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 |
|---|---|---|---|---|---|
| SignalPoint Asset Management, LLC | 4,213 | $688.1K | 0.19% | −32−0.8% | Reduced |
| BluePath Capital Management, LLC | 4,212 | $688.0K | 0.53% | −804−16.0% | Reduced |
| Kolinsky Wealth Management, LLC | 4,206 | $687.0K | 0.53% | +104+2.5% | Added |
| Vanguard Capital Wealth Advisors | 4,200 | $686.0K | 0.48% | −187−4.3% | Reduced |
| Focus Financial Network, Inc. | 4,456 | $683.2K | 0.03% | +4,456 | New |
| Roberts Glore & Co Inc | 4,182 | $683.1K | 0.20% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 4,164 | $680.3K | 0.62% | +4,164 | New |
| Stevens Capital Management LP | 4,161 | $680.0K | 0.13% | +4,161 | New |
| Global Financial Private Client, LLC | 4,156 | $678.9K | 0.29% | +3,169+321.1% | Added |
| Gryphon Financial Partners LLC | 4,141 | $676.3K | 0.11% | −25−0.6% | Reduced |
| SAM Advisors, LLC | 4,136 | $675.6K | 0.25% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 4,129 | $674.5K | 0.14% | −810−16.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,124 | $673.6K | 0.02% | +8+0.2% | Added |
| Burford Brothers, Inc. | 4,120 | $673.0K | 0.44% | +106+2.6% | Added |
| WP Advisors, LLC | 4,111 | $671.4K | 0.22% | −276−6.3% | Reduced |
| Estabrook Capital Management | 4,109 | $671.2K | 0.10% | −195−4.5% | Reduced |
| Clifford Group, LLC | 4,102 | $670.0K | 0.55% | −352−7.9% | Reduced |
| Bennett Associates Wealth Management | 4,093 | $668.5K | 0.60% | −487−10.6% | Reduced |
| Perpetual Ltd | 4,203 | $668.1K | 0.01% | +26+0.6% | Added |
| Merit Financial Group, LLC | 4,626 | $664.3K | 0.02% | +842+22.3% | Added |
| Princeton Global Asset Management LLC | 4,038 | $659.6K | 0.16% | +20.0% | Added |
| Western Wealth Management, LLC | 4,029 | $658.1K | 0.05% | −11,347−73.8% | Reduced |
| Greenfield Seitz Capital Management, LLC | 4,013 | $655.5K | 0.24% | −650−13.9% | Reduced |
| Relative Value Partners Group, LLC | 4,538 | $654.9K | 0.04% | +48+1.1% | Added |
| Full Sail Capital, LLC | 3,995 | $652.5K | 0.05% | −1,314−24.8% | Reduced |
| Fulcrum Equity Management | 3,993 | $652.2K | 0.77% | −57−1.4% | Reduced |
| Lazard Asset Management LLC | 3,998 | $652.0K | 0.00% | +451+12.7% | Added |
| Kuhn & Co Investment Counsel | 3,968 | $648.2K | 0.61% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3,968 | $648.1K | 0.03% | +686+20.9% | Added |
| Riverwater Partners LLC | 3,966 | $647.8K | 0.48% | −43−1.1% | Reduced |
| Field & Main Bank | 3,958 | $646.5K | 0.25% | −75−1.9% | Reduced |
| Perigon Wealth Management, LLC | 3,951 | $645.5K | 0.02% | +370+10.3% | Added |
| John G Ullman & Associates Inc | 3,950 | $645.2K | 0.10% | 00.0% | Unchanged |
| Welch Group, LLC | 3,949 | $645.0K | 0.03% | −148−3.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,936 | $642.9K | 0.04% | +149+3.9% | Added |
| Conning Inc. | 3,928 | $641.6K | 0.02% | −110−2.7% | Reduced |
| Roundview Capital LLC | 3,919 | $640.1K | 0.05% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,893 | $635.8K | 0.07% | +700+21.9% | Added |
| Harbour Trust & Investment Management Co | 3,883 | $634.2K | 0.08% | −38−1.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 3,876 | $633.2K | 0.10% | +10.0% | Added |
| Strategy Asset Managers LLC | 3,862 | $630.8K | 0.14% | +55+1.4% | Added |
| Ballew Advisors, Inc | 3,802 | $627.9K | 0.43% | +12+0.3% | Added |
| 49 Wealth Management, LLC | 3,840 | $627.2K | 0.13% | +52+1.4% | Added |
| Montchanin Asset Management, LLC | 3,830 | $626.0K | 0.61% | +3,830 | New |
| Vivid Wealth Management, LLC | 3,828 | $625.3K | 0.39% | −30−0.8% | Reduced |
| Spinnaker Trust | 3,822 | $624.3K | 0.04% | +14+0.4% | Added |
| RMB Capital Management, LLC | 3,821 | $624.2K | 0.01% | +1,708+80.8% | 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 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,806 | $621.7K | 0.02% | +794+26.4% | Added |
| Consolidated Planning Corp | 3,799 | $620.5K | 0.11% | +1,762+86.5% | Added |
| Camden Capital, LLC | 3,790 | $619.1K | 0.05% | −2,356−38.3% | Reduced |
| PFG Advisors | 3,778 | $617.0K | 0.05% | +177+4.9% | Added |
| Ci Investments Inc. | 3,764 | $615.0K | 0.00% | −45−1.2% | Reduced |
| Hanson & Doremus Investment Management | 3,761 | $614.0K | 0.11% | −69−1.8% | Reduced |
| 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 |
| Norden Group LLC | 3,743 | $611.5K | 0.12% | +1,582+73.2% | Added |
| Brandywine Oak Private Wealth LLC | 3,740 | $610.9K | 0.06% | +3+0.1% | Added |
| Danske Bank A/S | 3,739 | $610.7K | 0.00% | +3,739 | New |
| AA Financial Advisors, LLC | 3,737 | $610.4K | 0.25% | +3,737 | New |
| Ransom Advisory, Ltd | 3,725 | $608.4K | 0.32% | +3,725 | New |
| Empirical Asset Management, LLC | 3,705 | $605.2K | 0.29% | −924−20.0% | Reduced |
| Uncommon Cents Investing LLC | 3,697 | $603.9K | 0.18% | +15+0.4% | Added |
| KLR Investment Advisors, LLC | 3,845 | $603.9K | 0.44% | −617−13.8% | Reduced |
| Coastal Investment Advisors, Inc. | 3,691 | $603.0K | 0.12% | −2,845−43.5% | Reduced |
| Angeles Wealth Management, LLC | 3,688 | $602.4K | 0.06% | +41+1.1% | Added |
| Beaird Harris Wealth Management, LLC | 3,662 | $598.2K | 0.06% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 3,642 | $594.9K | 0.17% | 00.0% | Unchanged |
| Syon Capital LLC | 3,639 | $594.4K | 0.06% | +238+7.0% | Added |
| Trust Co | 3,611 | $589.8K | 0.08% | −419−10.4% | Reduced |
| Triasima Portfolio Management inc. | 3,595 | $587.2K | 0.05% | −530−12.8% | Reduced |
| First Financial Bankshares Inc | 3,585 | $585.6K | 0.01% | +733+25.7% | Added |
| City Center Advisors, LLC | 3,561 | $581.7K | 0.69% | +3,561 | New |
| Lindbrook Capital, LLC | 3,550 | $579.9K | 0.05% | +59+1.7% | Added |
| MTM Investment Management, LLC | 3,549 | $579.7K | 0.24% | +19+0.5% | Added |
| Everpar Advisors LLC | 3,546 | $579.2K | 0.35% | −3,334−48.5% | Reduced |
| Prairie Sky Financial Group LLC | 3,543 | $578.7K | 0.35% | +10.0% | Added |
| Harbor Advisors LLC | 3,541 | $578.4K | 0.11% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 3,536 | $578.0K | 0.16% | +3+0.1% | Added |
| BKD Wealth Advisors, LLC | 3,534 | $577.2K | 0.01% | +83+2.4% | Added |
| Courier Capital LLC | 3,528 | $576.3K | 0.04% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 3,527 | $576.1K | 0.00% | +3,527 | New |
| Hennessy Advisors Inc | 3,500 | $571.7K | 0.02% | −500−12.5% | Reduced |
| Whalerock Point Partners, LLC | 3,490 | $570.1K | 0.16% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 3,482 | $568.7K | 0.10% | +428+14.0% | Added |
| CX Institutional | 3,477 | $568.0K | 0.03% | +134+4.0% | Added |
| Blue Edge Capital, LLC | 3,495 | $567.7K | 0.09% | +22+0.6% | Added |
| ARS Investment Partners, LLC | 3,475 | $567.6K | 0.06% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 3,465 | $566.0K | 0.05% | 00.0% | Unchanged |
| Clarius Group, LLC | 3,455 | $564.3K | 0.04% | −469−12.0% | Reduced |
| Cambridge Financial Group, LLC | 3,454 | $564.2K | 0.27% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 3,446 | $563.0K | 0.19% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 3,444 | $562.5K | 0.12% | −204−5.6% | Reduced |
| Corbyn Investment Management Inc | 3,441 | $562.1K | 0.25% | −75−2.1% | Reduced |
| Green Square Capital Advisors LLC | 3,440 | $561.9K | 0.07% | +208+6.4% | Added |
| CoreFirst Bank & Trust | 3,418 | $558.3K | 0.35% | −25−0.7% | Reduced |
| Merrion Investment Management Co, LLC | 3,400 | $555.4K | 0.40% | 00.0% | Unchanged |
| Graypoint LLC | 3,397 | $554.9K | 0.04% | +372+12.3% | Added |
| Athena Investment Management | 3,387 | $553.2K | 0.33% | −91−2.6% | Reduced |