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 |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,887 | $296.4K | 0.00% | −1,662−46.8% | Reduced |
| Wolff Financial Management LLC | 1,815 | $296.0K | 0.09% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 1,811 | $295.8K | 0.01% | −76,300−97.7% | Reduced |
| Willis Johnson & Associates, Inc. | 1,809 | $295.5K | 0.03% | −20−1.1% | Reduced |
| Zullo Investment Group, Inc. | 1,809 | $295.5K | 0.14% | +1+0.1% | Added |
| EPIQ Capital Group, LLC | 1,809 | $295.5K | 0.12% | +13+0.7% | Added |
| Armistice Capital, LLC | 1,809 | $295.5K | 0.01% | +1,809 | New |
| Diversified, LLC | 1,804 | $294.7K | 0.04% | +17+1.0% | Added |
| VeraBank, N.A. | 1,802 | $294.3K | 0.09% | 00.0% | Unchanged |
| Ami Investment Management Inc | 1,801 | $294.2K | 0.11% | −31−1.7% | Reduced |
| Donaldson Capital Management, LLC | 1,797 | $293.5K | 0.01% | −10−0.6% | Reduced |
| Key Client Fiduciary Advisors, LLC | 1,795 | $293.2K | 0.16% | +1,795 | New |
| Northwest Quadrant Wealth Management, LLC | 1,789 | $292.2K | 0.07% | +10+0.6% | Added |
| Viawealth, LLC | 1,789 | $292.2K | 0.18% | +2+0.1% | Added |
| KRS Capital Management, LLC | 1,788 | $292.1K | 0.24% | +7+0.4% | Added |
| Diametric Capital, LP | 1,787 | $291.9K | 0.16% | +1,787 | New |
| Central Bank & Trust Co | 1,776 | $290.1K | 0.04% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 1,773 | $289.6K | 0.07% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 1,770 | $289.1K | 0.09% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,768 | $288.8K | 0.03% | −457−20.5% | Reduced |
| Signature Wealth Management Partners, LLC | 1,765 | $288.3K | 0.23% | −35−1.9% | Reduced |
| ICA Group Wealth Management, LLC | 1,755 | $286.6K | 0.06% | +256+17.1% | Added |
| Pinnacle Family Advisors, LLC | 1,751 | $286.1K | 0.15% | +11+0.6% | Added |
| ABLE Financial Group, LLC | 1,751 | $285.9K | 0.11% | −61−3.4% | Reduced |
| Crestmont Private Wealth LLC | 1,747 | $285.3K | 0.14% | +49+2.9% | Added |
| Cooper Financial Group | 1,745 | $285.1K | 0.05% | +164+10.4% | Added |
| Trust Co of Virginia | 1,745 | $285.0K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,742 | $284.5K | 0.07% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,738 | $283.9K | 0.05% | +75+4.5% | Added |
| Alpha Cubed Investments, LLC | 1,738 | $283.9K | 0.01% | −97−5.3% | Reduced |
| Avestar Capital, LLC | 1,734 | $283.2K | 0.03% | +1,734 | New |
| NovaPoint Capital, LLC | 1,731 | $282.7K | 0.10% | +5+0.3% | Added |
| Blackston Financial Advisory Group, LLC | 1,728 | $282.3K | 0.19% | −1,960−53.1% | Reduced |
| MidWestOne Financial Group, Inc. | 1,727 | $282.1K | 0.05% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 1,660 | $281.4K | 0.04% | −69−4.0% | Reduced |
| X-Square Capital, LLC | 1,956 | $280.0K | 0.13% | −151−7.2% | Reduced |
| Cahill Financial Advisors Inc | 1,713 | $279.7K | 0.04% | +195+12.8% | Added |
| Murphy Pohlad Asset Management LLC | 1,712 | $279.6K | 0.11% | −140−7.6% | Reduced |
| American National Bank | 1,712 | $279.6K | 0.04% | −120−6.6% | Reduced |
| Spring Capital Management, LLC | 1,705 | $278.5K | 0.21% | +1,705 | New |
| Beirne Wealth Consulting Services, LLC | 1,700 | $277.7K | 0.12% | −120−6.6% | Reduced |
| Cascade Investment Group, Inc. | 1,700 | $277.7K | 0.21% | +100+6.3% | Added |
| Clarity Financial LLC | 1,700 | $277.6K | 0.04% | +1,700 | New |
| Reuter James Wealth Management, LLC | 1,686 | $275.4K | 0.19% | +8+0.5% | Added |
| Portside Wealth Group, LLC | 1,685 | $275.2K | 0.05% | −1,565−48.2% | Reduced |
| Park National Corp | 1,685 | $275.2K | 0.01% | −207−10.9% | Reduced |
| Centaurus Financial, Inc. | 1,684 | $275.0K | 0.02% | −160−8.7% | Reduced |
| Wealthspan Partners, LLC | 1,681 | $274.6K | 0.16% | +25+1.5% | Added |
| Little House Capital LLC | 1,676 | $273.8K | 0.09% | −119−6.6% | Reduced |
| Werba Rubin Papier Wealth Management | 1,671 | $272.9K | 0.08% | −120−6.7% | Reduced |
| Aspire Private Capital, LLC | 1,669 | $272.6K | 0.07% | 00.0% | Unchanged |
| Farmers Trust Co | 1,667 | $272.3K | 0.05% | +1,667 | New |
| Greenwood Gearhart Inc | 1,665 | $272.0K | 0.03% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,664 | $271.8K | 0.06% | −37−2.2% | Reduced |
| Capital Asset Advisory Services LLC | 1,586 | $270.8K | 0.02% | +1,586 | New |
| Prio Wealth Limited Partnership | 1,658 | $270.8K | 0.01% | −10−0.6% | Reduced |
| Patton Albertson Miller Group, LLC | 1,657 | $270.7K | 0.04% | −205−11.0% | Reduced |
| Objective Capital Management, LLC | 1,655 | $270.3K | 0.18% | −4−0.2% | Reduced |
| CoreCap Advisors, LLC | 1,654 | $270.2K | 0.01% | −682−29.2% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,650 | $270.0K | 0.02% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,653 | $270.0K | 0.01% | +1,653 | New |
| Secured Retirement Advisors, LLC | 1,647 | $269.0K | 0.23% | −6,270−79.2% | Reduced |
| Schrum Private Wealth Management LLC | 1,642 | $268.2K | 0.24% | +1,642 | New |
| Chicago Capital, LLC | 1,642 | $268.2K | 0.01% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 1,642 | $268.2K | 0.05% | +35+2.2% | Added |
| Second Line Capital, LLC | 1,642 | $268.2K | 0.09% | +1,642 | New |
| Biltmore Family Office, LLC | 1,639 | $267.7K | 0.05% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 1,638 | $267.6K | 0.03% | −30−1.8% | Reduced |
| Aspiriant, LLC | 1,637 | $267.4K | 0.01% | +1,637 | New |
| Perkins Coie Trust Co | 1,637 | $267.4K | 0.06% | 00.0% | Unchanged |
| Leo Wealth, LLC | 1,632 | $266.5K | 0.03% | +3+0.2% | Added |
| Tiemann Investment Advisors, LLC | 1,630 | $266.2K | 0.12% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1,629 | $266.1K | 0.07% | −137−7.8% | Reduced |
| Harrell Investment Partners, LLC | 1,628 | $265.9K | 0.08% | −101−5.8% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,628 | $265.9K | 0.17% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 1,626 | $265.6K | 0.12% | +97+6.3% | Added |
| Breakwater Capital Group | 1,624 | $265.3K | 0.07% | 00.0% | Unchanged |
| Keel Point, LLC | 1,619 | $264.4K | 0.03% | +1,619 | New |
| Vista Wealth Management Group, LLC | 1,616 | $264.0K | 0.02% | +1,616 | New |
| First Western Trust Bank | 1,615 | $263.8K | 0.01% | −2,413−59.9% | Reduced |
| Vicus Capital | 1,611 | $263.2K | 0.02% | +1,611 | New |
| CRA Financial Services, LLC | 1,608 | $262.7K | 0.06% | −67−4.0% | Reduced |
| Forte Capital LLC | 1,606 | $262.3K | 0.03% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 1,602 | $261.6K | 0.08% | +59+3.8% | Added |
| NBW Capital LLC | 1,598 | $261.0K | 0.05% | +1,598 | New |
| Wambolt & Associates, LLC | 1,596 | $260.7K | 0.08% | −46−2.8% | Reduced |
| Morningstar Investment Services LLC | 1,634 | $260.0K | 0.00% | −1,006−38.1% | Reduced |
| Tradition Wealth Management, LLC | 1,583 | $258.5K | 0.03% | −248−13.5% | Reduced |
| Boothbay Fund Management, LLC | 1,582 | $258.4K | 0.01% | +1,582 | New |
| Pure Financial Advisors, Inc. | 1,582 | $258.4K | 0.01% | +1,582 | New |
| Eagle Ridge Investment Management | 1,577 | $257.6K | 0.02% | 00.0% | Unchanged |
| Sapient Capital LLC | 1,576 | $257.4K | 0.01% | −72−4.4% | Reduced |
| Advisory Alpha, LLC | 1,572 | $256.8K | 0.01% | −12−0.8% | Reduced |
| Simon Quick Advisors, LLC | 1,569 | $256.3K | 0.02% | +1,569 | New |
| SlateStone Wealth, LLC | 1,570 | $256.0K | 0.03% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,554 | $256.0K | 0.01% | +117+8.1% | Added |
| Paulson Wealth Management Inc. | 1,564 | $255.5K | 0.08% | −52−3.2% | Reduced |
| Compass Wealth Management LLC | 1,561 | $255.0K | 0.06% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,560 | $254.9K | 0.05% | +46+3.0% | Added |
| Coastline Trust Co | 1,559 | $254.6K | 0.03% | −726−31.8% | Reduced |