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; 2,109 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
- 1,573
- +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
- 553 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 | 2,109 | $53.5B |
| Q1 2026 | 2,132 | $57.0B |
| Q4 2025 | 1,904 | $39.9B |
| Q3 2025 | 1,838 | $41.6B |
| Q2 2025 | 1,765 | $37.4B |
| Q1 2025 | 1,796 | $37.9B |
| Q4 2024 | 1,782 | $34.9B |
| Q3 2024 | 1,775 | $39.8B |
| Q2 2024 | 1,787 | $44.2B |
| Q1 2024 | 1,879 | $52.2B |
| Q4 2023 | 1,793 | $43.7B |
| Q3 2023 | 1,664 | $38.5B |
| Q2 2023 | 1,542 | $30.9B |
| Q1 2023 | 1,573 | $33.4B |
| Q4 2022 | 1,575 | $35.1B |
| Q3 2022 | 1,419 | $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 |
|---|---|---|---|---|---|
| Hoey Investments, Inc | 212 | $21.5K | 0.01% | +12+6.0% | Added |
| Founders Capital Management | 215 | $22.0K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 225 | $22.0K | 0.01% | +25+12.5% | Added |
| Morton Brown Family Wealth, LLC | 219 | $22.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 220 | $22.3K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 222 | $22.5K | 0.01% | +75+51.0% | Added |
| TFC Financial Management | 224 | $22.7K | 0.01% | +8+3.7% | Added |
| TSFG, LLC | 225 | $23.0K | 0.01% | −101−31.0% | Reduced |
| Lazard Asset Management LLC | 255 | $25.0K | 0.00% | +6+2.4% | Added |
| Atlantic Trust, LLC | 250 | $25.3K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 256 | $26.0K | 0.01% | +7+2.8% | Added |
| CNB Bank | 257 | $26.1K | 0.02% | −577−69.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 275 | $27.9K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 299 | $30.0K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $30.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 298 | $30.2K | 0.00% | −218−42.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 302 | $30.6K | 0.01% | +252+504.0% | Added |
| First Financial Corp | 303 | $30.7K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 302 | $31.0K | 0.04% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 304 | $31.1K | 0.02% | −10−3.2% | Reduced |
| New England Capital Financial Advisors LLC | 310 | $31.4K | 0.02% | +2+0.6% | Added |
| Tradewinds Capital Management, LLC | 311 | $31.5K | 0.01% | −122−28.2% | Reduced |
| Private Ocean, LLC | 315 | $31.9K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 319 | $32.3K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 329 | $33.4K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 354 | $35.9K | 0.02% | +2+0.6% | Added |
| Norwood Financial Corp | 355 | $36.0K | 0.06% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 363 | $36.8K | 0.02% | −52−12.5% | Reduced |
| Arlington Partners LLC | 371 | $37.6K | 0.01% | +55+17.4% | Added |
| First PREMIER Bank | 376 | $38.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 368 | $38.3K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 378 | $38.3K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 393 | $39.0K | 0.03% | 00.0% | Unchanged |
| First Command Bank | 394 | $39.9K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 394 | $39.9K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 396 | $40.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 413 | $41.9K | 0.03% | +1+0.2% | Added |
| Resources Management Corp | 3,350 | $42.0K | 0.01% | −6,975−67.6% | Reduced |
| RFP Financial Group LLC | 416 | $42.2K | 0.05% | −250−37.5% | Reduced |
| Oakworth Capital, Inc. | 426 | $43.2K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 435 | $44.1K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 449 | $45.5K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 462 | $46.8K | 0.01% | +462 | New |
| Tower View Investment Management & Research LLC | 464 | $47.0K | 0.03% | +5+1.1% | Added |
| AlphaMark Advisors, LLC | 470 | $48.0K | 0.02% | −100−17.5% | Reduced |
| Archer Investment Corp | 479 | $48.6K | 0.02% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 500 | $50.7K | 0.03% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 509 | $51.0K | 0.05% | −510−50.0% | Reduced |
| Baystate Wealth Management LLC | 518 | $52.6K | 0.00% | −26−4.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 521 | $53.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 530 | $54.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 535 | $54.2K | 0.00% | −20−3.6% | Reduced |
| Old North State Trust, LLC | 552 | $56.0K | 0.04% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 555 | $56.3K | 0.01% | +7+1.3% | Added |
| Prestige Wealth Management Group LLC | 556 | $56.4K | 0.01% | −8−1.4% | Reduced |
| Foster Dykema Cabot & Co Inc | 573 | $58.0K | 0.01% | +573 | New |
| Strategic Investment Solutions, Inc. | 574 | $58.2K | 0.01% | +574 | New |
| Koesten, Hirschmann & Crabtree, INC. | 574 | $58.2K | 0.04% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 575 | $58.3K | 0.01% | +34+6.3% | Added |
| Ten Capital Wealth Advisors, LLC | 584 | $59.2K | 0.02% | +312+114.7% | Added |
| AXS Investments LLC | 587 | $59.5K | 0.02% | −62−9.6% | Reduced |
| Riverview Trust Co | 590 | $59.8K | 0.05% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 600 | $60.8K | 0.01% | −272−31.2% | Reduced |
| Duncker Streett & Co Inc | 600 | $60.8K | 0.01% | −13−2.1% | Reduced |
| Legend Financial Advisors, Inc. | 601 | $60.9K | 0.05% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 608 | $61.6K | 0.00% | −1,155−65.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 624 | $63.3K | 0.05% | +6+1.0% | Added |
| Lee Financial Co | 628 | $63.7K | 0.01% | +327+108.6% | Added |
| Caldwell Sutter Capital, Inc. | 652 | $66.1K | 0.05% | +652 | New |
| Pin Oak Investment Advisors Inc | 669 | $68.0K | 0.08% | 00.0% | Unchanged |
| Valley National Advisers Inc | 674 | $68.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 677 | $68.6K | 0.00% | +6+0.9% | Added |
| Godsey & Gibb Associates | 679 | $68.8K | 0.01% | −928−57.7% | Reduced |
| Chiron Investment Management, LLC | 691 | $70.1K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 695 | $70.5K | 0.01% | +13+1.9% | Added |
| Aquatic Capital Management LLC | 700 | $71.0K | 0.00% | −12,600−94.7% | Reduced |
| Vigilant Capital Management, LLC | 700 | $71.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 702 | $71.1K | 0.01% | +101+16.8% | Added |
| Addison Advisors LLC | 702 | $71.2K | 0.04% | −5−0.7% | Reduced |
| Gleason Group, Inc. | 708 | $71.8K | 0.02% | +7+1.0% | Added |
| Schubert & Co | 709 | $71.9K | 0.06% | −7−1.0% | Reduced |
| American National Bank | 712 | $72.2K | 0.01% | +672+1,680.0% | Added |
| JFS Wealth Advisors, LLC | 717 | $72.7K | 0.01% | −8−1.1% | Reduced |
| Harvest Fund Management Co., Ltd | 717 | $73.0K | 0.02% | −974−57.6% | Reduced |
| Piscataqua Savings Bank | 721 | $73.1K | 0.06% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 728 | $73.8K | 0.01% | −59−7.5% | Reduced |
| Glassman Wealth Services | 734 | $74.4K | 0.01% | +40+5.8% | Added |
| General Partner, Inc. | 740 | $75.0K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 742 | $75.2K | 0.03% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 744 | $75.5K | 0.08% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 749 | $75.9K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 772 | $78.0K | 0.01% | −494−39.0% | Reduced |
| CVA Family Office, LLC | 788 | $79.9K | 0.02% | +100+14.5% | Added |
| City State Bank | 802 | $81.0K | 0.05% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 805 | $81.6K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 838 | $85.0K | 0.04% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 840 | $85.2K | 0.04% | +640+320.0% | Added |
| Pointe Capital Management LLC | 845 | $85.7K | 0.06% | +845 | New |
| Mark Sheptoff Financial Planning, LLC | 860 | $87.2K | 0.05% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 890 | $90.0K | 0.00% | 00.0% | Unchanged |