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 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 5,440 | $888.6K | 0.39% | −620−10.2% | Reduced |
| Qsemble Capital Management, LP | 5,399 | $881.9K | 0.19% | +5,399 | New |
| Harbor Investment Advisory, LLC | 5,391 | $880.6K | 0.09% | −566−9.5% | Reduced |
| Beacon Investment Advisors LLC | 5,368 | $876.7K | 0.50% | +95+1.8% | Added |
| Worth Financial Advisory Group, LLC | 5,326 | $869.9K | 0.60% | +355+7.1% | Added |
| GAMMA Investing LLC | 5,323 | $869.5K | 0.18% | +798+17.6% | Added |
| Chicago Partners Investment Group LLC | 5,469 | $868.7K | 0.04% | −61−1.1% | Reduced |
| EHP Funds Inc. | 5,300 | $865.7K | 0.59% | −3,000−36.1% | Reduced |
| HighPoint Advisor Group LLC | 5,958 | $864.0K | 0.06% | +665+12.6% | Added |
| Jackson Square Capital, LLC | 5,202 | $849.7K | 0.22% | −1,061−16.9% | Reduced |
| Plato Investment Management Ltd | 5,175 | $845.3K | 0.09% | +4,654+893.3% | Added |
| Quadrant Capital Group LLC | 5,152 | $841.5K | 0.07% | +76+1.5% | Added |
| Flputnam Investment Management Co | 5,146 | $840.5K | 0.02% | +377+7.9% | Added |
| Mill Capital Management, LLC | 5,145 | $840.4K | 0.07% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 5,130 | $838.0K | 0.11% | +638+14.2% | Added |
| Fulton Bank, N.A. | 5,127 | $837.4K | 0.03% | +791+18.2% | Added |
| Campion Asset Management LLC | 5,122 | $836.6K | 0.65% | −232−4.3% | Reduced |
| Linscomb & Williams, Inc. | 5,106 | $834.0K | 0.04% | −3−0.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,105 | $833.8K | 0.09% | −24,884−83.0% | Reduced |
| Weatherly Asset Management L. P. | 5,069 | $828.0K | 0.08% | −11−0.2% | Reduced |
| Mission Wealth Management, LP | 5,066 | $827.4K | 0.02% | +187+3.8% | Added |
| Schnieders Capital Management LLC | 5,058 | $826.2K | 0.17% | 00.0% | Unchanged |
| Charter Trust Co | 5,051 | $825.0K | 0.06% | 00.0% | Unchanged |
| Spreng Capital Management, Inc. | 6,865 | $824.8K | 0.44% | +4,977+263.6% | Added |
| Weaver Consulting Group | 5,022 | $820.3K | 0.30% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 5,021 | $820.0K | 2.05% | +321+6.8% | Added |
| Wedmont Private Capital | 4,953 | $819.3K | 0.06% | +831+20.2% | Added |
| Whitener Capital Management, Inc. | 5,009 | $818.2K | 0.27% | −190−3.7% | Reduced |
| Symphony Financial, Ltd. Co. | 5,002 | $817.0K | 0.19% | +302+6.4% | Added |
| FRG Family Wealth Advisors LLC | 5,703 | $816.7K | 0.16% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 4,960 | $810.2K | 0.52% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 4,944 | $807.5K | 0.07% | −54−1.1% | Reduced |
| Waldron Private Wealth LLC | 4,935 | $806.1K | 0.04% | +25+0.5% | Added |
| Childress Capital Advisors, LLC | 4,906 | $801.3K | 0.23% | −95−1.9% | Reduced |
| Warren Averett Asset Management, LLC | 4,895 | $799.5K | 0.02% | +2,476+102.4% | Added |
| RSM US Wealth Management LLC | 4,894 | $798.3K | 0.02% | −942−16.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 4,874 | $796.1K | 0.18% | 00.0% | Unchanged |
| Park Place Capital Corp | 4,862 | $794.2K | 0.28% | −2,871−37.1% | Reduced |
| Avidian Wealth Solutions, LLC | 4,851 | $792.4K | 0.04% | +276+6.0% | Added |
| OneAscent Financial Services LLC | 4,842 | $791.0K | 0.09% | −939−16.2% | Reduced |
| Lincoln Capital LLC | 4,840 | $790.6K | 0.18% | −27−0.6% | Reduced |
| Ausdal Financial Partners, Inc. | 4,806 | $785.0K | 0.09% | −25−0.5% | Reduced |
| First Foundation Advisors | 4,786 | $781.7K | 0.03% | +372+8.4% | Added |
| Investors Research Corp | 4,776 | $780.1K | 0.18% | −3,658−43.4% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 4,720 | $779.5K | 0.43% | −5−0.1% | Reduced |
| Connectus Wealth, LLC | 4,750 | $775.9K | 0.02% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 4,747 | $775.4K | 0.21% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 4,743 | $774.7K | 0.11% | −1,687−26.2% | Reduced |
| Autumn Glory Partners, LLC | 4,740 | $774.2K | 0.38% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,739 | $774.1K | 0.06% | −260−5.2% | Reduced |
| KCM Investment Advisors LLC | 4,727 | $772.1K | 0.03% | +814+20.8% | Added |
| Cornerstone Wealth Group, LLC | 4,724 | $771.6K | 0.07% | +2,460+108.7% | Added |
| Probity Advisors, Inc. | 4,709 | $769.2K | 0.16% | −179−3.7% | Reduced |
| LVM Capital Management Ltd | 4,695 | $767.0K | 0.09% | +50+1.1% | Added |
| EPG Wealth Management LLC | 4,695 | $766.9K | 0.19% | +369+8.5% | Added |
| Johnson Financial Group, Inc. | 4,692 | $766.4K | 0.04% | −1,664−26.2% | Reduced |
| Verition Fund Management LLC | 4,683 | $764.9K | 0.01% | −2,457−34.4% | Reduced |
| Strait & Sound Wealth Management LLC | 4,612 | $762.9K | 0.43% | +242+5.5% | Added |
| North Star Investment Management Corp. | 4,668 | $762.4K | 0.05% | −218−4.5% | Reduced |
| Means Investment Co., Inc. | 4,663 | $761.7K | 0.10% | +7+0.2% | Added |
| Transcend Wealth Collective, LLC | 4,644 | $758.5K | 0.06% | +16+0.3% | Added |
| Paloma Partners Management Co | 4,642 | $758.2K | 0.11% | +4,642 | New |
| Unigestion Holding SA | 4,640 | $757.9K | 0.04% | +514+12.5% | Added |
| Cigna Investments Inc | 4,628 | $756.0K | 0.14% | −122−2.6% | Reduced |
| Trust Co of Vermont | 4,624 | $755.3K | 0.04% | +2,127+85.2% | Added |
| Beck Bode, LLC | 4,612 | $753.4K | 0.15% | +4,612 | New |
| Modera Wealth Management, LLC | 4,610 | $753.0K | 0.01% | +59+1.3% | Added |
| Kovack Advisors, Inc. | 4,584 | $748.7K | 0.09% | −255−5.3% | Reduced |
| Nwam LLC | 5,086 | $741.7K | 0.06% | −200−3.8% | Reduced |
| Alpha DNA Investment Management LLC | 4,533 | $740.4K | 0.41% | +1,232+37.3% | Added |
| S.A. Mason LLC | 4,529 | $739.8K | 0.44% | 00.0% | Unchanged |
| Essex Savings Bank | 5,547 | $738.5K | 0.21% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4,518 | $738.0K | 0.19% | +175+4.0% | Added |
| Patron Partners Advisors, LLC | 4,500 | $735.0K | 0.45% | −210−4.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,485 | $732.5K | 0.06% | −209−4.5% | Reduced |
| Johnson & White Wealth Management, LLC | 4,480 | $732.0K | 0.53% | +126+2.9% | Added |
| Premier Path Wealth Partners, LLC | 4,464 | $729.1K | 0.14% | +71+1.6% | Added |
| Montecito Bank & Trust | 4,464 | $729.1K | 0.15% | −236−5.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 4,430 | $723.6K | 0.29% | 00.0% | Unchanged |
| Pitcairn Co | 4,413 | $720.8K | 0.05% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 4,409 | $720.2K | 0.26% | +706+19.1% | Added |
| Aquatic Capital Management LLC | 4,400 | $718.7K | 0.02% | +4,400 | New |
| Brighton Jones LLC | 4,384 | $716.1K | 0.03% | −124−2.8% | Reduced |
| Vaughan David Investments LLC | 4,381 | $716.0K | 0.02% | −250−5.4% | Reduced |
| Geneos Wealth Management Inc. | 4,380 | $715.4K | 0.03% | −39,594−90.0% | Reduced |
| Benjamin Edwards Inc | 4,357 | $712.0K | 0.14% | +2,086+91.9% | Added |
| Sompo Asset Management Co., Ltd. | 4,320 | $705.6K | 0.12% | +1,080+33.3% | Added |
| Evergreen Capital Management LLC | 4,317 | $705.1K | 0.03% | +23+0.5% | 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 |
| Foster & Motley Inc | 4,287 | $700.0K | 0.05% | +162+3.9% | Added |
| Gamco Investors, Inc. Et Al | 4,283 | $699.6K | 0.01% | −200−4.5% | Reduced |
| Richwood Investment Advisors, LLC | 4,275 | $698.3K | 0.62% | −215−4.8% | Reduced |
| Symmetry Partners, LLC | 4,265 | $697.0K | 0.05% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 4,267 | $697.0K | 0.39% | −325−7.1% | Reduced |
| Exchange Traded Concepts, LLC | 4,262 | $696.2K | 0.02% | +4,167+4,386.3% | Added |
| NBC Securities, Inc. | 4,261 | $695.0K | 0.07% | −97−2.2% | Reduced |
| Summit Trail Advisors, LLC | 4,254 | $694.9K | 0.02% | +1,389+48.5% | Added |
| Naviter Wealth, LLC | 4,231 | $691.1K | 0.11% | −70−1.6% | Reduced |
| EverSource Wealth Advisors, LLC | 4,811 | $689.0K | 0.05% | +104+2.2% | Added |