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 |
|---|---|---|---|---|---|
| Tweedy, Browne Co LLC | 31,309 | $5.11M | 0.24% | −53−0.2% | Reduced |
| TD Private Client Wealth LLC | 31,246 | $5.10M | 0.17% | +241+0.8% | Added |
| Fifth Third Bancorp | 31,193 | $5.10M | 0.02% | −5,726−15.5% | Reduced |
| Patton Fund Management, Inc. | 31,188 | $5.09M | 0.92% | +31,188 | New |
| Nomura Holdings Inc | 31,074 | $5.08M | 0.04% | −5,748−15.6% | Reduced |
| Baxter Bros Inc | 31,008 | $5.06M | 0.65% | +2,231+7.8% | Added |
| Heritage Trust Co | 30,324 | $4.95M | 0.66% | −161−0.5% | Reduced |
| Sendero Wealth Management, LLC | 30,074 | $4.91M | 0.84% | +6,201+26.0% | Added |
| BNC Wealth Management, LLC | 29,856 | $4.88M | 2.09% | +729+2.5% | Added |
| Pinkerton Retirement Specialists, LLC | 29,836 | $4.87M | 0.78% | +3,318+12.5% | Added |
| Candriam Luxembourg S.C.A. | 29,577 | $4.83M | 0.03% | +2,518+9.3% | Added |
| Ellerson Group Inc | 29,380 | $4.80M | 3.67% | −1,041−3.4% | Reduced |
| Cozad Asset Management Inc | 29,261 | $4.78M | 0.50% | +1,215+4.3% | Added |
| Glass Wealth Management Co LLC | 29,200 | $4.77M | 2.91% | +29,200 | New |
| Altrius Capital Management Inc | 29,161 | $4.76M | 1.20% | −7,559−20.6% | Reduced |
| Central Trust Co | 29,079 | $4.75M | 0.12% | −451−1.5% | Reduced |
| Tocqueville Asset Management L.P. | 29,015 | $4.74M | 0.08% | −882−3.0% | Reduced |
| Resources Investment Advisors, LLC. | 28,970 | $4.73M | 0.07% | +723+2.6% | Added |
| Riverview Capital Advisers, LLC | 28,830 | $4.71M | 1.62% | −41−0.1% | Reduced |
| Van Eck Associates Corp | 28,406 | $4.64M | 0.01% | −164−0.6% | Reduced |
| Citizens National Bank Trust Department | 28,399 | $4.64M | 1.08% | −420−1.5% | Reduced |
| Stratos Wealth Partners, LTD. | 28,313 | $4.62M | 0.08% | +6,099+27.5% | Added |
| Parsons Capital Management Inc | 28,233 | $4.61M | 0.32% | −619−2.1% | Reduced |
| Balyasny Asset Management LLC | 28,159 | $4.60M | 0.01% | +13,545+92.7% | Added |
| National Asset Management, Inc. | 38,175 | $4.59M | 0.12% | +5,089+15.4% | Added |
| Johnson Investment Counsel Inc | 28,052 | $4.58M | 0.05% | −2,677−8.7% | Reduced |
| D. E. Shaw & Co., Inc. | 27,818 | $4.54M | 0.01% | −46,132−62.4% | Reduced |
| Hartford Investment Management Co | 27,771 | $4.54M | 0.16% | −1,889−6.4% | Reduced |
| Del-Sette Capital Management, LLC | 27,741 | $4.53M | 3.72% | +27,741 | New |
| Ameritas Investment Partners, Inc. | 26,574 | $4.34M | 0.15% | −4,524−14.5% | Reduced |
| Principle Wealth Partners LLC | 26,229 | $4.28M | 0.33% | +20.0% | Added |
| German American Bancorp, Inc. | 25,808 | $4.22M | 0.51% | +675+2.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,727 | $4.20M | 0.05% | −9,789−27.6% | Reduced |
| Prospera Financial Services Inc | 25,552 | $4.18M | 0.12% | +1,199+4.9% | Added |
| River Wealth Advisors LLC | 25,508 | $4.17M | 0.61% | +371+1.5% | Added |
| Bremer Bank National Association | 25,466 | $4.16M | 0.77% | +1,193+4.9% | Added |
| Wisconsin Capital Management LLC | 25,330 | $4.14M | 2.17% | −500−1.9% | Reduced |
| Securian Asset Management, Inc | 25,326 | $4.14M | 0.12% | −2,537−9.1% | Reduced |
| Cardinal Capital Management | 25,127 | $4.10M | 0.67% | +1,815+7.8% | Added |
| Louisiana State Employees Retirement System | 25,000 | $4.08M | 0.08% | −1,600−6.0% | Reduced |
| Surience Private Wealth LLC | 24,976 | $4.08M | 3.86% | +24,976 | New |
| Empirical Finance, LLC | 24,943 | $4.07M | 0.25% | +559+2.3% | Added |
| Virginia Wealth Management Group, Inc. | 24,581 | $4.02M | 3.28% | −4,147−14.4% | Reduced |
| Garrison Asset Management, LLC | 24,558 | $4.01M | 2.11% | −521−2.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 24,469 | $4.00M | 0.08% | −1,645−6.3% | Reduced |
| Exencial Wealth Advisors, LLC | 24,429 | $3.99M | 0.15% | −281−1.1% | Reduced |
| Herold Advisors, Inc. | 24,355 | $3.98M | 0.96% | −1,673−6.4% | Reduced |
| Westchester Capital Management, LLC | 24,300 | $3.97M | 0.17% | −29,100−54.5% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 24,251 | $3.96M | 1.30% | +43+0.2% | Added |
| Independent Financial Group, LLC | 24,191 | $3.95M | 0.18% | +7,203+42.4% | Added |
| Prime Capital Investment Advisors, LLC | 24,155 | $3.95M | 0.06% | +971+4.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 24,003 | $3.92M | 0.15% | −85,018−78.0% | Reduced |
| Viking Fund Management LLC | 24,000 | $3.92M | 0.71% | −12,000−33.3% | Reduced |
| Lincoln National Corp | 23,922 | $3.91M | 0.06% | +2,511+11.7% | Added |
| Stock Yards Bank & Trust Co | 23,914 | $3.91M | 0.13% | −1,009−4.0% | Reduced |
| Red Cedar Investment Management, LLC | 23,872 | $3.90M | 0.49% | +16,424+220.5% | Added |
| GPS Wealth Strategies Group, LLC | 23,504 | $3.84M | 0.62% | −1,759−7.0% | Reduced |
| Richard Bernstein Advisors LLC | 23,490 | $3.84M | 0.08% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 23,465 | $3.83M | 0.12% | −3,433−12.8% | Reduced |
| Davenport & Co LLC | 23,442 | $3.83M | 0.02% | +480+2.1% | Added |
| Catalyst Capital Advisors LLC | 23,300 | $3.81M | 0.09% | −450−1.9% | Reduced |
| Simplex Trading, LLC | 23,276 | $3.80M | 0.11% | +23,276 | New |
| Fundamentun, LLC | 23,111 | $3.78M | 0.37% | −3,189−12.1% | Reduced |
| Brookstone Capital Management | 23,076 | $3.77M | 0.07% | +1,450+6.7% | Added |
| CWM, LLC | 23,065 | $3.77M | 0.02% | −923−3.8% | Reduced |
| SWS Partners | 22,939 | $3.75M | 1.12% | −648−2.7% | Reduced |
| Miracle Mile Advisors, LLC | 22,821 | $3.73M | 0.09% | +343+1.5% | Added |
| Zacks Investment Management | 22,320 | $3.65M | 0.04% | +2,824+14.5% | Added |
| CFM Wealth Partners LLC | 22,171 | $3.62M | 0.73% | −3,396−13.3% | Reduced |
| BCJ Capital Management, LLC | 22,152 | $3.62M | 0.29% | +22,152 | New |
| New Mexico Educational Retirement Board | 22,128 | $3.61M | 0.13% | −1,700−7.1% | Reduced |
| DCM Advisors, LLC | 22,125 | $3.61M | 1.49% | −1,598−6.7% | Reduced |
| Duality Advisers, LP | 22,018 | $3.60M | 0.35% | +22,018 | New |
| Diversified Trust Co | 21,992 | $3.59M | 0.11% | +10,735+95.4% | Added |
| Hancock Whitney Corp | 21,968 | $3.59M | 0.12% | −1,393−6.0% | Reduced |
| Gladstone Institutional Advisory LLC | 21,802 | $3.56M | 0.20% | −685−3.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 21,743 | $3.55M | 0.01% | −147,863−87.2% | Reduced |
| Convergence Investment Partners, LLC | 21,731 | $3.55M | 1.36% | +1,681+8.4% | Added |
| SevenBridge Financial Group, LLC | 24,532 | $3.52M | 0.80% | −905−3.6% | Reduced |
| Americana Partners, LLC | 21,512 | $3.51M | 0.29% | +2,929+15.8% | Added |
| MAI Capital Management | 21,473 | $3.51M | 0.04% | −221−1.0% | Reduced |
| Becker Capital Management Inc | 21,353 | $3.49M | 0.12% | −347−1.6% | Reduced |
| Metis Global Partners, LLC | 21,328 | $3.48M | 0.13% | −375−1.7% | Reduced |
| TownSquare Capital, LLC | 21,276 | $3.48M | 0.05% | −7,302−25.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 21,243 | $3.47M | 0.04% | +16,153+317.3% | Added |
| Synovus Financial Corp | 21,082 | $3.44M | 0.04% | −54−0.3% | Reduced |
| Neville Rodie & Shaw Inc | 21,072 | $3.44M | 0.26% | −25−0.1% | Reduced |
| Sonora Investment Management Group, LLC | 21,006 | $3.43M | 0.27% | −119−0.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 21,005 | $3.43M | 0.17% | +1,300+6.6% | Added |
| Silvercrest Asset Management Group LLC | 20,955 | $3.42M | 0.02% | +325+1.6% | Added |
| Profund Advisors LLC | 20,883 | $3.41M | 0.13% | −7,558−26.6% | Reduced |
| First Nebraska Trust Co | 20,849 | $3.41M | 0.35% | +104+0.5% | Added |
| Patten & Patten Inc | 20,617 | $3.37M | 0.24% | +658+3.3% | Added |
| PFW Advisors LLC | 20,554 | $3.36M | 1.03% | −296−1.4% | Reduced |
| Summit Financial, LLC | 20,544 | $3.36M | 0.20% | +5,315+34.9% | Added |
| Omers Administration Corp | 20,400 | $3.33M | 0.04% | +20,400 | New |
| NFJ Investment Group, LLC | 20,195 | $3.30M | 0.09% | −732−3.5% | Reduced |
| Hartford Financial Management Inc. | 20,178 | $3.30M | 0.70% | −125−0.6% | Reduced |
| Wedbush Securities Inc | 20,018 | $3.27M | 0.12% | −2,269−10.2% | Reduced |
| Mediolanum International Funds Ltd | 20,560 | $3.27M | 0.05% | +20,560 | New |