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 |
|---|---|---|---|---|---|
| Fairfield, Bush & Co. | 9,333 | $1.52M | 0.90% | −748−7.4% | Reduced |
| Strategic Advisors LLC | 9,316 | $1.52M | 0.30% | −213−2.2% | Reduced |
| Peapack Gladstone Financial Corp | 9,307 | $1.52M | 0.02% | −218−2.3% | Reduced |
| Wimmer Associates 1, LLC | 9,310 | $1.52M | 0.80% | +5+0.1% | Added |
| Jacobi Capital Management LLC | 9,295 | $1.52M | 0.14% | +32+0.3% | Added |
| Wealth Alliance Advisory Group, LLC | 9,271 | $1.51M | 0.35% | +1,000+12.1% | Added |
| Cohen & Steers, Inc. | 9,241 | $1.51M | 0.00% | −63,597−87.3% | Reduced |
| Tower Research Capital LLC (TRC) | 9,227 | $1.51M | 0.04% | −42,247−82.1% | Reduced |
| Parcion Private Wealth LLC | 9,218 | $1.51M | 0.13% | 00.0% | Unchanged |
| Shell Asset Management Co | 10,599 | $1.50M | 0.07% | −1,609−13.2% | Reduced |
| FCG Investment Co | 9,122 | $1.49M | 1.19% | +2,427+36.3% | Added |
| Imprint Wealth LLC | 9,080 | $1.48M | 0.36% | +129+1.4% | Added |
| Agf Management Ltd | 8,982 | $1.47M | 0.01% | −21,821−70.8% | Reduced |
| Patten Group, Inc. | 8,979 | $1.47M | 0.36% | −148−1.6% | Reduced |
| BayBridge Capital Group, LLC | 9,331 | $1.47M | 1.28% | +208+2.3% | Added |
| Trustmark National Bank Trust Department | 8,960 | $1.46M | 0.12% | +2,060+29.9% | Added |
| Karpas Strategies, LLC | 8,903 | $1.45M | 0.45% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 8,874 | $1.45M | 0.10% | 00.0% | Unchanged |
| Twin Capital Management Inc | 8,845 | $1.44M | 0.18% | +45+0.5% | Added |
| Chelsea Counsel Co | 8,835 | $1.44M | 0.82% | +2,000+29.3% | Added |
| Great Lakes Retirement, Inc. | 8,807 | $1.44M | 0.21% | −19−0.2% | Reduced |
| Moloney Securities Asset Management, LLC | 8,765 | $1.43M | 0.22% | −768−8.1% | Reduced |
| Belpointe Asset Management LLC | 8,743 | $1.43M | 0.11% | −1,234−12.4% | Reduced |
| Bleakley Financial Group, LLC | 8,649 | $1.41M | 0.04% | +407+4.9% | Added |
| Simplicity Wealth,LLC | 8,623 | $1.41M | 0.03% | +8,623 | New |
| AE Wealth Management LLC | 8,576 | $1.40M | 0.02% | −49,442−85.2% | Reduced |
| Intrua Financial, LLC | 8,553 | $1.40M | 0.22% | −245−2.8% | Reduced |
| Mutual Advisors, LLC | 8,549 | $1.40M | 0.04% | +508+6.3% | Added |
| Thoroughbred Financial Services, LLC | 8,535 | $1.39M | 0.13% | −2,191−20.4% | Reduced |
| Argent Trust Co | 8,453 | $1.38M | 0.06% | −95−1.1% | Reduced |
| USA Financial Portformulas Corp | 8,429 | $1.38M | 0.22% | +1,471+21.1% | Added |
| Wahed Invest LLC | 8,416 | $1.37M | 0.31% | +931+12.4% | Added |
| Maven Securities LTD | 8,416 | $1.37M | 0.08% | +8,416 | New |
| M&R Capital Management Inc | 8,413 | $1.37M | 0.34% | +3,500+71.2% | Added |
| Demars Financial Group, LLC | 8,392 | $1.37M | 0.68% | −418−4.7% | Reduced |
| Csenge Advisory Group | 8,348 | $1.36M | 0.08% | −1,382−14.2% | Reduced |
| Old National Bancorp | 8,344 | $1.36M | 0.03% | −480−5.4% | Reduced |
| Vista Investment Partners LLC | 8,317 | $1.36M | 0.47% | +1,365+19.6% | Added |
| EP Wealth Advisors, LLC | 8,286 | $1.35M | 0.02% | +1,162+16.3% | Added |
| Brevan Howard Capital Management LP | 8,284 | $1.35M | 0.12% | +120+1.5% | Added |
| Covenant Partners, LLC | 8,218 | $1.34M | 0.39% | 00.0% | Unchanged |
| AIA Group Ltd | 8,200 | $1.34M | 0.04% | +8,200 | New |
| NVWM, LLC | 8,183 | $1.34M | 0.37% | −103−1.2% | Reduced |
| Baker Ellis Asset Management LLC | 8,173 | $1.33M | 0.20% | −16−0.2% | Reduced |
| AlphaStar Capital Management, LLC | 8,108 | $1.32M | 0.14% | −3,015−27.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 8,075 | $1.32M | 0.27% | −44−0.5% | Reduced |
| Fiduciary Group LLC | 8,052 | $1.32M | 0.14% | −8−0.1% | Reduced |
| Institute for Wealth Management, LLC. | 8,041 | $1.31M | 0.17% | +774+10.7% | Added |
| SeaCrest Wealth Management, LLC | 7,965 | $1.30M | 0.16% | −799−9.1% | Reduced |
| Westmount Partners, LLC | 7,938 | $1.30M | 0.47% | −58−0.7% | Reduced |
| Forum Financial Management, LP | 7,897 | $1.29M | 0.02% | +239+3.1% | Added |
| Lakeview Capital Partners, LLC | 7,879 | $1.29M | 0.21% | −313−3.8% | Reduced |
| Meeder Asset Management Inc | 7,855 | $1.28M | 0.08% | +7,855 | New |
| Pine Valley Investments Ltd Liability Co | 7,839 | $1.28M | 0.10% | −571−6.8% | Reduced |
| Van Hulzen Asset Management, LLC | 7,819 | $1.28M | 0.08% | +7+0.1% | Added |
| Flagship Harbor Advisors, LLC | 7,797 | $1.27M | 0.08% | −673−7.9% | Reduced |
| Jupiter Wealth Management LLC | 8,650 | $1.27M | 0.67% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 7,775 | $1.27M | 0.85% | +350+4.7% | Added |
| Jennison Associates LLC | 7,736 | $1.26M | 0.00% | +2,115+37.6% | Added |
| Bull Street Advisors, LLC | 7,731 | $1.26M | 0.60% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 7,710 | $1.26M | 0.04% | +7,710 | New |
| Mather Group, LLC. | 9,444 | $1.26M | 0.02% | −5,787−38.0% | Reduced |
| Private Capital Management, LLC | 7,676 | $1.25M | 0.14% | +6+0.1% | Added |
| SpiderRock Advisors, LLC | 7,955 | $1.25M | 0.04% | +7,955 | New |
| Lokken Investment Group LLC | 7,631 | $1.25M | 0.62% | +611+8.7% | Added |
| WESPAC Advisors, LLC | 7,631 | $1.25M | 0.73% | −209−2.7% | Reduced |
| Freestone Capital Holdings, LLC | 7,623 | $1.25M | 0.05% | +4,033+112.3% | Added |
| Walleye Trading LLC | 7,623 | $1.25M | 0.02% | +7,623 | New |
| Edge Capital Group, LLC | 7,605 | $1.24M | 0.06% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 7,569 | $1.24M | 0.13% | −110−1.4% | Reduced |
| Jefferies Financial Group Inc. | 7,560 | $1.23M | 0.02% | −72,100−90.5% | Reduced |
| Peoples Bank | 7,554 | $1.23M | 0.69% | −116−1.5% | Reduced |
| Aristotle Capital Management, LLC | 7,543 | $1.23M | 0.00% | −5,675,410−99.9% | Reduced |
| Bridge Creek Capital Management LLC | 7,509 | $1.23M | 0.39% | −182−2.4% | Reduced |
| David Loasby | 7,394 | $1.22M | 0.12% | −354−4.6% | Reduced |
| CFO4Life Group, LLC | 7,470 | $1.22M | 0.22% | −1,116−13.0% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 7,464 | $1.22M | 0.29% | +84+1.1% | Added |
| Bradley Foster & Sargent Inc | 7,454 | $1.22M | 0.02% | +326+4.6% | Added |
| WealthTrust Axiom LLC | 7,449 | $1.22M | 0.39% | +4+0.1% | Added |
| Valley Brook Capital Group | 7,424 | $1.21M | 0.97% | +785+11.8% | Added |
| Mairs & Power Inc | 7,400 | $1.21M | 0.01% | −280−3.6% | Reduced |
| FineMark National Bank & Trust | 7,380 | $1.21M | 0.04% | +59+0.8% | Added |
| Campbell & CO Investment Adviser LLC | 7,332 | $1.20M | 0.10% | +5,319+264.2% | Added |
| Boston Private Wealth LLC | 7,263 | $1.19M | 0.03% | −3,048−29.6% | Reduced |
| Veracity Capital LLC | 7,207 | $1.18M | 0.46% | −2,162−23.1% | Reduced |
| Arvest Investments, Inc. | 7,198 | $1.18M | 0.19% | +3,346+86.9% | Added |
| Glenview Trust Co | 7,185 | $1.17M | 0.03% | 00.0% | Unchanged |
| Verdad Advisers, LP | 7,168 | $1.17M | 1.27% | +7,168 | New |
| Aptus Capital Advisors, LLC | 7,161 | $1.17M | 0.03% | +1,285+21.9% | Added |
| Guyasuta Investment Advisors Inc | 8,776 | $1.17M | 0.08% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 7,101 | $1.16M | 0.03% | −3,300−31.7% | Reduced |
| America First Investment Advisors, LLC | 7,080 | $1.16M | 0.28% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 7,063 | $1.15M | 0.19% | −250−3.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 7,056 | $1.15M | 0.13% | +217+3.2% | Added |
| Meeder Advisory Services, Inc. | 7,046 | $1.15M | 0.12% | +262+3.9% | Added |
| AMG National Trust Bank | 7,015 | $1.15M | 0.03% | +84+1.2% | Added |
| Connecticut Wealth Management, LLC | 6,999 | $1.14M | 0.06% | −151−2.1% | Reduced |
| Pinnacle Financial Partners Inc | 6,955 | $1.14M | 0.02% | +2,163+45.1% | Added |
| Balentine LLC | 6,952 | $1.14M | 0.03% | +174+2.6% | Added |
| True North Advisors, LLC | 6,943 | $1.13M | 0.31% | −1,101−13.7% | Reduced |