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 |
|---|---|---|---|---|---|
| Cedar Brook Financial Partners, LLC | 1,891 | $308.9K | 0.06% | +76+4.2% | Added |
| Tranquility Partners, LLC | 1,891 | $308.9K | 0.12% | +25+1.3% | Added |
| Resurgent Financial Advisors LLC | 1,891 | $308.9K | 0.16% | +864+84.1% | Added |
| Wellington Shields Capital Management, LLC | 1,892 | $309.0K | 0.06% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 1,902 | $310.7K | 0.17% | 00.0% | Unchanged |
| XR Securities LLC | 1,903 | $310.8K | 0.09% | +1,903 | New |
| Investment Advisory Services Inc | 1,903 | $310.9K | 0.11% | +2+0.1% | Added |
| Carmichael Hill & Associates, Inc. | 1,905 | $311.2K | 0.13% | +7+0.4% | Added |
| LVW Advisors, LLC | 1,908 | $311.7K | 0.05% | +303+18.9% | Added |
| Vestor Capital, LLC | 1,911 | $312.0K | 0.03% | +200+11.7% | Added |
| Baldwin Brothers Inc | 1,918 | $313.3K | 0.02% | −138−6.7% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,921 | $313.8K | 0.26% | +117+6.5% | Added |
| Moody National Bank Trust Division | 1,928 | $314.9K | 0.02% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 1,930 | $315.0K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,940 | $316.8K | 0.08% | +1,940 | New |
| Engineers Gate Manager LP | 1,941 | $317.0K | 0.01% | −5,287−73.1% | Reduced |
| SPC Financial, Inc. | 1,942 | $317.2K | 0.03% | +100+5.4% | Added |
| Fifth Third Wealth Advisors LLC | 1,952 | $318.8K | 0.05% | +1,952 | New |
| Trueblood Wealth Management, LLC | 1,952 | $318.9K | 0.18% | −229−10.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,958 | $319.8K | 0.01% | 00.0% | Unchanged |
| Next Capital Management LLC | 1,959 | $320.0K | 0.13% | +55+2.9% | Added |
| Moss Adams Wealth Advisors LLC | 1,960 | $320.1K | 0.05% | +1,960 | New |
| Douglas Lane & Associates, LLC | 1,961 | $320.3K | 0.00% | +1,961 | New |
| Community Bank of Raymore | 1,962 | $320.5K | 0.15% | +400+25.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,964 | $320.7K | 0.05% | −103−5.0% | Reduced |
| Bath Savings Trust Co | 1,964 | $320.8K | 0.03% | +16+0.8% | Added |
| Mitchell Sinkler & Starr | 1,974 | $322.4K | 0.08% | −274−12.2% | Reduced |
| Legacy Financial Group, Inc. | 1,974 | $322.4K | 0.13% | +12+0.6% | Added |
| Greytown Advisors Inc. | 1,975 | $322.6K | 0.18% | −488−19.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $322.8K | 0.00% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,983 | $324.0K | 0.06% | −132−6.2% | Reduced |
| Tarbox Family Office, Inc. | 1,991 | $325.2K | 0.06% | −200−9.1% | Reduced |
| WealthBridge Capital Management, LLC | 1,992 | $325.3K | 0.11% | +142+7.7% | Added |
| Red Door Wealth Management, LLC | 1,995 | $325.9K | 0.06% | +1,995 | New |
| Quest Partners LLC | 1,996 | $326.0K | 0.06% | +1,996 | New |
| TCI Wealth Advisors, Inc. | 1,998 | $326.4K | 0.03% | −102−4.9% | Reduced |
| Quent Capital, LLC | 1,999 | $326.7K | 0.04% | +18+0.9% | Added |
| Seamount Financial Group Inc | 2,000 | $326.7K | 0.29% | −1,000−33.3% | Reduced |
| Private Wealth Partners, LLC | 2,000 | $326.7K | 0.03% | 00.0% | Unchanged |
| Broderick Brian C | 2,000 | $326.7K | 0.07% | +125+6.7% | Added |
| Duncan Williams Asset Management, LLC | 2,000 | $326.7K | 0.29% | +2,000 | New |
| TD Capital Management LLC | 2,000 | $326.8K | 0.03% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,003 | $327.2K | 0.01% | −570−22.2% | Reduced |
| LM Advisors LLC | 2,007 | $328.0K | 0.05% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 2,021 | $330.1K | 0.05% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2,022 | $331.0K | 0.02% | −115−5.4% | Reduced |
| North Star Asset Management Inc | 2,027 | $331.1K | 0.02% | −17−0.8% | Reduced |
| Sentinel Trust Co Lba | 2,034 | $332.0K | 0.04% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 2,033 | $332.1K | 0.03% | +235+13.1% | Added |
| Cabot Wealth Management Inc | 2,035 | $332.4K | 0.04% | 00.0% | Unchanged |
| Sentry LLC | 2,039 | $333.1K | 0.06% | −4−0.2% | Reduced |
| Eagle Global Advisors LLC | 2,041 | $333.4K | 0.02% | 00.0% | Unchanged |
| apricus wealth, LLC | 2,050 | $334.8K | 0.24% | −16,100−88.7% | Reduced |
| Fortune Financial Advisors, LLC | 2,060 | $336.5K | 0.21% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 2,062 | $336.8K | 0.31% | +92+4.7% | Added |
| Pallas Capital Advisors LLC | 2,063 | $337.0K | 0.01% | +90+4.6% | Added |
| KLCM Advisors, Inc. | 2,072 | $338.4K | 0.04% | −165−7.4% | Reduced |
| Defender Capital, LLC. | 2,073 | $338.6K | 0.12% | +37+1.8% | Added |
| Hoylecohen, LLC | 2,086 | $340.7K | 0.03% | −20−0.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,105 | $343.8K | 0.01% | −2,258−51.8% | Reduced |
| Trust Point Inc. | 2,106 | $344.0K | 0.03% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 2,109 | $344.5K | 0.26% | −87−4.0% | Reduced |
| Northcape Wealth Management, LLC | 2,112 | $345.0K | 0.13% | −694−24.7% | Reduced |
| Pettyjohn, Wood & White, Inc | 2,113 | $345.1K | 0.07% | −25−1.2% | Reduced |
| Lantern Wealth Advisors, LLC | 2,129 | $347.7K | 0.24% | +25+1.2% | Added |
| Front Row Advisors LLC | 2,135 | $348.7K | 0.13% | +1,600+299.1% | Added |
| Thomasville National Bank | 2,137 | $349.1K | 0.03% | +33+1.6% | Added |
| Bullock Wealth Management Group | 2,150 | $351.2K | 0.24% | +2,150 | New |
| First Trust Investment Solutions L.P. | 2,153 | $351.7K | 0.06% | +2,153 | New |
| Pekin Hardy Strauss, Inc. | 2,166 | $353.8K | 0.05% | +420+24.1% | Added |
| Gilman Hill Asset Management, LLC | 2,178 | $355.8K | 0.06% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 2,185 | $356.9K | 0.23% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,194 | $357.0K | 0.00% | +158+7.8% | Added |
| Chiron Capital Management, LLC | 2,189 | $357.6K | 0.32% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,192 | $358.0K | 0.08% | +105+5.0% | Added |
| Sterling Investment Advisors, Ltd. | 2,193 | $358.2K | 0.10% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 2,195 | $358.5K | 0.01% | −3,038−58.1% | Reduced |
| New Century Financial Group, LLC | 2,198 | $359.0K | 0.25% | −308−12.3% | Reduced |
| Shufro Rose & Co LLC | 2,199 | $359.2K | 0.03% | +250+12.8% | Added |
| Allegheny Financial Group LTD | 2,202 | $359.6K | 0.11% | −568−20.5% | Reduced |
| Perennial Investment Advisors, LLC | 2,202 | $359.7K | 0.05% | +95+4.5% | Added |
| Hazlett, Burt & Watson, Inc. | 2,201 | $360.0K | 0.22% | +4+0.2% | Added |
| Assetmark, Inc | 2,207 | $360.5K | 0.00% | +752+51.7% | Added |
| Cross Staff Investments Inc | 2,209 | $360.8K | 0.30% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 2,222 | $362.9K | 0.17% | −50−2.2% | Reduced |
| Parkside Financial Bank & Trust | 2,229 | $364.1K | 0.06% | −973−30.4% | Reduced |
| ASB Consultores, LLC | 2,238 | $365.6K | 0.09% | +2,238 | New |
| Close Asset Management Ltd | 2,249 | $367.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 2,252 | $367.8K | 0.14% | −487−17.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 2,254 | $368.2K | 0.05% | −440−16.3% | Reduced |
| Anchor Investment Management, LLC | 2,254 | $368.2K | 0.04% | +76+3.5% | Added |
| Advus Financial Partners, LLC | 2,258 | $368.9K | 0.11% | −59−2.5% | Reduced |
| Leisure Capital Management | 2,262 | $369.4K | 0.19% | +64+2.9% | Added |
| Delta Financial Group, Inc. | 2,263 | $370.0K | 0.11% | +6+0.3% | Added |
| TFG Advisers LLC | 2,269 | $370.6K | 0.15% | +9+0.4% | Added |
| Waterloo Capital, L.P. | 2,269 | $370.6K | 0.05% | +2,269 | New |
| Acropolis Investment Management, LLC | 2,274 | $371.4K | 0.02% | +125+5.8% | Added |
| Abacus Wealth Partners, LLC | 2,278 | $372.1K | 0.06% | +4+0.2% | Added |
| Longfellow Investment Management Co LLC | 2,278 | $372.1K | 0.08% | −2,152−48.6% | Reduced |
| Beaumont Financial Advisors, LLC | 2,278 | $372.1K | 0.03% | +20+0.9% | Added |