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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 13,015 | $2.13M | 0.07% | −377−2.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,254 | $2.13M | 0.02% | +110+0.7% | Added |
| Stratos Wealth Advisors, LLC | 12,974 | $2.12M | 0.13% | −25,002−65.8% | Reduced |
| Wetherby Asset Management Inc | 12,854 | $2.10M | 0.10% | −42−0.3% | Reduced |
| Commerzbank Aktiengesellschaft | 12,759 | $2.08M | 0.07% | +4,117+47.6% | Added |
| Estate Counselors, LLC | 12,670 | $2.07M | 0.24% | 00.0% | Unchanged |
| Ar Asset Management Inc | 12,600 | $2.06M | 0.50% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 12,591 | $2.06M | 0.02% | −7,154−36.2% | Reduced |
| Country Club Bank | 12,565 | $2.05M | 0.14% | −31,915−71.8% | Reduced |
| GeoWealth Management, LLC | 12,541 | $2.05M | 0.08% | +10,920+673.7% | Added |
| United Services Automobile Association | 12,519 | $2.04M | 0.05% | −801−6.0% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 12,491 | $2.04M | 0.50% | −1,765−12.4% | Reduced |
| International Assets Investment Management, LLC | 12,455 | $2.03M | 0.21% | −1,893−13.2% | Reduced |
| Valeo Financial Advisors, LLC | 12,810 | $2.02M | 0.07% | −1,075−7.7% | Reduced |
| Paragon Capital Management LLC | 12,364 | $2.02M | 1.09% | +108+0.9% | Added |
| Bangor Savings Bank | 12,330 | $2.01M | 0.21% | −66−0.5% | Reduced |
| Haverford Trust Co | 12,278 | $2.01M | 0.02% | −721−5.5% | Reduced |
| Axxcess Wealth Management, LLC | 12,203 | $1.99M | 0.06% | +2,404+24.5% | Added |
| Paradigm Asset Management Co LLC | 12,200 | $1.99M | 0.51% | 00.0% | Unchanged |
| Marion Wealth Management | 12,199 | $1.99M | 0.59% | −127−1.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 12,179 | $1.99M | 0.03% | +259+2.2% | Added |
| UniSuper Management Pty Ltd | 12,104 | $1.98M | 0.02% | +8,174+208.0% | Added |
| Pathway Financial Advisers, LLC | 11,909 | $1.95M | 0.70% | −202−1.7% | Reduced |
| Moors & Cabot, Inc. | 11,853 | $1.94M | 0.10% | −598−4.8% | Reduced |
| Smith, Moore & Co. | 11,850 | $1.94M | 0.21% | −870−6.8% | Reduced |
| Islay Capital Management, LLC | 11,714 | $1.91M | 1.42% | −8−0.1% | Reduced |
| Gateway Investment Advisers LLC | 11,705 | $1.91M | 0.02% | +1,934+19.8% | Added |
| Squarepoint Ops LLC | 11,661 | $1.90M | 0.01% | −261−2.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 11,660 | $1.90M | 0.02% | +1,028+9.7% | Added |
| Savant Capital, LLC | 11,655 | $1.90M | 0.02% | −18−0.2% | Reduced |
| Rakuten Investment Management, Inc. | 11,649 | $1.90M | 0.01% | +10,558+967.7% | Added |
| IHT Wealth Management, LLC | 831,910 | $1.90M | 0.08% | +819,182+6,436.1% | Added |
| Parallel Advisors, LLC | 11,605 | $1.90M | 0.05% | +162+1.4% | Added |
| Exeter Financial, LLC | 11,075 | $1.89M | 0.87% | −575−4.9% | Reduced |
| Groupama Asset Managment | 5,689 | $1.88M | 0.03% | −17,739−75.7% | Reduced |
| LRT Capital Management, LLC | 11,534 | $1.88M | 1.69% | −7,147−38.3% | Reduced |
| Apollon Wealth Management, LLC | 11,528 | $1.88M | 0.06% | +1,028+9.8% | Added |
| BBR Partners, LLC | 11,475 | $1.87M | 0.15% | +672+6.2% | Added |
| Financial Advocates Investment Management | 11,470 | $1.87M | 0.11% | +411+3.7% | Added |
| Spire Wealth Management | 11,390 | $1.86M | 0.05% | +201+1.8% | Added |
| Wealthspire Advisors, LLC | 11,368 | $1.86M | 0.02% | −190−1.6% | Reduced |
| Bragg Financial Advisors, Inc | 11,353 | $1.85M | 0.08% | −130−1.1% | Reduced |
| Wealthcare Advisory Partners LLC | 11,339 | $1.85M | 0.06% | +6,595+139.0% | Added |
| Moneta Group Investment Advisors LLC | 11,310 | $1.85M | 0.03% | +1,020+9.9% | Added |
| Ostrum Asset Management | 11,251 | $1.84M | 0.15% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 11,178 | $1.83M | 0.04% | +9,055+426.5% | Added |
| Boyd Watterson Asset Management LLC | 11,109 | $1.81M | 0.65% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 11,108 | $1.81M | 1.46% | +8,798+380.9% | Added |
| Rowland & Co Investment Counsel | 11,096 | $1.81M | 0.38% | +900+8.8% | Added |
| Fiduciary Trust Co | 11,050 | $1.80M | 0.03% | −190−1.7% | Reduced |
| Armor Investment Advisors, LLC | 11,035 | $1.80M | 0.87% | −130−1.2% | Reduced |
| Venturi Wealth Management, LLC | 10,947 | $1.79M | 0.11% | +5,505+101.2% | Added |
| Guardian Wealth Management, Inc. | 10,846 | $1.77M | 1.36% | −319−2.9% | Reduced |
| NEOS Investment Management LLC | 10,826 | $1.77M | 0.11% | +4,593+73.7% | Added |
| Greenleaf Trust | 10,762 | $1.76M | 0.02% | +238+2.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 10,758 | $1.76M | 0.09% | +3,524+48.7% | Added |
| First National Trust Co | 10,741 | $1.75M | 0.07% | +1,467+15.8% | Added |
| Tower Bridge Advisors | 10,612 | $1.73M | 0.18% | 00.0% | Unchanged |
| South State Corp. | 10,582 | $1.73M | 0.13% | +108+1.0% | Added |
| Barry Investment Advisors, LLC | 10,550 | $1.72M | 0.57% | +45+0.4% | Added |
| Regal Investment Advisors LLC | 10,513 | $1.72M | 0.12% | −235−2.2% | Reduced |
| Resources Management Corp | 10,437 | $1.71M | 0.25% | −50−0.5% | Reduced |
| Scotia Capital Inc. | 10,428 | $1.70M | 0.01% | −243−2.3% | Reduced |
| Jeppson Wealth Management, LLC | 10,417 | $1.70M | 0.66% | −180−1.7% | Reduced |
| RFG Advisory, LLC | 10,396 | $1.70M | 0.06% | −259−2.4% | Reduced |
| Searle & Co. | 10,383 | $1.70M | 0.43% | 00.0% | Unchanged |
| Quarry LP | 10,329 | $1.69M | 0.69% | +6,578+175.4% | Added |
| Horizon Investments, LLC | 10,321 | $1.69M | 0.04% | +3,113+43.2% | Added |
| Adirondack Trust Co | 10,202 | $1.67M | 0.70% | −200−1.9% | Reduced |
| Ingalls & Snyder LLC | 10,180 | $1.66M | 0.07% | −5,655−35.7% | Reduced |
| Steward Partners Investment Solutions, LLC | 10,170 | $1.66M | 0.28% | −114−1.1% | Reduced |
| Tyche Wealth Partners LLC | 10,148 | $1.66M | 0.41% | −5,572−35.4% | Reduced |
| Cullinan Associates Inc | 10,139 | $1.66M | 0.09% | +2,400+31.0% | Added |
| Pavion Blue Capital, LLC | 10,087 | $1.65M | 0.82% | −405−3.9% | Reduced |
| J.W. Cole Advisors, Inc. | 10,066 | $1.64M | 0.08% | −487−4.6% | Reduced |
| Aquila Investment Management LLC | 10,000 | $1.63M | 1.39% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 9,985 | $1.63M | 0.59% | −8,258−45.3% | Reduced |
| Segment Wealth Management, LLC | 9,966 | $1.63M | 0.12% | +592+6.3% | Added |
| First National Bank of Omaha | 13,123 | $1.62M | 0.11% | −25,955−66.4% | Reduced |
| Harvest Portfolios Group Inc. | 9,895 | $1.62M | 0.06% | −3,857−28.0% | Reduced |
| Caldwell Trust Co | 9,887 | $1.61M | 0.19% | +1,075+12.2% | Added |
| Concurrent Investment Advisors, LLC | 9,731 | $1.59M | 0.06% | −785−7.5% | Reduced |
| Integrated Wealth Concepts LLC | 9,672 | $1.58M | 0.02% | +410+4.4% | Added |
| Cowa, LLC | 9,641 | $1.58M | 0.93% | −1,010−9.5% | Reduced |
| Alta Capital Management LLC | 9,607 | $1.57M | 0.10% | −28,829−75.0% | Reduced |
| Cornerstone Advisors, LLC | 9,600 | $1.57M | 0.06% | +1,100+12.9% | Added |
| Signaturefd, LLC | 9,589 | $1.57M | 0.03% | −592−5.8% | Reduced |
| Redwood Investment Management, LLC | 9,578 | $1.56M | 0.15% | −2,329−19.6% | Reduced |
| Ramirez Asset Management, Inc. | 9,562 | $1.56M | 0.32% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 9,556 | $1.56M | 0.05% | +7,900+477.1% | Added |
| Two Sigma Investments, LP | 9,500 | $1.55M | 0.00% | −5,000−34.5% | Reduced |
| J. W. Coons Advisors, LLC | 9,478 | $1.55M | 0.35% | 00.0% | Unchanged |
| Umpqua Bank | 9,439 | $1.54M | 0.63% | +9,439 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,437 | $1.54M | 0.07% | +1,256+15.4% | Added |
| JBR Co Financial Management Inc | 9,435 | $1.54M | 1.23% | −130−1.4% | Reduced |
| Delta Financial Advisors LLC | 9,395 | $1.53M | 0.61% | +311+3.4% | Added |
| Verdence Capital Advisors LLC | 9,389 | $1.53M | 0.14% | +659+7.5% | Added |
| Vestmark Advisory Solutions, Inc. | 9,380 | $1.53M | 0.07% | +977+11.6% | Added |
| Equitable Holdings, Inc. | 9,356 | $1.53M | 0.02% | +625+7.2% | Added |
| Boston Trust Walden Corp | 9,343 | $1.53M | 0.01% | −683−6.8% | Reduced |