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 |
|---|---|---|---|---|---|
| Alpine Global Management, LLC | 1,294 | $211.4K | 0.04% | −369−22.2% | Reduced |
| First City Capital Management, Inc. | 1,288 | $210.4K | 0.12% | +1,288 | New |
| Diligent Investors, LLC | 1,281 | $209.2K | 0.05% | +1,281 | New |
| Sigma Investment Counselors Inc | 1,280 | $209.1K | 0.01% | +1,280 | New |
| Main Street Financial Solutions, LLC | 1,279 | $208.9K | 0.02% | +1,279 | New |
| Security National Bank | 1,278 | $208.7K | 0.03% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 1,277 | $208.5K | 0.03% | +1,277 | New |
| Baker Avenue Asset Management, LP | 1,275 | $208.3K | 0.01% | −1,292−50.3% | Reduced |
| Washington Trust Bank | 1,275 | $208.3K | 0.02% | −1,216−48.8% | Reduced |
| Charter Research & Investment Group, Inc. | 1,273 | $207.9K | 0.16% | +1,273 | New |
| Larson Financial Group LLC | 1,270 | $207.4K | 0.02% | +317+33.3% | Added |
| Oak Harbor Wealth Partners, LLC | 1,267 | $207.0K | 0.06% | +1,267 | New |
| Dopkins Wealth Management, LLC | 1,265 | $206.6K | 0.12% | +1,265 | New |
| Marathon Capital Management | 1,264 | $206.5K | 0.05% | −13,650−91.5% | Reduced |
| Axiom Financial Strategies, LLC | 1,264 | $206.5K | 0.13% | +1,264 | New |
| Hengehold Capital Management LLC | 1,263 | $206.3K | 0.02% | +1,263 | New |
| Dumont & Blake Investment Advisors LLC | 1,262 | $206.1K | 0.06% | −320−20.2% | Reduced |
| Dark Forest Capital Management LP | 1,262 | $206.1K | 0.03% | +1,262 | New |
| Jamison Private Wealth Management, Inc. | 1,261 | $206.1K | 0.03% | +15+1.2% | Added |
| Capital Advisors, Ltd. LLC | 1,264 | $206.0K | 0.03% | +23+1.9% | Added |
| Holderness Investments Co | 1,259 | $205.6K | 0.05% | +1,259 | New |
| Mosaic Financial Group, LLC | 1,254 | $205.0K | 0.16% | +1,254 | New |
| Syntegra Private Wealth Group, LLC | 1,254 | $204.9K | 0.03% | +1,254 | New |
| Legacy Advisors, LLC | 1,252 | $204.5K | 0.03% | −523−29.5% | Reduced |
| Occidental Asset Management, LLC | 1,251 | $204.3K | 0.04% | +1,251 | New |
| Josh Arnold Investment Consultant, LLC | 1,250 | $204.2K | 0.21% | +1,250 | New |
| Sittner & Nelson, LLC | 1,249 | $204.1K | 0.10% | 00.0% | Unchanged |
| Pinnacle West Asset Management, Inc. | 1,250 | $204.0K | 0.16% | +1,250 | New |
| Tompkins Financial Corp | 1,244 | $203.2K | 0.02% | −300−19.4% | Reduced |
| Old North State Trust, LLC | 1,244 | $203.0K | 0.17% | +1,244 | New |
| Family Firm, Inc. | 1,242 | $202.9K | 0.05% | +1,242 | New |
| Tandem Investment Advisors, Inc. | 1,237 | $202.0K | 0.01% | +1,237 | New |
| Boston Financial Mangement LLC | 1,233 | $201.4K | 0.01% | +1,233 | New |
| Peoples Bank | 1,229 | $200.7K | 0.16% | −39−3.1% | Reduced |
| Centennial Bank | 1,194 | $195.0K | 0.10% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 1,191 | $194.5K | 0.07% | −369−23.7% | Reduced |
| Gen-Wealth Partners Inc | 1,182 | $193.1K | 0.10% | +1,182 | New |
| Grove Bank & Trust | 1,176 | $192.1K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,149 | $188.0K | 0.02% | −57−4.7% | Reduced |
| Riverview Trust Co | 1,119 | $182.8K | 0.14% | +1,119 | New |
| AdvisorNet Financial, Inc | 1,113 | $181.8K | 0.02% | −162−12.7% | Reduced |
| McIlrath & Eck, LLC | 1,097 | $179.1K | 0.03% | +1+0.1% | Added |
| Smartleaf Asset Management LLC | 1,124 | $178.8K | 0.03% | −1,240−52.5% | Reduced |
| Register Financial Advisors LLC | 1,079 | $176.2K | 0.09% | +1,079 | New |
| PFG Private Wealth Management, LLC | 1,067 | $174.3K | 0.11% | +18+1.7% | Added |
| Hantz Financial Services, Inc. | 1,024 | $167.0K | 0.00% | +11+1.1% | Added |
| Mechanics Financial Corp | 1,000 | $163.3K | 0.08% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 999 | $163.1K | 0.02% | −31−3.0% | Reduced |
| City State Bank | 977 | $160.0K | 0.07% | +136+16.2% | Added |
| Continuum Advisory, LLC | 1,069 | $157.9K | 0.02% | +1,069 | New |
| Global Trust Asset Management, LLC | 964 | $157.5K | 0.06% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 960 | $156.8K | 0.09% | 00.0% | Unchanged |
| Valley National Advisers Inc | 929 | $151.0K | 0.02% | −22−2.3% | Reduced |
| Evermay Wealth Management LLC | 900 | $147.0K | 0.02% | −4−0.4% | Reduced |
| Broadwater Capital Management LLC | 900 | $147.0K | 0.11% | 00.0% | Unchanged |
| CVA Family Office, LLC | 887 | $144.9K | 0.03% | +3+0.3% | Added |
| First Horizon Advisors, Inc. | 859 | $140.4K | 0.00% | −94−9.9% | Reduced |
| Garde Capital, Inc. | 855 | $139.0K | 0.01% | −383−30.9% | Reduced |
| Gradient Investments LLC | 849 | $138.7K | 0.00% | −189−18.2% | Reduced |
| Missouri Trust & Investment Co | 845 | $138.0K | 0.05% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 845 | $138.0K | 0.10% | +845 | New |
| Armstrong Advisory Group, Inc | 1,032 | $137.4K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 839 | $137.0K | 0.01% | −450−34.9% | Reduced |
| Optimum Investment Advisors | 838 | $136.9K | 0.06% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 837 | $136.7K | 0.02% | +73+9.6% | Added |
| McClarren Financial Advisors, Inc. | 825 | $135.0K | 0.10% | +1+0.1% | Added |
| Independence Bank of Kentucky | 801 | $130.8K | 0.04% | +5+0.6% | Added |
| Oakworth Capital, Inc. | 796 | $130.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 792 | $130.0K | 0.03% | +98+14.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 773 | $126.3K | 0.00% | +23+3.1% | Added |
| JFS Wealth Advisors, LLC | 773 | $126.2K | 0.01% | −48−5.8% | Reduced |
| Financial Management Professionals, Inc. | 770 | $126.0K | 0.02% | −500−39.4% | Reduced |
| Sofos Investments, Inc. | 835 | $124.6K | 0.02% | +435+108.7% | Added |
| Versant Capital Management, Inc | 761 | $124.3K | 0.04% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 753 | $123.0K | 0.03% | +753 | New |
| Criterion Capital Advisors, LLC | 735 | $120.1K | 0.08% | −1−0.1% | Reduced |
| Gleason Group, Inc. | 734 | $119.9K | 0.03% | +5+0.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 728 | $119.0K | 0.00% | +728 | New |
| Motco | 726 | $118.6K | 0.01% | −108−12.9% | Reduced |
| WR Wealth Planners, LLC | 715 | $116.7K | 0.04% | +715 | New |
| Godsey & Gibb Associates | 700 | $114.3K | 0.01% | −22−3.0% | Reduced |
| RFP Financial Group LLC | 697 | $113.8K | 0.04% | +19+2.8% | Added |
| State of Wyoming | 686 | $112.1K | 0.02% | −254−27.0% | Reduced |
| Toth Financial Advisory Corp | 682 | $111.4K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 681 | $111.2K | 0.01% | +58+9.3% | Added |
| Piscataqua Savings Bank | 681 | $111.2K | 0.10% | −30−4.2% | Reduced |
| Miller Wealth Advisors, LLC | 680 | $111.1K | 0.07% | +3+0.4% | Added |
| American Capital Advisory, LLC | 1,067 | $108.2K | 0.09% | +14+1.3% | Added |
| Plante Moran Financial Advisors, LLC | 657 | $107.3K | 0.01% | −26−3.8% | Reduced |
| Duncker Streett & Co Inc | 656 | $107.2K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 632 | $103.3K | 0.05% | 00.0% | Unchanged |
| Main Street Group, LTD | 623 | $101.8K | 0.04% | +415+199.5% | Added |
| Cassady Schiller Wealth Management, LLC | 621 | $101.4K | 0.05% | +258+71.1% | Added |
| Advantage Trust Co | 618 | $100.9K | 0.07% | −250−28.8% | Reduced |
| Basso Capital Management, L.P. | 612 | $100.0K | 0.09% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 610 | $99.6K | 0.07% | −65−9.6% | Reduced |
| PFS Partners, LLC | 606 | $98.9K | 0.07% | +4+0.7% | Added |
| Spotlight Asset Group, Inc. | 605 | $98.8K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 604 | $98.7K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 588 | $96.1K | 0.06% | +4+0.7% | Added |