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 |
|---|---|---|---|---|---|
| Alta Capital Management LLC | 37,291 | $3.78M | 0.28% | +1,411+3.9% | Added |
| First American Bank | 37,304 | $3.78M | 0.35% | −946−2.5% | Reduced |
| Altrius Capital Management Inc | 37,497 | $3.80M | 1.16% | +78+0.2% | Added |
| Shorepoint Capital Partners LLC | 37,695 | $3.82M | 1.09% | −873−2.3% | Reduced |
| Elo Mutual Pension Insurance Co | 37,738 | $3.83M | 0.12% | +503+1.4% | Added |
| Sompo Asset Management Co., Ltd. | 38,240 | $3.88M | 0.82% | −6,885−15.3% | Reduced |
| Swiss Life Asset Management Ltd | 38,294 | $3.88M | 0.06% | +25,753+205.4% | Added |
| PGGM Investments | 38,380 | $3.89M | 0.07% | +8,615+28.9% | Added |
| Securian Asset Management, Inc | 38,564 | $3.91M | 0.10% | −290−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 39,111 | $3.97M | 0.16% | +127+0.3% | Added |
| Chatham Capital Group, Inc. | 39,215 | $3.98M | 0.89% | −200−0.5% | Reduced |
| Hartford Investment Management Co | 39,260 | $3.98M | 0.14% | −5,477−12.2% | Reduced |
| Cyndeo Wealth Partners, LLC | 39,835 | $4.04M | 0.44% | +9,386+30.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,061 | $4.06M | 0.07% | +2,952+8.0% | Added |
| Coldstream Capital Management Inc | 40,075 | $4.06M | 0.14% | +1,024+2.6% | Added |
| Marathon Capital Management | 40,280 | $4.08M | 1.00% | −39,846−49.7% | Reduced |
| Bank of Nova Scotia | 40,323 | $4.09M | 0.01% | −37,704−48.3% | Reduced |
| Cetera Investment Advisers | 40,352 | $4.09M | 0.04% | +1,014+2.6% | Added |
| HM Payson & Co | 40,404 | $4.10M | 0.10% | −400−1.0% | Reduced |
| Meeder Asset Management Inc | 40,788 | $4.14M | 0.33% | −1,582−3.7% | Reduced |
| Mackenzie Financial Corp | 41,072 | $4.16M | 0.01% | +1,875+4.8% | Added |
| Huntington National Bank | 41,332 | $4.19M | 0.04% | −2,952−6.7% | Reduced |
| Cary Street Partners Asset Management LLC | 41,356 | $4.19M | 0.79% | −1,000−2.4% | Reduced |
| Texas Yale Capital Corp. | 41,613 | $4.22M | 0.21% | −30−0.1% | Reduced |
| Private Advisor Group, LLC | 41,742 | $4.23M | 0.04% | +977+2.4% | Added |
| British Columbia Investment Management Corp | 42,097 | $4.27M | 0.04% | −517−1.2% | Reduced |
| Sovereign Investment Advisors, LLC | 42,129 | $4.27M | 1.69% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 42,151 | $4.27M | 0.02% | +2,161+5.4% | Added |
| Colonial Trust Advisors | 42,269 | $4.29M | 0.50% | +439+1.0% | Added |
| Umb Bank N A | 42,488 | $4.31M | 0.07% | −462−1.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 43,072 | $4.37M | 0.51% | +43,072 | New |
| Prudential PLC | 43,339 | $4.39M | 0.05% | +99+0.2% | Added |
| Scotia Capital Inc. | 43,352 | $4.40M | 0.03% | −431−1.0% | Reduced |
| Level Four Advisory Services, LLC | 43,798 | $4.44M | 0.29% | +1,873+4.5% | Added |
| Ancora Advisors, LLC | 44,083 | $4.47M | 0.13% | −513−1.2% | Reduced |
| Stratos Wealth Advisors, LLC | 44,128 | $4.47M | 0.34% | −1,336−2.9% | Reduced |
| Telos Capital Management, Inc. | 44,375 | $4.50M | 0.63% | −2,006−4.3% | Reduced |
| NewSquare Capital LLC | 44,404 | $4.50M | 0.53% | +3,927+9.7% | Added |
| Mirador Capital Partners LP | 44,427 | $4.50M | 1.07% | −2,119−4.6% | Reduced |
| Rodgers Brothers Inc. | 44,668 | $4.53M | 0.87% | −150−0.3% | Reduced |
| Stolper Co | 44,844 | $4.55M | 1.95% | +111+0.2% | Added |
| Leavell Investment Management, Inc. | 45,359 | $4.60M | 0.33% | +6,509+16.8% | Added |
| Duality Advisers, LP | 45,370 | $4.60M | 0.52% | +45,370 | New |
| Disciplined Investments, LLC | 45,879 | $4.65M | 1.96% | +43,420+1,765.8% | Added |
| Beacon Financial Group | 44,452 | $4.67M | 0.65% | −365−0.8% | Reduced |
| Westpac Banking Corp | 46,046 | $4.67M | 0.06% | +1,548+3.5% | Added |
| Rothschild Investment Corp | 46,603 | $4.72M | 0.41% | −42−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 46,893 | $4.75M | 0.07% | +19,614+71.9% | Added |
| Berger Financial Group, Inc | 47,747 | $4.84M | 0.58% | −9,179−16.1% | Reduced |
| Meyer Handelman Co | 47,772 | $4.84M | 0.20% | −100−0.2% | Reduced |
| USS Investment Management Ltd | 47,900 | $4.85M | 0.07% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 48,344 | $4.90M | 0.13% | +44,484+1,152.4% | Added |
| Bridgeway Capital Management, LLC | 48,393 | $4.91M | 0.13% | +7,400+18.1% | Added |
| Kesler, Norman & Wride, LLC | 48,488 | $4.92M | 1.24% | +8,767+22.1% | Added |
| Salem Investment Counselors Inc | 48,573 | $4.92M | 0.20% | −1,701−3.4% | Reduced |
| Country Club Bank | 49,407 | $4.94M | 0.41% | −5,329−9.7% | Reduced |
| Geneos Wealth Management Inc. | 48,823 | $4.95M | 0.30% | −8,931−15.5% | Reduced |
| AE Wealth Management LLC | 48,955 | $4.96M | 0.03% | +3,529+7.8% | Added |
| Intact Investment Management Inc. | 49,000 | $4.97M | 0.20% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 49,291 | $5.00M | 0.01% | −39,514−44.5% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 49,608 | $5.03M | 1.11% | −2,680−5.1% | Reduced |
| SG Americas Securities, LLC | 49,760 | $5.04M | 0.07% | +38,749+351.9% | Added |
| RBF Capital, LLC | 50,000 | $5.07M | 0.37% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 50,353 | $5.11M | 0.09% | +1,771+3.6% | Added |
| Atria Investments LLC | 50,522 | $5.12M | 0.10% | −276−0.5% | Reduced |
| First National Bank of Omaha | 50,910 | $5.16M | 0.31% | +13,089+34.6% | Added |
| CIBC Private Wealth Group, LLC | 59,848 | $5.22M | 0.02% | +582+1.0% | Added |
| Wealthfront Advisers LLC | 52,039 | $5.28M | 0.02% | −2,940−5.3% | Reduced |
| Point72 Asset Management, L.P. | 52,223 | $5.29M | 0.02% | +52,223 | New |
| Kornitzer Capital Management Inc | 53,183 | $5.39M | 0.11% | −368−0.7% | Reduced |
| Tocqueville Asset Management L.P. | 53,359 | $5.41M | 0.10% | −995−1.8% | Reduced |
| Brick & Kyle, Associates | 53,589 | $5.43M | 3.11% | −80−0.1% | Reduced |
| Nkcfo LLC | 54,500 | $5.53M | 2.66% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 54,599 | $5.54M | 0.05% | −2,671−4.7% | Reduced |
| Advisory Services Network, LLC | 54,809 | $5.56M | 0.15% | −842−1.5% | Reduced |
| Czech National Bank | 54,886 | $5.56M | 0.14% | −436−0.8% | Reduced |
| Commerce Bank | 55,520 | $5.63M | 0.04% | +897+1.6% | Added |
| United Capital Financial Advisers, LLC | 55,710 | $5.65M | 0.03% | −13,747−19.8% | Reduced |
| Cohen & Steers, Inc. | 55,914 | $5.67M | 0.01% | −92,644−62.4% | Reduced |
| Pearl River Capital, LLC | 55,939 | $5.67M | 0.90% | +6,929+14.1% | Added |
| Brown Advisory Inc | 56,183 | $5.70M | 0.01% | +3,450+6.5% | Added |
| Wesbanco Bank Inc | 56,387 | $5.72M | 0.25% | −2,536−4.3% | Reduced |
| Buckingham Capital Management, Inc. | 56,544 | $5.73M | 0.92% | −3,615−6.0% | Reduced |
| FIL Ltd | 56,612 | $5.74M | 0.01% | −537−0.9% | Reduced |
| Oppenheimer & Co Inc | 56,757 | $5.75M | 0.12% | +17,414+44.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 58,755 | $5.96M | 0.02% | −1,090−1.8% | Reduced |
| Atlantic Union Bankshares Corp | 60,043 | $6.09M | 0.63% | −3,974−6.2% | Reduced |
| Kestra Advisory Services, LLC | 60,452 | $6.13M | 0.07% | −24,299−28.7% | Reduced |
| Mount Lucas Management LP | 60,587 | $6.14M | 2.09% | +3,107+5.4% | Added |
| Simmons Bank | 60,872 | $6.17M | 0.53% | +7,680+14.4% | Added |
| First American Trust, FSB | 60,995 | $6.18M | 0.92% | −640−1.0% | Reduced |
| Congress Wealth Management LLC | 61,157 | $6.20M | 0.15% | −189−0.3% | Reduced |
| Cetera Advisor Networks LLC | 61,207 | $6.21M | 0.05% | +3,830+6.7% | Added |
| Montgomery Investment Management Inc | 61,242 | $6.21M | 2.19% | −100.0% | Reduced |
| Alley Investment Management Company, LLC | 61,530 | $6.24M | 1.04% | +2,010+3.4% | Added |
| Wintrust Investments LLC | 61,637 | $6.25M | 0.80% | −832−1.3% | Reduced |
| Credit Agricole S A | 63,153 | $6.40M | 0.27% | +62,630+11,975.1% | Added |
| Cypress Capital Group | 63,778 | $6.47M | 0.99% | +7,245+12.8% | Added |
| Gulf International Bank (UK) Ltd | 64,394 | $6.53M | 0.14% | −13,726−17.6% | Reduced |
| Optiver Holding B.V. | 64,472 | $6.54M | 0.30% | +64,472 | New |