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 |
|---|---|---|---|---|---|
| Argonautica Private Wealth Management, Inc | 19,911 | $3.25M | 1.17% | +288+1.5% | Added |
| Rockline Wealth Management, LLC | 19,864 | $3.24M | 1.13% | +584+3.0% | Added |
| Cullen/Frost Bankers, Inc. | 19,810 | $3.24M | 0.05% | +640+3.3% | Added |
| City Holding Co | 19,794 | $3.23M | 0.48% | −463−2.3% | Reduced |
| Regions Financial Corp | 19,753 | $3.23M | 0.02% | −900−4.4% | Reduced |
| Banque Cantonale Vaudoise | 19,717 | $3.22M | 0.13% | −11,171−36.2% | Reduced |
| Burney Co | 19,530 | $3.19M | 0.12% | −425−2.1% | Reduced |
| Sequoia Financial Advisors, LLC | 19,445 | $3.18M | 0.04% | −52,469−73.0% | Reduced |
| Monument Capital Management | 19,444 | $3.18M | 0.92% | −1,547−7.4% | Reduced |
| Somerset Trust Co | 19,327 | $3.16M | 1.29% | +472+2.5% | Added |
| Intrust Bank NA | 19,260 | $3.15M | 0.34% | +149+0.8% | Added |
| Vestcor Inc | 19,230 | $3.14M | 0.11% | −8,182−29.8% | Reduced |
| Financial Counselors Inc | 19,097 | $3.12M | 0.05% | −687−3.5% | Reduced |
| Cobblestone Capital Advisors LLC | 19,090 | $3.12M | 0.20% | +1,345+7.6% | Added |
| Avantax Planning Partners, Inc. | 18,985 | $3.10M | 0.10% | +14,409+314.9% | Added |
| Equitable Trust Co | 18,963 | $3.10M | 0.21% | −6,241−24.8% | Reduced |
| Strategic Planning Group, LLC | 18,774 | $3.07M | 0.77% | +2,414+14.8% | Added |
| Azzad Asset Management Inc | 18,741 | $3.06M | 0.36% | +513+2.8% | Added |
| Snowden Capital Advisors LLC | 18,470 | $3.02M | 0.09% | +1,713+10.2% | Added |
| Icon Wealth Advisors, LLC | 18,391 | $3.00M | 0.28% | +684+3.9% | Added |
| NorthCrest Asset Manangement, LLC | 18,360 | $3.00M | 0.10% | −1,841−9.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 18,321 | $2.99M | 0.05% | +23+0.1% | Added |
| NJ State Employees Deferred Compensation Plan | 18,300 | $2.99M | 0.38% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 18,244 | $2.98M | 0.04% | +82+0.5% | Added |
| HBK Sorce Advisory LLC | 18,240 | $2.98M | 0.11% | +140+0.8% | Added |
| Argyle Capital Management Inc. | 18,046 | $2.95M | 1.14% | −1,100−5.7% | Reduced |
| Northwest & Ethical Investments L.P. | 17,890 | $2.92M | 0.08% | +13,065+270.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,773 | $2.90M | 1.52% | −243−1.3% | Reduced |
| Keystone Wealth Services, LLC | 17,644 | $2.88M | 0.94% | +20.0% | Added |
| Ziegler Capital Management, LLC | 17,435 | $2.88M | 0.11% | −1,125−6.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 17,526 | $2.86M | 0.05% | −2,153−10.9% | Reduced |
| XML Financial, LLC | 17,485 | $2.86M | 0.29% | −5,386−23.5% | Reduced |
| Auxier Asset Management | 17,480 | $2.86M | 0.43% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 17,456 | $2.85M | 0.03% | +2,009+13.0% | Added |
| Orion Portfolio Solutions, LLC | 17,456 | $2.85M | 0.03% | +2,009+13.0% | Added |
| Metropolitan Life Insurance Co | 17,342 | $2.83M | 0.12% | −565−3.2% | Reduced |
| Quantinno Capital Management LP | 17,282 | $2.82M | 0.06% | +3,679+27.0% | Added |
| Carret Asset Management, LLC | 17,263 | $2.82M | 0.33% | −185−1.1% | Reduced |
| Fernwood Investment Management, LLC | 17,255 | $2.82M | 0.82% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 17,244 | $2.82M | 0.01% | +37+0.2% | Added |
| Wilkins Investment Counsel Inc | 17,073 | $2.79M | 0.41% | +12,984+317.5% | Added |
| Koshinski Asset Management, Inc. | 17,028 | $2.78M | 0.28% | +624+3.8% | Added |
| Principal Securities, Inc. | 17,010 | $2.78M | 0.09% | +915+5.7% | Added |
| Clifford Swan Investment Counsel LLC | 16,958 | $2.77M | 0.10% | −790−4.5% | Reduced |
| Cornercap Investment Counsel Inc | 16,887 | $2.76M | 0.42% | −114−0.7% | Reduced |
| Tiaa Trust, National Association | 16,829 | $2.75M | 0.01% | +2,013+13.6% | Added |
| Horizon Investment Services, LLC | 16,788 | $2.74M | 1.34% | −795−4.5% | Reduced |
| Northside Capital Management, LLC | 16,725 | $2.73M | 0.49% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 16,721 | $2.73M | 1.52% | +80.0% | Added |
| TBH Global Asset Management, LLC | 16,602 | $2.71M | 0.54% | −30−0.2% | Reduced |
| Vident Advisory, LLC | 16,531 | $2.70M | 0.06% | −3,096−15.8% | Reduced |
| Everett Harris & Co | 16,478 | $2.69M | 0.04% | +78+0.5% | Added |
| First Hawaiian Bank | 16,459 | $2.69M | 0.08% | −139−0.8% | Reduced |
| Community Bank, N.A. | 16,434 | $2.68M | 0.35% | −858−5.0% | Reduced |
| Sowell Financial Services LLC | 16,334 | $2.67M | 0.13% | −446−2.7% | Reduced |
| AustralianSuper Pty Ltd | 16,290 | $2.66M | 0.02% | −15,232−48.3% | Reduced |
| Teamwork Financial Advisors, LLC | 16,203 | $2.65M | 0.41% | +9,147+129.6% | Added |
| Weaver C. Barksdale & Associates, Inc. | 16,183 | $2.64M | 2.42% | −2,284−12.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 16,116 | $2.63M | 0.06% | +385+2.4% | Added |
| BKM Wealth Management, LLC | 16,064 | $2.62M | 1.13% | +568+3.7% | Added |
| Ontario Teachers Pension Plan Board | 15,985 | $2.61M | 0.02% | −8,999−36.0% | Reduced |
| Crescent Sterling, Ltd. | 15,983 | $2.61M | 2.38% | −55−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 15,968 | $2.61M | 0.20% | −6,212−28.0% | Reduced |
| Great Valley Advisor Group, Inc. | 15,769 | $2.58M | 0.08% | +1,777+12.7% | Added |
| FDx Advisors, Inc. | 15,726 | $2.57M | 0.39% | +1,667+11.9% | Added |
| Norinchukin Bank, The | 15,562 | $2.54M | 0.08% | −551−3.4% | Reduced |
| Pacific Global Investment Management CO | 15,358 | $2.51M | 0.48% | +4,089+36.3% | Added |
| Magnetar Financial LLC | 15,324 | $2.50M | 0.06% | +15,324 | New |
| Hendley & Co Inc | 15,300 | $2.50M | 0.89% | 00.0% | Unchanged |
| Lido Advisors, LLC | 15,281 | $2.50M | 0.02% | +859+6.0% | Added |
| Independent Solutions Wealth Management, LLC | 15,266 | $2.49M | 0.59% | +539+3.7% | Added |
| First Manhattan Co | 15,164 | $2.48M | 0.01% | −97−0.6% | Reduced |
| Allworth Financial LP | 15,079 | $2.46M | 0.02% | +446+3.0% | Added |
| Capital Advisors Inc | 15,073 | $2.46M | 0.05% | +127+0.8% | Added |
| Curbstone Financial Management Corp | 15,072 | $2.46M | 0.53% | −1,150−7.1% | Reduced |
| Van Leeuwen & Company, LLC | 14,833 | $2.42M | 1.23% | +24+0.2% | Added |
| Harbour Investment Management LLC | 14,532 | $2.37M | 1.11% | −79−0.5% | Reduced |
| First National Advisers, LLC | 17,067 | $2.34M | 0.52% | −36−0.2% | Reduced |
| Alberta Investment Management Corp | 14,200 | $2.32M | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 14,199 | $2.32M | 0.04% | −409−2.8% | Reduced |
| PFG Investments, LLC | 14,190 | $2.32M | 0.14% | +11,223+378.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 14,190 | $2.32M | 0.16% | −1,484−9.5% | Reduced |
| Atlas Private Wealth Management | 14,171 | $2.31M | 0.97% | +1,725+13.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,091 | $2.30M | 0.10% | +197+1.4% | Added |
| KMG Fiduciary Partners, LLC | 14,069 | $2.30M | 0.24% | +114+0.8% | Added |
| Veriti Management LLC | 13,926 | $2.27M | 0.17% | +899+6.9% | Added |
| Ieq Capital, LLC | 13,922 | $2.27M | 0.03% | +1,261+10.0% | Added |
| Fortem Financial Group, LLC | 13,866 | $2.26M | 0.99% | +354+2.6% | Added |
| Logan Capital Management Inc | 13,839 | $2.26M | 0.10% | 00.0% | Unchanged |
| Sigma Planning Corp | 13,663 | $2.23M | 0.07% | +7,018+105.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,644 | $2.23M | 0.06% | −281−2.0% | Reduced |
| NewEdge Wealth, LLC | 15,460 | $2.22M | 0.05% | +1,816+13.3% | Added |
| Arvest Trust Co N A | 13,419 | $2.19M | 0.12% | −840−5.9% | Reduced |
| Shelton Capital Management | 13,337 | $2.18M | 0.06% | −7,489−36.0% | Reduced |
| Evercore Wealth Management, LLC | 13,320 | $2.18M | 0.03% | −137−1.0% | Reduced |
| YHB Investment Advisors, Inc. | 13,299 | $2.17M | 0.19% | +485+3.8% | Added |
| Terry L. Blaker | 13,172 | $2.15M | 0.16% | −300−2.2% | Reduced |
| Inscription Capital, LLC | 13,153 | $2.15M | 0.35% | +5,709+76.7% | Added |
| Fruth Investment Management | 13,095 | $2.14M | 0.55% | 00.0% | Unchanged |
| Energy Income Partners, LLC | 13,028 | $2.13M | 0.04% | +3,250+33.2% | Added |