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 |
|---|---|---|---|---|---|
| Van Strum & Towne Inc. | 3,381 | $552.3K | 0.20% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,375 | $551.3K | 0.09% | −152−4.3% | Reduced |
| Abacus Planning Group, Inc. | 3,372 | $550.8K | 0.11% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,345 | $546.3K | 0.03% | −201−5.7% | Reduced |
| Powers Advisory Group, LLC | 3,343 | $546.0K | 0.31% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 3,329 | $543.8K | 0.09% | +49+1.5% | Added |
| MSH Capital Advisors LLC | 3,327 | $543.4K | 0.19% | +90+2.8% | Added |
| Davidson Trust Co | 3,326 | $543.3K | 0.32% | −100−2.9% | Reduced |
| Excalibur Management Corp | 3,325 | $543.1K | 0.23% | −12−0.4% | Reduced |
| Verus Capital Partners, LLC | 3,322 | $542.6K | 0.06% | −60−1.8% | Reduced |
| Allen Investment Management LLC | 3,318 | $542.0K | 0.01% | 00.0% | Unchanged |
| Eisler Capital (UK) Ltd. | 3,316 | $541.6K | 0.07% | −7,729−70.0% | Reduced |
| Drive Wealth Management, LLC | 3,283 | $536.2K | 0.15% | −208−6.0% | Reduced |
| Goodman Financial Corp | 3,278 | $535.4K | 0.12% | −535−14.0% | Reduced |
| LCNB Corp | 3,272 | $534.4K | 0.19% | +116+3.7% | 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 |
| McDaniel Terry & Co | 3,267 | $534.0K | 0.05% | +99+3.1% | Added |
| Soltis Investment Advisors LLC | 3,266 | $533.4K | 0.06% | +1,330+68.7% | Added |
| Rossmore Private Capital | 3,252 | $531.2K | 0.07% | +48+1.5% | 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 |
| Tennessee Valley Asset Management Partners | 3,238 | $529.0K | 0.13% | +19+0.6% | Added |
| Lake Street Advisors Group, LLC | 3,228 | $527.2K | 0.02% | −66−2.0% | Reduced |
| Intrinsic Value Partners, LLC | 3,227 | $527.1K | 0.56% | −107−3.2% | Reduced |
| Steel Peak Wealth Management LLC | 3,226 | $527.0K | 0.03% | −73,252−95.8% | Reduced |
| Whittier Trust Co | 3,210 | $524.3K | 0.01% | +180+5.9% | Added |
| Change Path, LLC | 3,209 | $524.0K | 0.02% | +1,091+51.5% | Added |
| Granite Group Advisors, LLC | 3,207 | $523.8K | 0.35% | +120+3.9% | Added |
| Callan Capital, LLC | 3,202 | $523.0K | 0.05% | +55+1.7% | Added |
| Founders Financial Securities LLC | 3,193 | $521.6K | 0.05% | +3,193 | New |
| 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 |
| Good Life Advisors, LLC | 3,172 | $518.1K | 0.05% | +56+1.8% | Added |
| Jump Financial, LLC | 3,168 | $517.5K | 0.01% | +3,168 | New |
| Private Portfolio Partners LLC | 3,158 | $515.8K | 0.11% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,153 | $515.0K | 0.05% | +158+5.3% | Added |
| OneAscent Wealth Management LLC | 3,155 | $515.0K | 0.20% | −653−17.1% | Reduced |
| Capital Investment Advisory Services, LLC | 3,138 | $512.6K | 0.05% | −51−1.6% | Reduced |
| Westwood Holdings Group Inc. | 3,136 | $512.0K | 0.00% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 3,131 | $511.0K | 0.28% | −14−0.4% | Reduced |
| E&G Advisors, LP | 3,122 | $509.9K | 0.16% | +370+13.4% | Added |
| Callahan Advisors, LLC | 3,120 | $509.6K | 0.05% | −80−2.5% | Reduced |
| Hills Bank & Trust Co | 3,116 | $509.0K | 0.04% | +535+20.7% | Added |
| PDS Planning, Inc | 3,115 | $508.8K | 0.05% | +83+2.7% | Added |
| AdvisorShares Investments LLC | 3,100 | $506.4K | 0.09% | +3,100 | New |
| Proequities, Inc. | 3,097 | $505.9K | 0.03% | +104+3.5% | Added |
| Aries Wealth Management | 3,083 | $503.6K | 0.16% | +120+4.0% | Added |
| Chesapeake Asset Management LLC | 3,082 | $503.4K | 0.50% | −869−22.0% | Reduced |
| Austin Private Wealth, LLC | 2,891 | $499.3K | 0.06% | −735−20.3% | Reduced |
| Townsend Asset Management Corp | 3,044 | $497.2K | 0.20% | −82−2.6% | Reduced |
| Capital Analysts, LLC | 3,035 | $496.0K | 0.02% | −250−7.6% | Reduced |
| Poehling Capital Management, LLC | 3,036 | $495.9K | 0.13% | +10.0% | Added |
| Eqis Capital Management, Inc. | 3,034 | $495.6K | 0.04% | −983−24.5% | Reduced |
| Magnus Financial Group LLC | 3,031 | $495.1K | 0.06% | +10.0% | Added |
| Chicago Trust Co NA | 3,026 | $494.3K | 0.10% | +8+0.3% | Added |
| Passumpsic Savings Bank | 3,024 | $493.9K | 0.32% | +3,024 | New |
| Brown Brothers Harriman & Co | 3,017 | $492.8K | 0.00% | +75+2.5% | Added |
| Cito Capital Group, LLC | 3,000 | $490.0K | 0.20% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 2,991 | $488.6K | 0.10% | −1,014−25.3% | Reduced |
| Sunbelt Securities, Inc. | 2,983 | $487.3K | 0.05% | +1,391+87.4% | Added |
| Geller Advisors LLC | 2,981 | $486.9K | 0.04% | +83+2.9% | Added |
| Stockman Wealth Management, Inc. | 2,977 | $486.3K | 0.09% | −171−5.4% | Reduced |
| BancorpSouth Bank | 2,975 | $485.9K | 0.04% | −18−0.6% | Reduced |
| McIntyre Freedman & Flynn Investment Advisers Inc | 2,958 | $483.2K | 0.35% | −33−1.1% | Reduced |
| Harbour Investments, Inc. | 2,956 | $482.9K | 0.02% | +122+4.3% | Added |
| Empyrean Capital Partners, LP | 2,940 | $480.2K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2,928 | $478.3K | 0.17% | +2,780+1,878.4% | Added |
| Ballentine Partners, LLC | 2,913 | $475.8K | 0.01% | +110+3.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 2,910 | $475.3K | 0.03% | +310+11.9% | Added |
| Zega Financial, LLC | 2,906 | $474.6K | 0.21% | +897+44.6% | Added |
| Fukoku Mutual Life Insurance Co | 2,880 | $470.4K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,870 | $468.7K | 0.01% | −175−5.7% | Reduced |
| Dividend Assets Capital, LLC | 2,868 | $468.0K | 0.10% | +78+2.8% | Added |
| Successful Portfolios LLC | 2,865 | $468.0K | 0.32% | −283−9.0% | Reduced |
| Quilter Plc | 2,863 | $467.6K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 2,852 | $466.0K | 0.08% | +11+0.4% | Added |
| Nilsine Partners, LLC | 2,850 | $465.6K | 0.06% | +12+0.4% | Added |
| Tributary Capital Management, LLC | 2,850 | $465.5K | 0.04% | −1,450−33.7% | Reduced |
| Lebenthal Global Advisors, LLC | 2,847 | $465.0K | 0.10% | −33−1.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,844 | $464.5K | 0.00% | +2,844 | New |
| Plancorp, LLC | 2,835 | $463.0K | 0.02% | −115−3.9% | Reduced |
| Sharp Financial Services, LLC | 2,834 | $462.9K | 0.43% | −259−8.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 2,830 | $462.3K | 0.16% | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 2,819 | $460.5K | 0.00% | +2,819 | New |
| Stiles Financial Services Inc | 2,871 | $459.2K | 0.18% | +14+0.5% | Added |
| Hudson Valley Investment Advisors Inc | 2,810 | $459.0K | 0.05% | −2,869−50.5% | Reduced |
| Investors Asset Management of Georgia Inc | 2,802 | $457.7K | 0.22% | −800−22.2% | Reduced |
| Catalina Capital Group, LLC | 2,790 | $455.8K | 0.19% | +900+47.6% | Added |
| Petrus Trust Company, LTA | 2,786 | $455.1K | 0.04% | +2,786 | New |
| AlTi Global, Inc. | 2,786 | $455.0K | 0.01% | −59,624−95.5% | Reduced |
| Global Retirement Partners, LLC | 2,784 | $454.7K | 0.02% | +82+3.0% | Added |
| Kanawha Capital Management LLC | 2,779 | $453.9K | 0.04% | −100−3.5% | Reduced |
| Fidelis Capital Partners, LLC | 2,759 | $450.7K | 0.07% | +56+2.1% | Added |
| Cape Cod Five Cents Savings Bank | 2,750 | $449.2K | 0.04% | −352−11.3% | Reduced |
| IVC Wealth Advisors LLC | 2,735 | $446.8K | 0.26% | −12−0.4% | Reduced |
| Ronald Blue Trust, Inc. | 2,730 | $445.9K | 0.01% | −869−24.1% | Reduced |
| Laurel Wealth Advisors LLC | 2,729 | $445.8K | 0.08% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,725 | $445.1K | 0.05% | −61−2.2% | Reduced |