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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.

Institutional holdersQ1 2024: 1,879 institutions
Q1 2021: 1,272 institutionsQ2 2021: 1,327 institutionsQ3 2021: 1,239 institutionsQ4 2021: 1,358 institutionsQ1 2022: 1,451 institutionsQ2 2022: 1,445 institutionsQ3 2022: 1,419 institutionsQ4 2022: 1,575 institutionsQ1 2023: 1,573 institutionsQ2 2023: 1,542 institutionsQ3 2023: 1,664 institutionsQ4 2023: 1,793 institutionsQ1 2024: 1,879 institutionsQ2 2024: 1,787 institutionsQ3 2024: 1,775 institutionsQ4 2024: 1,782 institutionsQ1 2025: 1,796 institutionsQ2 2025: 1,765 institutionsQ3 2025: 1,838 institutionsQ4 2025: 1,904 institutionsQ1 2026: 2,132 institutionsQ2 2026: 2,109 institutions
Value heldQ1 2024: $52.2B
Q1 2021: $25.0BQ2 2021: $26.3BQ3 2021: $21.2BQ4 2021: $22.2BQ1 2022: $29.1BQ2 2022: $28.3BQ3 2022: $27.4BQ4 2022: $35.1BQ1 2023: $33.4BQ2 2023: $30.9BQ3 2023: $38.5BQ4 2023: $43.7BQ1 2024: $52.2BQ2 2024: $44.2BQ3 2024: $39.8BQ4 2024: $34.9BQ1 2025: $37.9BQ2 2025: $37.4BQ3 2025: $41.6BQ4 2025: $39.9BQ1 2026: $57.0BQ2 2026: $53.5B
Institutions holding PSX and their total value by quarter
QuarterHoldersValue
Q2 20262,109$53.5B
Q1 20262,132$57.0B
Q4 20251,904$39.9B
Q3 20251,838$41.6B
Q2 20251,765$37.4B
Q1 20251,796$37.9B
Q4 20241,782$34.9B
Q3 20241,775$39.8B
Q2 20241,787$44.2B
Q1 20241,879$52.2B
Q4 20231,793$43.7B
Q3 20231,664$38.5B
Q2 20231,542$30.9B
Q1 20231,573$33.4B
Q4 20221,575$35.1B
Q3 20221,419$27.4B
Q2 20221,445$28.3B
Q1 20221,451$29.1B
Q4 20211,358$22.2B
Q3 20211,239$21.2B
Q2 20211,327$26.3B
Q1 20211,272$25.0B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q4 2023.

Institutions holding PSX in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Y-Intercept (Hong Kong) Ltd0$00.00%−10,240−100.0%Sold out
Laird Norton Trust Company, LLC0$00.00%−10,117−100.0%Sold out
Mountain Capital Investment Advisors, Inc0$00.00%−9,173−100.0%Sold out
Oak Hill Wealth Advisors, LLC0$00.00%−8,512−100.0%Sold out
Point72 Europe (London) LLP0$00.00%−8,187−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−6,302−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−5,723−100.0%Sold out
Aurora Investment Counsel0$00.00%−8,144−100.0%Sold out
Burns Matteson Capital Management, LLC0$00.00%−5,164−100.0%Sold out
Your Advocates Ltd., LLP0$00.00%−4,334−100.0%Sold out
Angeles Investment Advisors, LLC0$00.00%−4,020−100.0%Sold out
Straight Path Wealth Management0$00.00%−4,004−100.0%Sold out
Cutler Group LP0$00.00%−3,964−100.0%Sold out
Headlands Technologies LLC0$00.00%−3,894−100.0%Sold out
Clear Street Markets LLC0$00.00%−3,600−100.0%Sold out
Crescent Grove Advisors, LLC0$00.00%−3,496−100.0%Sold out
Arete Wealth Advisors, LLC0$00.00%−3,245−100.0%Sold out
IFG Advisory, LLC0$00.00%−3,238−100.0%Sold out
Advisor Resource Council0$00.00%−3,125−100.0%Sold out
WBH Advisory Inc0$00.00%−3,064−100.0%Sold out
Inceptionr LLC0$00.00%−2,987−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−2,784−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−2,768−100.0%Sold out
Douglass Winthrop Advisors, LLC0$00.00%−2,693−100.0%Sold out
Transform Wealth, LLC0$00.00%−2,642−100.0%Sold out
Carl Stuart Investment Advisor, Inc0$00.00%−2,599−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−2,585−100.0%Sold out
Carlson Capital Management0$00.00%−2,575−100.0%Sold out
Warwick Investment Management, Inc.0$00.00%−2,395−100.0%Sold out
CWS Financial Advisors, LLC0$00.00%−2,372−100.0%Sold out
Websterrogers Financial Advisors, LLC0$00.00%−2,318−100.0%Sold out
Granite Bay Wealth Management, LLC0$00.00%−2,520−100.0%Sold out
Legacy Capital Wealth Partners, LLC0$00.00%−2,258−100.0%Sold out
DAGCO, Inc.0$00.00%−2,248−100.0%Sold out
Greenup Street Wealth Management LLC0$00.00%−2,219−100.0%Sold out
Alpine Woods Capital Investors, LLC0$00.00%−2,038−100.0%Sold out
American Trust Investment Advisors, LLC0$00.00%−1,955−100.0%Sold out
Eads & Heald Wealth Management0$00.00%−1,941−100.0%Sold out
Vinva Investment Management Ltd0$00.00%−1,917−100.0%Sold out
Waddell & Associates, LLC0$00.00%−1,776−100.0%Sold out
Fermata Advisors, LLC0$00.00%−1,755−100.0%Sold out
Curi Capital0$00.00%−1,724−100.0%Sold out
Baker Tilly Wealth Management, LLC0$00.00%−1,645−100.0%Sold out
APCM Wealth Management for Individuals0$00.00%−1,622−100.0%Sold out
Meridian Wealth Management, LLC0$00.00%−1,600−100.0%Sold out
Sippican Capital Advisors0$00.00%−1,582−100.0%Sold out
Personal Cfo Solutions, LLC0$00.00%−1,559−100.0%Sold out
Sunburst Financial Group, LLC0$00.00%−1,503−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−1,310−100.0%Sold out
Planned Solutions, Inc.0$00.00%−980−100.0%Sold out
ORG Partners LLC0$00.00%−941−100.0%Sold out
Turtle Creek Wealth Advisors, LLC0$00.00%−890−100.0%Sold out
AJOVista, LLC0$00.00%−822−100.0%Sold out
Leonteq Securities AG0$00.00%−792−100.0%Sold out
Glassman Wealth Services0$00.00%−745−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−691−100.0%Sold out
Rockbridge Investment Management, LCC0$00.00%−690−100.0%Sold out
Lee Financial Co0$00.00%−592−100.0%Sold out
AlphaMark Advisors, LLC0$00.00%−445−100.0%Sold out
Livelsberger Financial Advisory0$00.00%−426−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−415−100.0%Sold out
Team Financial Group, LLC0$00.00%−329−100.0%Sold out
Arlington Partners LLC0$00.00%−316−100.0%Sold out
Gladius Capital Management LP0$00.00%−274−100.0%Sold out
AXS Investments LLC0$00.00%−256−100.0%Sold out
American State Bank (Iowa)0$00.00%−250−100.0%Sold out
Ables, Iannone, Moore & Associates, Inc.0$00.00%−200−100.0%Sold out
McGlone Suttner Wealth Management, Inc.0$00.00%−179−100.0%Sold out
Global Wealth Management Investment Advisory, Inc.0$00.00%−150−100.0%Sold out
New Millennium Group LLC0$00.00%−123−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−120−100.0%Sold out
Tiff Advisory Services Inc0$00.00%−114−100.0%Sold out
Garner Asset Management Corp0$00.00%−102−100.0%Sold out
Level Financial Advisors, Inc.0$00.00%−101−100.0%Sold out
Able Wealth Management LLC0$00.00%−43−100.0%Sold out
Financial Connections Group, Inc.0$00.00%−30−100.0%Sold out
Halpern Financial, Inc.0$00.00%−19−100.0%Sold out
Vaughan Nelson Investment Management, L.P.0$00.00%−15−100.0%Sold out
Richard W. Paul & Associates, LLC0$00.00%−2−100.0%Sold out
Bridgecreek Investment Management, LLC––––Not filed
Wade G W & Inc––––Not filed
Bartlett & Co. LLC––––Not filed
Telemus Capital, LLC––––Not filed
Focus Financial Network Inc––––Not filed
Lee Danner & Bass Inc––––Not filed
Columbia Trust Co 01012016––––Not filed
Cannell Peter B & Co Inc––––Not filed
Sawtooth Solutions, LLC––––Not filed
Retirement Investment Advisors, Inc.––––Not filed
Wealthsource Partners, LLC––––Not filed
Putnam Investments LLC––––Not filed
Wedgewood Investors Inc––––Not filed
Engrave Wealth Partners LLC––––Not filed
Alan B. Lancz & Associates, Inc.––––Not filed
Baystate Wealth Management LLC––––Not filed
Coppell Advisory Solutions LLC––––Not filed
Strategic Investment Solutions, Inc.––––Not filed
DB Wealth Management Group, LLC––––Not filed
Desjardins Global Asset Management Inc.––––Not filed
Hobbs Group Advisors, LLC––––Not filed