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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 576 | $94.1K | 0.02% | −38−6.2% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 574 | $93.8K | 0.06% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 573 | $93.6K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 561 | $92.0K | 0.00% | +7+1.3% | Added |
| Partnership Wealth Management, LLC | 550 | $89.8K | 0.06% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 593 | $89.8K | 0.04% | +55+10.2% | Added |
| Concord Wealth Partners | 535 | $87.4K | 0.02% | −154−22.4% | Reduced |
| Lipe & Dalton | 532 | $87.0K | 0.04% | +532 | New |
| Tower View Investment Management & Research LLC | 531 | $86.7K | 0.05% | +3+0.6% | Added |
| Archer Investment Corp | 526 | $85.9K | 0.03% | +5+1.0% | Added |
| Kelly Financial Services LLC | 522 | $85.3K | 0.03% | +2+0.4% | Added |
| Beacon Capital Management, LLC | 509 | $83.1K | 0.02% | +219+75.5% | Added |
| Sound Income Strategies, LLC | 505 | $82.5K | 0.01% | −1−0.2% | Reduced |
| Acima Private Wealth, LLC | 500 | $81.7K | 0.03% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 500 | $81.7K | 0.03% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $81.7K | 0.06% | +500 | New |
| Investment Research & Advisory Group, Inc. | 500 | $81.7K | 0.04% | +500 | New |
| Key Financial Inc | 495 | $80.9K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 491 | $80.2K | 0.05% | −18−3.5% | Reduced |
| Pin Oak Investment Advisors Inc | 485 | $79.0K | 0.08% | −184−27.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 466 | $76.1K | 0.03% | −470−50.2% | Reduced |
| Dynamic Wealth Strategies, LLC | 463 | $76.0K | 0.06% | −1,785−79.4% | Reduced |
| Legend Financial Advisors, Inc. | 451 | $73.7K | 0.05% | −150−25.0% | Reduced |
| Lynwood Capital Management Inc. | 450 | $73.5K | 0.44% | +450 | New |
| Indiana Trust & Investment Management CO | 445 | $72.7K | 0.03% | +445 | New |
| Covestor Ltd | 422 | $69.0K | 0.04% | −768−64.5% | Reduced |
| FinTrust Capital Advisors, LLC | 391 | $63.9K | 0.01% | +2+0.5% | Added |
| PrairieView Partners, LLC | 383 | $63.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 383 | $63.0K | 0.04% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 382 | $62.4K | 0.01% | +181+90.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 360 | $58.8K | 0.02% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 360 | $58.8K | 0.02% | +360 | New |
| Rational Advisors LLC | 355 | $58.0K | 0.01% | −106−23.0% | Reduced |
| Norwood Financial Corp | 355 | $58.0K | 0.08% | 00.0% | Unchanged |
| Rogco, LP | 350 | $57.2K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 348 | $56.8K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 339 | $55.4K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 338 | $55.2K | 0.02% | +39+13.0% | Added |
| First Command Advisory Services, Inc. | 333 | $54.4K | 0.00% | +143+75.3% | Added |
| Tradewinds Capital Management, LLC | 320 | $52.3K | 0.01% | +2+0.6% | Added |
| CBIZ Investment Advisory Services, LLC | 320 | $52.3K | 0.00% | +320 | New |
| New England Capital Financial Advisors LLC | 316 | $51.6K | 0.03% | +1+0.3% | Added |
| Private Ocean, LLC | 315 | $51.5K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 305 | $49.8K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 302 | $49.3K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $49.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 297 | $48.4K | 0.01% | −65−18.0% | Reduced |
| Pacifica Partners Inc. | 309 | $48.3K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 288 | $47.0K | 0.00% | +288 | New |
| Bruce G. Allen Investments, LLC | 277 | $45.2K | 0.04% | +9+3.4% | Added |
| Brown, Lisle/Cummings, Inc. | 275 | $44.9K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 275 | $44.9K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 302 | $43.0K | 0.04% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 263 | $43.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 260 | $42.5K | 0.01% | +100+62.5% | Added |
| CNB Bank | 257 | $42.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 250 | $40.8K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 248 | $40.5K | 0.02% | +248 | New |
| Cornerstone Planning Group LLC | 271 | $38.8K | 0.01% | +8+3.0% | Added |
| Impact Partnership Wealth, LLC | 237 | $38.6K | 0.02% | −7,960−97.1% | Reduced |
| Core Alternative Capital | 236 | $38.5K | 0.01% | −882−78.9% | Reduced |
| First United Bank Trust | 235 | $38.4K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 232 | $37.8K | 0.01% | +2+0.9% | Added |
| TSFG, LLC | 225 | $37.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 225 | $36.8K | 0.00% | +51+29.3% | Added |
| Altshuler Shaham Ltd | 225 | $36.8K | 0.00% | +225 | New |
| First PREMIER Bank | 217 | $36.0K | 0.01% | +41+23.3% | Added |
| Morton Brown Family Wealth, LLC | 216 | $35.3K | 0.01% | −2−0.9% | Reduced |
| Founders Capital Management | 215 | $35.1K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 211 | $34.5K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 250 | $33.3K | 0.03% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $32.7K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $32.7K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $32.7K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 199 | $32.5K | 0.02% | −323−61.9% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 196 | $32.0K | 0.00% | +196 | New |
| Coston, McIsaac & Partners | 200 | $32.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 193 | $31.5K | 0.00% | −405−67.7% | Reduced |
| Ruedi Wealth Management, Inc. | 190 | $31.0K | 0.01% | +96+102.1% | Added |
| Silvant Capital Management LLC | 186 | $30.4K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 181 | $29.6K | 0.01% | −5−2.7% | Reduced |
| Operose Advisors LLC | 176 | $28.7K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 175 | $28.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 174 | $28.4K | 0.02% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 174 | $28.4K | 0.04% | +174 | New |
| Byrne Asset Management LLC | 173 | $28.3K | 0.02% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 170 | $27.8K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 169 | $27.6K | 0.01% | −307−64.5% | Reduced |
| SOA Wealth Advisors, LLC. | 164 | $26.9K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 164 | $26.8K | 0.01% | −58−26.1% | Reduced |
| Legacy Bridge, LLC | 161 | $26.3K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 160 | $26.1K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 157 | $26.0K | 0.00% | −6−3.7% | Reduced |
| Keener Financial Planning LLC | 159 | $26.0K | 0.02% | +159 | New |
| Wolff Wiese Magana LLC | 159 | $26.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 152 | $24.8K | 0.00% | +152 | New |
| Lummis Asset Management, LP | 150 | $24.5K | 0.03% | −2,861−95.0% | Reduced |
| Horizon Bancorp Inc | 144 | $24.0K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 140 | $22.9K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 138 | $22.5K | 0.03% | +1+0.7% | Added |