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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 900 | $91.2K | 0.02% | 00.0% | Unchanged |
| Motco | 901 | $91.3K | 0.01% | −500−35.7% | Reduced |
| Clear Street Markets LLC | 915 | $93.0K | 0.03% | −62−6.3% | Reduced |
| McIlrath & Eck, LLC | 922 | $93.5K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 964 | $97.7K | 0.05% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 971 | $98.4K | 0.09% | +971 | New |
| Highlander Capital Management, LLC | 991 | $100.0K | 0.05% | 00.0% | Unchanged |
| Garda Capital Partners LP | 997 | $101.1K | 0.09% | +997 | New |
| BDO Wealth Advisors, LLC | 999 | $101.3K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 1,000 | $101.4K | 0.06% | −453−31.2% | Reduced |
| Global Financial Private Client, LLC | 987 | $101.6K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 1,011 | $102.5K | 0.03% | +2+0.2% | Added |
| First Horizon Advisors, Inc. | 1,016 | $103.0K | 0.00% | −355−25.9% | Reduced |
| Armstrong Advisory Group, Inc | 1,032 | $104.6K | 0.01% | −62−5.7% | Reduced |
| Larson Financial Group LLC | 1,038 | $105.3K | 0.01% | +38+3.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,044 | $105.8K | 0.01% | −4,623−81.6% | Reduced |
| Eagle Bay Advisors LLC | 1,044 | $105.8K | 0.06% | −94−8.3% | Reduced |
| Hantz Financial Services, Inc. | 1,051 | $107.0K | 0.00% | −25−2.3% | Reduced |
| Kapitalo Investimentos Ltda | 1,066 | $108.1K | 0.04% | +1,066 | New |
| Register Financial Advisors LLC | 1,067 | $108.2K | 0.09% | +503+89.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 1,091 | $110.6K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 1,091 | $110.6K | 0.01% | +1,091 | New |
| Pittenger & Anderson Inc | 1,093 | $110.8K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 1,107 | $112.2K | 0.01% | +1,107 | New |
| Grove Bank & Trust | 1,115 | $113.0K | 0.02% | +59+5.6% | Added |
| Centennial Bank | 1,194 | $121.0K | 0.08% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,272 | $129.0K | 0.01% | −200−13.6% | Reduced |
| Financial Management Professionals, Inc. | 1,270 | $129.0K | 0.02% | +67+5.6% | Added |
| Tanglewood Legacy Advisors, LLC | 1,312 | $133.0K | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,340 | $135.9K | 0.02% | +5+0.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 1,353 | $137.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 1,360 | $137.9K | 0.02% | +5+0.4% | Added |
| Asset Dedication, LLC | 1,365 | $139.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1,393 | $141.3K | 0.08% | +76+5.8% | Added |
| Manchester Capital Management LLC | 1,394 | $141.3K | 0.02% | −658−32.1% | Reduced |
| Alta Advisers Ltd | 1,400 | $141.9K | 0.08% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,400 | $141.9K | 0.01% | +113+8.8% | Added |
| JJJ Advisors Inc. | 1,357 | $144.2K | 0.04% | −194−12.5% | Reduced |
| Avion Wealth | 1,416 | $147.0K | 0.04% | +5+0.4% | Added |
| HHM Wealth Advisors, LLC | 1,479 | $149.9K | 0.03% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,493 | $151.3K | 0.03% | +27+1.8% | Added |
| Desjardins Global Asset Management Inc. | 1,523 | $154.0K | 0.02% | +70+4.8% | Added |
| Compass Wealth Management LLC | 1,531 | $155.2K | 0.05% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,544 | $156.5K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,571 | $159.3K | 0.05% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 1,605 | $162.7K | 0.04% | +596+59.1% | Added |
| Hills Bank & Trust Co | 1,635 | $165.8K | 0.02% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 1,639 | $166.2K | 0.00% | −489−23.0% | Reduced |
| Aspire Private Capital, LLC | 1,669 | $169.2K | 0.06% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,703 | $170.3K | 0.03% | −2,196−56.3% | Reduced |
| Parkside Financial Bank & Trust | 1,689 | $171.2K | 0.05% | +84+5.2% | Added |
| Vestor Capital, LLC | 1,727 | $175.0K | 0.02% | +1+0.1% | Added |
| Chesapeake Asset Management LLC | 1,736 | $176.0K | 0.16% | +1,736 | New |
| Bank of New Hampshire | 1,757 | $178.1K | 0.05% | −10−0.6% | Reduced |
| Central Bank & Trust Co | 1,786 | $181.1K | 0.03% | +10+0.6% | Added |
| Tradition Wealth Management, LLC | 1,801 | $183.0K | 0.02% | +88+5.1% | Added |
| Wellington Shields & Co., LLC | 1,832 | $185.7K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,984 | $190.3K | 0.01% | +218+12.3% | Added |
| Wellington Shields Capital Management, LLC | 1,892 | $191.8K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,905 | $193.0K | 0.00% | +1,505+376.3% | Added |
| Newbridge Financial Services Group, Inc. | 1,941 | $196.8K | 0.10% | +329+20.4% | Added |
| Buckingham Strategic Partners | 1,972 | $200.0K | 0.01% | −1,126−36.3% | Reduced |
| Front Row Advisors LLC | 1,979 | $201.0K | 0.10% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 1,985 | $201.2K | 0.05% | −96−4.6% | Reduced |
| Compass Financial Advisors LLC | 1,988 | $201.6K | 0.26% | −249−11.1% | Reduced |
| Liberty Wealth Management LLC | 1,993 | $202.0K | 0.04% | +1,993 | New |
| True Capital Management | 1,993 | $202.1K | 0.14% | +1,993 | New |
| Alan B. Lancz & Associates, Inc. | 1,996 | $202.4K | 0.21% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 2,000 | $202.8K | 0.02% | +2,000 | New |
| Murphy Pohlad Asset Management LLC | 2,005 | $203.3K | 0.08% | −600−23.0% | Reduced |
| Hoylecohen, LLC | 2,008 | $203.6K | 0.02% | −92−4.4% | Reduced |
| McGowan Group Asset Management, Inc. | 2,012 | $204.0K | 0.03% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 2,015 | $204.3K | 0.12% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 2,026 | $205.4K | 0.14% | −217−9.7% | Reduced |
| Sovereign Financial Group, Inc. | 2,027 | $205.5K | 0.08% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,030 | $205.8K | 0.06% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 2,035 | $206.0K | 0.03% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 2,034 | $206.0K | 0.03% | +2,034 | New |
| Brandywine Global Investment Management, LLC | 2,035 | $206.3K | 0.00% | −125−5.8% | Reduced |
| Wrapmanager Inc | 2,035 | $206.3K | 0.06% | +22+1.1% | Added |
| Defender Capital, LLC. | 2,036 | $206.4K | 0.07% | 00.0% | Unchanged |
| Sentry LLC | 2,039 | $206.7K | 0.05% | +2,039 | New |
| BOK Financial Private Wealth, Inc. | 2,041 | $206.9K | 0.02% | −189−8.5% | Reduced |
| Websterrogers Financial Advisors, LLC | 2,053 | $208.1K | 0.10% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 2,059 | $208.7K | 0.01% | +2,059 | New |
| TD Capital Management LLC | 2,066 | $209.5K | 0.03% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 2,070 | $210.0K | 0.04% | 00.0% | Unchanged |
| Aspiriant, LLC | 2,077 | $210.6K | 0.01% | +60+3.0% | Added |
| Washington Trust Bank | 2,081 | $211.0K | 0.02% | −120−5.5% | Reduced |
| Chiron Capital Management, LLC | 2,089 | $211.8K | 0.15% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,096 | $212.5K | 0.04% | +106+5.3% | Added |
| Ignite Planners, LLC | 2,029 | $213.0K | 0.09% | −4−0.2% | Reduced |
| Delta Financial Group, Inc. | 2,101 | $213.0K | 0.08% | +38+1.8% | Added |
| Brookfield Asset Management Inc. | 2,106 | $213.5K | 0.00% | +2,106 | New |
| Canvas Wealth Advisors, LLC | 2,192 | $214.2K | 0.09% | −536−19.6% | Reduced |
| Abacus Wealth Partners, LLC | 2,297 | $214.6K | 0.07% | +23+1.0% | Added |
| Meredith Wealth Planning | 2,121 | $215.0K | 0.17% | 00.0% | Unchanged |
| Graypoint LLC | 2,122 | $215.1K | 0.02% | +2,122 | New |
| Pinnacle Family Advisors, LLC | 2,128 | $215.7K | 0.13% | −169−7.4% | Reduced |
| Cutter & CO Brokerage, Inc. | 2,130 | $215.9K | 0.07% | +7+0.3% | Added |