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
- 1,878
- +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
- 751 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 |
|---|---|---|---|---|---|
| TrueWealth Advisors, LLC | 1,556 | $254.2K | 0.10% | +1,556 | New |
| Radnor Capital Management, LLC | 1,552 | $254.0K | 0.04% | 00.0% | Unchanged |
| Financial Partners Group, LLC | 1,548 | $252.9K | 0.10% | −1,415−47.8% | Reduced |
| Columbia Asset Management | 1,878 | $250.0K | 0.05% | 00.0% | Unchanged |
| Loudon Investment Management, LLC | 1,527 | $249.4K | 0.14% | −100−6.1% | Reduced |
| Old Port Advisors | 1,518 | $247.9K | 0.08% | +1,518 | New |
| Five Oceans Advisors | 1,517 | $247.8K | 0.13% | +3+0.2% | Added |
| Secure Asset Management, LLC | 1,516 | $247.6K | 0.06% | +9+0.6% | Added |
| West Family Investments, Inc. | 1,515 | $247.5K | 0.08% | +1,515 | New |
| MJP Associates Inc | 1,515 | $247.4K | 0.05% | +1,515 | New |
| Financial Security Advisor, Inc. | 1,515 | $247.4K | 0.09% | +10+0.7% | Added |
| LMG Wealth Partners, LLC | 1,511 | $246.8K | 0.06% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,506 | $246.0K | 0.12% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,506 | $246.0K | 0.11% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 1,506 | $245.9K | 0.06% | +1,506 | New |
| Threadgill Financial, LLC | 1,502 | $245.3K | 0.11% | +1,502 | New |
| Staley Capital Advisers Inc | 1,500 | $245.0K | 0.01% | +1,500 | New |
| Saturna Capital CORP | 1,500 | $245.0K | 0.00% | +1,500 | New |
| Edge Wealth Management LLC | 1,500 | $245.0K | 0.05% | +1,500 | New |
| Bard Financial Services, Inc. | 1,500 | $245.0K | 0.03% | +1,500 | New |
| Trust Co of Oklahoma | 1,497 | $244.5K | 0.09% | −41−2.7% | Reduced |
| Covenant Asset Management, LLC | 1,493 | $243.9K | 0.06% | +1,493 | New |
| Endowment Wealth Management, Inc. | 1,490 | $243.3K | 0.18% | −66−4.2% | Reduced |
| Rehmann Capital Advisory Group | 1,487 | $242.9K | 0.02% | +1,487 | New |
| Cutter & CO Brokerage, Inc. | 1,476 | $241.2K | 0.06% | −876−37.2% | Reduced |
| McAdam, LLC | 1,475 | $240.9K | 0.02% | +1,475 | New |
| Silvia McColl Wealth Management, LLC | 1,457 | $240.6K | 0.21% | +1,457 | New |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 1,472 | $240.4K | 0.04% | +1,472 | New |
| Westside Investment Management, Inc. | 1,471 | $240.3K | 0.06% | −100−6.4% | Reduced |
| First National Corp | 1,801 | $239.8K | 0.06% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 1,468 | $239.8K | 0.11% | +1,468 | New |
| HTLF Bank | 1,466 | $239.5K | 0.03% | +1,466 | New |
| HHM Wealth Advisors, LLC | 1,459 | $238.3K | 0.04% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,459 | $238.3K | 0.00% | −11,619−88.8% | Reduced |
| CMG Global Holdings, LLC | 1,459 | $238.3K | 0.16% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 1,459 | $238.3K | 0.02% | +1,459 | New |
| One Wealth Advisors, LLC | 1,458 | $238.2K | 0.04% | +1,458 | New |
| DRW Securities, LLC | 1,457 | $238.0K | 0.01% | −1,543−51.4% | Reduced |
| Berkshire Asset Management LLC | 1,448 | $237.0K | 0.01% | +1,448 | New |
| LS Investment Advisors, LLC | 1,445 | $236.0K | 0.04% | +1,445 | New |
| Caldwell Sutter Capital, Inc. | 1,440 | $235.2K | 0.11% | −44−3.0% | Reduced |
| Tritonpoint Wealth, LLC | 1,761 | $234.2K | 0.02% | −33−1.8% | Reduced |
| Embree Financial Group | 1,433 | $234.1K | 0.05% | +1,433 | New |
| Papp L Roy & Associates | 1,433 | $234.1K | 0.03% | +1,433 | New |
| Canvas Wealth Advisors, LLC | 1,484 | $233.4K | 0.08% | +1,484 | New |
| William Blair Investment Management, LLC | 1,428 | $233.3K | 0.00% | −472−24.8% | Reduced |
| Novak & Powell Financial Services, Inc. | 1,425 | $232.8K | 0.17% | +1,425 | New |
| Birchcreek Wealth Management, LLC | 1,425 | $232.8K | 0.12% | +1,425 | New |
| SFMG, LLC | 1,421 | $232.2K | 0.02% | +1,421 | New |
| Aldebaran Financial Inc. | 1,420 | $231.9K | 0.35% | −525−27.0% | Reduced |
| Hutchinson Capital Management | 1,420 | $231.9K | 0.05% | +1,420 | New |
| Compagnie Lombard Odier SCmA | 1,413 | $230.8K | 0.00% | 00.0% | Unchanged |
| Allstate Corp | 1,413 | $230.8K | 0.02% | +1,413 | New |
| LPWM LLC | 1,390 | $229.6K | 0.08% | +1,390 | New |
| Chapin Davis, Inc. | 1,405 | $229.4K | 0.08% | −135−8.8% | Reduced |
| Pittenger & Anderson Inc | 1,403 | $229.2K | 0.01% | +351+33.4% | Added |
| JB Capital LLC | 1,402 | $229.1K | 0.02% | +1,402 | New |
| Alta Advisers Ltd | 1,400 | $228.7K | 0.11% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,391 | $227.3K | 0.04% | −113−7.5% | Reduced |
| Hartline Investment Corp | 1,391 | $227.3K | 0.04% | +1,391 | New |
| Catalyst Financial Partners LLC | 1,440 | $226.4K | 0.06% | +1,440 | New |
| Lineweaver Wealth Advisors, LLC | 1,384 | $226.1K | 0.05% | +1,384 | New |
| Carson Advisory Inc. | 1,384 | $226.0K | 0.16% | +1,384 | New |
| Laidlaw Wealth Management LLC | 1,378 | $225.1K | 0.13% | −1,604−53.8% | Reduced |
| First Business Financial Services, Inc. | 1,378 | $225.1K | 0.02% | −703−33.8% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,462 | $224.1K | 0.13% | +144+10.9% | Added |
| Addison Advisors LLC | 1,368 | $223.4K | 0.08% | 00.0% | Unchanged |
| World Equity Group, Inc. | 1,368 | $223.4K | 0.05% | +1,368 | New |
| Northwest Bancshares, Inc. | 1,366 | $223.1K | 0.04% | +1,366 | New |
| Burke & Herbert Bank & Trust Co | 1,363 | $222.6K | 0.17% | −240−15.0% | Reduced |
| Beach Investment Counsel Inc | 1,660 | $221.0K | 0.03% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 1,352 | $220.8K | 0.06% | +1,352 | New |
| Pointe Capital Management LLC | 1,352 | $220.8K | 0.14% | +1,352 | New |
| Gratus Wealth Advisors, LLC | 1,439 | $220.6K | 0.04% | +1,439 | New |
| Hendershot Investments Inc. | 1,350 | $220.5K | 0.03% | +1,350 | New |
| Wealth Management Associates, Inc. | 1,561 | $220.4K | 0.10% | +3+0.2% | Added |
| Vernal Point Advisors, LLC | 1,349 | $220.3K | 0.19% | +1,349 | New |
| Wealthstream Advisors, Inc. | 1,338 | $218.5K | 0.08% | −180−11.9% | Reduced |
| Private Advisory Group LLC | 1,335 | $218.1K | 0.03% | +1,335 | New |
| MEMBERS Trust Co | 1,332 | $217.6K | 0.01% | +1,332 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 1,330 | $217.2K | 0.05% | +1,330 | New |
| Mma Asset Management LLC | 1,476 | $216.9K | 0.10% | −98−6.2% | Reduced |
| Capula Management Ltd | 1,326 | $216.6K | 0.01% | +1,326 | New |
| Nicholas Hoffman & Company, LLC. | 1,320 | $215.6K | 0.01% | −390−22.8% | Reduced |
| WealthPLAN Partners, LLC | 1,320 | $215.6K | 0.02% | +1,320 | New |
| Elevatus Welath Management | 1,318 | $215.3K | 0.08% | +1,318 | New |
| MBA Advisors LLC | 1,317 | $215.1K | 0.11% | +1,317 | New |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $215.0K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 1,312 | $214.3K | 0.11% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,312 | $214.3K | 0.04% | +1,312 | New |
| Summit Financial Wealth Advisors, LLC | 1,312 | $214.3K | 0.04% | +1,312 | New |
| Cornerstone Advisory, LLC | 1,308 | $213.6K | 0.03% | +1,308 | New |
| Wendell David Associates Inc | 1,305 | $213.0K | 0.02% | +1,305 | New |
| Aberdeen Wealth Management LLC | 1,304 | $213.0K | 0.12% | +1,304 | New |
| Cardiff Park Advisors, LLC | 1,304 | $212.9K | 0.02% | +1,304 | New |
| General Partner, Inc. | 1,301 | $212.5K | 0.13% | +561+75.8% | Added |
| WCM Investment Management, LLC | 1,301 | $212.5K | 0.00% | +1,301 | New |
| TruWealth Advisors, LLC | 1,299 | $212.2K | 0.01% | +1,299 | New |
| Carolinas Wealth Consulting LLC | 1,298 | $212.0K | 0.04% | +3+0.2% | Added |
| Collaborative Wealth Managment Inc. | 1,298 | $212.0K | 0.11% | +1,298 | New |