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 |
|---|---|---|---|---|---|
| Nilsine Partners, LLC | 2,850 | $465.6K | 0.06% | +12+0.4% | Added |
| Paragon Capital Management Ltd | 2,852 | $466.0K | 0.08% | +11+0.4% | Added |
| Quilter Plc | 2,863 | $467.6K | 0.01% | 00.0% | Unchanged |
| Successful Portfolios LLC | 2,865 | $468.0K | 0.32% | −283−9.0% | Reduced |
| Dividend Assets Capital, LLC | 2,868 | $468.0K | 0.10% | +78+2.8% | Added |
| Capital Investment Advisors, LLC | 2,870 | $468.7K | 0.01% | −175−5.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,880 | $470.4K | 0.04% | 00.0% | Unchanged |
| Zega Financial, LLC | 2,906 | $474.6K | 0.21% | +897+44.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,910 | $475.3K | 0.03% | +310+11.9% | Added |
| Ballentine Partners, LLC | 2,913 | $475.8K | 0.01% | +110+3.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,928 | $478.3K | 0.17% | +2,780+1,878.4% | Added |
| Empyrean Capital Partners, LP | 2,940 | $480.2K | 0.03% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,956 | $482.9K | 0.02% | +122+4.3% | Added |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,958 | $483.2K | 0.35% | −33−1.1% | Reduced |
| BancorpSouth Bank | 2,975 | $485.9K | 0.04% | −18−0.6% | Reduced |
| Stockman Wealth Management, Inc. | 2,977 | $486.3K | 0.09% | −171−5.4% | Reduced |
| Geller Advisors LLC | 2,981 | $486.9K | 0.04% | +83+2.9% | Added |
| Sunbelt Securities, Inc. | 2,983 | $487.3K | 0.05% | +1,391+87.4% | Added |
| Vise Technologies, Inc. | 2,991 | $488.6K | 0.10% | −1,014−25.3% | Reduced |
| Cito Capital Group, LLC | 3,000 | $490.0K | 0.20% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,017 | $492.8K | 0.00% | +75+2.5% | Added |
| Passumpsic Savings Bank | 3,024 | $493.9K | 0.32% | +3,024 | New |
| Chicago Trust Co NA | 3,026 | $494.3K | 0.10% | +8+0.3% | Added |
| Magnus Financial Group LLC | 3,031 | $495.1K | 0.06% | +10.0% | Added |
| Eqis Capital Management, Inc. | 3,034 | $495.6K | 0.04% | −983−24.5% | Reduced |
| Poehling Capital Management, LLC | 3,036 | $495.9K | 0.13% | +10.0% | Added |
| Capital Analysts, LLC | 3,035 | $496.0K | 0.02% | −250−7.6% | Reduced |
| Townsend Asset Management Corp | 3,044 | $497.2K | 0.20% | −82−2.6% | Reduced |
| Austin Private Wealth, LLC | 2,891 | $499.3K | 0.06% | −735−20.3% | Reduced |
| Chesapeake Asset Management LLC | 3,082 | $503.4K | 0.50% | −869−22.0% | Reduced |
| Aries Wealth Management | 3,083 | $503.6K | 0.16% | +120+4.0% | Added |
| Proequities, Inc. | 3,097 | $505.9K | 0.03% | +104+3.5% | Added |
| AdvisorShares Investments LLC | 3,100 | $506.4K | 0.09% | +3,100 | New |
| PDS Planning, Inc | 3,115 | $508.8K | 0.05% | +83+2.7% | Added |
| Hills Bank & Trust Co | 3,116 | $509.0K | 0.04% | +535+20.7% | Added |
| Callahan Advisors, LLC | 3,120 | $509.6K | 0.05% | −80−2.5% | Reduced |
| E&G Advisors, LP | 3,122 | $509.9K | 0.16% | +370+13.4% | Added |
| Beaton Management Co. Inc. | 3,131 | $511.0K | 0.28% | −14−0.4% | Reduced |
| Westwood Holdings Group Inc. | 3,136 | $512.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,138 | $512.6K | 0.05% | −51−1.6% | Reduced |
| OneAscent Wealth Management LLC | 3,155 | $515.0K | 0.20% | −653−17.1% | Reduced |
| Essex Financial Services, Inc. | 3,153 | $515.0K | 0.05% | +158+5.3% | Added |
| Private Portfolio Partners LLC | 3,158 | $515.8K | 0.11% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,168 | $517.5K | 0.01% | +3,168 | New |
| Good Life Advisors, LLC | 3,172 | $518.1K | 0.05% | +56+1.8% | Added |
| Vantage Consulting Group Inc | 3,184 | $520.1K | 0.33% | −550−14.7% | Reduced |
| First National Bank Sioux Falls | 3,184 | $520.1K | 0.28% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 3,193 | $521.6K | 0.05% | +3,193 | New |
| Callan Capital, LLC | 3,202 | $523.0K | 0.05% | +55+1.7% | Added |
| Granite Group Advisors, LLC | 3,207 | $523.8K | 0.35% | +120+3.9% | Added |
| Change Path, LLC | 3,209 | $524.0K | 0.02% | +1,091+51.5% | Added |
| Whittier Trust Co | 3,210 | $524.3K | 0.01% | +180+5.9% | Added |
| Steel Peak Wealth Management LLC | 3,226 | $527.0K | 0.03% | −73,252−95.8% | Reduced |
| Intrinsic Value Partners, LLC | 3,227 | $527.1K | 0.56% | −107−3.2% | Reduced |
| Lake Street Advisors Group, LLC | 3,228 | $527.2K | 0.02% | −66−2.0% | Reduced |
| Tennessee Valley Asset Management Partners | 3,238 | $529.0K | 0.13% | +19+0.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 3,239 | $529.1K | 0.02% | −3,489−51.9% | Reduced |
| Foundations Investment Advisors, LLC | 3,239 | $529.1K | 0.01% | +9+0.3% | Added |
| Zions Bancorporation, N.A. | 3,239 | $529.1K | 0.04% | +107+3.4% | Added |
| Rossmore Private Capital | 3,252 | $531.2K | 0.07% | +48+1.5% | Added |
| Soltis Investment Advisors LLC | 3,266 | $533.4K | 0.06% | +1,330+68.7% | Added |
| McDaniel Terry & Co | 3,267 | $534.0K | 0.05% | +99+3.1% | Added |
| Cadinha & Co LLC | 3,270 | $534.1K | 0.09% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 3,270 | $534.1K | 0.16% | +171+5.5% | Added |
| LCNB Corp | 3,272 | $534.4K | 0.19% | +116+3.7% | Added |
| Goodman Financial Corp | 3,278 | $535.4K | 0.12% | −535−14.0% | Reduced |
| Drive Wealth Management, LLC | 3,283 | $536.2K | 0.15% | −208−6.0% | Reduced |
| Eisler Capital (UK) Ltd. | 3,316 | $541.6K | 0.07% | −7,729−70.0% | Reduced |
| Allen Investment Management LLC | 3,318 | $542.0K | 0.01% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 3,322 | $542.6K | 0.06% | −60−1.8% | Reduced |
| Excalibur Management Corp | 3,325 | $543.1K | 0.23% | −12−0.4% | Reduced |
| Davidson Trust Co | 3,326 | $543.3K | 0.32% | −100−2.9% | Reduced |
| MSH Capital Advisors LLC | 3,327 | $543.4K | 0.19% | +90+2.8% | Added |
| Tanager Wealth Management LLP | 3,329 | $543.8K | 0.09% | +49+1.5% | Added |
| Powers Advisory Group, LLC | 3,343 | $546.0K | 0.31% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,345 | $546.3K | 0.03% | −201−5.7% | Reduced |
| Abacus Planning Group, Inc. | 3,372 | $550.8K | 0.11% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,375 | $551.3K | 0.09% | −152−4.3% | Reduced |
| Van Strum & Towne Inc. | 3,381 | $552.3K | 0.20% | 00.0% | Unchanged |
| Athena Investment Management | 3,387 | $553.2K | 0.33% | −91−2.6% | Reduced |
| Graypoint LLC | 3,397 | $554.9K | 0.04% | +372+12.3% | Added |
| Merrion Investment Management Co, LLC | 3,400 | $555.4K | 0.40% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,418 | $558.3K | 0.35% | −25−0.7% | Reduced |
| Green Square Capital Advisors LLC | 3,440 | $561.9K | 0.07% | +208+6.4% | Added |
| Corbyn Investment Management Inc | 3,441 | $562.1K | 0.25% | −75−2.1% | Reduced |
| Kapitalo Investimentos Ltda | 3,444 | $562.5K | 0.12% | −204−5.6% | Reduced |
| Empire Financial Management Company, LLC | 3,446 | $563.0K | 0.19% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 3,454 | $564.2K | 0.27% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,455 | $564.3K | 0.04% | −469−12.0% | Reduced |
| Woodmont Investment Counsel LLC | 3,465 | $566.0K | 0.05% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 3,475 | $567.6K | 0.06% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 3,495 | $567.7K | 0.09% | +22+0.6% | Added |
| CX Institutional | 3,477 | $568.0K | 0.03% | +134+4.0% | Added |
| Ambassador Advisors, LLC | 3,482 | $568.7K | 0.10% | +428+14.0% | Added |
| Whalerock Point Partners, LLC | 3,490 | $570.1K | 0.16% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 3,500 | $571.7K | 0.02% | −500−12.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 3,527 | $576.1K | 0.00% | +3,527 | New |
| Courier Capital LLC | 3,528 | $576.3K | 0.04% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 3,534 | $577.2K | 0.01% | +83+2.4% | Added |
| Vectors Research Management, LLC | 3,536 | $578.0K | 0.16% | +3+0.1% | Added |