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 |
|---|---|---|---|---|---|
| Cetera Advisors LLC | 23,669 | $2.40M | 0.04% | −2,276−8.8% | Reduced |
| DCM Advisors, LLC | 24,008 | $2.43M | 1.13% | −58−0.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 24,047 | $2.44M | 0.21% | +4,265+21.6% | Added |
| Wedbush Securities Inc | 24,154 | $2.45M | 0.12% | +2,433+11.2% | Added |
| German American Bancorp, Inc. | 24,163 | $2.45M | 0.37% | −1,208−4.8% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 24,498 | $2.48M | 1.23% | −141−0.6% | Reduced |
| Zacks Investment Management | 24,635 | $2.50M | 0.03% | −213−0.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 24,685 | $2.50M | 0.09% | +24,685 | New |
| Procyon Private Wealth Partners, LLC | 24,705 | $2.50M | 0.42% | +580+2.4% | Added |
| JustInvest LLC | 25,186 | $2.55M | 0.09% | +2,165+9.4% | Added |
| SevenBridge Financial Group, LLC | 25,205 | $2.56M | 0.70% | +162+0.6% | Added |
| Garrison Asset Management, LLC | 25,298 | $2.56M | 1.59% | −183−0.7% | Reduced |
| Vident Investment Advisory, LLC | 25,382 | $2.57M | 0.08% | +3,551+16.3% | Added |
| Demars Financial Group, LLC | 25,393 | $2.57M | 1.42% | −721−2.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 25,452 | $2.58M | 0.03% | +13,088+105.9% | Added |
| GPS Wealth Strategies Group, LLC | 25,850 | $2.62M | 0.54% | +753+3.0% | Added |
| Regal Investment Advisors LLC | 25,901 | $2.63M | 0.23% | +23,647+1,049.1% | Added |
| Fundamentun, LLC | 26,049 | $2.64M | 0.44% | −571−2.1% | Reduced |
| Stock Yards Bank & Trust Co | 26,068 | $2.64M | 0.10% | −806−3.0% | Reduced |
| Prospera Financial Services Inc | 26,194 | $2.66M | 0.11% | +2,221+9.3% | Added |
| Principle Wealth Partners LLC | 26,240 | $2.66M | 0.28% | 00.0% | Unchanged |
| Regions Financial Corp | 26,281 | $2.67M | 0.02% | +693+2.7% | Added |
| Baxter Bros Inc | 26,330 | $2.67M | 0.42% | +120+0.5% | Added |
| Ferguson Wellman Capital Management, Inc | 26,584 | $2.70M | 0.07% | −322−1.2% | Reduced |
| Two Sigma Advisers, LP | 26,600 | $2.70M | 0.01% | +26,600 | New |
| FDx Advisors, Inc. | 26,076 | $2.71M | 0.12% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 26,808 | $2.72M | 0.02% | −220−0.8% | Reduced |
| TownSquare Capital, LLC | 26,821 | $2.72M | 0.06% | +1,503+5.9% | Added |
| Clearbridge Investments, LLC | 26,832 | $2.72M | 0.00% | +2,000+8.1% | Added |
| Mountain Capital Investment Advisors, Inc | 25,625 | $2.72M | 1.20% | +1,515+6.3% | Added |
| LexAurum Advisors, LLC | 27,076 | $2.74M | 0.91% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 27,100 | $2.75M | 0.14% | −9,472−25.9% | Reduced |
| CFM Wealth Partners LLC | 27,364 | $2.77M | 0.77% | +60.0% | Added |
| Daymark Wealth Partners, LLC | 27,367 | $2.77M | 0.37% | +8,250+43.2% | Added |
| Vestcor Inc | 27,406 | $2.78M | 0.10% | +14,924+119.6% | Added |
| Meitav Dash Investments Ltd | 26,380 | $2.80M | 0.05% | +26,380 | New |
| Toroso Investments, LLC | 27,740 | $2.81M | 0.09% | +5,020+22.1% | Added |
| TD Private Client Wealth LLC | 27,823 | $2.82M | 0.13% | +1,590+6.1% | Added |
| Blue Rock Advisors, LLC | 27,906 | $2.83M | 6.34% | +27,906 | New |
| Brinker Capital Investments, LLC | 226,262 | $2.87M | 0.04% | +200,243+769.6% | Added |
| Orion Portfolio Solutions, LLC | 226,262 | $2.87M | 0.04% | +220,899+4,118.9% | Added |
| River Wealth Advisors LLC | 28,265 | $2.87M | 0.52% | −456−1.6% | Reduced |
| Resources Investment Advisors, LLC. | 28,270 | $2.87M | 0.07% | +140.0% | Added |
| Parsons Capital Management Inc | 28,357 | $2.87M | 0.23% | −348−1.2% | Reduced |
| CIBC World Markets Inc. | 28,359 | $2.88M | 0.01% | +372+1.3% | Added |
| Davenport & Co LLC | 28,813 | $2.92M | 0.02% | −1,239−4.1% | Reduced |
| Pinkerton Retirement Specialists, LLC | 28,900 | $2.93M | 0.55% | +881+3.1% | Added |
| Ellerson Group Inc | 29,055 | $2.95M | 3.19% | −1,472−4.8% | Reduced |
| Central Trust Co | 29,151 | $2.96M | 0.09% | +19+0.1% | Added |
| Brookstone Capital Management | 28,492 | $2.96M | 0.06% | −1,642−5.4% | Reduced |
| Riverview Capital Advisers, LLC | 29,306 | $2.97M | 1.28% | −228−0.8% | Reduced |
| Gotham Asset Management, LLC | 29,334 | $2.97M | 0.07% | +7,589+34.9% | Added |
| SWS Partners | 29,364 | $2.98M | 1.11% | +878+3.1% | Added |
| Candriam Luxembourg S.C.A. | 32,000 | $2.99M | 0.02% | −1,455−4.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 30,183 | $3.05M | 0.04% | +5,075+20.2% | Added |
| Johnson Investment Counsel Inc | 30,298 | $3.07M | 0.04% | +2,472+8.9% | Added |
| Louisiana State Employees Retirement System | 30,300 | $3.07M | 0.08% | −200−0.7% | Reduced |
| Mattern Wealth Management LLC | 30,388 | $3.08M | 1.02% | −67−0.2% | Reduced |
| Segall Bryant & Hamill, LLC | 30,493 | $3.09M | 0.03% | +98+0.3% | Added |
| Wisconsin Capital Management LLC | 31,195 | $3.16M | 2.16% | +7,215+30.1% | Added |
| Norinchukin Bank, The | 31,852 | $3.23M | 0.06% | +604+1.9% | Added |
| Van Eck Associates Corp | 31,900 | $3.23M | 0.01% | −1,636−4.9% | Reduced |
| Virginia Wealth Management Group, Inc. | 31,982 | $3.24M | 2.22% | −1,845−5.5% | Reduced |
| Exencial Wealth Advisors, LLC | 32,005 | $3.24M | 0.17% | −579−1.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 32,059 | $3.25M | 0.00% | −2,474−7.2% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 32,153 | $3.26M | 1.04% | +1,929+6.4% | Added |
| Ziegler Capital Management, LLC | 31,951 | $3.27M | 0.13% | −129−0.4% | Reduced |
| Heritage Trust Co | 32,247 | $3.27M | 0.51% | −216−0.7% | Reduced |
| Tweedy, Browne Co LLC | 32,271 | $3.27M | 0.18% | −130−0.4% | Reduced |
| Canal Insurance CO | 32,500 | $3.29M | 0.90% | 00.0% | Unchanged |
| L & S Advisors Inc | 32,536 | $3.30M | 0.46% | +32,536 | New |
| Profund Advisors LLC | 32,609 | $3.31M | 0.20% | +2,743+9.2% | Added |
| Fifth Third Bancorp | 32,621 | $3.31M | 0.02% | −4,217−11.4% | Reduced |
| Colonial Trust Co | 32,971 | $3.34M | 0.85% | −350−1.1% | Reduced |
| McDonald Partners LLC | 33,141 | $3.36M | 1.09% | −585−1.7% | Reduced |
| Miller Howard Investments Inc | 33,196 | $3.37M | 0.12% | −46,832−58.5% | Reduced |
| Northeast Financial Consultants Inc | 33,200 | $3.37M | 0.22% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 33,339 | $3.38M | 0.94% | −100−0.3% | Reduced |
| WBI Investments | 33,454 | $3.39M | 0.68% | +8,609+34.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 33,588 | $3.41M | 0.05% | +632+1.9% | Added |
| National Asset Management, Inc. | 33,751 | $3.42M | 0.09% | −671−1.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 33,954 | $3.44M | 0.02% | +20,176+146.4% | Added |
| Viking Fund Management LLC | 34,000 | $3.45M | 0.66% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 34,548 | $3.50M | 0.15% | −76−0.2% | Reduced |
| Arkadios Wealth Advisors | 34,657 | $3.51M | 0.42% | +2,137+6.6% | Added |
| Strategic Global Advisors, LLC | 34,774 | $3.53M | 0.57% | −2,967−7.9% | Reduced |
| Gateway Investment Advisers LLC | 34,822 | $3.53M | 0.04% | −132−0.4% | Reduced |
| Pinnacle Associates Ltd | 34,834 | $3.53M | 0.07% | −453−1.3% | Reduced |
| Nations Financial Group Inc, | 34,906 | $3.54M | 0.37% | +2,632+8.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 35,456 | $3.59M | 0.01% | +1,107+3.2% | Added |
| Wolverine Trading, LLC | 36,084 | $3.61M | 0.11% | +9,399+35.2% | Added |
| Dakota Wealth Management | 35,641 | $3.61M | 0.24% | −91−0.3% | Reduced |
| Atria Wealth Solutions, Inc. | 35,951 | $3.64M | 0.05% | −14,445−28.7% | Reduced |
| Martin Capital Partners, LLC | 36,194 | $3.67M | 1.53% | +378+1.1% | Added |
| Brady Family Wealth, LLC | 36,201 | $3.67M | 1.45% | +2,178+6.4% | Added |
| Farmers & Merchants Investments Inc | 36,532 | $3.70M | 0.15% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 36,637 | $3.71M | 0.03% | −580−1.6% | Reduced |
| Kentucky Retirement Systems | 36,845 | $3.73M | 0.14% | −976−2.6% | Reduced |
| Maryland State Retirement & Pension System | 37,049 | $3.76M | 0.08% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 37,184 | $3.77M | 0.65% | −344−0.9% | Reduced |