | 0.16% | +25+1.5% | Added |
| Centaurus Financial, Inc. | 1,684 | $275.0K | 0.02% | −160−8.7% | Reduced |
| Portside Wealth Group, LLC | 1,685 | $275.2K | 0.05% | −1,565−48.2% | Reduced |
| Park National Corp | 1,685 | $275.2K | 0.01% | −207−10.9% | Reduced |
| Reuter James Wealth Management, LLC | 1,686 | $275.4K | 0.19% | +8+0.5% | Added |
| Clarity Financial LLC | 1,700 | $277.6K | 0.04% | +1,700 | New |
| Beirne Wealth Consulting Services, LLC | 1,700 | $277.7K | 0.12% | −120−6.6% | Reduced |
| Cascade Investment Group, Inc. | 1,700 | $277.7K | 0.21% | +100+6.3% | Added |
| Spring Capital Management, LLC | 1,705 | $278.5K | 0.21% | +1,705 | New |
| Murphy Pohlad Asset Management LLC | 1,712 | $279.6K | 0.11% | −140−7.6% | Reduced |
| American National Bank | 1,712 | $279.6K | 0.04% | −120−6.6% | Reduced |
| Cahill Financial Advisors Inc | 1,713 | $279.7K | 0.04% | +195+12.8% | Added |
| X-Square Capital, LLC | 1,956 | $280.0K | 0.13% | −151−7.2% | Reduced |
| Cullen Investment Group, Ltd. | 1,660 | $281.4K | 0.04% | −69−4.0% | Reduced |
| MidWestOne Financial Group, Inc. | 1,727 | $282.1K | 0.05% | 00.0% | Unchanged |
| Blackston Financial Advisory Group, LLC | 1,728 | $282.3K | 0.19% | −1,960−53.1% | Reduced |
| NovaPoint Capital, LLC | 1,731 | $282.7K | 0.10% | +5+0.3% | Added |
| Avestar Capital, LLC | 1,734 | $283.2K | 0.03% | +1,734 | New |
| Alpha Cubed Investments, LLC | 1,738 | $283.9K | 0.01% | −97−5.3% | Reduced |
| Claro Advisors LLC | 1,738 | $283.9K | 0.05% | +75+4.5% | Added |
| Bank of New Hampshire | 1,742 | $284.5K | 0.07% | 00.0% | Unchanged |
| Trust Co of Virginia | 1,745 | $285.0K | 0.03% | 00.0% | Unchanged |
| Cooper Financial Group | 1,745 | $285.1K | 0.05% | +164+10.4% | Added |
| Crestmont Private Wealth LLC | 1,747 | $285.3K | 0.14% | +49+2.9% | Added |
| ABLE Financial Group, LLC | 1,751 | $285.9K | 0.11% | −61−3.4% | Reduced |
| Pinnacle Family Advisors, LLC | 1,751 | $286.1K | 0.15% | +11+0.6% | Added |
| ICA Group Wealth Management, LLC | 1,755 | $286.6K | 0.06% | +256+17.1% | Added |
| Signature Wealth Management Partners, LLC | 1,765 | $288.3K | 0.23% | −35−1.9% | Reduced |
| Sage Mountain Advisors LLC | 1,768 | $288.8K | 0.03% | −457−20.5% | Reduced |
| Hourglass Capital, LLC | 1,770 | $289.1K | 0.09% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,773 | $289.6K | 0.07% | 00.0% | Unchanged |
| Central Bank & Trust Co | 1,776 | $290.1K | 0.04% | 00.0% | Unchanged |
| Diametric Capital, LP | 1,787 | $291.9K | 0.16% | +1,787 | New |
| KRS Capital Management, LLC | 1,788 | $292.1K | 0.24% | +7+0.4% | Added |
| Viawealth, LLC | 1,789 | $292.2K | 0.18% | +2+0.1% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,789 | $292.2K | 0.07% | +10+0.6% | Added |
| Key Client Fiduciary Advisors, LLC | 1,795 | $293.2K | 0.16% | +1,795 | New |
| Donaldson Capital Management, LLC | 1,797 | $293.5K | 0.01% | −10−0.6% | Reduced |
| Ami Investment Management Inc | 1,801 | $294.2K | 0.11% | −31−1.7% | Reduced |
| VeraBank, N.A. | 1,802 | $294.3K | 0.09% | 00.0% | Unchanged |
| Diversified, LLC | 1,804 | $294.7K | 0.04% | +17+1.0% | Added |
| Armistice Capital, LLC | 1,809 | $295.5K | 0.01% | +1,809 | New |
| EPIQ Capital Group, LLC | 1,809 | $295.5K | 0.12% | +13+0.7% | Added |
| Zullo Investment Group, Inc. | 1,809 | $295.5K | 0.14% | +1+0.1% | Added |
| Willis Johnson & Associates, Inc. | 1,809 | $295.5K | 0.03% | −20−1.1% | Reduced |
| Abn Amro Investment Solutions | 1,811 | $295.8K | 0.01% | −76,300−97.7% | Reduced |
| Wolff Financial Management LLC | 1,815 | $296.0K | 0.09% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,887 | $296.4K | 0.00% | −1,662−46.8% | Reduced |
| Ignite Planners, LLC | 1,818 | $297.0K | 0.08% | −196−9.7% | Reduced |
| HBW Advisory Services LLC | 2,231 | $297.0K | 0.06% | 00.0% | Unchanged |
| NDVR, Inc. | 1,819 | $297.1K | 0.28% | +217+13.5% | Added |
| Auxano Advisors, LLC | 1,819 | $297.1K | 0.09% | +1,819 | New |
| Moody Lynn & Lieberson, LLC | 1,827 | $298.4K | 0.02% | +81+4.6% | Added |
| Wellington Shields & Co., LLC | 1,832 | $299.2K | 0.10% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 1,835 | $299.7K | 0.00% | +4+0.2% | Added |
| Per Stirling Capital Management, LLC. | 1,846 | $301.6K | 0.05% | +157+9.3% | Added |
| Nemes Rush Group LLC | 1,854 | $302.8K | 0.04% | +6+0.3% | Added |
| Sovereign Financial Group, Inc. | 1,856 | $303.2K | 0.08% | +155+9.1% | Added |
| Hexagon Capital Partners LLC | 1,863 | $304.2K | 0.07% | −111−5.6% | Reduced |
| GYL Financial Synergies, LLC | 1,863 | $304.3K | 0.02% | +6+0.3% | Added |
| Redwood Wealth Management Group, LLC | 1,865 | $304.6K | 0.32% | +51+2.8% | Added |
| Sandy Cove Advisors, LLC | 1,870 | $305.5K | 0.14% | +53+2.9% | Added |
| Summit Asset Management, LLC | 1,871 | $305.7K | 0.07% | +91+5.1% | Added |
| Legacy Private Trust Co. | 1,879 | $306.9K | 0.02% | +56+3.1% | Added |
| LifePlan Financial, LLC | 1,879 | $306.9K | 0.28% | −75−3.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,879 | $306.9K | 0.01% | +1,879 | New |
| St Germain D J Co Inc | 1,885 | $307.9K | 0.02% | −46−2.4% | Reduced |
| Waters Parkerson & Co., LLC | 1,887 | $308.0K | 0.02% | −150−7.4% | Reduced |
| Liberty Wealth Management LLC | 1,888 | $308.0K | 0.06% | −22−1.2% | Reduced |