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 |
|---|---|---|---|---|---|
| Harbor Advisors LLC | 3,541 | $578.4K | 0.11% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 3,543 | $578.7K | 0.35% | +10.0% | Added |
| Everpar Advisors LLC | 3,546 | $579.2K | 0.35% | −3,334−48.5% | Reduced |
| MTM Investment Management, LLC | 3,549 | $579.7K | 0.24% | +19+0.5% | Added |
| Lindbrook Capital, LLC | 3,550 | $579.9K | 0.05% | +59+1.7% | Added |
| City Center Advisors, LLC | 3,561 | $581.7K | 0.69% | +3,561 | New |
| First Financial Bankshares Inc | 3,585 | $585.6K | 0.01% | +733+25.7% | Added |
| Triasima Portfolio Management inc. | 3,595 | $587.2K | 0.05% | −530−12.8% | Reduced |
| Trust Co | 3,611 | $589.8K | 0.08% | −419−10.4% | Reduced |
| Syon Capital LLC | 3,639 | $594.4K | 0.06% | +238+7.0% | Added |
| Spinnaker Investment Group, LLC | 3,642 | $594.9K | 0.17% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 3,662 | $598.2K | 0.06% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,688 | $602.4K | 0.06% | +41+1.1% | Added |
| Coastal Investment Advisors, Inc. | 3,691 | $603.0K | 0.12% | −2,845−43.5% | Reduced |
| KLR Investment Advisors, LLC | 3,845 | $603.9K | 0.44% | −617−13.8% | Reduced |
| Uncommon Cents Investing LLC | 3,697 | $603.9K | 0.18% | +15+0.4% | Added |
| Empirical Asset Management, LLC | 3,705 | $605.2K | 0.29% | −924−20.0% | Reduced |
| Ransom Advisory, Ltd | 3,725 | $608.4K | 0.32% | +3,725 | New |
| AA Financial Advisors, LLC | 3,737 | $610.4K | 0.25% | +3,737 | New |
| Danske Bank A/S | 3,739 | $610.7K | 0.00% | +3,739 | New |
| Brandywine Oak Private Wealth LLC | 3,740 | $610.9K | 0.06% | +3+0.1% | Added |
| Norden Group LLC | 3,743 | $611.5K | 0.12% | +1,582+73.2% | Added |
| GTS Securities LLC | 3,758 | $613.8K | 0.02% | −5,569−59.7% | Reduced |
| JT Stratford LLC | 3,758 | $613.8K | 0.12% | +13+0.3% | Added |
| Hanson & Doremus Investment Management | 3,761 | $614.0K | 0.11% | −69−1.8% | Reduced |
| Ci Investments Inc. | 3,764 | $615.0K | 0.00% | −45−1.2% | Reduced |
| PFG Advisors | 3,778 | $617.0K | 0.05% | +177+4.9% | Added |
| Camden Capital, LLC | 3,790 | $619.1K | 0.05% | −2,356−38.3% | Reduced |
| Consolidated Planning Corp | 3,799 | $620.5K | 0.11% | +1,762+86.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,806 | $621.7K | 0.02% | +794+26.4% | Added |
| Smart Portfolios, LLC | 3,820 | $624.0K | 0.66% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 3,820 | $624.0K | 0.08% | +3,820 | New |
| RMB Capital Management, LLC | 3,821 | $624.2K | 0.01% | +1,708+80.8% | Added |
| Spinnaker Trust | 3,822 | $624.3K | 0.04% | +14+0.4% | Added |
| Vivid Wealth Management, LLC | 3,828 | $625.3K | 0.39% | −30−0.8% | Reduced |
| Montchanin Asset Management, LLC | 3,830 | $626.0K | 0.61% | +3,830 | New |
| 49 Wealth Management, LLC | 3,840 | $627.2K | 0.13% | +52+1.4% | Added |
| Ballew Advisors, Inc | 3,802 | $627.9K | 0.43% | +12+0.3% | Added |
| Strategy Asset Managers LLC | 3,862 | $630.8K | 0.14% | +55+1.4% | Added |
| Mosaic Family Wealth Partners, LLC | 3,876 | $633.2K | 0.10% | +10.0% | Added |
| Harbour Trust & Investment Management Co | 3,883 | $634.2K | 0.08% | −38−1.0% | Reduced |
| Advisor OS, LLC | 3,893 | $635.8K | 0.07% | +700+21.9% | Added |
| Roundview Capital LLC | 3,919 | $640.1K | 0.05% | 00.0% | Unchanged |
| Conning Inc. | 3,928 | $641.6K | 0.02% | −110−2.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,936 | $642.9K | 0.04% | +149+3.9% | Added |
| Welch Group, LLC | 3,949 | $645.0K | 0.03% | −148−3.6% | Reduced |
| John G Ullman & Associates Inc | 3,950 | $645.2K | 0.10% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 3,951 | $645.5K | 0.02% | +370+10.3% | Added |
| Field & Main Bank | 3,958 | $646.5K | 0.25% | −75−1.9% | Reduced |
| Riverwater Partners LLC | 3,966 | $647.8K | 0.48% | −43−1.1% | Reduced |
| GHP Investment Advisors, Inc. | 3,968 | $648.1K | 0.03% | +686+20.9% | Added |
| Kuhn & Co Investment Counsel | 3,968 | $648.2K | 0.61% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 3,998 | $652.0K | 0.00% | +451+12.7% | Added |
| Fulcrum Equity Management | 3,993 | $652.2K | 0.77% | −57−1.4% | Reduced |
| Full Sail Capital, LLC | 3,995 | $652.5K | 0.05% | −1,314−24.8% | Reduced |
| Relative Value Partners Group, LLC | 4,538 | $654.9K | 0.04% | +48+1.1% | Added |
| Greenfield Seitz Capital Management, LLC | 4,013 | $655.5K | 0.24% | −650−13.9% | Reduced |
| Western Wealth Management, LLC | 4,029 | $658.1K | 0.05% | −11,347−73.8% | Reduced |
| Princeton Global Asset Management LLC | 4,038 | $659.6K | 0.16% | +20.0% | Added |
| Merit Financial Group, LLC | 4,626 | $664.3K | 0.02% | +842+22.3% | Added |
| Perpetual Ltd | 4,203 | $668.1K | 0.01% | +26+0.6% | Added |
| Bennett Associates Wealth Management | 4,093 | $668.5K | 0.60% | −487−10.6% | Reduced |
| Clifford Group, LLC | 4,102 | $670.0K | 0.55% | −352−7.9% | Reduced |
| Estabrook Capital Management | 4,109 | $671.2K | 0.10% | −195−4.5% | Reduced |
| WP Advisors, LLC | 4,111 | $671.4K | 0.22% | −276−6.3% | Reduced |
| Burford Brothers, Inc. | 4,120 | $673.0K | 0.44% | +106+2.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 4,124 | $673.6K | 0.02% | +8+0.2% | Added |
| Thrive Wealth Management, LLC | 4,129 | $674.5K | 0.14% | −810−16.4% | Reduced |
| SAM Advisors, LLC | 4,136 | $675.6K | 0.25% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 4,141 | $676.3K | 0.11% | −25−0.6% | Reduced |
| Global Financial Private Client, LLC | 4,156 | $678.9K | 0.29% | +3,169+321.1% | Added |
| Stevens Capital Management LP | 4,161 | $680.0K | 0.13% | +4,161 | New |
| OmniStar Financial Group, Inc. | 4,164 | $680.3K | 0.62% | +4,164 | New |
| Roberts Glore & Co Inc | 4,182 | $683.1K | 0.20% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,456 | $683.2K | 0.03% | +4,456 | New |
| Vanguard Capital Wealth Advisors | 4,200 | $686.0K | 0.48% | −187−4.3% | Reduced |
| Kolinsky Wealth Management, LLC | 4,206 | $687.0K | 0.53% | +104+2.5% | Added |
| BluePath Capital Management, LLC | 4,212 | $688.0K | 0.53% | −804−16.0% | Reduced |
| SignalPoint Asset Management, LLC | 4,213 | $688.1K | 0.19% | −32−0.8% | Reduced |
| EverSource Wealth Advisors, LLC | 4,811 | $689.0K | 0.05% | +104+2.2% | Added |
| Naviter Wealth, LLC | 4,231 | $691.1K | 0.11% | −70−1.6% | Reduced |
| Summit Trail Advisors, LLC | 4,254 | $694.9K | 0.02% | +1,389+48.5% | Added |
| NBC Securities, Inc. | 4,261 | $695.0K | 0.07% | −97−2.2% | Reduced |
| Exchange Traded Concepts, LLC | 4,262 | $696.2K | 0.02% | +4,167+4,386.3% | Added |
| Verity Asset Management, Inc. | 4,267 | $697.0K | 0.39% | −325−7.1% | Reduced |
| Symmetry Partners, LLC | 4,265 | $697.0K | 0.05% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 4,275 | $698.3K | 0.62% | −215−4.8% | Reduced |
| Gamco Investors, Inc. Et Al | 4,283 | $699.6K | 0.01% | −200−4.5% | Reduced |
| Foster & Motley Inc | 4,287 | $700.0K | 0.05% | +162+3.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 4,286 | $700.1K | 0.08% | +100+2.4% | Added |
| NorthRock Partners, LLC | 4,286 | $700.1K | 0.03% | +439+11.4% | Added |
| Evergreen Capital Management LLC | 4,317 | $705.1K | 0.03% | +23+0.5% | Added |
| Sompo Asset Management Co., Ltd. | 4,320 | $705.6K | 0.12% | +1,080+33.3% | Added |
| Benjamin Edwards Inc | 4,357 | $712.0K | 0.14% | +2,086+91.9% | Added |
| Geneos Wealth Management Inc. | 4,380 | $715.4K | 0.03% | −39,594−90.0% | Reduced |
| Vaughan David Investments LLC | 4,381 | $716.0K | 0.02% | −250−5.4% | Reduced |
| Brighton Jones LLC | 4,384 | $716.1K | 0.03% | −124−2.8% | Reduced |
| Aquatic Capital Management LLC | 4,400 | $718.7K | 0.02% | +4,400 | New |
| Old Point Trust & Financial Services N A | 4,409 | $720.2K | 0.26% | +706+19.1% | Added |
| Pitcairn Co | 4,413 | $720.8K | 0.05% | 00.0% | Unchanged |