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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).

Q1 2023 vs. Q4 2022

How the institutions holding Phillips 66 changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of PSX: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders1,574321,572+30
Shares337.5M901.5K361.9M+25.3M (+7.5%)
Value$35.1B$100.3M$33.4B−$1.60B (−4.6%)

32 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (133)

Institutions that held Phillips 66 at the end of Q1 2023 but not at the end of Q4 2022.

Showing the largest 100 of 133 by value.

Institutions new to PSX in Q1 2023
InstitutionSharesValue% of portfolio
HRT Financial LP980,030$99.4M1.21%
Massachusetts Financial Services Co403,470$40.9M0.01%
Tudor Investment Corp Et Al341,161$34.6M0.66%
Yaupon Capital Management LP311,400$31.6M4.94%
Ergoteles LLC223,292$22.6M0.89%
Abn Amro Investment Solutions164,254$16.7M0.34%
Eisler Capital (UK) Ltd.157,919$16.0M1.38%
Cinctive Capital Management LP157,542$16.0M0.59%
Bridgewater Associates, LP146,436$14.8M0.09%
Two Sigma Investments, LP124,917$12.7M0.04%
Virginia Retirement Systems Et Al106,480$10.8M0.11%
Wealth Enhancement Advisory Services, LLC97,533$9.89M0.12%
Optiver Holding B.V.64,472$6.54M0.30%
Point72 Asset Management, L.P.52,223$5.29M0.02%
Duality Advisers, LP45,370$4.60M0.52%
Y-Intercept (Hong Kong) Ltd43,072$4.37M0.51%
L & S Advisors Inc32,536$3.30M0.46%
Blue Rock Advisors, LLC27,906$2.83M6.34%
Meitav Dash Investments Ltd26,380$2.80M0.05%
Two Sigma Advisers, LP26,600$2.70M0.01%
Parallax Volatility Advisers, L.P.24,685$2.50M0.09%
Empire Financial Management Company, LLC17,898$1.81M0.74%
Icon Advisers Inc17,000$1.72M0.44%
Independent Advisor Alliance16,383$1.66M0.08%
Vinva Investment Management Ltd15,968$1.60M0.13%
Natixis15,429$1.56M0.01%
Icon Wealth Partners, LLC15,377$1.56M0.17%
West Tower Group, LLC15,000$1.52M1.50%
Walleye Trading LLC14,277$1.45M0.05%
Portman Square Capital LLP13,704$1.39M0.35%
Group One Trading, L.P.12,733$1.29M0.06%
Estate Counselors, LLC12,720$1.29M0.17%
Two Sigma Securities, LLC12,668$1.28M0.11%
Worldquant Millennium Advisors LLC12,222$1.24M0.02%
Jefferies Financial Group Inc.11,548$1.17M0.02%
EHP Funds Inc.11,300$1.15M0.25%
Aquila Investment Management LLC11,000$1.12M0.92%
TCG Advisory Services, LLC10,937$1.11M0.23%
International Assets Investment Management, LLC48,022$1.05M0.15%
Capstone Investment Advisors, LLC10,363$1.05M0.03%
Ostrum Asset Management9,778$991.3K0.09%
Covenant Partners, LLC9,467$959.8K0.37%
Twin Capital Management Inc9,435$956.5K0.13%
Industrial Alliance Investment Management Inc.8,934$906.0K0.03%
Petrus Trust Company, LTA8,561$867.9K0.11%
USA Financial Portformulas Corp8,114$822.6K1.33%
DRW Securities, LLC7,717$782.0K0.11%
Lineweaver Wealth Advisors, LLC7,476$759.2K0.23%
Echo Street Capital Management LLC7,471$757.4K0.01%
Spreng Capital Management, Inc.6,898$699.3K0.60%
Kula Investments, LLC6,495$658.5K0.16%
Imprint Wealth LLC6,493$658.3K0.43%
Cornerstone Wealth Management, LLC6,303$639.0K0.06%
Private Capital Management, LLC6,089$617.3K0.07%
Allen Capital Group, LLC5,961$604.4K0.12%
Burns Matteson Capital Management, LLC5,944$602.6K0.38%
RSM US Wealth Management LLC5,468$554.3K0.02%
Quantbot Technologies LP5,215$528.7K0.04%
Seven Eight Capital, LP5,121$519.2K0.11%
ABLE Financial Group, LLC4,903$497.1K0.32%
Connor, Clark & Lunn Investment Management Ltd.4,803$486.9K0.00%
Nilsine Partners, LLC4,789$485.5K0.08%
San Luis Wealth Advisors LLC4,507$457.0K0.18%
Concord Asset Management, LLC4,502$456.5K0.19%
Sherbrooke Park Advisers LLC4,300$435.9K0.66%
Empirical Asset Management, LLC4,296$435.5K0.42%
Acrisure Capital Management, LLC4,038$409.4K0.41%
Laurion Capital Management LP4,037$409.3K0.02%
Bornite Capital Management LP4,000$405.5K0.14%
Edmond de Rothschild Holding S.A.3,954$400.9K0.01%
PFG Investments, LLC3,832$388.5K0.08%
Ruggaard & Associates LLC3,376$342.3K0.21%
Northcape Wealth Management, LLC3,176$322.0K0.12%
Nebula Research & Development LLC3,169$321.3K0.57%
Lombard Odier Asset Management (Switzerland) SA3,157$320.1K0.03%
Joule Financial, LLC3,112$315.5K0.17%
Boothbay Fund Management, LLC3,108$315.1K0.01%
WBH Advisory Inc3,100$314.2K0.04%
Ofi Invest Asset Management31,605,722$311.8K1.61%
Poehling Capital Management, LLC3,066$310.8K0.10%
Empower Advisory Group, LLC3,013$310.1K0.00%
Jump Financial, LLC3,053$309.5K0.01%
Dark Forest Capital Management LP3,046$308.8K0.07%
V-Square Quantitative Management LLC2,997$303.8K0.28%
Energy Income Partners, LLC2,925$296.5K0.01%
MQS Management LLC2,919$295.9K0.19%
Morris Retirement Advisors, LLC2,777$281.5K0.20%
Adviser Investments LLC2,669$270.6K0.01%
Oak Thistle LLC2,657$269.4K0.16%
Trust Co of Virginia2,638$267.4K0.03%
Precision Wealth Strategies, LLC2,427$246.0K0.39%
Close Asset Management Ltd2,356$239.0K0.01%
Verus Capital Partners, LLC2,199$222.9K0.03%
Perpetual Ltd2,164$219.4K0.00%
Graypoint LLC2,122$215.1K0.02%
Brookfield Asset Management Inc.2,106$213.5K0.00%
Fulton Bank, N.A.2,059$208.7K0.01%
Sentry LLC2,039$206.7K0.05%
Sentinel Trust Co Lba2,034$206.0K0.03%
Private Wealth Partners, LLC2,000$202.8K0.02%

Sold out (103)

Institutions that held Phillips 66 at the end of Q4 2022 and filed for Q1 2023 without it.

Showing the largest 100 of 103 by value.

Institutions that sold out of PSX in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Mizuho Markets Americas LLC595,814$62.0M
Encompass Capital Advisors LLC591,721$61.6M
Ninety One UK Ltd216,018$22.5M
Alyeska Investment Group, L.P.196,132$20.4M
Employees Provident Fund Board185,242$19.3M
Greystone Financial Group, LLC79,107$8.23M
Railway Pension Investments Ltd70,700$7.36M
Aventail Capital Group, LP65,074$6.77M
Aristotle Atlantic Partners, LLC62,567$6.51M
ExodusPoint Capital Management, LP56,413$5.87M
FORA Capital, LLC36,444$3.79M
Soviero Asset Management, LP35,000$3.64M
Cipher Capital LP25,575$2.66M
Bailard, Inc.21,972$2.29M
Prio Wealth Limited Partnership21,201$2.21M
Left Brain Wealth Management, LLC16,978$1.77M
Allstate Corp15,579$1.62M
Fractal Investments LLC14,471$1.51M
Graham Capital Management, L.P.12,532$1.30M
Engineers Gate Manager LP12,433$1.29M
Prelude Capital Management, LLC12,409$1.29M
Teilinger Capital Ltd.10,800$1.12M
Capula Management Ltd9,875$1.03M
Redhawk Wealth Advisors, Inc.9,495$988.3K
Caxton Associates LP8,670$902.4K
American Trust8,622$897.4K
Invst, LLC8,216$823.8K
Friedenthal Financial7,230$752.0K
Centiva Capital, LP6,319$657.7K
National Wealth Management Group, LLC5,846$608.5K
Unigestion Holding SA5,094$530.3K
Money Concepts Capital Corp4,318$449.4K
U S Global Investors Inc4,000$416.3K
Investment Management Corp of Ontario3,970$413.2K
Next Capital Management LLC3,904$406.0K
Gallacher Capital Management LLC3,845$400.2K
Arabesque Asset Management Ltd3,100$322.6K
Community Bank of Raymore3,032$315.6K
Carl Stuart Investment Advisor, Inc2,863$298.0K
Staley Capital Advisers Inc2,740$285.0K
Fluent Financial, LLC2,613$272.0K
Evoke Wealth, LLC2,542$264.6K
Greenwood Gearhart Inc2,470$257.1K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors2,442$254.2K
SageView Advisory Group, LLC2,337$243.2K
Cooper Financial Group2,302$239.6K
Aigen Investment Management, LP2,252$234.4K
Hamilton Capital, LLC2,144$223.1K
Broderick Brian C2,045$212.8K
Schechter Investment Advisors, LLC2,042$212.5K
Private Capital Management LLC2,027$211.0K
Zullo Investment Group, Inc.2,024$210.6K
Boston Financial Mangement LLC2,008$209.0K
Bath Savings Trust Co1,995$208.0K
Carson Advisory Inc.1,984$206.4K
Crawford Investment Counsel Inc1,981$206.2K
Trillium Asset Management, LLC1,961$204.0K
Cassaday & Co Wealth Management LLC1,956$203.6K
Eads & Heald Wealth Management1,931$201.0K
VeraBank, N.A.1,927$200.6K
MinichMacGregor Wealth Management, LLC1,558$162.2K
1832 Asset Management L.P.1,492$155.3K
DuPont Capital Management Corp1,291$134.4K
WJ Interests, LLC1,161$120.8K
Accurate Wealth Management, LLC1,063$107.9K
High Net Worth Advisory Group LLC899$93.5K
RWM Asset Management, LLC621$64.6K
Syverson Strege & Co604$62.9K
McElhenny Sheffield Capital Management, LLC468$48.7K
WFA of San Diego, LLC459$47.8K
Sierra Capital LLC411$43.0K
Affiance Financial, LLC400$41.6K
Romano Brothers and Company312$32.5K
Caption Management, LLC300$31.2K
Glassy Mountain Advisors, Inc.300$31.2K
Madden Securities Corp285$29.7K
Old Second National Bank of Aurora251$26.1K
Win Advisors, Inc222$23.1K
3Chopt Investment Partners, LLC222$23.1K
Corrado Advisors, LLC220$22.9K
Leelyn Smith, LLC220$22.8K
Arcus Capital Partners, LLC213$22.2K
Tacita Capital Inc170$18.0K
Granite FO LLC125$13.6K
Goodwin Investment Advisory128$13.3K
Distillate Capital Partners LLC117$12.2K
My Personal CFO, LLC108$11.2K
Lakewood Asset Management LLC100$10.0K
United Community Bank96$9.99K
Advanced Asset Management Advisors Inc93$9.68K
Retirement Financial Solutions, LLC74$7.70K
Castleview Partners, LLC70$7.29K
Laffer Tengler Investments65$6.76K
Marshall & Sullivan Inc50$5.20K
New Hampshire Trust49$5.10K
Norway Savings Bank40$4.16K
Aua Capital Management, LLC26$2.71K
Robbins Farley LLC20$2.08K
Coppell Advisory Solutions LLC18$1.87K
Coppell Advisory Solutions Corp.18$1.87K

Not filed for Q1 2023 yet (32)

Institutions that held Phillips 66 at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.