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 |
|---|---|---|---|---|---|
| Shufro Rose & Co LLC | 2,199 | $359.2K | 0.03% | +250+12.8% | Added |
| New Century Financial Group, LLC | 2,198 | $359.0K | 0.25% | −308−12.3% | Reduced |
| Citizens Financial Group Inc | 2,195 | $358.5K | 0.01% | −3,038−58.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 2,193 | $358.2K | 0.10% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,192 | $358.0K | 0.08% | +105+5.0% | Added |
| Chiron Capital Management, LLC | 2,189 | $357.6K | 0.32% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,194 | $357.0K | 0.00% | +158+7.8% | Added |
| Brooks, Moore & Associates, Inc. | 2,185 | $356.9K | 0.23% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 2,178 | $355.8K | 0.06% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 2,166 | $353.8K | 0.05% | +420+24.1% | Added |
| First Trust Investment Solutions L.P. | 2,153 | $351.7K | 0.06% | +2,153 | New |
| Bullock Wealth Management Group | 2,150 | $351.2K | 0.24% | +2,150 | New |
| Thomasville National Bank | 2,137 | $349.1K | 0.03% | +33+1.6% | Added |
| Front Row Advisors LLC | 2,135 | $348.7K | 0.13% | +1,600+299.1% | Added |
| Lantern Wealth Advisors, LLC | 2,129 | $347.7K | 0.24% | +25+1.2% | Added |
| Pettyjohn, Wood & White, Inc | 2,113 | $345.1K | 0.07% | −25−1.2% | Reduced |
| Northcape Wealth Management, LLC | 2,112 | $345.0K | 0.13% | −694−24.7% | Reduced |
| Capital Market Strategies LLC | 2,109 | $344.5K | 0.26% | −87−4.0% | Reduced |
| Trust Point Inc. | 2,106 | $344.0K | 0.03% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,105 | $343.8K | 0.01% | −2,258−51.8% | Reduced |
| Hoylecohen, LLC | 2,086 | $340.7K | 0.03% | −20−0.9% | Reduced |
| Defender Capital, LLC. | 2,073 | $338.6K | 0.12% | +37+1.8% | Added |
| KLCM Advisors, Inc. | 2,072 | $338.4K | 0.04% | −165−7.4% | Reduced |
| Pallas Capital Advisors LLC | 2,063 | $337.0K | 0.01% | +90+4.6% | Added |
| M3 Advisory Group, LLC | 2,062 | $336.8K | 0.31% | +92+4.7% | Added |
| Fortune Financial Advisors, LLC | 2,060 | $336.5K | 0.21% | 00.0% | Unchanged |
| apricus wealth, LLC | 2,050 | $334.8K | 0.24% | −16,100−88.7% | Reduced |
| Eagle Global Advisors LLC | 2,041 | $333.4K | 0.02% | 00.0% | Unchanged |
| Sentry LLC | 2,039 | $333.1K | 0.06% | −4−0.2% | Reduced |
| Cabot Wealth Management Inc | 2,035 | $332.4K | 0.04% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 2,033 | $332.1K | 0.03% | +235+13.1% | Added |
| Sentinel Trust Co Lba | 2,034 | $332.0K | 0.04% | 00.0% | Unchanged |
| North Star Asset Management Inc | 2,027 | $331.1K | 0.02% | −17−0.8% | Reduced |
| Asset Dedication, LLC | 2,022 | $331.0K | 0.02% | −115−5.4% | Reduced |
| McGowan Group Asset Management, Inc. | 2,021 | $330.1K | 0.05% | 00.0% | Unchanged |
| LM Advisors LLC | 2,007 | $328.0K | 0.05% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,003 | $327.2K | 0.01% | −570−22.2% | Reduced |
| TD Capital Management LLC | 2,000 | $326.8K | 0.03% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 2,000 | $326.7K | 0.29% | −1,000−33.3% | Reduced |
| Private Wealth Partners, LLC | 2,000 | $326.7K | 0.03% | 00.0% | Unchanged |
| Broderick Brian C | 2,000 | $326.7K | 0.07% | +125+6.7% | Added |
| Duncan Williams Asset Management, LLC | 2,000 | $326.7K | 0.29% | +2,000 | New |
| Quent Capital, LLC | 1,999 | $326.7K | 0.04% | +18+0.9% | Added |
| TCI Wealth Advisors, Inc. | 1,998 | $326.4K | 0.03% | −102−4.9% | Reduced |
| Quest Partners LLC | 1,996 | $326.0K | 0.06% | +1,996 | New |
| Red Door Wealth Management, LLC | 1,995 | $325.9K | 0.06% | +1,995 | New |
| WealthBridge Capital Management, LLC | 1,992 | $325.3K | 0.11% | +142+7.7% | Added |
| Tarbox Family Office, Inc. | 1,991 | $325.2K | 0.06% | −200−9.1% | Reduced |
| 180 Wealth Advisors, LLC | 1,983 | $324.0K | 0.06% | −132−6.2% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 1,976 | $322.8K | 0.00% | 00.0% | Unchanged |
| Greytown Advisors Inc. | 1,975 | $322.6K | 0.18% | −488−19.8% | Reduced |
| Mitchell Sinkler & Starr | 1,974 | $322.4K | 0.08% | −274−12.2% | Reduced |
| Legacy Financial Group, Inc. | 1,974 | $322.4K | 0.13% | +12+0.6% | Added |
| Bath Savings Trust Co | 1,964 | $320.8K | 0.03% | +16+0.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,964 | $320.7K | 0.05% | −103−5.0% | Reduced |
| Community Bank of Raymore | 1,962 | $320.5K | 0.15% | +400+25.6% | Added |
| Douglas Lane & Associates, LLC | 1,961 | $320.3K | 0.00% | +1,961 | New |
| Moss Adams Wealth Advisors LLC | 1,960 | $320.1K | 0.05% | +1,960 | New |
| Next Capital Management LLC | 1,959 | $320.0K | 0.13% | +55+2.9% | Added |
| Cassaday & Co Wealth Management LLC | 1,958 | $319.8K | 0.01% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,952 | $318.9K | 0.18% | −229−10.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,952 | $318.8K | 0.05% | +1,952 | New |
| SPC Financial, Inc. | 1,942 | $317.2K | 0.03% | +100+5.4% | Added |
| Engineers Gate Manager LP | 1,941 | $317.0K | 0.01% | −5,287−73.1% | Reduced |
| AlphaCore Capital LLC | 1,940 | $316.8K | 0.08% | +1,940 | New |
| Trillium Asset Management, LLC | 1,930 | $315.0K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 1,928 | $314.9K | 0.02% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,921 | $313.8K | 0.26% | +117+6.5% | Added |
| Baldwin Brothers Inc | 1,918 | $313.3K | 0.02% | −138−6.7% | Reduced |
| Vestor Capital, LLC | 1,911 | $312.0K | 0.03% | +200+11.7% | Added |
| LVW Advisors, LLC | 1,908 | $311.7K | 0.05% | +303+18.9% | Added |
| Carmichael Hill & Associates, Inc. | 1,905 | $311.2K | 0.13% | +7+0.4% | Added |
| Investment Advisory Services Inc | 1,903 | $310.9K | 0.11% | +2+0.1% | Added |
| XR Securities LLC | 1,903 | $310.8K | 0.09% | +1,903 | New |
| Bond & Devick Financial Network, Inc. | 1,902 | $310.7K | 0.17% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 1,892 | $309.0K | 0.06% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 1,891 | $308.9K | 0.12% | +25+1.3% | Added |
| Resurgent Financial Advisors LLC | 1,891 | $308.9K | 0.16% | +864+84.1% | Added |
| Cedar Brook Financial Partners, LLC | 1,891 | $308.9K | 0.06% | +76+4.2% | Added |
| Waters Parkerson & Co., LLC | 1,887 | $308.0K | 0.02% | −150−7.4% | Reduced |
| Liberty Wealth Management LLC | 1,888 | $308.0K | 0.06% | −22−1.2% | Reduced |
| St Germain D J Co Inc | 1,885 | $307.9K | 0.02% | −46−2.4% | Reduced |
| LifePlan Financial, LLC | 1,879 | $306.9K | 0.28% | −75−3.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,879 | $306.9K | 0.01% | +1,879 | New |
| Legacy Private Trust Co. | 1,879 | $306.9K | 0.02% | +56+3.1% | Added |
| Summit Asset Management, LLC | 1,871 | $305.7K | 0.07% | +91+5.1% | Added |
| Sandy Cove Advisors, LLC | 1,870 | $305.5K | 0.14% | +53+2.9% | Added |
| Redwood Wealth Management Group, LLC | 1,865 | $304.6K | 0.32% | +51+2.8% | Added |
| GYL Financial Synergies, LLC | 1,863 | $304.3K | 0.02% | +6+0.3% | Added |
| Hexagon Capital Partners LLC | 1,863 | $304.2K | 0.07% | −111−5.6% | Reduced |
| Sovereign Financial Group, Inc. | 1,856 | $303.2K | 0.08% | +155+9.1% | Added |
| Nemes Rush Group LLC | 1,854 | $302.8K | 0.04% | +6+0.3% | Added |
| Per Stirling Capital Management, LLC. | 1,846 | $301.6K | 0.05% | +157+9.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 1,835 | $299.7K | 0.00% | +4+0.2% | Added |
| Wellington Shields & Co., LLC | 1,832 | $299.2K | 0.10% | 00.0% | Unchanged |
| Moody Lynn & Lieberson, LLC | 1,827 | $298.4K | 0.02% | +81+4.6% | Added |
| Auxano Advisors, LLC | 1,819 | $297.1K | 0.09% | +1,819 | New |
| NDVR, Inc. | 1,819 | $297.1K | 0.28% | +217+13.5% | Added |
| HBW Advisory Services LLC | 2,231 | $297.0K | 0.06% | 00.0% | Unchanged |
| Ignite Planners, LLC | 1,818 | $297.0K | 0.08% | −196−9.7% | Reduced |