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 |
|---|---|---|---|---|---|
| Kornitzer Capital Management Inc | 52,450 | $8.57M | 0.16% | −414−0.8% | Reduced |
| Daiwa Securities Group Inc. | 52,336 | $8.55M | 0.05% | +3,735+7.7% | Added |
| Beacon Pointe Advisors, LLC | 52,159 | $8.52M | 0.09% | +1,831+3.6% | Added |
| Oppenheimer & Co Inc | 52,058 | $8.50M | 0.14% | −21,773−29.5% | Reduced |
| Disciplined Investments, LLC | 51,680 | $8.44M | 4.60% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 51,665 | $8.44M | 0.06% | −1,673−3.1% | Reduced |
| Wesbanco Bank Inc | 51,540 | $8.42M | 0.32% | +2,956+6.1% | Added |
| Parallax Volatility Advisers, L.P. | 50,866 | $8.31M | 0.24% | −171,249−77.1% | Reduced |
| Genus Capital Management Inc. | 50,300 | $8.22M | 1.07% | +50,300 | New |
| First Fiduciary Investment Counsel, Inc. | 50,208 | $8.20M | 1.70% | −593−1.2% | Reduced |
| Salem Investment Counselors Inc | 50,172 | $8.20M | 0.27% | −1,990−3.8% | Reduced |
| RBF Capital, LLC | 50,000 | $8.17M | 0.46% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 49,632 | $8.11M | 1.72% | −2,909−5.5% | Reduced |
| Buckingham Capital Management, Inc. | 49,505 | $8.09M | 0.99% | −3,332−6.3% | Reduced |
| Stablepoint Partners, LLC | 49,041 | $8.01M | 1.62% | +5,621+12.9% | Added |
| Rodgers Brothers Inc. | 47,988 | $7.84M | 1.07% | −150−0.3% | Reduced |
| Scissortail Wealth Management, LLC | 47,858 | $7.82M | 2.06% | +47,858 | New |
| Cresset Asset Management, LLC | 47,539 | $7.77M | 0.04% | +6,156+14.9% | Added |
| Wealthfront Advisers LLC | 47,387 | $7.74M | 0.03% | −1,319−2.7% | Reduced |
| FourThought Financial Partners, LLC | 47,297 | $7.73M | 0.89% | −37,506−44.2% | Reduced |
| FIL Ltd | 47,141 | $7.70M | 0.01% | −19,822−29.6% | Reduced |
| NewSquare Capital LLC | 47,698 | $7.68M | 0.68% | −1,209−2.5% | Reduced |
| Elo Mutual Pension Insurance Co | 46,815 | $7.65M | 0.18% | +7,939+20.4% | Added |
| Atlantic Union Bankshares Corp | 45,402 | $7.42M | 0.62% | −1,710−3.6% | Reduced |
| Private Advisor Group, LLC | 45,372 | $7.41M | 0.05% | −222−0.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 45,204 | $7.38M | 0.31% | −5,159−10.2% | Reduced |
| Mirador Capital Partners LP | 44,997 | $7.35M | 1.40% | +510+1.1% | Added |
| Stolper Co | 44,823 | $7.32M | 2.64% | −96−0.2% | Reduced |
| Avantax Advisory Services, Inc. | 44,423 | $7.26M | 0.06% | +5,512+14.2% | Added |
| King Luther Capital Management Corp | 43,685 | $7.14M | 0.03% | +542+1.3% | Added |
| Arkadios Wealth Advisors | 43,347 | $7.08M | 0.55% | −1,108−2.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 43,134 | $7.05M | 0.09% | +2,526+6.2% | Added |
| Telos Capital Management, Inc. | 43,044 | $7.03M | 0.79% | −737−1.7% | Reduced |
| Colonial Trust Advisors | 43,026 | $7.03M | 0.69% | −1,414−3.2% | Reduced |
| TD Waterhouse Canada Inc. | 37,530 | $6.96M | 0.05% | +16,607+79.4% | Added |
| Gotham Asset Management, LLC | 42,193 | $6.89M | 0.10% | +10,632+33.7% | Added |
| Sovereign Investment Advisors, LLC | 42,129 | $6.88M | 2.37% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 41,613 | $6.80M | 0.30% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 41,583 | $6.79M | 0.16% | −1,529−3.5% | Reduced |
| Umb Bank N A | 40,703 | $6.65M | 0.11% | −1,444−3.4% | Reduced |
| Montgomery Investment Management Inc | 40,535 | $6.62M | 2.53% | −20,157−33.2% | Reduced |
| Beacon Financial Group | 40,464 | $6.61M | 0.76% | −1,821−4.3% | Reduced |
| La Banque Postale Asset Management SA | 40,282 | $6.58M | 0.26% | −32,293−44.5% | Reduced |
| Telemark Asset Management, LLC | 40,000 | $6.53M | 0.68% | +40,000 | New |
| L & S Advisors Inc | 39,989 | $6.53M | 0.74% | +39,989 | New |
| Nations Financial Group Inc, | 39,918 | $6.52M | 0.55% | +407+1.0% | Added |
| Meyer Handelman Co | 39,872 | $6.51M | 0.23% | 00.0% | Unchanged |
| Toroso Investments, LLC | 39,918 | $6.51M | 0.11% | −420−1.0% | Reduced |
| Coldstream Capital Management Inc | 39,618 | $6.47M | 0.16% | −624−1.6% | Reduced |
| Huntington National Bank | 39,603 | $6.47M | 0.05% | +22+0.1% | Added |
| United Capital Financial Advisers, LLC | 39,517 | $6.45M | 0.05% | −1,417−3.5% | Reduced |
| Gulf International Bank (UK) Ltd | 39,295 | $6.42M | 0.16% | +96+0.2% | Added |
| Wintrust Investments LLC | 39,270 | $6.41M | 0.57% | −5,330−12.0% | Reduced |
| Berger Financial Group, Inc | 39,263 | $6.41M | 0.53% | −5,924−13.1% | Reduced |
| Los Angeles Capital Management LLC | 38,730 | $6.33M | 0.02% | −187,179−82.9% | Reduced |
| Hamilton Capital Partners Inc. | 38,656 | $6.31M | 0.76% | +38,656 | New |
| USS Investment Management Ltd | 38,600 | $6.31M | 0.05% | 00.0% | Unchanged |
| Rothschild Investment LLC | 38,601 | $6.31M | 0.46% | −30−0.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 38,552 | $6.30M | 0.75% | +1,171+3.1% | Added |
| Shorepoint Capital Partners LLC | 38,454 | $6.28M | 1.54% | −102−0.3% | Reduced |
| Farmers & Merchants Investments Inc | 38,243 | $6.25M | 0.21% | +940+2.5% | Added |
| Mackenzie Financial Corp | 37,992 | $6.21M | 0.01% | +1,542+4.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 37,802 | $6.17M | 0.12% | +15,542+69.8% | Added |
| HM Payson & Co | 37,661 | $6.15M | 0.11% | −1,559−4.0% | Reduced |
| Brady Family Wealth, LLC | 36,920 | $6.03M | 1.96% | −926−2.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 36,853 | $6.02M | 0.01% | +2,797+8.2% | Added |
| Oregon Public Employees Retirement Fund | 36,765 | $6.01M | 0.12% | +2,430+7.1% | Added |
| Mattern Wealth Management LLC | 36,685 | $5.99M | 1.46% | +74+0.2% | Added |
| Colonial Trust Co | 36,081 | $5.89M | 1.10% | −216−0.6% | Reduced |
| Level Four Advisory Services, LLC | 44,064 | $5.87M | 0.32% | +2,121+5.1% | Added |
| Invesco, LLC | 35,906 | $5.86M | 2.49% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 35,575 | $5.81M | 0.21% | +169+0.5% | Added |
| Hartree Partners, LP | 35,400 | $5.78M | 1.50% | +35,400 | New |
| Dai-Ichi Life Insurance Company, Ltd | 35,071 | $5.73M | 0.13% | −859−2.4% | Reduced |
| JustInvest LLC | 34,485 | $5.63M | 0.12% | +999+3.0% | Added |
| Atria Wealth Solutions, Inc. | 34,376 | $5.61M | 0.06% | −4,073−10.6% | Reduced |
| Pinnacle Associates Ltd | 34,177 | $5.58M | 0.09% | −784−2.2% | Reduced |
| Chatham Capital Group, Inc. | 34,095 | $5.57M | 1.02% | −1,305−3.7% | Reduced |
| Wolverine Trading, LLC | 33,902 | $5.54M | 0.06% | +11,411+50.7% | Added |
| Martin Capital Partners, LLC | 33,884 | $5.54M | 2.12% | −857−2.5% | Reduced |
| Opus Investment Management Inc | 33,800 | $5.52M | 3.60% | 00.0% | Unchanged |
| First American Bank | 33,735 | $5.51M | 0.42% | +578+1.7% | Added |
| Alpha Omega Wealth Management LLC | 33,253 | $5.43M | 1.01% | −2,397−6.7% | Reduced |
| Northeast Financial Consultants Inc | 33,200 | $5.42M | 0.27% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 34,647 | $5.42M | 0.11% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 32,737 | $5.35M | 0.00% | −888−2.6% | Reduced |
| Pacer Advisors, Inc. | 32,699 | $5.34M | 0.01% | −2,697,323−98.8% | Reduced |
| Kentucky Retirement Systems | 32,655 | $5.33M | 0.16% | −2,546−7.2% | Reduced |
| Catalyst Funds Management Pty Ltd | 32,600 | $5.32M | 1.49% | +32,600 | New |
| Canal Insurance CO | 32,500 | $5.31M | 1.37% | 00.0% | Unchanged |
| Atria Investments LLC | 32,351 | $5.27M | 0.07% | −9,924−23.5% | Reduced |
| Community Bank & Trust, Waco, Texas | 32,172 | $5.25M | 1.29% | +1,529+5.0% | Added |
| Teacher Retirement System of Texas | 32,119 | $5.25M | 0.03% | −86,602−72.9% | Reduced |
| Independent Advisor Alliance | 32,080 | $5.24M | 0.19% | +516+1.6% | Added |
| Cary Street Partners Asset Management LLC | 32,002 | $5.23M | 0.81% | −6,779−17.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 31,877 | $5.21M | 0.19% | +24,121+311.0% | Added |
| McDonald Partners LLC | 31,832 | $5.20M | 1.43% | −1,166−3.5% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 31,657 | $5.17M | 1.42% | +1,174+3.9% | Added |
| Trajan Wealth LLC | 31,587 | $5.16M | 0.35% | +31,587 | New |
| Ashton Thomas Private Wealth, LLC | 31,420 | $5.13M | 0.29% | −685−2.1% | Reduced |