Phillips 66

PSX

Exchange: NYSE
Industry: Petroleum Refining
SEC CIK: 0001534701

SEC filings (opens in a new tab)

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 2023

Institutional positions in Phillips 66 as of Mar 31, 2023. 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: 1,573; +30 vs. Q4 2022
Shares held: 361.9M; +25.3M (+7.5%) vs. Q4 2022
Total value: $33.4B; −$1.60B (−4.6%) vs. Q4 2022
New holders: 133; 553 more added
Sold out: 103; 591 more reduced

32 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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.

Institutional holdersQ1 2023: 1,573 institutions

Value heldQ1 2023: $33.4B

Institutions holding PSX and their total value by quarter
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 2023

Shares, value and share of portfolio for each institution holding Phillips 66; share changes are against Q4 2022.

Institutions holding PSX in Q1 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Summit Wealth Group, LLC	19,972	$0	0.00%	+19,972	New
Bogart Wealth, LLC	1	$101	0.00%	−50−98.0%	Reduced
St. Johns Investment Management Company, LLC	1	$101	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	1	$102	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	2	$203	0.00%	00.0%	Unchanged
Twin Tree Management, LP	2	$203	0.00%	+2	New
PFS Partners, LLC	2	$216	0.00%	00.0%	Unchanged
Hollencrest Capital Management	5	$507	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	7	$710	0.00%	00.0%	Unchanged
True Wealth Design, LLC	7	$710	0.00%	00.0%	Unchanged
Tfo-TDC, LLC	7	$710	0.00%	+6+600.0%	Added
Sugarloaf Wealth Management, LLC	8	$811	0.00%	−13−61.9%	Reduced
Column Capital Advisors, LLC	10	$1.01K	0.00%	−13−56.5%	Reduced
Fortis Capital Advisors, LLC	11	$1.11K	0.00%	−1,189−99.1%	Reduced
Red Tortoise LLC	13	$1.32K	0.00%	+13	New
Delta Asset Management LLC	17	$1.72K	0.00%	00.0%	Unchanged
Johnson Midwest Financial, LLC	19	$1.93K	0.00%	00.0%	Unchanged
Country Trust Bank	19	$1.93K	0.00%	+19	New
Penserra Capital Management LLC	26	$2.00K	0.00%	00.0%	Unchanged
Iron Horse Wealth Management, LLC	20	$2.03K	0.00%	+19+1,900.0%	Added
Independence Bank of Kentucky	25	$2.54K	0.00%	00.0%	Unchanged
Trivant Custom Portfolio Group, LLC	25	$2.54K	0.00%	+25	New
Kalos Management, Inc.	28	$2.84K	0.01%	+28	New
Grey Fox Wealth Advisors, LLC	28	$2.84K	0.00%	+28	New
Horrell Capital Management, Inc.	34	$3.00K	0.00%	00.0%	Unchanged
KB Financial Partners, LLC	27	$3.00K	0.00%	00.0%	Unchanged
Financial Connections Group, Inc.	30	$3.00K	0.00%	00.0%	Unchanged
Highline Wealth Partners LLC	30	$3.04K	0.00%	−36−54.5%	Reduced
Sofos Investments, Inc.	101	$3.08K	0.14%	−3−2.9%	Reduced
Credential Qtrade Securities Inc.	32	$3.24K	0.00%	+32	New
IMA Wealth, Inc.	33	$3.35K	0.00%	00.0%	Unchanged
Exchange Traded Concepts, LLC	37	$3.75K	0.00%	+10+37.0%	Added
Thomas J. Herzfeld Advisors, Inc.	38	$3.85K	0.00%	00.0%	Unchanged
RE Dickinson Investment Advisors, LLC	43	$4.00K	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	42	$4.26K	0.00%	00.0%	Unchanged
Bradley & Co. Private Wealth Management, LLC	44	$4.46K	0.00%	00.0%	Unchanged
Maryland Capital Advisors Inc.	46	$4.66K	0.00%	00.0%	Unchanged
Miller Wealth Advisors, LLC	49	$5.00K	0.07%	−1,057−95.6%	Reduced
Cypress Capital Management LLC (WY)	50	$5.07K	0.01%	00.0%	Unchanged
Milestone Investment Advisors LLC	50	$5.07K	0.00%	+50	New
Clean Yield Group	55	$5.58K	0.00%	00.0%	Unchanged
Mendota Financial Group, LLC	66	$5.69K	0.01%	−707−91.5%	Reduced
Abound Wealth Management	58	$5.90K	0.00%	00.0%	Unchanged
Stone House Investment Management, LLC	61	$6.14K	0.00%	+61	New
Financial Perspectives, Inc	63	$6.39K	0.00%	00.0%	Unchanged
Tucker Asset Management LLC	65	$6.59K	0.00%	+55+550.0%	Added
Financial Freedom, LLC	65	$6.60K	0.00%	00.0%	Unchanged
Ridgewood Investments LLC	65	$6.61K	0.00%	+65	New
Albion Financial Group	66	$6.69K	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	66	$6.69K	0.01%	00.0%	Unchanged
WealthPlan Investment Management, LLC	66	$6.71K	0.00%	+66	New
PSI Advisors, LLC	69	$7.00K	0.00%	−123−64.1%	Reduced
HighMark Wealth Management LLC	70	$7.13K	0.01%	00.0%	Unchanged
Tilia Fiduciary Partners, Inc.	71	$7.24K	0.01%	00.0%	Unchanged
Webster Bank, N. A.	73	$7.40K	0.00%	+19+35.2%	Added
J.Safra Asset Management Corp	92	$9.33K	0.00%	+92	New
Operose Advisors LLC	96	$9.73K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	96	$9.73K	0.00%	+20+26.3%	Added
Strengthening Families & Communities, LLC	94	$10.0K	0.01%	+94	New
Barrett & Company, Inc.	99	$10.0K	0.01%	00.0%	Unchanged
Ellevest, Inc.	99	$10.0K	0.00%	+99	New
Crewe Advisors LLC	100	$10.1K	0.00%	−20−16.7%	Reduced
Moisand Fitzgerald Tamayo, LLC	100	$10.1K	0.00%	00.0%	Unchanged
Level Financial Advisors, Inc.	101	$10.2K	0.01%	−15−12.9%	Reduced
Glen Eagle Advisors, LLC	103	$10.4K	0.00%	+26+33.8%	Added
Kenfarb & Co.	104	$10.5K	0.01%	00.0%	Unchanged
American State Bank (Iowa)	105	$10.6K	0.01%	00.0%	Unchanged
Focused Wealth Management, Inc	108	$10.9K	0.00%	+6+5.9%	Added
Roble, Belko & Company, Inc	110	$11.0K	0.00%	00.0%	Unchanged
First Community Trust NA	111	$11.3K	0.01%	−97−46.6%	Reduced
Quarry LP	117	$11.9K	0.01%	+16+15.8%	Added
Truvestments Capital LLC	118	$12.0K	0.01%	−28−19.2%	Reduced
Householder Group Estate & Retirement Specialist, LLC	125	$13.0K	0.00%	+125	New
Stephens Consulting, LLC	133	$13.5K	0.01%	00.0%	Unchanged
Raleigh Capital Management Inc.	141	$14.3K	0.01%	+34+31.8%	Added
Horizon Bancorp Inc	144	$15.0K	0.01%	00.0%	Unchanged
IAG Wealth Partners, LLC	150	$15.2K	0.00%	+150	New
New Millennium Group LLC	151	$15.3K	0.02%	+1+0.7%	Added
Kelly Financial Services LLC	155	$15.7K	0.01%	+86+124.6%	Added
Accel Wealth Management	157	$15.9K	0.01%	−200−56.0%	Reduced
Wolff Wiese Magana LLC	159	$16.1K	0.01%	00.0%	Unchanged
Atticus Wealth Management, LLC	160	$16.2K	0.01%	00.0%	Unchanged
Legacy Bridge, LLC	161	$16.3K	0.01%	00.0%	Unchanged
SOA Wealth Advisors, LLC.	162	$16.4K	0.00%	+1+0.6%	Added
Bell Investment Advisors, Inc	168	$17.0K	0.00%	−2−1.2%	Reduced
Lagoda Investment Management, L.P.	170	$17.2K	0.01%	00.0%	Unchanged
Arrow Financial Corp	175	$17.7K	0.00%	00.0%	Unchanged
Hallmark Capital Management Inc	175	$17.7K	0.00%	−25−12.5%	Reduced
Byrne Asset Management LLC	173	$18.0K	0.01%	00.0%	Unchanged
Blue Bell Private Wealth Management, LLC	179	$18.1K	0.01%	00.0%	Unchanged
Heritage Wealth Advisors	179	$18.2K	0.00%	−465−72.2%	Reduced
West Branch Capital LLC	184	$18.6K	0.01%	00.0%	Unchanged
Silvant Capital Management LLC	186	$18.9K	0.00%	00.0%	Unchanged
FSC Wealth Advisors, LLC	199	$20.2K	0.03%	+199	New
25 LLC	215	$20.2K	0.01%	+215	New
Antonetti Capital Management LLC	200	$20.3K	0.03%	+200	New
Sound Income Strategies, LLC	203	$20.6K	0.00%	+7+3.6%	Added
Clear Perspectives Financial Planning, LLC	204	$20.7K	0.01%	00.0%	Unchanged
Cornerstone Management, Inc.	210	$21.3K	0.01%	00.0%	Unchanged
Earnest Partners LLC	211	$21.4K	0.00%	00.0%	Unchanged