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 |
|---|---|---|---|---|---|
| Ruggaard & Associates LLC | 2,722 | $444.6K | 0.21% | +69+2.6% | Added |
| Thompson Siegel & Walmsley LLC | 2,699 | $441.0K | 0.01% | −50−1.8% | Reduced |
| Ethic Inc. | 2,697 | $440.5K | 0.01% | +100+3.9% | Added |
| Monetary Management Group Inc | 2,677 | $437.3K | 0.12% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2,672 | $436.5K | 0.21% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 2,669 | $436.0K | 0.03% | +232+9.5% | Added |
| Roman Butler Fullerton & Co | 2,746 | $431.2K | 0.16% | −121−4.2% | Reduced |
| Savvy Advisors, Inc. | 2,635 | $430.4K | 0.25% | +17+0.6% | Added |
| Sound View Wealth Advisors Group, LLC | 2,626 | $428.9K | 0.05% | −136−4.9% | Reduced |
| First Interstate Bank | 2,624 | $428.6K | 0.03% | +60+2.3% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,623 | $428.4K | 0.06% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,621 | $428.1K | 0.06% | +281+12.0% | Added |
| First Citizens Bank & Trust Co | 2,620 | $427.9K | 0.01% | +395+17.8% | Added |
| NBT Bank N A | 2,620 | $427.9K | 0.03% | +1,695+183.2% | Added |
| Keating Investment Counselors Inc | 2,615 | $427.1K | 0.14% | −1,165−30.8% | Reduced |
| Chilton Capital Management LLC | 2,606 | $425.7K | 0.02% | −445−14.6% | Reduced |
| HCR Wealth Advisors | 2,604 | $425.3K | 0.06% | −36−1.4% | Reduced |
| Dodge & Cox | 2,600 | $424.7K | 0.00% | 00.0% | Unchanged |
| Opus Capital Group, LLC | 2,584 | $422.0K | 0.06% | −2−0.1% | Reduced |
| Weik Capital Management | 2,570 | $419.8K | 0.18% | −575−18.3% | Reduced |
| Moller Financial Services | 2,568 | $419.5K | 0.11% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 2,566 | $419.0K | 0.01% | −418−14.0% | Reduced |
| Pinnacle Bancorp, Inc. | 2,565 | $419.0K | 0.12% | +180+7.5% | Added |
| Sentry Investment Management LLC | 2,558 | $418.0K | 0.16% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 2,556 | $417.5K | 0.21% | −13−0.5% | Reduced |
| Centiva Capital, LP | 2,531 | $413.4K | 0.02% | +2,531 | New |
| Plimoth Trust Co LLC | 2,526 | $412.6K | 0.11% | 00.0% | Unchanged |
| Greenfield Savings Bank | 2,522 | $411.9K | 0.22% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 2,521 | $411.8K | 0.10% | −100−3.8% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,506 | $409.3K | 0.05% | −50−2.0% | Reduced |
| Goelzer Investment Management, Inc. | 2,505 | $409.2K | 0.02% | +475+23.4% | Added |
| Renasant Bank | 2,504 | $409.0K | 0.29% | −12−0.5% | Reduced |
| Gables Capital Management Inc. | 2,502 | $408.7K | 0.23% | 00.0% | Unchanged |
| Fractal Investments LLC | 2,500 | $408.4K | 0.07% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 2,500 | $408.3K | 0.03% | −184−6.9% | Reduced |
| Cambridge Trust Co | 2,495 | $407.5K | 0.02% | +125+5.3% | Added |
| Bray Capital Advisors | 2,495 | $407.5K | 0.10% | +14+0.6% | Added |
| Washington Trust Co | 2,491 | $406.9K | 0.01% | +16+0.6% | Added |
| Strategic Blueprint, LLC | 2,479 | $404.9K | 0.03% | +303+13.9% | Added |
| Cadent Capital Advisors, LLC | 2,472 | $403.7K | 0.16% | −229−8.5% | Reduced |
| Waterway Wealth Management, LLC | 2,471 | $403.6K | 0.18% | 00.0% | Unchanged |
| Apriem Advisors | 2,462 | $402.1K | 0.05% | −605−19.7% | Reduced |
| Saxon Interests, Inc. | 2,443 | $399.0K | 0.19% | −1,287−34.5% | Reduced |
| Ritholtz Wealth Management | 2,433 | $397.4K | 0.01% | +592+32.2% | Added |
| Letson Investment Management, Inc. | 2,429 | $396.8K | 0.17% | +172+7.6% | Added |
| Summit Global Investments | 2,426 | $396.0K | 0.03% | −4,484−64.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 2,902 | $396.0K | 0.22% | +280+10.7% | Added |
| Canal Capital Management, LLC | 2,421 | $395.5K | 0.07% | +23+1.0% | Added |
| Montag A & Associates Inc | 2,409 | $393.5K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,680 | $393.1K | 0.07% | +376+16.3% | Added |
| Ethos Financial Group, LLC | 2,409 | $393.0K | 0.07% | 00.0% | Unchanged |
| Caitlin John, LLC | 2,406 | $392.9K | 0.30% | +191+8.6% | Added |
| Walker Asset Management, LLC | 2,401 | $392.1K | 0.26% | −42−1.7% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,400 | $392.0K | 0.09% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,397 | $391.5K | 0.01% | +176+7.9% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 2,397 | $391.5K | 0.17% | −60−2.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,395 | $391.3K | 0.14% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,382 | $389.1K | 0.03% | −377−13.7% | Reduced |
| SkyOak Wealth, LLC | 2,378 | $388.4K | 0.09% | 00.0% | Unchanged |
| StoneX Group Inc. | 2,373 | $387.6K | 0.03% | +101+4.4% | Added |
| Empower Advisory Group, LLC | 2,364 | $386.1K | 0.00% | −500−17.5% | Reduced |
| Jacobs & Co | 2,366 | $386.0K | 0.04% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 2,360 | $385.5K | 0.08% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 2,360 | $385.4K | 0.11% | +328+16.1% | Added |
| Port Capital LLC | 2,359 | $385.0K | 0.02% | −47−2.0% | Reduced |
| First Financial Bank - Trust Division | 2,356 | $384.8K | 0.04% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 2,351 | $384.0K | 0.05% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 2,346 | $383.2K | 0.33% | +68+3.0% | Added |
| Hurlow Wealth Management Group, Inc. | 2,338 | $381.9K | 0.13% | 00.0% | Unchanged |
| Amarillo National Bank | 2,333 | $381.1K | 0.07% | +772+49.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,325 | $380.0K | 0.04% | 00.0% | Unchanged |
| Alps Advisors Inc | 2,323 | $379.4K | 0.00% | −250−9.7% | Reduced |
| CWA Asset Management Group, LLC | 2,314 | $378.0K | 0.02% | −556−19.4% | Reduced |
| Horizon Advisory Services, Inc. | 2,307 | $376.8K | 0.18% | +2,307 | New |
| Insight Folios Inc | 2,307 | $376.8K | 0.15% | −992−30.1% | Reduced |
| Azimuth Capital Investment Management LLC | 2,303 | $376.2K | 0.02% | −40−1.7% | Reduced |
| Liberty Capital Management, Inc. | 2,302 | $376.0K | 0.09% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,193 | $374.3K | 0.09% | +10.0% | Added |
| Orleans Capital Management Corp | 2,287 | $373.6K | 0.25% | −1,028−31.0% | Reduced |
| Longfellow Investment Management Co LLC | 2,278 | $372.1K | 0.08% | −2,152−48.6% | Reduced |
| Beaumont Financial Advisors, LLC | 2,278 | $372.1K | 0.03% | +20+0.9% | Added |
| Abacus Wealth Partners, LLC | 2,278 | $372.1K | 0.06% | +4+0.2% | Added |
| Acropolis Investment Management, LLC | 2,274 | $371.4K | 0.02% | +125+5.8% | Added |
| Waterloo Capital, L.P. | 2,269 | $370.6K | 0.05% | +2,269 | New |
| TFG Advisers LLC | 2,269 | $370.6K | 0.15% | +9+0.4% | Added |
| Delta Financial Group, Inc. | 2,263 | $370.0K | 0.11% | +6+0.3% | Added |
| Leisure Capital Management | 2,262 | $369.4K | 0.19% | +64+2.9% | Added |
| Advus Financial Partners, LLC | 2,258 | $368.9K | 0.11% | −59−2.5% | Reduced |
| Infrastructure Capital Advisors, LLC | 2,254 | $368.2K | 0.05% | −440−16.3% | Reduced |
| Anchor Investment Management, LLC | 2,254 | $368.2K | 0.04% | +76+3.5% | Added |
| United Community Bank | 2,252 | $367.8K | 0.14% | −487−17.8% | Reduced |
| Close Asset Management Ltd | 2,249 | $367.0K | 0.01% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,238 | $365.6K | 0.09% | +2,238 | New |
| Parkside Financial Bank & Trust | 2,229 | $364.1K | 0.06% | −973−30.4% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 2,222 | $362.9K | 0.17% | −50−2.2% | Reduced |
| Cross Staff Investments Inc | 2,209 | $360.8K | 0.30% | 00.0% | Unchanged |
| Assetmark, Inc | 2,207 | $360.5K | 0.00% | +752+51.7% | Added |
| Hazlett, Burt & Watson, Inc. | 2,201 | $360.0K | 0.22% | +4+0.2% | Added |
| Perennial Investment Advisors, LLC | 2,202 | $359.7K | 0.05% | +95+4.5% | Added |
| Allegheny Financial Group LTD | 2,202 | $359.6K | 0.11% | −568−20.5% | Reduced |