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; 2,108 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
- 1,572
- +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
- 552 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,108 | $53.5B |
| Q1 2026 | 2,131 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,795 | $37.9B |
| Q4 2024 | 1,781 | $34.9B |
| Q3 2024 | 1,774 | $39.8B |
| Q2 2024 | 1,786 | $44.2B |
| Q1 2024 | 1,878 | $52.2B |
| Q4 2023 | 1,792 | $43.7B |
| Q3 2023 | 1,663 | $38.5B |
| Q2 2023 | 1,541 | $30.9B |
| Q1 2023 | 1,572 | $33.4B |
| Q4 2022 | 1,574 | $35.1B |
| Q3 2022 | 1,418 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Longfellow Investment Management Co LLC | 10,211 | $1.04M | 0.24% | 00.0% | Unchanged |
| We Are One Seven, LLC | 10,220 | $1.04M | 0.07% | +4,833+89.7% | Added |
| Tiaa, FSB | 10,290 | $1.04M | 0.00% | −800−7.2% | Reduced |
| Ieq Capital, LLC | 10,299 | $1.04M | 0.02% | −683−6.2% | Reduced |
| Boston Private Wealth LLC | 10,328 | $1.05M | 0.01% | +3,038+41.7% | Added |
| Capstone Investment Advisors, LLC | 10,363 | $1.05M | 0.03% | +10,363 | New |
| International Assets Investment Management, LLC | 48,022 | $1.05M | 0.15% | +48,022 | New |
| Quantinno Capital Management LP | 10,389 | $1.05M | 0.07% | −498−4.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,149 | $1.06M | 0.02% | 00.0% | Unchanged |
| Cullinan Associates Inc | 10,439 | $1.06M | 0.06% | 00.0% | Unchanged |
| Adirondack Trust Co | 10,490 | $1.06M | 0.54% | −60−0.6% | Reduced |
| AMG National Trust Bank | 10,599 | $1.07M | 0.04% | +1,524+16.8% | Added |
| Avidian Wealth Solutions, LLC | 10,658 | $1.08M | 0.06% | +352+3.4% | Added |
| J. W. Coons Advisors, LLC | 10,728 | $1.09M | 0.31% | +350+3.4% | Added |
| Lee Danner & Bass Inc | 10,751 | $1.09M | 0.10% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10,798 | $1.09M | 0.16% | −20−0.2% | Reduced |
| BBR Partners, LLC | 10,802 | $1.10M | 0.13% | +33+0.3% | Added |
| Jeppson Wealth Management, LLC | 10,847 | $1.10M | 0.48% | −100−0.9% | Reduced |
| Erste Asset Management GmbH | 11,000 | $1.10M | 0.02% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 10,849 | $1.10M | 0.68% | −775−6.7% | Reduced |
| TCG Advisory Services, LLC | 10,937 | $1.11M | 0.23% | +10,937 | New |
| Aquila Investment Management LLC | 11,000 | $1.12M | 0.92% | +11,000 | New |
| United Services Automobile Association | 11,007 | $1.12M | 0.04% | −60,073−84.5% | Reduced |
| South State Corp. | 11,020 | $1.12M | 0.10% | −389−3.4% | Reduced |
| Smith, Moore & Co. | 11,055 | $1.12M | 0.15% | +127+1.2% | Added |
| Valeo Financial Advisors, LLC | 11,060 | $1.12M | 0.05% | +16+0.1% | Added |
| Strategic Advisors LLC | 11,101 | $1.13M | 0.23% | −395−3.4% | Reduced |
| Belpointe Asset Management LLC | 11,155 | $1.13M | 0.06% | −25−0.2% | Reduced |
| Balentine LLC | 11,177 | $1.13M | 0.04% | −1,905−14.6% | Reduced |
| Retirement Investment Advisors, Inc. | 11,261 | $1.14M | 0.20% | +1,006+9.8% | Added |
| EHP Funds Inc. | 11,300 | $1.15M | 0.25% | +11,300 | New |
| RFG Advisory, LLC | 11,331 | $1.15M | 0.06% | +138+1.2% | Added |
| Boyd Watterson Asset Management LLC | 11,335 | $1.15M | 0.47% | −1,198−9.6% | Reduced |
| Barry Investment Advisors, LLC | 11,338 | $1.15M | 0.38% | −71−0.6% | Reduced |
| Greylin Investment Mangement Inc | 11,402 | $1.16M | 0.21% | −1,050−8.4% | Reduced |
| Guardian Wealth Management, Inc. | 11,434 | $1.16M | 1.12% | −134−1.2% | Reduced |
| Martingale Asset Management L P | 11,466 | $1.16M | 0.02% | −213−1.8% | Reduced |
| Financial Advocates Investment Management | 11,469 | $1.16M | 0.09% | +1,451+14.5% | Added |
| Pathway Financial Advisers, LLC | 11,540 | $1.17M | 0.47% | +24+0.2% | Added |
| Jefferies Financial Group Inc. | 11,548 | $1.17M | 0.02% | +11,548 | New |
| Massmutual Trust Co FSB | 11,572 | $1.17M | 0.04% | +846+7.9% | Added |
| Bangor Savings Bank | 11,679 | $1.18M | 0.14% | −385−3.2% | Reduced |
| Veriti Management LLC | 11,700 | $1.19M | 0.14% | +2,102+21.9% | Added |
| Bragg Financial Advisors, Inc | 11,707 | $1.19M | 0.07% | −412−3.4% | Reduced |
| SRN Advisors, LLC | 11,878 | $1.19M | 1.09% | −28−0.2% | Reduced |
| Evercore Wealth Management, LLC | 11,774 | $1.19M | 0.02% | 00.0% | Unchanged |
| Csenge Advisory Group | 11,892 | $1.21M | 0.09% | −462−3.7% | Reduced |
| Paragon Capital Management LLC | 11,903 | $1.21M | 0.73% | +116+1.0% | Added |
| Fairfield, Bush & Co. | 12,075 | $1.22M | 0.43% | −447−3.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 12,128 | $1.23M | 0.02% | +272+2.3% | Added |
| Marion Wealth Management | 12,170 | $1.23M | 0.46% | +684+6.0% | Added |
| Haverford Trust Co | 12,185 | $1.24M | 0.01% | −40.0% | Reduced |
| Worldquant Millennium Advisors LLC | 12,222 | $1.24M | 0.02% | +12,222 | New |
| Independent Financial Group, LLC | 12,287 | $1.25M | 0.10% | −947−7.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 12,431 | $1.26M | 0.05% | −36,896−74.8% | Reduced |
| Integrated Wealth Concepts LLC | 12,546 | $1.27M | 0.03% | +7,858+167.6% | Added |
| Summit Financial, LLC | 12,580 | $1.28M | 0.11% | +256+2.1% | Added |
| Ar Asset Management Inc | 12,600 | $1.28M | 0.34% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 12,617 | $1.28M | 0.05% | +1,953+18.3% | Added |
| Two Sigma Securities, LLC | 12,668 | $1.28M | 0.11% | +12,668 | New |
| Parallel Advisors, LLC | 12,701 | $1.29M | 0.04% | +299+2.4% | Added |
| Estate Counselors, LLC | 12,720 | $1.29M | 0.17% | +12,720 | New |
| YHB Investment Advisors, Inc. | 12,726 | $1.29M | 0.13% | +18+0.1% | Added |
| Group One Trading, L.P. | 12,733 | $1.29M | 0.06% | +12,733 | New |
| Empirical Finance, LLC | 12,780 | $1.30M | 0.12% | +700+5.8% | Added |
| Veracity Capital LLC | 12,872 | $1.30M | 0.60% | +348+2.8% | Added |
| Exeter Financial, LLC | 12,525 | $1.31M | 0.66% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 12,972 | $1.32M | 0.41% | +2,122+19.6% | Added |
| Aurora Investment Counsel | 13,071 | $1.33M | 0.87% | +320+2.5% | Added |
| Wetherby Asset Management Inc | 13,083 | $1.33M | 0.08% | +134+1.0% | Added |
| Welch & Forbes LLC | 13,121 | $1.33M | 0.02% | −28−0.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 13,152 | $1.33M | 0.10% | −1,067−7.5% | Reduced |
| Cresset Asset Management, LLC | 13,158 | $1.33M | 0.03% | −2,172−14.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,214 | $1.34M | 0.07% | −330−2.4% | Reduced |
| Fruth Investment Management | 13,295 | $1.35M | 0.39% | −50−0.4% | Reduced |
| Bartlett & Co. LLC | 13,367 | $1.35M | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 13,367 | $1.36M | 0.03% | 00.0% | Unchanged |
| Inscription Capital, LLC | 13,489 | $1.37M | 0.36% | +770+6.1% | Added |
| Portman Square Capital LLP | 13,704 | $1.39M | 0.35% | +13,704 | New |
| Armor Investment Advisors, LLC | 13,767 | $1.40M | 0.80% | −865−5.9% | Reduced |
| Advisor OS, LLC | 13,796 | $1.40M | 0.34% | −46−0.3% | Reduced |
| Logan Capital Management Inc | 13,839 | $1.40M | 0.07% | 00.0% | Unchanged |
| Terry L. Blaker | 13,858 | $1.40M | 0.13% | −620−4.3% | Reduced |
| Balyasny Asset Management LLC | 13,896 | $1.41M | 0.00% | −85,006−85.9% | Reduced |
| Stephens Inc | 13,906 | $1.41M | 0.03% | +1,273+10.1% | Added |
| Western Wealth Management, LLC | 13,908 | $1.41M | 0.13% | −1,172−7.8% | Reduced |
| Teamwork Financial Advisors, LLC | 14,048 | $1.42M | 0.26% | +1,386+10.9% | Added |
| Alberta Investment Management Corp | 14,200 | $1.44M | 0.01% | −74,700−84.0% | Reduced |
| Fiduciary Trust Co | 14,274 | $1.45M | 0.03% | +500+3.6% | Added |
| Walleye Trading LLC | 14,277 | $1.45M | 0.05% | +14,277 | New |
| Leonteq Securities AG | 14,345 | $1.45M | 0.13% | −3,645−20.3% | Reduced |
| KMG Fiduciary Partners, LLC | 14,379 | $1.46M | 0.21% | +1,758+13.9% | Added |
| Moors & Cabot, Inc. | 14,385 | $1.46M | 0.10% | −238−1.6% | Reduced |
| Algert Global LLC | 14,487 | $1.47M | 0.07% | +7,138+97.1% | Added |
| Ingalls & Snyder LLC | 14,652 | $1.49M | 0.08% | −62−0.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,648 | $1.49M | 0.04% | −165−1.1% | Reduced |
| First Hawaiian Bank | 14,815 | $1.50M | 0.05% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 14,886 | $1.51M | 0.84% | 00.0% | Unchanged |
| Capital Advisors Inc | 14,946 | $1.52M | 0.04% | +16+0.1% | Added |
| West Tower Group, LLC | 15,000 | $1.52M | 1.50% | +15,000 | New |