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 |
|---|---|---|---|---|---|
| Mystic Asset Management, Inc. | 6,939 | $1.13M | 0.47% | +625+9.9% | Added |
| Legacy Financial Advisors, Inc. | 6,923 | $1.13M | 0.20% | +435+6.7% | Added |
| Greylin Investment Mangement Inc | 6,921 | $1.13M | 0.18% | −1,500−17.8% | Reduced |
| Cladis Investment Advisory, LLC | 6,882 | $1.12M | 0.82% | −89−1.3% | Reduced |
| Creekmur Asset Management LLC | 6,873 | $1.12M | 0.38% | −416−5.7% | Reduced |
| Atlas Capital Advisors LLC | 6,857 | $1.12M | 0.18% | −94−1.4% | Reduced |
| Rathbone Brothers plc | 6,842 | $1.12M | 0.01% | −1,726−20.1% | Reduced |
| Nikko Asset Management Americas, Inc. | 6,813 | $1.11M | 0.01% | −527−7.2% | Reduced |
| Clearstead Advisors, LLC | 7,665 | $1.11M | 0.06% | −80−1.0% | Reduced |
| 1st Source Bank | 6,791 | $1.11M | 0.06% | 00.0% | Unchanged |
| Versor Investments LP | 6,787 | $1.11M | 0.22% | +6,787 | New |
| IFP Advisors, Inc | 6,756 | $1.10M | 0.05% | +233+3.6% | Added |
| Welch & Forbes LLC | 6,700 | $1.09M | 0.02% | +75+1.1% | Added |
| Financial Sense Advisors, Inc. | 6,700 | $1.09M | 0.39% | +87+1.3% | Added |
| Sanibel Captiva Trust Company, Inc. | 6,666 | $1.09M | 0.04% | −96−1.4% | Reduced |
| Farther Finance Advisors, LLC | 6,638 | $1.08M | 0.07% | +925+16.2% | Added |
| MCF Advisors LLC | 6,635 | $1.08M | 0.08% | −96−1.4% | Reduced |
| Accordant Advisory Group Inc | 6,627 | $1.08M | 0.81% | +6,627 | New |
| Mount Yale Investment Advisors, LLC | 6,597 | $1.08M | 0.08% | +866+15.1% | Added |
| Symmetry Investments LP | 6,590 | $1.08M | 0.11% | +4,602+231.5% | Added |
| V-Square Quantitative Management LLC | 6,586 | $1.08M | 0.18% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,553 | $1.07M | 0.12% | +199+3.1% | Added |
| Jones Financial Companies LLLP | 6,544 | $1.07M | 0.00% | +4,224+182.1% | Added |
| Lake Street Financial LLC | 6,539 | $1.07M | 0.15% | −784−10.7% | Reduced |
| We Are One Seven, LLC | 6,537 | $1.07M | 0.06% | −699−9.7% | Reduced |
| Navalign, LLC | 6,524 | $1.07M | 0.35% | −243−3.6% | Reduced |
| Cornerstone Wealth Management, LLC | 6,523 | $1.07M | 0.09% | +28+0.4% | Added |
| Miller Investment Management, LP | 6,500 | $1.06M | 0.14% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 6,469 | $1.06M | 0.02% | +200+3.2% | Added |
| Adviser Investments LLC | 6,462 | $1.06M | 0.01% | −127−1.9% | Reduced |
| Baader Bank INC | 6,454 | $1.05M | 0.09% | +1,545+31.5% | Added |
| Grimes & Company, Inc. | 6,443 | $1.05M | 0.03% | +4,561+242.3% | Added |
| South Street Advisors LLC | 6,420 | $1.05M | 0.17% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 6,405 | $1.05M | 0.09% | 00.0% | Unchanged |
| First National Bank & Trust Co of Newtown | 6,381 | $1.04M | 0.21% | −298−4.5% | Reduced |
| MONECO Advisors, LLC | 6,344 | $1.04M | 0.16% | +277+4.6% | Added |
| Cidel Asset Management Inc | 6,336 | $1.03M | 0.08% | −235−3.6% | Reduced |
| Sutton Place Investors LLC | 6,281 | $1.03M | 0.51% | +1,865+42.2% | Added |
| Castleark Management LLC | 6,260 | $1.02M | 0.04% | 00.0% | Unchanged |
| American Financial Group Inc | 6,250 | $1.02M | 0.38% | 00.0% | Unchanged |
| Bank of Hawaii | 6,245 | $1.02M | 0.05% | +302+5.1% | Added |
| Prudential PLC | 6,219 | $1.02M | 0.01% | −17,899−74.2% | Reduced |
| Basepoint Wealth LLC | 6,218 | $1.02M | 0.76% | −1,864−23.1% | Reduced |
| CAPROCK Group, Inc. | 6,203 | $1.01M | 0.06% | +62+1.0% | Added |
| Schechter Investment Advisors, LLC | 6,192 | $1.01M | 0.08% | +977+18.7% | Added |
| Schear Investment Advisers, LLC | 6,152 | $1.00M | 0.81% | +1,251+25.5% | Added |
| South Dakota Investment Council | 6,146 | $1.00M | 0.02% | −23,907−79.5% | Reduced |
| Westhampton Capital, LLC | 6,141 | $1.00M | 0.55% | 00.0% | Unchanged |
| Dearborn Partners LLC | 6,109 | $997.8K | 0.04% | −1,051−14.7% | Reduced |
| Epoch Investment Partners, Inc. | 6,102 | $996.7K | 0.00% | −87−1.4% | Reduced |
| Aull & Monroe Investment Management Corp | 6,092 | $995.1K | 0.46% | −350−5.4% | Reduced |
| Massmutual Trust Co FSB | 6,081 | $993.3K | 0.03% | +479+8.6% | Added |
| Whittier Trust Co of Nevada Inc | 6,076 | $992.4K | 0.03% | +283+4.9% | Added |
| Institutional & Family Asset Management, LLC | 6,048 | $987.9K | 0.16% | −65−1.1% | Reduced |
| Strategic Financial Services, Inc, | 6,045 | $987.4K | 0.06% | −340−5.3% | Reduced |
| Checchi Capital Advisers, LLC | 6,034 | $985.6K | 0.08% | +101+1.7% | Added |
| Erste Asset Management GmbH | 6,200 | $985.6K | 0.01% | −10,050−61.8% | Reduced |
| Wealth Advisory Solutions, LLC | 6,028 | $984.6K | 0.25% | +6,028 | New |
| Heck Capital Advisors, LLC | 6,021 | $983.5K | 0.15% | 00.0% | Unchanged |
| Hilltop National Bank | 6,007 | $981.2K | 0.33% | +6,007 | New |
| Park Circle Co | 6,000 | $980.0K | 0.91% | 00.0% | Unchanged |
| CSS LLC | 6,000 | $980.0K | 0.08% | +4,000+200.0% | Added |
| Fisher Asset Management, LLC | 5,998 | $979.8K | 0.00% | −1,014−14.5% | Reduced |
| Busey Wealth Management | 5,990 | $978.4K | 0.03% | +100+1.7% | Added |
| Rosenberg Matthew Hamilton | 5,983 | $977.3K | 0.28% | −135−2.2% | Reduced |
| Private Trust Co NA | 5,983 | $977.3K | 0.11% | +502+9.2% | Added |
| Allen Capital Group, LLC | 5,976 | $976.2K | 0.14% | +76+1.3% | Added |
| Matthew Goff Investment Advisor, LLC | 5,938 | $969.9K | 0.20% | −3,197−35.0% | Reduced |
| Keynote Financial Services LLC | 5,904 | $964.4K | 0.81% | +5,904 | New |
| Sandy Spring Bank | 5,898 | $963.4K | 0.04% | −238−3.9% | Reduced |
| Affinity Investment Advisors, LLC | 5,888 | $961.7K | 0.70% | +3,160+115.8% | Added |
| Palisade Asset Management, LLC | 5,878 | $960.1K | 0.09% | +125+2.2% | Added |
| Westbourne Investment Advisors, Inc. | 5,880 | $960.0K | 0.35% | −100−1.7% | Reduced |
| Integrated Advisors Network LLC | 5,841 | $954.1K | 0.05% | −42−0.7% | Reduced |
| Harvest Fund Management Co., Ltd | 5,836 | $953.0K | 0.09% | +5,119+713.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 5,829 | $952.0K | 0.39% | −865−12.9% | Reduced |
| Aviance Capital Partners, LLC | 5,828 | $951.9K | 0.14% | +4,245+268.2% | Added |
| Retirement Group, LLC | 5,811 | $949.2K | 0.34% | +10.0% | Added |
| Birmingham Capital Management Co Inc | 5,801 | $947.5K | 0.35% | −551−8.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,795 | $946.6K | 0.14% | −22−0.4% | Reduced |
| Ameritas Advisory Services, LLC | 6,375 | $945.6K | 0.04% | −422−6.2% | Reduced |
| Virtus ETF Advisers LLC | 5,775 | $943.3K | 0.50% | +603+11.7% | Added |
| Banco Santander, S.A. | 5,738 | $937.2K | 0.01% | +5,738 | New |
| Retirement Planning Co of New England, Inc. | 5,713 | $933.1K | 0.51% | −152−2.6% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 5,636 | $932.3K | 0.18% | −122−2.1% | Reduced |
| Invst, LLC | 5,689 | $929.3K | 0.11% | +5,689 | New |
| Doheny Asset Management | 5,689 | $929.0K | 0.76% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5,667 | $925.6K | 0.14% | −129−2.2% | Reduced |
| Great Diamond Partners, LLC | 5,636 | $920.6K | 0.21% | +3,872+219.5% | Added |
| Stegent Equity Advisors, Inc. | 5,632 | $919.9K | 0.93% | −70−1.2% | Reduced |
| Caxton Associates LP | 5,630 | $919.6K | 0.06% | +1,024+22.2% | Added |
| Wealth Alliance | 5,523 | $902.1K | 0.12% | +322+6.2% | Added |
| Eagle Strategies LLC | 5,519 | $901.5K | 0.20% | +5,519 | New |
| TrinityPoint Wealth, LLC | 5,505 | $899.2K | 0.15% | +335+6.5% | Added |
| Outfitter Financial LLC | 5,500 | $898.4K | 0.74% | 00.0% | Unchanged |
| Bank Ozk | 5,488 | $896.4K | 0.40% | +575+11.7% | Added |
| Jaffetilchin Investment Partners, LLC | 5,487 | $896.3K | 0.08% | −542−9.0% | Reduced |
| Western Financial Corp | 5,487 | $896.2K | 0.55% | −628−10.3% | Reduced |
| Castlekeep Investment Advisors LLC | 5,464 | $892.5K | 0.64% | −2,092−27.7% | Reduced |
| Atomi Financial Group, Inc. | 5,452 | $890.5K | 0.08% | +80+1.5% | Added |