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 |
|---|---|---|---|---|---|
| Royal Fund Management, LLC | 65,497 | $6.64M | 1.00% | +1,468+2.3% | Added |
| Avantax Advisory Services, Inc. | 65,703 | $6.66M | 0.08% | +15,025+29.6% | Added |
| Bayesian Capital Management, LP | 66,033 | $6.69M | 0.83% | +39,473+148.6% | Added |
| Mutual of America Capital Management LLC | 66,701 | $6.76M | 0.08% | −828−1.2% | Reduced |
| Man Group plc | – | $6.80M | 0.02% | – | – |
| D.A. Davidson & Co. | 67,544 | $6.84M | 0.08% | +578+0.9% | Added |
| Foundation Resource Management Inc | 68,028 | $6.90M | 1.14% | −36−0.1% | Reduced |
| Osborne Partners Capital Management, LLC | 68,303 | $6.92M | 0.51% | −1,167−1.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 70,863 | $7.18M | 0.81% | +1,033+1.5% | Added |
| Bryn Mawr Trust Co | 71,236 | $7.22M | 0.32% | −2,824−3.8% | Reduced |
| Fort Point Capital Partners LLC | 71,609 | $7.26M | 1.19% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 73,118 | $7.41M | 0.47% | +10,736+17.2% | Added |
| Janus Henderson Group PLC | 73,922 | $7.49M | 0.00% | +13,425+22.2% | Added |
| Visionary Wealth Advisors | 74,183 | $7.52M | 0.64% | −1,457−1.9% | Reduced |
| New York Life Investment Management LLC | 74,950 | $7.60M | 0.08% | −1,171−1.5% | Reduced |
| GWM Advisors LLC | 75,397 | $7.61M | 0.10% | +4,609+6.5% | Added |
| Marco Investment Management LLC | 76,058 | $7.71M | 0.87% | +202+0.3% | Added |
| Xponance, Inc. | 76,107 | $7.72M | 0.11% | +608+0.8% | Added |
| Crossmark Global Holdings, Inc. | 78,133 | $7.92M | 0.19% | +9,345+13.6% | Added |
| Calamos Advisors LLC | 78,461 | $7.95M | 0.04% | −9,808−11.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 78,999 | $8.01M | 0.07% | −892−1.1% | Reduced |
| Yousif Capital Management, LLC | 79,280 | $8.04M | 0.10% | −8,755−9.9% | Reduced |
| Opus Investment Management Inc | 79,689 | $8.08M | 2.92% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 82,998 | $8.17M | 0.99% | +10,038+13.8% | Added |
| National Bank of Canada | 80,862 | $8.23M | 0.02% | +40,486+100.3% | Added |
| Adell Harriman & Carpenter Inc | 81,252 | $8.24M | 0.88% | +4,221+5.5% | Added |
| FourThought Financial Partners, LLC | 82,863 | $8.40M | 1.15% | +2,412+3.0% | Added |
| Utah Retirement Systems | 82,967 | $8.41M | 0.12% | −1,000−1.2% | Reduced |
| Bell Bank | 83,869 | $8.50M | 0.90% | +81,328+3,200.6% | Added |
| Mercer Global Advisors Inc | 83,987 | $8.52M | 0.04% | −6,540−7.2% | Reduced |
| IFM Investors Pty Ltd | 84,595 | $8.58M | 0.13% | +2,420+2.9% | Added |
| CIBC Asset Management Inc | 84,752 | $8.59M | 0.03% | +183+0.2% | Added |
| Pacific Heights Asset Management LLC | 85,000 | $8.62M | 0.81% | +5,000+6.3% | Added |
| Tortoise Capital Advisors, L.L.C. | 85,680 | $8.69M | 0.13% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 86,544 | $8.77M | 1.55% | +25,540+41.9% | Added |
| Premier Fund Managers Ltd | 88,400 | $8.84M | 0.35% | −11,900−11.9% | Reduced |
| Trexquant Investment LP | 87,342 | $8.85M | 0.24% | +22,553+34.8% | Added |
| Mattern Capital Management, LLC | 87,864 | $8.91M | 1.57% | +5,250+6.4% | Added |
| Heritage Investors Management Corp | 89,655 | $9.09M | 0.39% | −1,106−1.2% | Reduced |
| Payden & Rygel | 90,000 | $9.12M | 0.54% | −89,900−50.0% | Reduced |
| Gyroscope Capital Management Group, LLC | 90,248 | $9.15M | 2.33% | +2,811+3.2% | Added |
| Schroder Investment Management Group | 91,673 | $9.29M | 0.01% | +19,856+27.6% | Added |
| Navellier & Associates Inc | 92,780 | $9.41M | 1.98% | −1,228−1.3% | Reduced |
| Bollard Group LLC | 93,930 | $9.52M | 0.34% | +836+0.9% | Added |
| Raymond James Trust N.A. | 95,486 | $9.68M | 0.31% | +1,535+1.6% | Added |
| Steward Partners Investment Advisory, LLC | 96,324 | $9.77M | 0.16% | −4,030−4.0% | Reduced |
| Texas Permanent School Fund | 97,153 | $9.85M | 0.10% | +30,001+44.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 97,533 | $9.89M | 0.12% | +97,533 | New |
| Cambridge Investment Research Advisors, Inc. | 99,673 | $10.1M | 0.05% | −1,961−1.9% | Reduced |
| CCM Investment Advisers LLC | 100,232 | $10.2M | 1.44% | −7,400−6.9% | Reduced |
| Richard C. Young & CO., LTD. | 100,387 | $10.2M | 1.40% | −120−0.1% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 100,555 | $10.2M | 0.44% | −13,295−11.7% | Reduced |
| Macquarie Group Ltd | 102,338 | $10.4M | 0.01% | −775−0.8% | Reduced |
| Skba Capital Management LLC | 104,085 | $10.6M | 1.97% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 104,208 | $10.6M | 0.57% | +7,531+7.8% | Added |
| Oregon Public Employees Retirement Fund | 105,393 | $10.7M | 0.13% | +209+0.2% | Added |
| Advisors Asset Management, Inc. | 106,452 | $10.8M | 0.22% | −750−0.7% | Reduced |
| Virginia Retirement Systems Et Al | 106,480 | $10.8M | 0.11% | +106,480 | New |
| Lawson Kroeker Investment Management Inc | 107,298 | $10.9M | 2.44% | −1,086−1.0% | Reduced |
| Kestra Private Wealth Services, LLC | 108,163 | $11.0M | 0.44% | +16,465+18.0% | Added |
| Public Sector Pension Investment Board | 109,267 | $11.1M | 0.08% | −1,191−1.1% | Reduced |
| Illinois Municipal Retirement Fund | 109,699 | $11.1M | 0.24% | +5,733+5.5% | Added |
| Voloridge Investment Management, LLC | 109,699 | $11.1M | 0.06% | −89,579−45.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 109,973 | $11.1M | 0.52% | +13,918+14.5% | Added |
| Bridgecreek Investment Management, LLC | 111,040 | $11.3M | 2.32% | −1,950−1.7% | Reduced |
| Teacher Retirement System of Texas | 113,131 | $11.5M | 0.08% | −48,124−29.8% | Reduced |
| South Dakota Investment Council | 113,471 | $11.5M | 0.24% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 118,528 | $12.0M | 0.10% | −6,068−4.9% | Reduced |
| Wallington Asset Management, LLC | 118,805 | $12.0M | 2.41% | +570+0.5% | Added |
| Associated Banc-Corp | 119,083 | $12.1M | 0.49% | −1,752−1.4% | Reduced |
| MetLife Investment Management | 120,259 | $12.2M | 0.09% | −3,173−2.6% | Reduced |
| Morgan Dempsey Capital Management LLC | 121,047 | $12.3M | 3.32% | +2,973+2.5% | Added |
| Quadrature Capital Ltd | 123,567 | $12.5M | 0.34% | +98,306+389.2% | Added |
| Torray LLC | 124,092 | $12.6M | 2.26% | +180.0% | Added |
| Two Sigma Investments, LP | 124,917 | $12.7M | 0.04% | +124,917 | New |
| American International Group, Inc. | 126,494 | $12.8M | 0.08% | −18,642−12.8% | Reduced |
| Hi-Line Capital Management, LLC | 126,501 | $12.8M | 4.38% | +950+0.8% | Added |
| State of Alaska, Department of Revenue | 126,678 | $12.8M | 0.15% | −1,720−1.3% | Reduced |
| ProShare Advisors LLC | 127,007 | $12.9M | 0.04% | +6,526+5.4% | Added |
| American Assets Investment Management, LLC | 127,800 | $13.0M | 1.49% | 00.0% | Unchanged |
| State of Michigan Retirement System | 128,012 | $13.0M | 0.09% | −400−0.3% | Reduced |
| Amalgamated Bank | 128,716 | $13.0M | 0.11% | +5,310+4.3% | Added |
| Sequoia Financial Advisors, LLC | 128,778 | $13.1M | 0.29% | +8,189+6.8% | Added |
| Arizona State Retirement System | 129,049 | $13.1M | 0.12% | −2,024−1.5% | Reduced |
| Cubist Systematic Strategies, LLC | 130,326 | $13.2M | 0.12% | +72,042+123.6% | Added |
| F&V Capital Management, LLC | 130,780 | $13.3M | 4.40% | +7,768+6.3% | Added |
| Oppenheimer Asset Management Inc. | 131,173 | $13.3M | 0.20% | +2,497+1.9% | Added |
| Nomura Asset Management Co Ltd | 131,967 | $13.4M | 0.07% | +481+0.4% | Added |
| Schwerin Boyle Capital Management Inc | 136,331 | $13.8M | 1.42% | −6,950−4.9% | Reduced |
| Retirement Systems of Alabama | 137,737 | $14.0M | 0.06% | −13,677−9.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 138,897 | $14.1M | 0.03% | +11,667+9.2% | Added |
| Empowered Funds, LLC | 140,488 | $14.2M | 0.84% | +17,228+14.0% | Added |
| Gabelli Funds LLC | 142,000 | $14.4M | 0.11% | −25,500−15.2% | Reduced |
| AMF Pensionsforsakring AB | 145,799 | $14.8M | 0.15% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 146,436 | $14.8M | 0.09% | +146,436 | New |
| Hikari Tsushin, Inc. | 147,638 | $15.0M | 1.56% | 00.0% | Unchanged |
| Spirit of America Management Corp | 148,486 | $15.1M | 3.37% | −500−0.3% | Reduced |
| Thrivent Financial for Lutherans | 151,190 | $15.3M | 0.04% | −582−0.4% | Reduced |
| Captrust Financial Advisors | 152,092 | $15.4M | 0.07% | −3,028−2.0% | Reduced |
| Keybank National Association | 154,104 | $15.6M | 0.07% | −2,008−1.3% | Reduced |