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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 15,023 | $1.52M | 0.05% | −4,627−23.5% | Reduced |
| VisionPoint Advisory Group, LLC | 16,603 | $1.53M | 0.68% | +2,844+20.7% | Added |
| Everett Harris & Co | 15,121 | $1.53M | 0.02% | −70−0.5% | Reduced |
| Great Valley Advisor Group, Inc. | 15,172 | $1.54M | 0.07% | −7,298−32.5% | Reduced |
| Icon Wealth Partners, LLC | 15,377 | $1.56M | 0.17% | +15,377 | New |
| First Manhattan Co | 15,384 | $1.56M | 0.01% | −220−1.4% | Reduced |
| Hendley & Co Inc | 15,430 | $1.56M | 0.70% | −4,140−21.2% | Reduced |
| Natixis | 15,429 | $1.56M | 0.01% | +15,429 | New |
| Redwood Investment Management, LLC | 15,544 | $1.58M | 0.17% | +1,426+10.1% | Added |
| Tower Bridge Advisors | 15,605 | $1.58M | 0.13% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 15,968 | $1.60M | 0.13% | +15,968 | New |
| Horizon Investment Services, LLC | 15,826 | $1.60M | 1.03% | +1,608+11.3% | Added |
| AlphaStar Capital Management, LLC | 15,998 | $1.62M | 0.14% | +1,680+11.7% | Added |
| Americana Partners, LLC | 15,999 | $1.62M | 0.26% | +436+2.8% | Added |
| Harvest Portfolios Group Inc. | 16,364 | $1.66M | 0.08% | −1,051−6.0% | Reduced |
| Independent Advisor Alliance | 16,383 | $1.66M | 0.08% | +16,383 | New |
| Lincoln National Corp | 16,390 | $1.66M | 0.03% | +592+3.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,581 | $1.68M | 0.14% | −658−3.8% | Reduced |
| TBH Global Asset Management, LLC | 16,605 | $1.68M | 0.36% | +808+5.1% | Added |
| Curbstone Financial Management Corp | 16,676 | $1.69M | 0.41% | −250−1.5% | Reduced |
| Equitable Trust Co | 16,688 | $1.69M | 0.13% | +588+3.7% | Added |
| Azzad Asset Management Inc | 16,870 | $1.71M | 0.24% | +514+3.1% | Added |
| Northside Capital Management, LLC | 16,941 | $1.72M | 0.46% | 00.0% | Unchanged |
| Financial Counselors Inc | 16,942 | $1.72M | 0.04% | −959−5.4% | Reduced |
| Icon Advisers Inc | 17,000 | $1.72M | 0.44% | +17,000 | New |
| Crescent Sterling, Ltd. | 17,001 | $1.72M | 1.67% | +420+2.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 17,257 | $1.75M | 1.10% | +237+1.4% | Added |
| Community Bank, N.A. | 17,287 | $1.75M | 0.24% | +1,262+7.9% | Added |
| HB Wealth Management, LLC | 17,444 | $1.77M | 0.03% | +1,071+6.5% | Added |
| STRS Ohio | 17,467 | $1.77M | 0.01% | −1,578−8.3% | Reduced |
| Cobblestone Capital Advisors LLC | 17,552 | $1.78M | 0.13% | +1,045+6.3% | Added |
| Fernwood Investment Management, LLC | 17,630 | $1.79M | 0.69% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 17,750 | $1.80M | 0.04% | −47,047−72.6% | Reduced |
| Auxier Asset Management | 17,812 | $1.81M | 0.31% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 17,821 | $1.81M | 0.02% | −2,687−13.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 17,828 | $1.81M | 0.08% | −90−0.5% | Reduced |
| Empire Financial Management Company, LLC | 17,898 | $1.81M | 0.74% | +17,898 | New |
| Carret Asset Management, LLC | 17,958 | $1.82M | 0.25% | −580−3.1% | Reduced |
| CWM, LLC | 17,958 | $1.82M | 0.01% | +2,290+14.6% | Added |
| Telemus Capital, LLC | 17,972 | $1.82M | 0.16% | +863+5.0% | Added |
| apricus wealth, LLC | 18,040 | $1.83M | 1.67% | −200−1.1% | Reduced |
| Gladstone Institutional Advisory LLC | 18,170 | $1.84M | 0.12% | −1,573−8.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 18,300 | $1.86M | 0.29% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 18,391 | $1.86M | 0.11% | +131+0.7% | Added |
| Intrust Bank NA | 18,438 | $1.87M | 0.24% | −941−4.9% | Reduced |
| Cornercap Investment Counsel Inc | 18,453 | $1.87M | 0.33% | +4,009+27.8% | Added |
| Fortem Financial Group, LLC | 18,461 | $1.87M | 1.22% | +6,598+55.6% | Added |
| Mather Group, LLC. | 18,619 | $1.89M | 0.03% | −1,123−5.7% | Reduced |
| Sigma Planning Corp | 18,703 | $1.90M | 0.06% | +30.0% | Added |
| Sonora Investment Management Group, LLC | 18,718 | $1.90M | 0.17% | +48+0.3% | Added |
| Community Bank & Trust, Waco, Texas | 18,788 | $1.91M | 0.61% | +637+3.5% | Added |
| Keystone Wealth Services, LLC | 18,836 | $1.91M | 0.78% | +60.0% | Added |
| Koshinski Asset Management, Inc. | 19,062 | $1.93M | 0.19% | −90−0.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 19,161 | $1.94M | 0.14% | +693+3.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 19,288 | $1.96M | 0.05% | +9,730+101.8% | Added |
| Argonautica Private Wealth Management, Inc | 19,390 | $1.97M | 0.99% | −3,396−14.9% | Reduced |
| Stratos Wealth Partners, LTD. | 19,541 | $1.98M | 0.05% | −3,819−16.3% | Reduced |
| Bessemer Group Inc | 19,578 | $1.98M | 0.00% | +167+0.9% | Added |
| Advisor Partners II, LLC | 19,576 | $1.98M | 0.11% | +689+3.6% | Added |
| Convergence Investment Partners, LLC | 19,672 | $1.99M | 1.17% | +403+2.1% | Added |
| Cunning Capital Partners, LP | 19,750 | $2.00M | 1.36% | 00.0% | Unchanged |
| Shelton Capital Management | 19,766 | $2.00M | 0.08% | +16,914+593.1% | Added |
| Metis Global Partners, LLC | 19,826 | $2.01M | 0.13% | +4,049+25.7% | Added |
| Teza Capital Management LLC | 19,960 | $2.02M | 0.44% | +12,795+178.6% | Added |
| Hodges Capital Management Inc. | 13,752 | $2.03M | 0.17% | −5,350−28.0% | Reduced |
| Cheviot Value Management, LLC | 20,083 | $2.04M | 0.49% | −83−0.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 20,386 | $2.07M | 0.32% | +1,623+8.7% | Added |
| Gries Financial LLC | 20,473 | $2.08M | 0.61% | −1,638−7.4% | Reduced |
| BNC Wealth Management, LLC | 20,489 | $2.08M | 1.16% | +317+1.6% | Added |
| Hartford Financial Management Inc. | 20,618 | $2.09M | 0.54% | −16−0.1% | Reduced |
| First Nebraska Trust Co | 20,687 | $2.10M | 0.26% | +120+0.6% | Added |
| Somerset Trust Co | 20,762 | $2.10M | 0.91% | −120−0.6% | Reduced |
| Metropolitan Life Insurance Co | 20,842 | $2.11M | 0.11% | −6,494−23.8% | Reduced |
| Neville Rodie & Shaw Inc | 21,172 | $2.15M | 0.19% | 00.0% | Unchanged |
| Patten & Patten Inc | 21,217 | $2.15M | 0.19% | −100.0% | Reduced |
| Burney Co | 21,222 | $2.15M | 0.11% | +1,128+5.6% | Added |
| Synovus Financial Corp | 21,246 | $2.15M | 0.02% | +1,726+8.8% | Added |
| Weaver C. Barksdale & Associates, Inc. | 21,304 | $2.16M | 2.02% | −1,028−4.6% | Reduced |
| HBK Sorce Advisory LLC | 21,629 | $2.19M | 0.10% | −23,849−52.4% | Reduced |
| City Holding Co | 21,751 | $2.21M | 0.40% | +651+3.1% | Added |
| Herold Advisors, Inc. | 21,773 | $2.21M | 0.76% | +774+3.7% | Added |
| New Mexico Educational Retirement Board | 21,828 | $2.21M | 0.11% | −700−3.1% | Reduced |
| Miracle Mile Advisors, LLC | 21,875 | $2.22M | 0.07% | +340+1.6% | Added |
| Centric Wealth Management | 21,931 | $2.22M | 0.96% | +1,914+9.6% | Added |
| Beacon Pointe Advisors, LLC | 22,105 | $2.24M | 0.04% | +11,750+113.5% | Added |
| Becker Capital Management Inc | 22,111 | $2.24M | 0.09% | −1,806−7.6% | Reduced |
| One River Asset Management, LLC | 22,380 | $2.24M | 1.66% | +14,084+169.8% | Added |
| Cardinal Capital Management | 22,215 | $2.25M | 0.47% | +496+2.3% | Added |
| XML Financial, LLC | 22,262 | $2.26M | 0.27% | +933+4.4% | Added |
| Cullen/Frost Bankers, Inc. | 22,427 | $2.27M | 0.04% | −760−3.3% | Reduced |
| Veritable, L.P. | 22,505 | $2.28M | 0.04% | +349+1.6% | Added |
| NorthCrest Asset Manangement, LLC | 22,644 | $2.30M | 0.10% | +17,504+340.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 22,686 | $2.30M | 0.10% | −42−0.2% | Reduced |
| Hancock Whitney Corp | 22,727 | $2.30M | 0.09% | −204−0.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 22,799 | $2.31M | 0.01% | −19,100−45.6% | Reduced |
| Argyle Capital Management Inc. | 23,329 | $2.37M | 0.83% | −1,000−4.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 23,366 | $2.37M | 0.09% | +1,689+7.8% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 23,386 | $2.37M | 0.72% | −16,587−41.5% | Reduced |
| MAI Capital Management | 23,388 | $2.37M | 0.04% | −694−2.9% | Reduced |
| CIBC World Markets Corp | 23,565 | $2.39M | 0.04% | −122,000−83.8% | Reduced |