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 |
|---|---|---|---|---|---|
| Orleans Capital Management Corp | 2,287 | $373.6K | 0.25% | −1,028−31.0% | Reduced |
| Financial Management Network Inc | 2,193 | $374.3K | 0.09% | +10.0% | Added |
| Liberty Capital Management, Inc. | 2,302 | $376.0K | 0.09% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 2,303 | $376.2K | 0.02% | −40−1.7% | Reduced |
| Insight Folios Inc | 2,307 | $376.8K | 0.15% | −992−30.1% | Reduced |
| Horizon Advisory Services, Inc. | 2,307 | $376.8K | 0.18% | +2,307 | New |
| CWA Asset Management Group, LLC | 2,314 | $378.0K | 0.02% | −556−19.4% | Reduced |
| Alps Advisors Inc | 2,323 | $379.4K | 0.00% | −250−9.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,325 | $380.0K | 0.04% | 00.0% | Unchanged |
| Amarillo National Bank | 2,333 | $381.1K | 0.07% | +772+49.5% | Added |
| Hurlow Wealth Management Group, Inc. | 2,338 | $381.9K | 0.13% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 2,346 | $383.2K | 0.33% | +68+3.0% | Added |
| Stokes Family Office, LLC | 2,351 | $384.0K | 0.05% | 00.0% | Unchanged |
| First Financial Bank - Trust Division | 2,356 | $384.8K | 0.04% | 00.0% | Unchanged |
| Port Capital LLC | 2,359 | $385.0K | 0.02% | −47−2.0% | Reduced |
| Southland Equity Partners LLC | 2,360 | $385.4K | 0.11% | +328+16.1% | Added |
| Marietta Investment Partners LLC | 2,360 | $385.5K | 0.08% | 00.0% | Unchanged |
| Jacobs & Co | 2,366 | $386.0K | 0.04% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 2,364 | $386.1K | 0.00% | −500−17.5% | Reduced |
| StoneX Group Inc. | 2,373 | $387.6K | 0.03% | +101+4.4% | Added |
| SkyOak Wealth, LLC | 2,378 | $388.4K | 0.09% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,382 | $389.1K | 0.03% | −377−13.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,395 | $391.3K | 0.14% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,397 | $391.5K | 0.17% | −60−2.4% | Reduced |
| Crawford Investment Counsel Inc | 2,397 | $391.5K | 0.01% | +176+7.9% | Added |
| Ipswich Investment Management Co., Inc. | 2,400 | $392.0K | 0.09% | 00.0% | Unchanged |
| Walker Asset Management, LLC | 2,401 | $392.1K | 0.26% | −42−1.7% | Reduced |
| Caitlin John, LLC | 2,406 | $392.9K | 0.30% | +191+8.6% | Added |
| Ethos Financial Group, LLC | 2,409 | $393.0K | 0.07% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,680 | $393.1K | 0.07% | +376+16.3% | Added |
| Montag A & Associates Inc | 2,409 | $393.5K | 0.02% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 2,421 | $395.5K | 0.07% | +23+1.0% | Added |
| Summit Global Investments | 2,426 | $396.0K | 0.03% | −4,484−64.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,902 | $396.0K | 0.22% | +280+10.7% | Added |
| Letson Investment Management, Inc. | 2,429 | $396.8K | 0.17% | +172+7.6% | Added |
| Ritholtz Wealth Management | 2,433 | $397.4K | 0.01% | +592+32.2% | Added |
| Saxon Interests, Inc. | 2,443 | $399.0K | 0.19% | −1,287−34.5% | Reduced |
| Apriem Advisors | 2,462 | $402.1K | 0.05% | −605−19.7% | Reduced |
| Waterway Wealth Management, LLC | 2,471 | $403.6K | 0.18% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 2,472 | $403.7K | 0.16% | −229−8.5% | Reduced |
| Strategic Blueprint, LLC | 2,479 | $404.9K | 0.03% | +303+13.9% | Added |
| Washington Trust Co | 2,491 | $406.9K | 0.01% | +16+0.6% | Added |
| Bray Capital Advisors | 2,495 | $407.5K | 0.10% | +14+0.6% | Added |
| Cambridge Trust Co | 2,495 | $407.5K | 0.02% | +125+5.3% | Added |
| Dorsey & Whitney Trust CO LLC | 2,500 | $408.3K | 0.03% | −184−6.9% | Reduced |
| Fractal Investments LLC | 2,500 | $408.4K | 0.07% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,502 | $408.7K | 0.23% | 00.0% | Unchanged |
| Renasant Bank | 2,504 | $409.0K | 0.29% | −12−0.5% | Reduced |
| Goelzer Investment Management, Inc. | 2,505 | $409.2K | 0.02% | +475+23.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,506 | $409.3K | 0.05% | −50−2.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 2,521 | $411.8K | 0.10% | −100−3.8% | Reduced |
| Greenfield Savings Bank | 2,522 | $411.9K | 0.22% | 00.0% | Unchanged |
| Plimoth Trust Co LLC | 2,526 | $412.6K | 0.11% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,531 | $413.4K | 0.02% | +2,531 | New |
| Denver Wealth Management, Inc. | 2,556 | $417.5K | 0.21% | −13−0.5% | Reduced |
| Sentry Investment Management LLC | 2,558 | $418.0K | 0.16% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,565 | $419.0K | 0.12% | +180+7.5% | Added |
| iA Global Asset Management Inc. | 2,566 | $419.0K | 0.01% | −418−14.0% | Reduced |
| Moller Financial Services | 2,568 | $419.5K | 0.11% | 00.0% | Unchanged |
| Weik Capital Management | 2,570 | $419.8K | 0.18% | −575−18.3% | Reduced |
| Opus Capital Group, LLC | 2,584 | $422.0K | 0.06% | −2−0.1% | Reduced |
| Dodge & Cox | 2,600 | $424.7K | 0.00% | 00.0% | Unchanged |
| HCR Wealth Advisors | 2,604 | $425.3K | 0.06% | −36−1.4% | Reduced |
| Chilton Capital Management LLC | 2,606 | $425.7K | 0.02% | −445−14.6% | Reduced |
| Keating Investment Counselors Inc | 2,615 | $427.1K | 0.14% | −1,165−30.8% | Reduced |
| NBT Bank N A | 2,620 | $427.9K | 0.03% | +1,695+183.2% | Added |
| First Citizens Bank & Trust Co | 2,620 | $427.9K | 0.01% | +395+17.8% | Added |
| Aaron Wealth Advisors | 2,621 | $428.1K | 0.06% | +281+12.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,623 | $428.4K | 0.06% | 00.0% | Unchanged |
| First Interstate Bank | 2,624 | $428.6K | 0.03% | +60+2.3% | Added |
| Sound View Wealth Advisors Group, LLC | 2,626 | $428.9K | 0.05% | −136−4.9% | Reduced |
| Savvy Advisors, Inc. | 2,635 | $430.4K | 0.25% | +17+0.6% | Added |
| Roman Butler Fullerton & Co | 2,746 | $431.2K | 0.16% | −121−4.2% | Reduced |
| Hamilton Capital, LLC | 2,669 | $436.0K | 0.03% | +232+9.5% | Added |
| Pflug Koory, LLC | 2,672 | $436.5K | 0.21% | 00.0% | Unchanged |
| Monetary Management Group Inc | 2,677 | $437.3K | 0.12% | 00.0% | Unchanged |
| Ethic Inc. | 2,697 | $440.5K | 0.01% | +100+3.9% | Added |
| Thompson Siegel & Walmsley LLC | 2,699 | $441.0K | 0.01% | −50−1.8% | Reduced |
| Ruggaard & Associates LLC | 2,722 | $444.6K | 0.21% | +69+2.6% | Added |
| Insigneo Advisory Services, LLC | 2,725 | $445.1K | 0.05% | −61−2.2% | Reduced |
| Laurel Wealth Advisors LLC | 2,729 | $445.8K | 0.08% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,730 | $445.9K | 0.01% | −869−24.1% | Reduced |
| IVC Wealth Advisors LLC | 2,735 | $446.8K | 0.26% | −12−0.4% | Reduced |
| Cape Cod Five Cents Savings Bank | 2,750 | $449.2K | 0.04% | −352−11.3% | Reduced |
| Fidelis Capital Partners, LLC | 2,759 | $450.7K | 0.07% | +56+2.1% | Added |
| Kanawha Capital Management LLC | 2,779 | $453.9K | 0.04% | −100−3.5% | Reduced |
| Global Retirement Partners, LLC | 2,784 | $454.7K | 0.02% | +82+3.0% | Added |
| AlTi Global, Inc. | 2,786 | $455.0K | 0.01% | −59,624−95.5% | Reduced |
| Petrus Trust Company, LTA | 2,786 | $455.1K | 0.04% | +2,786 | New |
| Catalina Capital Group, LLC | 2,790 | $455.8K | 0.19% | +900+47.6% | Added |
| Investors Asset Management of Georgia Inc | 2,802 | $457.7K | 0.22% | −800−22.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 2,810 | $459.0K | 0.05% | −2,869−50.5% | Reduced |
| Stiles Financial Services Inc | 2,871 | $459.2K | 0.18% | +14+0.5% | Added |
| Clark Capital Management Group, Inc. | 2,819 | $460.5K | 0.00% | +2,819 | New |
| Gilliland Jeter Wealth Management LLC | 2,830 | $462.3K | 0.16% | 00.0% | Unchanged |
| Sharp Financial Services, LLC | 2,834 | $462.9K | 0.43% | −259−8.4% | Reduced |
| Plancorp, LLC | 2,835 | $463.0K | 0.02% | −115−3.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,844 | $464.5K | 0.00% | +2,844 | New |
| Lebenthal Global Advisors, LLC | 2,847 | $465.0K | 0.10% | −33−1.1% | Reduced |
| Tributary Capital Management, LLC | 2,850 | $465.5K | 0.04% | −1,450−33.7% | Reduced |